Templates and toolkits

150+ templates, ready to edit.

Board packets, grant letters, campaign plans, event kits, finance policies, HR forms, and fundraising toolkits, all built from work I've actually done, not guessed at. Buy the one piece you need, or the whole toolkit.

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Full toolkits

Everything for one job, bundled.

Priced to save against buying the pieces
Full toolkitIn Complete

Capital Campaign Toolkit

Everything to plan and run a capital campaign, sequenced by someone who has done it.

8 pieces inside
or buy one from $19
$129full toolkit
Full toolkitIn Complete

Event Planning Toolkit (Base Kit)

The structural backbone for any fundraising event — transaction, attendance, or participation.

12 pieces inside
or buy one from $15
$59full toolkit
Full toolkitIn Complete

Grant Management Toolkit

From prospect research to reporting — a system for the whole grant lifecycle.

7 pieces inside
or buy one from $15
$89full toolkit
Full toolkitIn Complete

Board Report Toolkit

Clean, consistent board reporting that works with exports from any CRM.

6 pieces inside
or buy one from $15
$79full toolkit
Full toolkitIn Complete

Annual Report Toolkit

Produce a donor-facing annual report that gets read, not filed.

Multi-file bundle
$69full toolkit
Full toolkitIn Complete

Nonprofit Branding & Rebrand Toolkit

Define — or redefine — how your organization looks, sounds, and explains itself, without hiring an agency you can't afford.

8 pieces inside
or buy one from $15
$99full toolkit
Full toolkitIn Complete

HR / People Ops Starter Kit

The people-ops basics small nonprofits are always missing — onboarding to offboarding.

10 pieces inside
or buy one from $15
$59full toolkit
Full toolkitIn Complete

Nonprofit Finance & Accounting Toolkit

The core finance system every nonprofit needs but few start with — budget to audit.

14 pieces inside
or buy one from $15
$129full toolkit
Full toolkitIn Complete

Nonprofit Compliance & Legal Toolkit

The policies every board and funder asks for, in plain language you can actually adopt.

9 pieces inside
or buy one from $15
$99full toolkit
Full toolkitIn Complete

Program & Impact Evaluation Toolkit

Prove your impact, not just your activity — the framework funders and boards want to see.

7 pieces inside
or buy one from $15
$89full toolkit
Full toolkitIn Complete

Strategic Planning & Operations Toolkit

A right-sized planning system for a small org, not a 40-page tome nobody opens again.

8 pieces inside
or buy one from $15
$99full toolkit
Full toolkitIn Complete

Marketing & Communications Toolkit

A yearly comms system tied to your goals, not a scramble every time you need a post.

8 pieces inside
or buy one from $15
$89full toolkit
Full toolkitIn Complete

Donor Relations & Stewardship Toolkit

Match touchpoints to giving level across the whole donor file, from first gift to legacy.

9 pieces inside
or buy one from $15
$99full toolkit
Full toolkitIn Complete

Volunteer Management Toolkit

Recruit, onboard, and retain volunteers with a real program, not just a sign-up sheet.

6 pieces inside
or buy one from $15
$79full toolkit
Complete membership

Every template and every tool, $99 a month.

If you'd use more than a few templates a year, Complete is cheaper than buying them one at a time, and it includes the Grant Assistant and the AI Readiness Navigator. Month to month, cancel anytime.

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Individual templates

Just need one thing?

From $15. Editable in Word or Google Docs.
TemplateFree

Donor Appeal Letter Kit

Warm, specific appeal letters for year-end, emergencies, and campaigns.

Download free →
Template

Major Gift Ask Prep Worksheet

Walk into the ask meeting prepared, not winging it.

$15
Template

Board Recruitment & Onboarding Kit

Recruit, onboard, and orient new board members without reinventing it each time.

$29
Template

Nonprofit AI Policy Template

A board-ready AI use policy — the same generator logic, as an editable document.

$29
Template

AI Donor Disclosure Statement Pack

Tell donors how you use AI, in plain language, without over-promising.

$19
TemplateFree

Nonprofit AI Prompt Library

50+ field-tested prompts for fundraising, grants, comms, and ops.

Download free →
Template

AI Tool Selection Guide (by budget)

Which AI tool at which budget — shoestring to fully resourced, with data-safety flags.

$19
Template

AI Time-Savings Calculator

Estimate the hours (and dollars) AI could give your team back.

$15
Template

Shadow AI Risk Checklist

Find the unapproved AI use already happening in your org — before a funder does.

$15
Template

AI Use-Case Map for Nonprofits

See exactly where AI helps in a nonprofit — and where it doesn't belong.

$19
Template

Board AI Briefing Deck

Bring your board up to speed on AI in one editable presentation.

$29
Template

Sector AI Guardrails Reference

What confidential data AI can and can't touch — tailored to your kind of nonprofit.

$19
TemplateFree

Account & Access Inventory

Every account your organization depends on, who owns it, who can get in, and how to recover it. Plus an offboarding checklist.

Download free →
Template

Individual Giving / Annual Fund Plan

A year-round individual giving calendar.

$19
Template

Year-End Giving Campaign Kit

The Nov-Dec push, sequenced day by day.

$19
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Giving Tuesday Campaign Pack

A ready-to-run single-day campaign.

$15
Template

Fundraising Appeal A/B Testing Guide

Test subject lines and asks to lift response.

$15
Template

Board Officer Transition & Handoff Kit

Move from one chair/treasurer to the next cleanly.

$19
Template

Executive Director Evaluation Template

A fair, structured annual ED review.

$19
Template

Executive Director Transition / Interim Plan

Bridge a leadership departure with confidence.

$25
Template

Board Term Limits & Succession Policy

Keep the board renewing instead of stagnating.

$15
Template

AI Vendor / Data Processing Assessment

Vet an AI tool's data handling before you sign.

$19
Template

Staff AI Training / Onboarding Module

Get the team confident and safe with approved tools.

$25
Template

AI-Assisted Grant Writing Workflow

A step-by-step, disclosure-aware drafting process.

$19
Template

AI Incident Response Mini-Playbook

What to do when an AI output goes wrong publicly.

$15

Looking for something specific? Every template and add-on, searchable by category.

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