Save time and get organized with our fundraising checklists!
Imagine a two-person development team sitting before a spreadsheet of five thousand donor records. They know that hidden within those rows of data are the major gifts, corporate sponsors, and board members needed to fund their next big project. Without a clear roadmap, finding high-capacity givers feels like trying to find a needle in a …
Whether you’re handling a recurring donation or preparing your system for a major capital campaign, having a structured, audit-ready workflow is what bridges the gap between a chaotic inbox and a thriving mission. To help your team save time, stay compliant, and build donor trust, we’ve put together the ultimate Gift Processing 101 checklist here. When …
Securing major gifts is essential to your nonprofit’s ability to achieve its mission, but you need the right tools to streamline and track your efforts. After all, it takes time and resources to identify, verify, and cultivate donors who are likely to make major donations. Fortunately, once you’ve chosen the right prospects, you only need …
If you’re a PTA member, an elementary school event organizer, or otherwise affiliated with K-12 education or fundraising, you’ve probably already heard of read-a-thon fundraisers. After all, read-a-thons are one of the world’s fastest-growing school fundraisers—and for good reason. Read-a-thons not only have the potential to raise thousands of dollars for your school, but they …
When you’re starting a nonprofit, your top priority is likely boosting your organization’s positive impact on the world. A nonprofit’s work is mission-centric, but to keep this essential work alive, founders and staff members must also think about the legal logistics of their organization’s operations. For example, before planning a fundraising event, you must first …
Hosting fundraising events can energize your donors to give to your campaign and spread the word about your organization. But, your fundraising event requires thorough planning to be successful. Proactive fundraising event planning helps you identify your priorities and prevent issues before they occur. Whether you’re new to event planning or you’re looking to optimize …
Evaluate and compare as many different products and companies as you like with this printable PDF! This checklist offers an at-a-glance overview, logistical and planning considerations, and company-specific questions to help you decide which product fundraiser is best for your group. To find the right product fundraiser for your group, answer questions such as: What …
“Who’s going to do all the work?” Use this checklist as a guide to help you get started in setting up a new fundraising committee. Be sure to find out if there are any rules or guidelines that need to be followed if you’re setting up a committee at an already established place such as …
Quickly gain an insightful overview of your upcoming fundraising season with our one-page “Set Goals for Your Next Fundraising Season Checklist.” No email required! Download it below. It will help you define your goals for your upcoming fundraising season. This checklist helps you to understand your overall funding needs with questions such as: How much …
Are you a volunteer tasked to sell candy bars or gift wrap for a sports team or class? You’re not alone! According to PTO Today, school groups raise more than $1.5 billion annually from informal fundraisers. But while it might be super simple for you to convince others to buy snacks, candy, or gifts, it’s …
Is your nonprofit overlooking strategies for year-end fundraising? Probably! Here are 5 of the best tactics you might not have considered that can help boost your giving results this year. (More tips for year end here.) Year-End Fundraising Strategy #1: Focus on increasing gift amounts from current donors New is not always better – …
Did you know that forty states require you to register your charity – before you even start to fundraise? And only three states let you fundraise freely without any requirements. Nearly all have different forms, penalties, and fees as well. State-by-state registration is so seemingly complicated that thousands of charities pay for-profit legal firms annually …
More checklists here. Use this checklist as a guide to help you create a strategy when planning for attracting corporate sponsors for your event: 1. Enlist Board Member or Volunteer Fundraising Support You need help! Form a committee immediately of a few dedicated board members, staff, and volunteers to plan and fundraise for your event. …
Be ready to make the most of the GivingTuesday phenomenon this year! This ‘give instead of get’ holiday season tweeting day has been showing impressive growth results and continues to grow since the inauguration year. (View the latest reports here.) So what do you need to do to get involved in this social media extravaganza? …
As if writing proposals for your work wasn’t hard enough, you need to think just as thoroughly about what attachments you are including with it! Too much additional information can counteract your good proposal, while not enough can make you not stand out. You want to give just enough extras, and the right ones, to …
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