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.
| Title | Description | Link |
|---|---|---|
| 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?
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