Free Resource Library
We offer a lot of very helpful free resources. If you heard about it on the podcast, at a conference, or in an email, you can probably find it here. If you don’t see what you are looking for, or if there is a resource you would love to see us create, please fill out the request form.
|10 Things About Great Stories||How to tell compelling stories||Download|
|10 Things That Happen When We Don’t Listen||It’s worse than you think||Download|
|10 Traits of Trusted Advisors||How to go from fundraiser to trusted advisor||Download|
|12 Steps to Getting a Visit||Increase your “close ratio” on the ask for the visit||Download|
|13 Tips for Making a Pitch||Making a compelling case without wasting words||Download|
|7 Thank You’s After the First Gift-Example||Here are 7 easy touches to implement to help ensure they make a 2nd gift.||Download|
|Clark’s Strategic Questions||Great questions to discover the heart of your donor||Download|
|D.E.W. -Donor Evaluation Worksheet||Know who your top prospects are.||Download|
|How to Earn Points||The Points System for tracking fundraising activities||Download|
|Listener Preference Clues & Tips||How to identify and communicate with different listening types||Download|
|Listener Preference Profile||Take the Assessment to Discover your own listening preference||Download|
|Major Donor Clues||How to spot potential major donors within your file||Download|
|Moves Management Plan Worksheet||Creating Short Term and Long Term Moves Management Plans||Download|
|Pre-Visit Checklist||Do these things before every visit to get the most out of every meeting||Download|
|Stewardship Basics Scorecard||Take the MGF Assessment to see where your organization stands||Download|
|Visit Report Template||Everything you need to write a good donor meeting report||Download|
|Ways to Thank & Steward a Donor||Quiver of ways to get you thinking about how to thank you donors||Download|
|Writing a Thank You Letter||Things to keep in mind when writing a thank you letter||Download|
Are we missing something?
Let us know if we are missing something, or fill us in on your idea for a new resource. We love making new, helpful resources. Fill out the form and we will get back to you ASAP!