Fundraising Documents & Links

Download all Fundraising documents in one zipped file.

Required Documents

None in this chapter

Strongly Suggested Documents

None in this chapter

Recommended Documents

 

Budget

• Budget-builder template
• See also Finance Unlocked for Nonprofits training from wanonprofitinstitute.org.

Case for Support

• “6 powerful elements that create an airtight case for support” article
• “How to write a case for support” article

Fundraising Plan

• Sample
• “Finding your funding model” article

Gift Acceptance Policy

• Sample
• Template

Job description: Board Member

• Sample
• Sample (CT Thompson)
• Sample (BridgeStar)
• Sample (One OC)

Job description: Officer

• Sample
• Sample (CT Thompson)

List of Contributors

• Keep a list of your organization’s contributors on file and include it as part of the annual report and online recognition

List of Current Members (if a membership organization)

• Keep a list of your organization’s current members on file, alphabetical and any other useful sorts (zip code, membership level, etc.)

As-Needed/Additional Documents

Advisory Boards v Managing Boards

• Article (Nonprofit Law blog)
• “Best practices” article
• “Roles and responsibilities” article

Board Manual

• Outline