Tools and Templates
Pitch Deck Template
This template is a guide for nonprofits who are presenting themselves to prospective donors. It can be adapted to help you tell your story optimally. It provides slides with instructions, and examples throughout.
Grant Budgeting Template
If you are looking to build a multi-year budget that incorporates grants, this template is for you. Nonprofits need to track resources from multiple restricted funding sources. Otherwise, it is very easy to inadvertently fundraise for programming and expenses that you already have dedicated budget for. This excel spreadsheet enables easy itemization of resources and their restrictions. This positions nonprofits to fundraise most effectively and efficiently.
How to Calculate Local Impact Walkthrough
This tool provides a how-to-guide on computing your nonprofit’s economic impact.
Succession Planning Guide
The all consuming daily grind of nonprofit work can, understandably, prevent leaders from succession planning. If you do not have a plan, or one that is up to date, sudden changes – like, executive departures – can be a major spanner in the works. Sharity has a tool to assist you as you begin the succession planning process. Donors want to know that a nonprofit is sustainable, strategic, and its programs will continue for the long-term, so we invite you to use our question set and plan template to get cracking.
Preparing for Giving Tuesday Checklist
Every year in late August, the nonprofit community begins to plan for Giving Tuesday. Sharity has prepared a countdown checklist which enumerates what needs to be done 120 days, 90 days, 60 days, 30 days, 14 days, 7 days, and 3 days out, on the day before, the day of, and in the aftermath.
Year-End Fundraising Campaign Performance Worksheet
To run a successful year-end campaign now and in the future, planning and tracking are key. Using this worksheet you can appraise your prior campaign, prepare for this year’s campaign, and track campaign implementation.
Year-End Campaign Implementation Calendar
The biggest mistake nonprofits make during year-end fundraising is not planning appropriately. The end of year to-do list – with items like develop fundraising strategy, draft and send year-end letters, develop email and social media copy, schedule volunteers – is daunting. Without being organized, the chances of executing a campaign successfully are next to nil. Sharity prepared this implementation calendar to streamline and simplify the preparation process.
Donor Appreciation and Stewardship Ideas
This compilation of donor appreciation and stewardship best practices positions nonprofits to deepen their relationships with funders, and optimize their development work. It includes a range of ways to show appreciation to donors supporting.
10 Fundraising Tips for Nonprofits
The COVID-19 pandemic threw nonprofits into uncharted fundraising territory. Major events were cancelled, and how to approach donors became unclear. Sharity developed the following list of 10 actions your nonprofit should take – urgently – to improve fundraising.
