Fundraising tech checklist
A checklist of the technology a digital fundraising programme needs, from donation pages to data.
Resources
Ready-to-use templates, checklists, toolkits and videos.
Digital channel planner
A planner for deciding which digital channels to use and how they work together.
Digital fundraising starter kit
A starter kit for teams beginning or maturing their digital fundraising programme.
Analytics dashboard template
A simple dashboard template for the handful of fundraising metrics that actually matter.
Data health checklist
A checklist for keeping your fundraising data clean, deliverable and consented.
Segmentation template
A template for segmenting your supporters by warmth, history and propensity to give.
AI use policy template
A simple policy template for using AI responsibly with donor data and brand voice.
AI prompt library
A library of reusable prompts for drafting, editing, research and admin in fundraising.
AI fundraising use cases
A practical list of where AI genuinely helps in fundraising, and where to keep a human in the loop.
Conversion optimisation checklist
A checklist for testing and improving online conversion across your giving journey.
Donation form copy template
Copy templates for the headings, prompts and reassurance on your donation form.
Donation page checklist
A checklist for a high-converting donation page, covering friction, copy, amounts, Gift Aid and trust.
Video shot list
A shot list template to make filming day efficient, covering interviews, b-roll and key moments.
Storyboard template
A simple storyboard template for planning the shots and flow of a short fundraising video.
Video brief template
A brief template for planning a fundraising video, its message, audience and who tells the story.
Social graphics pack
A starter set of social graphic templates you can brand and adapt for your campaign.
Social post templates
Editable social post templates for awareness, launch, momentum and thank-you moments.
Social media content calendar
A content calendar template for planning fundraising social posts across the phases of a campaign.
Giving society framework
A framework for designing recognition and giving societies that reward and retain donors.
Case for philanthropy template
A template for articulating why philanthropy matters to your institution and its community.
Culture of giving roadmap
A roadmap template for building a culture of giving across your institution over time.
Challenge design worksheet
A worksheet for designing a sequence of challenges across a campaign to keep momentum building.
Match funding ask template
A template for asking a major donor or corporate partner to provide match or challenge funding.
Match and challenge planner
A planner for designing your match funding and challenges, with structures, triggers and amounts.
Win-back email template
Editable win-back emails for reactivating lapsed donors and reminding them of their impact.
Welcome journey template
A welcome and onboarding journey template for turning a first-time donor into a committed supporter.
Donor acquisition plan template
A plan template for acquiring new donors across channels, with targets, audiences and tactics.
Major donor stewardship plan
A stewardship plan template for keeping major donors informed, thanked and engaged year-round.
Major gift proposal template
A structured proposal template for presenting a major gift opportunity, the impact and the ask.
Major gift prospect research template
A template for researching and qualifying major gift prospects by their capacity, connection and interest.
Subject line swipe file
A swipe file of subject lines and openers to test and adapt for your fundraising emails.
Email campaign planner
A planner for mapping an email campaign sequence, audiences, timing and messages.
Fundraising email templates
Editable fundraising email templates for appeals, campaign sequences and thank-yous.
Ambassador social toolkit
Social graphics, captions and post templates for ambassadors to share across their own networks.
Ambassador briefing pack
A briefing pack that equips ambassadors with the story, the ask, key dates and ready-made messages.
Ambassador recruitment email template
An editable email for recruiting fundraising ambassadors and explaining what the role involves.
Donor thank-you message templates
Warm, ready-to-adapt thank-you messages for email, post and phone, to send promptly after a gift.
Impact report email template
An editable impact report email that shows donors exactly what their gift made possible.
Donor stewardship journey template
A template for designing a segmented stewardship journey that thanks, reports impact and deepens commitment.
Donor journey map template
A template for mapping the donor journey from first gift through to a committed, regular supporter.
Regular giving upgrade ask template
Copy templates for asking existing donors to start a regular gift or upgrade an existing one.
Regular giving programme plan template
A year-round plan template for a regular and annual giving programme across acquisition, the ask and stewardship.
Telephone appeal data segmentation template
A template for selecting and segmenting your calling data by warmth, history and propensity.
Telephone appeal caller training pack
A training pack for recruiting and briefing student or volunteer callers, covering the ask, objections and tone.
Telephone appeal call script template
A warm, adaptable call guide for a telephone appeal that prompts a natural conversation rather than a rigid script.
Crowdfunding communications plan template
An owner-led and central communications plan for the run-up, launch and final push of a crowdfunding campaign.
Crowdfunding page copy template
A structured template for writing a compelling crowdfunding project page, story, ask and rewards.
Crowdfunding project plan template
A project plan for a crowdfunding campaign, with tasks, owners and milestones from set-up to close.
Challenge Week donor thank-you email
A warm, ready-to-adapt thank-you email for groups to send their donors after Challenge Week, reinforcing impact and keeping supporters connected.
Challenge Week match funding and incentives planner
A planner for designing your incentives: milestone unlocks, top-performer rewards, random donor draws and physical challenges, each mapped to a trigger, an amount and …
Challenge Week content calendar
A light-touch content calendar coordinating central-team and group-level messaging across the two weeks before, during, and after your Challenge Week.
Challenge Week participant toolkit
A toolkit for participating groups: sample appeal copy, social media graphics and templates, launch, mid-week and thank-you email templates, imagery guidelines, and creative mini-challenge …
Challenge Week group onboarding email
An editable invitation email to recruit clubs and societies into your Challenge Week, explaining how it works, the support you provide, and the first …
Challenge Week goals planner
A one-page planner for setting your Challenge Week targets: number of participating groups, overall and new-donor goals, income target, and a non-financial success measure.
Case for support copy template
A structured template for writing a compelling case for support, the core argument that explains why your cause matters, what a gift makes possible, …
Giving Day email copy templates
Editable copy templates for every email in a Giving Day sequence, save-the-date, countdowns, the launch message, midday and momentum pushes, the final-hour appeal and …
Giving Day communications plan template
A coordinated email + social media communications plan for the pre-launch, early giving and on-the-day phases, including the recommended 36-hour, 10-email schedule aligned to …
Giving Day project plan template
A ready-to-use project plan covering the full six-month run-up to your Giving Day, key tasks, owners and due dates across strategy, content, platform build, …