Welcome to your fundraising tool kit
Here you’ll find ready-to-use templates and worksheets designed to support every step of your learning journey—from building your segmented donor list to drafting your case statement and organizing your annual fundraising plan. These tools are simple, customizable, and built specifically for small nonprofits, so you can spend less time starting from scratch and more time creating real impact.
Download what you need, plug it into your workflow, and get fundraising.
Segmented Donor List
An excel file, where you will organize your supporters by their relationship to your organization and their capacity to give, so you can focus your time and energy where it will have the greatest impact.
Case Statement
A case statement (often called a case for support) is a clear, compelling document that explains why your organization deserves funding and what impact a donor’s gift will make.
It’s the north star of your fundraising—your core story, your reasoning, and your invitation to invest.
Gift Plan Template
Tiered giving chart showing ranges, total need, and gift distribution.
Donor Meeting Prep Worksheet
Helps define objectives, questions to ask, donor interests, and relationship notes before a meeting.
Annual Fundraising Calendar
Pre-filled with categories for cultivation, solicitations, events, communications, and grants.