The full catalog.
Every toolkit, add-on pack, and template, all 151 of them. Search by name, or filter by what you're working on.
Capital Campaign Toolkit
Everything to plan and run a capital campaign, sequenced by someone who has done it.
Gift Range Chart Calculator
Build a realistic gift pyramid for any goal in minutes.
Case for Support Builder
A fill-in-the-blanks outline that turns your mission into a fundable case.
Feasibility Study Interview Guide
Run your own feasibility conversations before hiring a consultant.
Campaign Consultant RFP Template
Hire the right campaign counsel with a clear, comparable RFP.
Event Planning Toolkit (Base Kit)
The structural backbone for any fundraising event — transaction, attendance, or participation.
Gala / Auction Add-On Pack
Run-of-show, auction tracking, and table management for a gala.
Walk / Run / P2P Add-On Pack
Peer-to-peer fundraising pages, team captain tools, and milestone emails.
Golf Tournament Add-On Pack
Hole sponsorships, foursome registration, and day-of logistics.
Trivia / Community Event Pack
A low-cost starter event — the easy entry point into the toolkit family.
Event Budget & Margin Calculator
Know your net before you commit — not after.
Sponsor Tiers Template
Package sponsorships so businesses can say yes fast.
Volunteer Role & Shift Scheduler
Assign roles and shifts without the day-before scramble.
Post-Event Thank-You & Stewardship Sequence
Turn first-time event donors into repeat givers (only 19% return without stewardship).
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.
Pledge & Campaign Budget Tracker
Track pledges, payments, and cash flow through a multi-year campaign.
Grant Management Toolkit
From prospect research to reporting — a system for the whole grant lifecycle.
Grant Letter of Inquiry (LOI) Template
The one-pager that gets a funder to ask for the full proposal.
Grant Tracker & Deadline Calendar
Never miss a submission or report deadline again.
Grant Reporting Template
Report outcomes funders actually want — and keep them renewing.
Board Report Toolkit
Clean, consistent board reporting that works with exports from any CRM.
Board Meeting Packet Template
A ready-to-fill packet that makes your board look organized.
Executive KPI Dashboard
One page that tells the board how the org is really doing.
Annual Report Toolkit
Produce a donor-facing annual report that gets read, not filed.
Board Recruitment & Onboarding Kit
Recruit, onboard, and orient new board members without reinventing it each time.
Nonprofit Branding & Rebrand Toolkit
Define — or redefine — how your organization looks, sounds, and explains itself, without hiring an agency you can't afford.
Brand Messaging Framework
Get your mission, voice, and key messages onto one page everyone on staff can actually use.
Brand Voice Community Survey Kit
Ground your brand voice in what donors, staff, and the community actually say about you, not just what you assume.
Visual Identity Style Guide Template
One document that keeps your logo, colors, and fonts consistent, even when five different people are making the flyer.
Rebrand Rollout & Communications Plan
Tell your team and board before they hear it from a donor. A sequenced plan for the weeks around a rebrand.
Donor & Funder Rebrand Announcement Kit
Explain a new name or logo to donors without making them wonder if you're still the same organization.
HR / People Ops Starter Kit
The people-ops basics small nonprofits are always missing — onboarding to offboarding.
Employee Onboarding Checklist
Get new hires productive and welcomed in week one.
Exit Interview & Offboarding Pack
Capture what's leaving with departing staff — knowledge and goodwill.
Succession Planning Worksheet
A simple continuity plan for the roles you can't afford to lose.
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.
Nonprofit Finance & Accounting Toolkit
The core finance system every nonprofit needs but few start with — budget to audit.
Annual Operating Budget Template
Build a board-approvable budget without a finance background.
Cash Flow Forecast (13-Week & Annual)
See the shortfall coming before payroll does.
Program-Based Budget Builder
Budget by program so you know what each one truly costs.
Chart of Accounts for Nonprofits
A clean, 990-ready account structure to start from.
Restricted vs. Unrestricted Funds Tracker
Keep grant restrictions straight and audit-safe.
Operating Reserve Policy & Calculator
Decide how many months of reserve you need, and why.
Cost Allocation / Indirect Rate Worksheet
Fairly split shared costs across programs and grants.
Statement of Activities & Financial Position Template
The two statements funders and boards expect.
Monthly Financial Close Checklist
Close the books the same way every month.
Form 990 Prep Worksheet
Gather everything your accountant asks for, once.
Audit Prep Checklist & Document Request Tracker
Walk into the audit organized, not scrambling.
Gift Acceptance Policy Template
Decide what you will and won't accept before the awkward gift arrives.
Expense & Reimbursement Policy + Form
Simple rules that keep spending clean.
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.
Internal Controls Checklist
Basic fraud-prevention safeguards for a small team.
Nonprofit Compliance & Legal Toolkit
The policies every board and funder asks for, in plain language you can actually adopt.
Conflict of Interest Policy & Annual Disclosure Form
The policy every board and funder asks for.
Whistleblower Policy Template
A required-looking policy in plain language.
