2
Calculators
Answer a question with your numbers
6
Templates
Fill in and use this week
CALCULATORS
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Put in your numbers, get a real answer.
ASSESSMENTS
A few honest questions, an answer on the spot
Where to Start
Not sure which one to open? Tell us what you are wrestling with and we will point you to the tool that fits.
9 questions · 3 minutes
Board Health Check
How your board actually operates, where it is strong, and which gap to close before anything else.
12 questions · 4 minutes
Fundraising Strategy Checkup
Your plan, your donor loyalty, your revenue mix, and your capacity to follow through. One of them is holding the others back.
12 questions · 4 minutes
Campaign Readiness Check
The five places readiness lives: the case, the board, the donor base, the data, and the staff.
8 questions · 3 minutes
TEMPLATES
Board Member Expectation Agreement
Great boards don't happen by accident. They're built on clear, mutual expectations. This ready-to-customize agreement covers giving, attendance, committee work, and fundraising, plus what your board members can expect from you in return. Download it, make it yours, and bring it to your next board meeting.
Board Recruitment Matrix Worksheet
Stop recruiting whoever happens to be willing, and start recruiting who your mission needs. This printable worksheet maps your board's skills across twelve key areas, shows your gaps at a glance, and turns them into a real recruitment plan. Perfect for your next governance committee meeting.
The same documents we use with our clients
Here is a helpful one-page fundraising plan to get you started. It gives you a place for your goals by revenue stream, a quarter-by-quarter calendar, and your top three priorities for the year, with a named owner for each piece. Fill it in with your team over an afternoon, post it where you'll see it, and check in on it monthly. Simple, practical, and built to actually get used.
One-Page Fundraising Plan Template
Year-End Appeal Timeline & Checklist
Nearly a third of all giving happens in December, and it goes to the organizations that planned in September. This month-by-month checklist walks you through the entire year-end season, from setting your goal to the crucial final-days email push to the January follow-through. Download it before fall gets away from you.
First-Time Donor Thank-You Series
Fewer than one in five first-time donors ever gives again, usually because they never heard from you in a way that felt personal. This series gives you three ready-to-send letters for the first 90 days: the 48-hour thank-you, the 30-day impact update, and the 90-day invitation. None of them asks for money, and that's exactly why the next ask works.
Campaign Pledge Form & Gift Acceptance Basics
Nothing stalls campaign momentum like telling a generous donor "let us figure out how to accept that." This two-page template gives you a ready-to-customize pledge form for multi-year commitments, plus a checklist of the gift acceptance basics to have in place before your campaign goes public. The unglamorous paperwork, handled.