Free Fundraising Resources to Help You Lead with Clarity and Confidence
Your go-to library for smart, practical tools that make fundraising easier and more effective.
First 90 Days in a Mid-Level Role
A proven 30-60-90 roadmap to help you build trust, momentum, and a strong donor pipeline from day one.
CRM Donor Status Tracking Recommendations
Discover a clear, actionable framework to categorize donor status, monitor engagement, and ensure your team responds at exactly the right time.
Do’s and Don’ts for Writing Donor Emails
Every thank-you email you send is a chance to build connection. But too often, those emails sound transactional or flat — and the moment is lost.
Year-End Fundraising Playbook
Find guidance on when and how to connect with donors, which channels to use, and how to bring your message together across every touchpoint.
Midlevel Communications Calendar Template
No more blank-page panic. This calendar gives you the structure and inspiration to communicate with clarity and confidence.
Free Donor Tax Letter Template
We’ve created a ready-to-use donor letter that breaks it all down clearly — so you can communicate the changes with confidence and urgency.
Thanksgiving Email Template
Thanksgiving is the perfect time to show your donors that you’re thankful for them — not just for their gifts, but for who they are.
Keep Donor Relationships Strong During Staff Transitions
When a donor moves from your midlevel program to major gifts, clear and thoughtful communication can make all the difference. This resource gives you ready-to-use templates to help you make those transitions.
Unassigned Donor Thank You Guidelines
This guide outlines a practical thank-you process for unassigned midlevel and major gift donors. It gives fundraisers a clear path for outreach, follow-up, and documentation so no donor feels overlooked and every expression of gratitude feels personal and timely.
Introduction Best Practices
and Sample Letters
This free resource outlines proven best practices for donor introduction letters, donor information forms, and follow-up that feels human, thoughtful, and effective.