Resource Development

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

An example of a development workflow calendar.

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

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

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

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

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.

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

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

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.