This bundle includes all of the essentials you need to track, manage, and measure your reporting process from start to finish with organization and efficiency. It includes the Endowment Reporting Financial Spreadsheet, Endowment Reporting Project Checklist, and Annual Endowment Report Survey Template.

Great donor impact reports begin with great survey questions! Use this bundle to craft your own impact surveys that successfully collect information from faculty members, scholarship recipients, and fund and program managers. Grounded in storytelling, we’re confident that this resource will provide you the information you need to create a truly swoon-worthy donor impact report! This bundle includes: The Student Scholarship Impact Survey Question Bank, Endowed Fund Survey, and Endowed Faculty Impact Survey.

Great donor impact reports begin with great survey questions! This PDF contains a sample survey, all ready for you to copy and paste into your preferred survey tool, be it Google forms or Mythos. Targeted towards busy endowed faculty members, this survey is designed to give you a central collection point for information and a high completion rate.

Did you know that the average first-time donor retention rate hovers around 20%? That means 8 out of 10 first-time donors won't ever give to your organization again! Beat the odds by purchasing our first-time donor stewardship "box".   Complete with step-by-step instructions, sample text, and timelines, this plan will help you create a successful first-time donor retention program in no time! This edition is customized for nonprofits outside of healthcare and education.

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 Budget Template, Event Creation Overview, Event Planning Worksheet, Event Summary Form, Event Evaluation 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"! 

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.

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!

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.

Every event needs a collaborative, dynamic after-action review. This Excel spreadsheet will help stakeholders evaluate the event across key domains. We recommend using this as "homework" prior to a formalized debrief meeting to ensure that everyone has the opportunity to make their voices heard.

Great donor impact reports begin with great survey questions! Use our new resource to craft your own impact survey that successfully collects information your scholarship donors want to know and scholarship recipients are happy to share. Grounded in storytelling, we’re confident that this resource will provide you the information you need to create a truly swoon-worthy donor impact report!

Did you know that the average first-time donor retention rate hovers around 20%? That means 8 out of 10 first-time donors won't ever give to your organization again! Beat the odds by purchasing our first-time donor stewardship "box".   Complete with step-by-step instructions, sample text, and timelines, this plan will help you create a successful first-time donor retention program in no time! This edition is customized for educational institutions.

We love a 24-hour Giving Day, but that shouldn't be the only time these donors hear from your organization!  We've built out a step by step plan, complete with sample text and suggested timelines, for you to connect Giving Day donors with their generosity and deepen ties to your organization. Giving Days are here to stay—let us help you make sure your donors are, too!

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.

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.

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.

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!

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! 

It's no secret that a good spreadsheet can make or break an endowment reporting project, so let us help you! This Excel sheet includes column headers of all the information you'll want to include in financial reports for your endowed funds. This time-saving tool can be easily shared with your organization's financial team or advancement services team so that they can provide you with the relevant financial information.

This survey template is perfect for endowed programs or unrestricted/operational funds. This PDF contains a full sample survey, all ready for you to copy and paste into your preferred survey tool, be it Google forms or Mythos. Use this tool to create an impact reporting survey that saves you time and solicits meaningful information your donors will love to hear.

Did you know that the average first-time donor retention rate hovers around 20%? That means 8 out of 10 first-time donors won't ever give to your organization again! Beat the odds by purchasing our first-time donor stewardship "box".   Complete with step-by-step instructions, sample text, and timelines, this plan will help you create a successful first-time donor retention program in no time! This edition is customized for healthcare organizations.

How often have you looked at your calendar and realized that you missed a fun holiday to surprise and delight your donors? Use this guide to create a holiday stewardship plan for your donors, and don't miss another opportunity to spread some holiday cheer! This plan includes copy as well as editorial notes to send to your graphic designer. After all, holidays are supposed to be fun! (We’ve even added some “National ___” Days to the list—because everyone loves a silly holiday!)

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!

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.

A well-organized budget worksheet will help you stay on track and make informed decisions throughout the planning process. This customizable event budget template will help you track vendors, budget, and figure out your net funds raised when it's all said and done. This is our go-to event budgeting tool!

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.

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!