Tools and Templates
Hire The Right Major Gift Officer
A practical toolkit for nonprofit leaders who need a Major Gift Officer who can build a pipeline, move donors, and ask with confidence. Define the role before you post it, screen candidates for the competencies that predict success, and build a success structure around the hire.
The Nonprofit Fiscal Discipline Guide
A guide for nonprofit leaders who want a budget that functions as a decision system, not a document set once and filed away. Learn the five practices of fiscal discipline, see where budgeting quietly breaks down, and get the Sharity Nonprofit Budget Template.
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.
Red Flags For Boards
Donor Appreciation and Stewardship Ideas
A practical menu of donor thank-you and stewardship ideas to build into your year-end plan. From personal notes and leadership calls to public recognition and small gatherings, it gives your team a range of options to choose from, plus the best practices that make appreciation feel timely and sincere.
The Nonprofit Succession Planning Tool
A practical tool for boards and executive leaders preparing for planned or sudden leadership transitions. It pairs the planning questions you should work through with a ready-to-adapt emergency succession policy, so your organization can keep programs running and give donors the confidence to keep investing.
The Year-End Giving Campaign Checklist
A complete implementation calendar for running a disciplined year-end giving campaign. It breaks the whole effort into a countdown, from team planning at 120 days out through Giving Tuesday, the December push, and post-campaign evaluation, with the goals, assets, and decisions to lock in at each stage.