Templates, checklists and other treasures for your sustainable fundraising campaign

 

 

Discovery: Answer these questions and you’ll discover the pieces of the puzzle that you can fit together to create your sustainable fundraising plan.

 

http://greenlightfundraising.org/downloads/discovery.doc

 

 

Timeline Table Template:  Map out the phases of your campaign.

http://greenlightfundraising.org/downloads/timeline.doc

 

 

Sustainable Fundraising Budget Template:  Map out the budget for your campaign

http://greenlightfundraising.org/downloads/budget.xls

 

 

Case Statement Template

http://greenlightfundraising.org/downloads/case.doc

 

 

Responsibilities of the Campaign Chairperson:  a description of his or her role in the campaign

http://greenlightfundraising.org/downloads/chairperson.doc

 

 

The Meeting to Recruit the Chairperson:  Steps to successful recruiting

http://greenlightfundraising.org/downloads/recruiting.doc

 

 

Advance Gifts Chairperson:  Role description

http://greenlightfundraising.org/downloads/advance.doc

 

 

Special Gifts Chairperson: Role description

http://greenlightfundraising.org/downloads/special.doc

 

 

Chairperson for Geographic or Other Solicitation Division of the Campaign:  Role description

http://greenlightfundraising.org/downloads/division.doc

 

 

Marketing Chairperson:  Role description

http://greenlightfundraising.org/downloads/marketing.doc

 

 

Checklist for soliciting lead gift

http://greenlightfundraising.org/downloads/lead.doc

 

 

Gift Charts Spreadsheets:  For determining the number of gifts, prospects and volunteers needed

-Gift Chart 1

http://greenlightfundraising.org/downloads/giftchart1.xls

 

-Gift Chart 2

http://greenlightfundraising.org/downloads/giftchart2.xls

 

 

Ten Tips for Recruiting a Great Team:  A handout for volunteer team captains

http://greenlightfundraising.org/downloads/tentips.pdf

 

 

Campaign Volunteer Advance Gifts Scorecard:  A spreadsheet that tracks volunteer progress and encourages mastery in asking for gifts

http://greenlightfundraising.org/downloads/scorecard.xls

 

 

Fundraising Dashboard: A chart to keep track of the distribution of overall funds raised

http://greenlightfundraising.org/downloads/dashboard.xls

 

 

The Successful Ask Checklist:  A handout to help volunteers succeed in asking for gifts

http://greenlightfundraising.org/downloads/askchecklist.doc

 

 

Sample Prospect Cards:  a template for creating prospect cards for use at the Advance Gifts Kickoff

http://greenlightfundraising.org/downloads/prospect1.pdf

http://greenlightfundraising.org/downloads/prospect2.doc

 

 

Instructions for selecting Five Prospect Cards: an adjustable script for use at the Advance Gifts Kickoff for explaining to volunteers how to choose prospect cards and how they work

http://greenlightfundraising.org/downloads/script.doc

 

 

Advance Gifts Kickoff Agenda:  A sample schedule for the Advance Gifts Kickoff with comments about what should occur at each phase of the Kickoff

http://greenlightfundraising.org/downloads/advance-agenda.doc

 

 

Direct Mail Scorecard: a tool to track the effectiveness of your small gifts appeal

http://greenlightfundraising.org/downloads/direct-mail.xls