The Toolkit Library
Templates and toolkits built by someone who has run these programs, not guessed at them. Buy the whole toolkit, or just the piece you need.
Get everything — every AI tool plus all 150+ toolkits and templates — for $99/mo with a Complete membership.
See the membership →Full toolkits
Everything for one job, bundled and priced to save
Capital Campaign Toolkit
Everything to plan and run a capital campaign, sequenced by someone who has done it.
Get the full toolkit — $129 →Or buy a piece on its own
Event Planning Toolkit (Base Kit)
The structural backbone for any fundraising event — transaction, attendance, or participation.
Get the full toolkit — $59 →Or buy a piece on its own
- Gala / Auction Add-On Pack$29
- Walk / Run / P2P Add-On Pack$29
- Golf Tournament Add-On Pack$25
- Trivia / Community Event Pack$19
- Event Budget & Margin Calculator$15
- Sponsor Tiers Template$15
- Volunteer Role & Shift Scheduler$15
- Post-Event Thank-You & Stewardship Sequence$19
- Virtual / Hybrid Event Add-On Pack$29
- Post-Event Survey & Debrief TemplateOwned
- Auction Item Procurement Tracker$15
- Event Marketing & Promotion Timeline$15
Nonprofit Branding & Rebrand Toolkit
Define — or redefine — how your organization looks, sounds, and explains itself, without hiring an agency you can't afford.
Get the full toolkit — $99 →Or buy a piece on its own
HR / People Ops Starter Kit
The people-ops basics small nonprofits are always missing — onboarding to offboarding.
Get the full toolkit — $59 →Or buy a piece on its own
- Employee Onboarding ChecklistOwned
- Exit Interview & Offboarding Pack$15
- Succession Planning Worksheet$19
- Employee Handbook Template$29
- Job Description Library$19
- Performance Review Template$15
- Compensation Philosophy & Salary Bands Worksheet$19
- PTO / Leave & Remote Work Policy Pack$19
- Staff Engagement Survey$15
- DEI Commitment & Action Plan Template$19
Nonprofit Finance & Accounting Toolkit
The core finance system every nonprofit needs but few start with — budget to audit.
Get the full toolkit — $129 →Or buy a piece on its own
- Annual Operating Budget Template$25
- Cash Flow Forecast (13-Week & Annual)$25
- Program-Based Budget Builder$25
- Chart of Accounts for Nonprofits$19
- Restricted vs. Unrestricted Funds Tracker$19
- Operating Reserve Policy & Calculator$19
- Cost Allocation / Indirect Rate Worksheet$19
- Statement of Activities & Financial Position Template$25
- Monthly Financial Close Checklist$15
- Form 990 Prep Worksheet$19
- Audit Prep Checklist & Document Request Tracker$19
- Gift Acceptance Policy Template$15
- Expense & Reimbursement Policy + Form$15
- Internal Controls Checklist$15
Nonprofit Compliance & Legal Toolkit
The policies every board and funder asks for, in plain language you can actually adopt.
Get the full toolkit — $99 →Or buy a piece on its own
- Conflict of Interest Policy & Annual Disclosure Form$15
- Whistleblower Policy Template$15
- Document Retention & Destruction Policy$15
- Bylaws Template (with Commentary)$29
- Charitable Registration & Filing Calendar$19
- Donor Privacy Policy Template$15
- 501(c)(3) Compliance Checklist$15
- Contractor vs. Employee Classification Checklist$15
- Fiscal Sponsorship Agreement Template$19
Strategic Planning & Operations Toolkit
A right-sized planning system for a small org, not a 40-page tome nobody opens again.
Get the full toolkit — $99 →Or buy a piece on its own
Marketing & Communications Toolkit
A yearly comms system tied to your goals, not a scramble every time you need a post.
Get the full toolkit — $89 →Or buy a piece on its own
Donor Relations & Stewardship Toolkit
Match touchpoints to giving level across the whole donor file, from first gift to legacy.
Get the full toolkit — $99 →Or buy a piece on its own
- Donor Stewardship Plan & Matrix$25
- IRS-Compliant Tax Acknowledgment / Receipt Templates$15
- Recurring / Monthly Giving Program Kit$29
- Lapsed Donor Reactivation Campaign$19
- Donor Journey Map$19
- Moves Management Tracker$19
- Planned / Legacy Giving Starter Kit$29
- Corporate Partnership Proposal Template$19
- Matching Gifts GuideOwned
Individual templates
Just need one thing? Start here
Donor Appeal Letter Kit
Warm, specific appeal letters for year-end, emergencies, and campaigns.
Major Gift Ask Prep Worksheet
Walk into the ask meeting prepared, not winging it.
Board Recruitment & Onboarding Kit
Recruit, onboard, and orient new board members without reinventing it each time.
Nonprofit AI Policy Template
A board-ready AI use policy — the same generator logic, as an editable document.
AI Donor Disclosure Statement Pack
Tell donors how you use AI, in plain language, without over-promising.
Nonprofit AI Prompt Library
50+ field-tested prompts for fundraising, grants, comms, and ops.
AI Tool Selection Guide (by budget)
Which AI tool at which budget — shoestring to fully resourced, with data-safety flags.
AI Time-Savings Calculator
Estimate the hours (and dollars) AI could give your team back.
Shadow AI Risk Checklist
Find the unapproved AI use already happening in your org — before a funder does.
AI Use-Case Map for Nonprofits
See exactly where AI helps in a nonprofit — and where it doesn't belong.
Board AI Briefing Deck
Bring your board up to speed on AI in one editable presentation.
Sector AI Guardrails Reference
What confidential data AI can and can't touch — tailored to your kind of nonprofit.
Individual Giving / Annual Fund Plan
A year-round individual giving calendar.
Year-End Giving Campaign Kit
The Nov-Dec push, sequenced day by day.
Giving Tuesday Campaign Pack
A ready-to-run single-day campaign.
Fundraising Appeal A/B Testing Guide
Test subject lines and asks to lift response.
Board Officer Transition & Handoff Kit
Move from one chair/treasurer to the next cleanly.
Executive Director Evaluation Template
A fair, structured annual ED review.
Executive Director Transition / Interim Plan
Bridge a leadership departure with confidence.
Board Term Limits & Succession Policy
Keep the board renewing instead of stagnating.
AI Vendor / Data Processing Assessment
Vet an AI tool's data handling before you sign.
Staff AI Training / Onboarding Module
Get the team confident and safe with approved tools.
AI-Assisted Grant Writing Workflow
A step-by-step, disclosure-aware drafting process.
AI Incident Response Mini-Playbook
What to do when an AI output goes wrong publicly.
Looking for something specific?
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