Resource Library

Creating an Effective Fundraising Plan offers guidance through crafting and understanding a fundraising plan for your organization.

(October 30, 2019 webinar) Dianne Chipps Bailey presents key findings of the U.S. Trust® Study of High Net Worth Philanthropy, including the diverse expressions of generosity by affluent donors. The findings offer practical insights into distinct donor groups including Millennials, women, LGBTQ and donors of color, and help define what motivates high net worth donors to give and stop giving, which organizations affluent donors currently support, and how nonprofits can attract and retain high impact donors to advance their missions.

Successful Nonprofits podcast episodes feature a conversation with one nonprofit expert; the series covers on a wide range of topics.

This public document provides fiscal data for the foundation, names of trustees and officers, application information, and a complete grants list.

Tips for how to approach funders for information technology grants, plus lists of major funders.

Helps assess your organization's readiness for a consultant, identify and contract with a consultant that meets your needs, and prepare to initiate the consultant's project.

To be used for mapping out the details of implementing a series of fundraising strategies

Sample of a one year comprehensive fundraising and development plan. Inlcudes setting goals for different types of revenue streams--e.g. foundation grants, annual individual giving, special events, merchandise sales, property rentals, etc.

Organizations or individuals that ask the public for contributions or donations to support a charitable purpose need a charitable solicitation license (“CSL”), unless specifically exempt by law. States have varying laws regulating the solicitation of charitable funds, thus it is important to check the requirements for each state your organization operates in to ensure compliance.

(March 5, 2019 webinar) This webinar will help you discover how to maximize the retention rates of your digital donors.

Four part series on the valuation and tax deductibility of donated intellectual property, such as artwork, music compositions, or software.

A formalized project management framework can help your organization with success in fundraising events, marketing campaigns, IT upgrades or implementation, office moves, and program research

IRS Publication that discusses the organizations qualified to receive deductions, the types of contributions that can be deducted, how much can be deducted, what records to keep, and how to report deductions.

TechSoup offers donor management tools for smaller organizations with fewer than 1,000 records.

Introductory resources on fiscal sponsorship--including links to sample agreements, tips on finding a fiscal sponsor (or serving as one), case studies, and background on pitfalls to avoid.