Free Fundraising Resources

Here are some free fundraising templates that we've created over the years for workshops and clients. You are welcome to download these and edit at will! We thank the Association of Fundraising Professionals' Resource Center for providing the kernels of several of these resources in years past. We also thank others who have freely shared information with us!

Instructions:

This list can be sorted by name, category and date uploaded.
Click on the file name and a new window will pop up prompting you to save the file.
Save the file to the location of your choice.

In addition, here are links to other resources:

Association of Fundraising Professionals Code of Ethics and Professional Practice
AFP's Social Media Guidelines (one page summary)
AFP's Social Media Guidelines (long format)
AFP/The Urban League Fundraising Effectiveness Project
Basecamp, a project management system
Highrise, a contact management system
Information about social media privacy at the Electronic Privacy Information Center (EPIC)

Presentations

Storytelling: Communicating Your Mission with Infectious Passion, presented to AFP Greater Houston Chapter, April 2012 on Prezi
Grant Writing for Newbies, presented at Yuma Area Nonprofit Institute (YANPI), November 2011 on Prezi
Surfing the Next Wave of Philanthropy, presented at the AFP Memphis Chapter Annual Conference, August 2011 and at the Emerging Philanthropy Conference, hosted by the AFP Western Pennsylvania Chapter, April 2011 on Prezi
Fundraising Self Defense, presented at the AFP Greater Milwaukee Chapter, June 2011 on Prezi
Grant Proposals Step by Step, presented at the NFCB Community Radio Conference, June 2011 on Prezi
Surfing the Next Wave of Philanthropy, presented at the NFCB Community Radio Conference, June 2011 on Prezi
Your Road Map: Getting New Ideas to Stick, presented at the ALADN 2011 Conference, May 2011 on Prezi
Juggling Hats: Fundraising for Small Shops, presented at the AFP Mid-America Conference, May 2011 on Prezi
Breaking Down Barriers and Inspiring Change, presented at THE Conference, hosted by the Greater Wilkes-Barre Chamber of Commerce and the AFP Northeastern Pennsylvania Chapter, April 2011 on Prezi
The Velvet Rope: Creating A VIP Experience, presented at the AFP International Conference in Chicago, March 2011 on Prezi
Effective Donor Cultivation, presented at the AFP Greater Houston Chapter's Ask the Experts Conference in Houston, February 2011 on Prezi
GoalBusters SlideShare site with downloadable Power Point presentations from previous workshops

We add new resources on a regular basis, so check back often!

If you have questions about any of the templates, feel free to contact us for more information.

Showing 29 items

File Name	Category	Uploaded	File Type
Sort	Sort	Sort	Sort


Board Evaluation	Evaluation	January 21, 2011	PDF
Board Volunteer Commitment Form	Forms	January 21, 2011	MS Word
Capital Campaign Plan	Plan	January 21, 2011	MS Word
Constituent or Prospect Profile	Reports	January 21, 2011	MS Word
Development Director Job Description	Job Description	January 21, 2011	MS Word
Development Operations Manual Checklist	Checklist	January 21, 2011	PDF
Development Plan	Plan	January 21, 2011	MS Word
Development Program Budget	Reports	January 21, 2011	MS Excel
Donor Cultivation handouts for 2011 Ask the Experts	Handouts	March 3, 2011	PDF
Donor Cultivation Worksheet	Plan	January 21, 2011	MS Word
Donor Information Confidentiality Policy	Policies	January 21, 2011	MS Word
Donor Recognition Policy	Policies	January 21, 2011	MS Word
Elevator Speech Outline	Handout	January 21, 2011	PDF
Filing for 501(c)3 Status FAQ	Information	January 21, 2011	PDF
Fundraising for Small Shops Worksheet	Worksheet	May 1, 2011	PDF
Fundraising ideas evaluation	Evaluation	January 21, 2011	PDF
Gift Acceptance Policy	Policies	January 21, 2011	MS Word
Grant Proposals Step by Step Handout	Handouts	June 4, 2011	PDF
House of Philanthropy-Rural and Diverse Communities	Handout	January 21, 2011	PDF
Outsourcing Back Office Services in Small Nonprofits, a report by the Management Assistance Group	Reference	February 7, 2011	PDF
Sample bequest language	Marketing	January 21, 2011	MS Word
Simple Computer and Internet Use Policy	Policies	January 21, 2011	MS Word
Social Media Usage Policy	Policies	February 9, 2011	MS Word
Special Event Evaluation Form	Evaluation	March 3, 2011	MS Word
Startup Checklist for Nonprofit Organizations	Checklist	January 21, 2011	PDF
Underwriting Copy Guide One Sheet	Policies	June 3, 2011	MS Word
Underwriting Guidelines Template	Policies	June 3, 2011	MS Word
Volunteer Policy	Policies	January 21, 2011	MS Word
Weekly Activity Report	Reports	January 21, 2011	MS Excel

Showing 29 items