Downloadable templates that simplify fundraising.
Whether you’re applying to grants or expanding your donor base, these templates are tools to make your fundraising efforts easy and effective. Pick and choose or purchase our bundle to save!
Quick CheckoutMaster Grant Proposal
Download this free template to develop language for grant proposals.
Quick CheckoutProgram Budget Template
Download this spreadsheet to easily assemble a budget for your grant applications.
Quick CheckoutProgram 2-Pager Template
Download this free template to develop language for grant proposals.
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Multiyear Budget to Scale
Download this spreadsheet to define thoughtful, multiyear growth.
Quick CheckoutBoard Give-Get Pledge Form
Download this free template to create a culture of philanthropy among your board – starting with their personal gift each year!
Quick CheckoutSimple Annual Fundraising Plan
Download this simple Annual Fundraising Plan to define, anticipate and stay on-track of your donor cultivation activities all year
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Development Committee Agenda
Download this free template to normalize board involvement in donor cultivation through a monthly Development Committee.
Quick CheckoutFunder Guidelines
Download this guide to aligning your grant proposal to the foundation’s goals.
Quick CheckoutGiving Tuesday Timeline (online campaigns)
Download this spreadsheet to maximize online gifts at year-end or for any online fundraising campaign.
Quick CheckoutQuarterly Major Donor Engagement Plan
Download the Quarterly Major Donor Engagement Plan to assign tasks, roles and deadlines that keep staff and board on-track in donor cultivation
Quick CheckoutFunder Prospect List
Download this spreadsheet to create a database of prospective donors.
Quick CheckoutGrant Tracker Template
Download this spreadsheet to organize your grant proposal workflow.