Fundraising just got easier.

Download our free fundraising templates for all the ways to cultivate giving — grant writing, individual donors, revenue planning, and board engagement.

Members can log in to access our premium template collection for free.


Individual Donor Fundraising Templates

Cultivate and engage donors to meet your fundraising goals with these free fundraising templates.

Download this template for your Major Gift conversation (or Master Grant Proposal). Use it to define your impact and cost of that impact, and invite funders to join you in making it possible!

image showing the funder prospect list templates as spreadsheets that track new individual donors or foundations

Download a prospect list to keep track of funders you think may be good prospects for major gifts or grants. This template has two tabs: one for foundations and another for individuals.

Access our Premium, Members-only templates to engage donors. With drop-down fields and priority tags, these tools will save you time and make delegation easier.


Board Engagement Templates

When you’re a small nonprofit, your board has to help you reach donors! (After all, your board approves your fiscal year budget with your revenue goals.) Use these templates to help your board build comfort with fundraising.

Every nonprofit needs 100% board giving! Use this template to make it easy for board members to give personally, and help you connect with other donors.

Create a culture of philanthropy in your board. Download this template to launch a monthly Development Committee, and have every new board member serve on it!


Revenue Planning Templates

Achieving your mission requires sustainable revenue. And that requires planning! Use our templates to envision your nonprofit’s growth so you can succeed this year, and build for the long term.

Launch a quarterly fundraising plan that will help you raise more money this fiscal year. This template provides simple goals for donor cultivation, solicitation and stewardship.

image of a spreadsheet template to track your program expenses and revenue categories

Share this year’s budget and your YTD progress. Categories include program and staff expenses, and show revenue from grants and individuals.


Grants Fundraising Templates

Organize, refine, and streamline the grant proposal process to get on the path to funding.

Image of a .doc template to describe the impact of your and cost of that impact

Download this template to build a Master Grant Proposal to develop powerful language that you can easily customize for grant proposals.

Use this template to create a simple program budget for your grant applications. Don’t forget to include an amount to cover operating expenses!

images of several fundraising templates in .doc and .xls form

Access our Premium, Members-only templates to create fundraising ease among board members. Use our premium templates to help your board build comfort with fundraising.


Looking for something else? Let us know here and we’ll do our best to add it or create it.