Pre-designed tools and templates to save you time, keep you organized, and make your work easier.
How much time have you spent scouring the internet, putting requests on listservs that go answered, sending cold emails, or diving deep into your organization's shared drive in an effort to get your hands on a document that can save you time and resources without recreating the wheel? We're here to help!
We love providing nonprofits and donor relations professionals with the resources you need, and we know how valuable a simple template can be — so we've dedicated a whole platform for sharing them! Crafted by our industry leading consultants and associates, we've created how-to guides for nearly every core function in donor relations. This content will be updated quarterly, so if you don't see what you're looking for now, don't worry! Better yet, let us know what you're searching for and we'll create it for you!
Our templates are available for immediate download. Just complete your purchase and you will receive th files directly in our inbox!
Annual Endowment Report Survey Template
The best metric in the stewardship space is your overall donor satisfaction rate on your annual endowment reports. Why? Because if we spend months creating these reports, we need to know they are hitting the mark with donors and fulfilling their purpose in stewarding donor funds! Use this survey template to fine-tune your processes and establish a baseline satisfaction rate you can track year over year.
You pitch this great idea about a donor relations project to your boss — and then they ask for a one-pager. What do you include? Beginning with purpose and ending with success measures, this thoughtful, analytical guide will leave your leadership impressed and help you get that idea approved! Shared as a Word document so you can update and customize just for you!
This bundle includes the Event Timeline Template, Event Creation Overview, Event Planning Worksheet, Event Summary Form, and Post-Event Survey Template. Use these tools together to ensure that every event detail is covered, from getting leadership buy-in, to sharing your vision with others, and assessing attendee satisfaction. Think of it like an "event plan in a (digital) box"!
Event Timeline Template
This template outlines event must-haves, staff roles and responsibilities, and deadlines. Let's face it...events are made extraordinary in the details and with this template, you'll feel confident that you've thought of absolutely everything and delegated to the best of your ability! This Excel sheet is most definitely a sanity-saver!
Campaign Launch Must-Haves
This bundle includes the Campaign Launch Action Plan and Campaign Launch Sample Script. Consider these your must-haves for planning and launching your organization's campaign. You'll set your institution up for success and save yourself lots of time and worry!
Endowment Reporting Project Checklist
Your how-to guide for creating endowment reports. Beginning with identifying relevant funds and ending with assessing donor satisfaction surveys, this step-by-step guide (shared as an Excel file for easy customization) will help you project manage this critical task from start to finish with organization and efficiency.
Sample Engagement Plan
The pinnacle of our work in donor relations is the customized, bespoke donor engagement plan. Use this template to start planning ways to surprise, delight, and engage your organization's principal gift prospects. Once completed, this Excel sheet will provide a great snapshot for stakeholders across the advancement shop to stay on task and provide an amazing donor experience for all your key institutional donors.
Post-Event Survey Template
Why re-invent the wheel? This sample post-event survey includes donor-centered language, Likert scale selections for ease in interpretation, and survey versions for both attendees and non-attendees.
Event Creation Overview
This worksheet-style guide will walk you through the entire event process, from ideation to logistics to buying gifts for speakers. Use this as a tool to make sure no important detail is forgotten and that all attendees have a memorable and enjoyable experience.
Campaign Launch Sample Script
This sample campaign launch script will help you establish a clear plan of action for that critical opening night. This minute-by-minute program will make your event ROI one your leadership will be thanking you for, for months to come!
Bundle and save! This package includes the Donor Relations Project Plan, Stewardship Calendar Template, and DRG Engagement Plan. These templates will ensure every detail of your donor relations program is carefully planned and approved by your leadership. Plus, it'll save you time when you plan for next year!
Stewardship Calendar Template
Every good donor relations plan begins with...a plan! Use this color coded, task-based, matrix Excel spreadsheet to guide your work over the course of an entire fiscal year.
Pre-Event Planning Worksheet
Consider this your go-to resource for thinking BIG PICTURE for a successful event. Get to the WHY of a gathering, before moving on to the HOW. Great for strategy and business planning purposes.
Event Summary Form
You say you're going to do it every year — write an after-action summary about your event, that is! Use the DRG template to get you started. This Word doc includes space for high level summaries of key event components and space for straightening out that tangled "digital web" of DropBox and Google Drive links. Your future-self will thank you!
Campaign Launch Action Plan
What's the old saying? You're either in a campaign or planning for one! This document, shared as an Excel file, will help you master the subtle art of a fabulous launch, with action items to ensure not a single detail is overlooked.