Fundraising – the act of bringing in money in order to help your organization meet its mission – is far more than soliciting donations and writing grant proposals. There is a wide array of activities in which organizations can engage and each type of activity has its own advantages and pitfalls. In this section, you'll find resources related to a variety of fundraising types.
Ways to Bring in the Funds
Grant Writing
Types of Fundraising
This document defines the various types of fundraising and explores the pros and cons of each type.
Potential Funding Partner Matrix
Use this matrix as a convenient way to keep track of potential funders and deadlines as well as aligning funder priorities to individual programs.
Grant Budget Breakdown
Get a breakdown of what should be in your grant budget along with a list of common mistakes and a final checklist for reviewing that budget before you submit it.
Template: 2-Year Grant Budget
This 2-year budget template will get you off to a good start on your next grant proposal budget.
Grant Strategy Tracking Chart
Use this chart to track the key elements of the grants you are seeking.
Making the Case - Preparation Worksheet
Use this form to prepare for an initial phone call to a foundation regarding funding for a new project.
Making the Case - Preparation and Phone Script
Sometimes scripting out an important phone call, such as that to a foundation program officer, can help eliminate jitters and keep you on task.
Positioning Your Grant Request for the Best Results
Submitting a proposal to a foundation requires some preparation to increase your chances of success. Keeping these steps in mind can make a big difference.
Capital Campaign
Capital Campaign Brochure Sample - Cocheco Valley Humane Society
Find inspiration for your Capital Campaign materials in this sample brochure and naming map from the Cocheco Valley Humane Society
Types of Fundraising
This document defines the various types of fundraising and explores the pros and cons of each type.
Are You Ready for a Capital Campaign
This readiness quiz will help you determine if your organization is ready for a capital campaign.
Capital Campaign Brochure Sample - NH Public Radio
NH Public Radio shared their capital campaign brochure.
Capital Campaign Brochure Sample - NH Technical Institute
NH Technical Institute shared their capital campaign brochure.
Planned Giving
Types of Fundraising
This document defines the various types of fundraising and explores the pros and cons of each type.
What is Planned Giving?
Any major gift given, either during the donor’s lifetime or after death, as part of the donor’s overall financial and/or estate planning is called planned giving. Get a basic understanding of this topic in this document.
All About Bequests
Bequests can be a great way for people who believe in your work to show their support, but sometimes it can seem like an awkward conversation to begin.
Stocks: A Different Kind of Gift
What do you need to know when a donor wants to give to your organization in the form of stocks?
Annual Appeal
Annual Appeal - Step by Step Guide
An annual appeal is a huge undertaking. Let this step-by-step guide help you navigate.
Corporate Sponsorships
Types of Fundraising
This document defines the various types of fundraising and explores the pros and cons of each type.
Success Equation from Mission Measurement
The success equation is a tool developed by Jason Saul that asks an organization to list its top 3 priority outcomes that lead to the desired impact. To complete the equation, plug in the performance measures and the key strategies used to get to those outcomes.
Potential Corporate Sponsorship Matrix
Use this chart to develop an at-a-glance strategy for your corporate sponsorships.
Tips for Corporate Sponsorship
This document provides a list of things to consider when you are reaching out for corporate sponsorships.
Special Events
Types of Fundraising
This document defines the various types of fundraising and explores the pros and cons of each type.
Preparation Guide for an Effective Event
Let's hold a fundraising event! It sounds so simple, but it's not. Use this guide for planning your event, making it successful and staying sane.
Sample Auction Reporting Checklist
Charitable auctions trigger a variety of compliance and reporting requirements. This tool, adapted from a Blue Avocado article can help you keep track of what you need to do.
Special Event Types: Pros and Cons
There are many types of special events that you can hold and each one offers positives and negatives. Use this tool to help you in making your decision about which kind is best for you.
