Resource Development

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Special Event Checklist Special Event Checklist

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Date added: 09/15/2010
Date modified: 07/17/2013
Filesize: 30.24 kB
Downloads: 391

This special event checklist outlines the basic goals, needs, and timelines for planning and executing a fundraising event. It is customizable to your needs.

Sample Development Workflow Sample Development Workflow

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Date added: 09/15/2010
Date modified: 07/17/2013
Filesize: 134.97 kB
Downloads: 539

An example of a development workflow calendar.

Road Map for Board Member Fundraising Road Map for Board Member Fundraising

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Date added: 09/15/2010
Date modified: 07/17/2013
Filesize: 164.63 kB
Downloads: 470

These guidelines are distilled from the common knowledge of generations of expert fundraisers.

Government Grant Opportunity Assessment Government Grant Opportunity Assessment

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Date added: 09/10/2010
Date modified: 07/17/2013
Filesize: 149.19 kB
Downloads: 224

This assessment tool will help you determine whether you should apply for specific government grants, and if so, how best to position yourself.

Donor Prospect Profile - Sample Donor Prospect Profile - Sample

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Date added: 09/15/2010
Date modified: 07/17/2013
Filesize: 23.08 kB
Downloads: 438

This sample of a donor prospect profile can help you track potential donor contact information, personal giving information, interactions, and more.

Development Plan Template Development Plan Template

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Date added: 09/10/2010
Date modified: 07/17/2013
Filesize: 38.04 kB
Downloads: 608


A guide to setting up your development plan, including templates for tracking major gift prospects, a grant submission schedule, and more.

Common Grant Application & Report - Central Texas Education Funders Common Grant Application & Report - Central Texas Education Funders

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Date added: 10/05/2010
Date modified: 07/17/2013
Filesize: 87.95 kB
Downloads: 185

In 2010, Central Texas Education Funders (CTEF) created a Common Grant Application and Report as a way to streamline the grant process. These common forms allow CTEF members and grantseekers to work from a common set of questions. At the same time, these forms save grantseekers time and effort by reducing the amount of time spent rearranging basic information on multiple applications for different funders.

Circle of Influence Work Sheet Circle of Influence Work Sheet

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Date added: 09/10/2010
Date modified: 07/17/2013
Filesize: 112.88 kB
Downloads: 420

This fundraising worksheet will help you determine who is in your circle of influence and how to approach them about giving to your organization.

Board Member Fundraising Board Member Fundraising

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Date added: 09/09/2010
Date modified: 07/17/2013
Filesize: 61.4 kB
Downloads: 289

This board member fundraising plan sample helps board members determine how they plan on raising money for your organization. (Cross-listed under "Fundraising")

Board Fundraising Commitment Form Board Fundraising Commitment Form

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Date added: 02/24/2011
Date modified: 07/17/2013
Filesize: 57.5 kB
Downloads: 775

One very important board member responsibility is to ensure the organization has adequate funds to support its mission. Many board members are asked to support fundraising activities and/or make a personal contribution towards a specific goal. This template will help you communicate clearly and simply how your board members can support your organization's work.