Resources

Below are some frameworks, worksheets and fact sheets that I have developed and shared with nonprofit organizations.


Feel free to download these for FREE and use them with your own nonprofit. Please reach out if you have any questions or if you'd like to schedule a training session on any of these topics with your staff and/or board.


R.A.I.S.E. Up Your Nonprofit By Building Sustainable Funding Through Lasting Relationships


Use the framework and the self-assessment worksheet to develop your personalized plan to build deeper relationships with your donors that lead to greater donor retention and lasting support for your nonprofit.


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ROOTS Storytelling Worksheet 


Use this worksheet to craft a story that reflects the heart of your mission, builds community trust, and invites supporters to be part of your work. You can focus on a program, a person, or your entire organization, whatever feels most meaningful and relevant.


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Donor Relationships Lead to  Fundraising Success 


Recurring donors are integral to every nonprofit organization's success. That's why it's important to know what keeps donors happy and makes them continuously want to donate to your nonprofit. Here are some helpful tips to keep in mind that will help you grow your donor base and retain them for years to come. 


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Strategic Plan Checklist


Nonprofit organizations exist to help others. But you can’t do that if you don’t know what your goals are and what you’ll do to achieve them. That’s why you need a strategic plan. Follow this checklist to help you begin thinking about how to create your plan of action.


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5 Tips to Generate More Revenue


Nonprofits are always tasked with trying to achieve more things with less money. After the funding cuts we've seen over the past few years, it's more important than ever to have multiple ways to increase revenue for your organization. Keep these tips in mind as you plan your fundraising efforts for the year.


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