Guidebooks

A comprehensive guide to creating a case statement, this resource includes activities and worksheets designed to help leadership and staff define an organization’s mission and fundraising goals. Perfect for staff meetings, training sessions, and retreats.

This guidebook outlines the process of developing a fundraising plan, with fundraising strategies and sample fundraising plan to help organizations set and achieve their fundraising goals effectively

This guidebook offers insights into building a sustainable major gifts program, from identifying prospects to stewarding donors. Major gift strategies and fundraising ideas to support nonprofit leaders in building relationships with major donors.

Learn strategies to create and manage an effective nonprofit board. This guidebook includes strategies for nonprofit board management including board training, board recruitment and how to build an effective nonprofit board of directors.

A detailed guide to planned giving, legacy societies, how to talk to donors about planned gifts and donor cultivation strategies to find unanticipated planned giving donors.

Essential guide for donor retention, offering strategies to strengthen relationships and maintain long-term contributions for nonprofits.

This RFP template simplifies the process of selecting a web development partner, covering all necessary elements for nonprofits to create a strong online presence and secure an impactful partnership.

Essential guide for measuring volunteer program impact, offering metrics to improve effectiveness and drive sustainability.

A guide to help facilitators understand concepts of how to incorporate trauma-informed facilitation into community discussions, focus groups, trainings, orientations and workshops.

This guide introduces the essentials of board management software, offering guidance on selecting and implementing tools to enhance nonprofit board governance and efficiency.

Comprehensive guide for nonprofits on scaling programs, covering strategies, challenges, partnerships, and real-world success stories.

Collaborative budgeting transforms the traditional budgeting process by integrating both
top-down and bottom-up approaches, fostering a middle ground where all organizational
levels actively participate.

This a-to-z guide outlines effective volunteer strategies for your charity golf tournament. From recruiting and onboarding to managing and engaging volunteers, you’ll get ideas and tools to leverage volunteers to help make your golf fundraiser a success.