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Worksheets & Templates

Fill in, print out, or copy-paste-and-tweak these worksheets, checklists, and templates as you tackle your biggest to-dos.

The 3-Month Giving Tuesday Checklist

Checklists for Crowdfunding, Peer-to-Peer, and Event Fundraising Campaigns

The Nonprofit’s Donation Page Checklist

Quick Tip: Soft Launch Email Templates

Learn how to introduce and motivate your biggest advocates to get involved, and how to follow up with the donors that didn’t engage with your appeal the first time around.

Quick Tips: Soft Launch Email Templates

16 Email Templates to Retain Crisis Donors

The Giving Tuesday Campaign Planner

8 Email Templates to Upgrade Your Recurring Donors

The Nonprofit Digital Marketing Checklist

16 Email Templates for Giving Tuesday Through Year-End

Your Giving Tuesday Master Checklist

Peer-to-Peer Fundraising Benchmarks Worksheet

13 Donor Retention Email Templates

The Giving Tuesday Postcard

The Year-End Fundraising Checklist

9 Email Templates to Engage Donors Year-Round

The Annual Report Checklist

The Nonprofit SWOT Analysis Worksheet

Build Your Annual Fundraising Calendar Worksheet

Giving Tuesday Social Media Templates

10 #GivingTuesday Email Templates

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