Free resources
Guides forbusy teams.
Four short, practical guides. Print them, share them with your team or your board, or copy them into your donor database. No sign-up.
Checklist · 4 min read
The year-end giving campaign checklist
What to plan in October, send in November and December, and finish in January.
Read the guide Cadence · 3 min readThank every donor within 48 hours
A simple thank-you rhythm that keeps donors close without asking again too soon.
Read the guide Script · 3 min readTurn your annual report into a two-minute video
A simple structure for a short impact video donors will actually watch.
Read the guide Outline · 4 min readThe ten-slide board meeting deck
An outline that gets the board through the numbers and on to the decisions.
Read the guideThese guides are general practice tips, not legal, tax or compliance advice. Follow IRS rules and your states’ requirements, and have a person review donor communications before they go out.