Document Retention & Destruction Policy
Know what to keep, and for how long.
Bylaws Template (with Commentary)
A starting set of bylaws you can actually understand.
Charitable Registration & Filing Calendar
Track state registrations and 990 deadlines in one place.
Donor Privacy Policy Template
Tell donors how you handle their data.
501(c)(3) Compliance Checklist
An annual gut-check on your tax-exempt obligations.
Contractor vs. Employee Classification Checklist
Avoid the misclassification mistake that triggers penalties.
Fiscal Sponsorship Agreement Template
For groups operating under, or offering, sponsorship.
Program & Impact Evaluation Toolkit
Prove your impact, not just your activity — the framework funders and boards want to see.
Logic Model Template
Map inputs to activities to outcomes on one page.
Theory of Change Builder
Explain how your work actually creates change.
Outcome Measurement Framework
Pick metrics that prove impact, not just activity.
Program Evaluation Plan Template
Decide what you'll measure before the program starts.
Client / Beneficiary Intake Form
A reusable, privacy-aware intake you can adapt to any program.
Program & Client Survey Kit
Satisfaction and outcome surveys ready to send.
Impact / Outcomes Report Template
A results report distinct from the donor-facing annual report.
Strategic Planning & Operations Toolkit
A right-sized planning system for a small org, not a 40-page tome nobody opens again.
Strategic Plan Template
A right-sized 3-year plan for a small org, not a 40-page tome.
SWOT & Environmental Scan Worksheet
A focused half-day planning exercise.
Annual Work Plan / Operating Plan
Turn the strategy into who-does-what-by-when.
OKR / Goal-Setting Worksheet
Set a handful of goals the whole team can rally around.
Meeting Agenda & Minutes Templates
Run tighter staff and committee meetings.
Standard Operating Procedure (SOP) Template
Document the process before the person leaves.
Risk Register & Management Plan
Name your top risks and what you'll do about each.
Business Continuity / Disaster Plan
Keep operating when the building, system, or ED is gone.
Marketing & Communications Toolkit
A yearly comms system tied to your goals, not a scramble every time you need a post.
Communications / Marketing Plan Template
A yearly comms plan tied to your goals.
Editorial / Content Calendar
Plan posts, emails, and campaigns a quarter ahead.
Social Media Starter Kit
Post templates, cadence, and a simple content mix.
Email Newsletter Template & Cadence Plan
A repeatable newsletter people actually open.
Press Release Template & Media Kit
Look credible to reporters on the first try.
Crisis Communications Plan
Know who says what before something goes wrong.
Impact Storytelling Framework
Turn a client story into a fundraising asset, ethically.
One-Pager / Flyer Copy Template
Fill-in structure for the collateral you keep remaking.
Donor Relations & Stewardship Toolkit
Match touchpoints to giving level across the whole donor file, from first gift to legacy.
Donor Stewardship Plan & Matrix
Match touchpoints to giving level across the whole file.
IRS-Compliant Tax Acknowledgment / Receipt Templates
Receipts that satisfy the IRS and thank warmly.
Recurring / Monthly Giving Program Kit
Launch and grow sustainer giving.
Lapsed Donor Reactivation Campaign
Win back donors who quietly stopped.
Donor Journey Map
See the experience from first gift to legacy.
Moves Management Tracker
Move major-gift prospects from identification to ask.
Planned / Legacy Giving Starter Kit
Open the bequest conversation without a gift officer.
Corporate Partnership Proposal Template
Pitch businesses a partnership, not just a sponsorship.
Matching Gifts Guide
Capture the employer match donors leave on the table.
Volunteer Management Toolkit
Recruit, onboard, and retain volunteers with a real program, not just a sign-up sheet.
Volunteer Handbook Template
Expectations, policies, and welcome in one document.
Volunteer Application & Intake Form
Screen and place volunteers consistently.
Volunteer Agreement & Waiver
Cover the liability basics.
Volunteer Onboarding & Training Plan
Get volunteers useful on day one.
Volunteer Recognition Program Kit
Keep good volunteers by thanking them well.
Volunteer Role Description Library
Clear, reusable descriptions for common roles.
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.
Virtual / Hybrid Event Add-On Pack
Run an online or hybrid event with the same backbone.
Post-Event Survey & Debrief Template
Capture what worked while it's fresh.
Auction Item Procurement Tracker
Chase, log, and value donated auction items.
Event Marketing & Promotion Timeline
Fill seats with a countdown promo plan.
Full Grant Proposal Narrative Template
A modular narrative you adapt per funder.
Grant Budget & Budget Narrative Template
The budget funders will actually fund.
Funder Prospect Research Template
Qualify funders before you spend time applying.
Federal Grant / SAM.gov Readiness Checklist
Get eligible for government funding.
Campaign Cabinet & Volunteer Structure Kit
Recruit and organize the volunteer leadership.
Naming Opportunities & Recognition Plan
Price and steward naming gifts.
Quiet-Phase vs. Public-Phase Playbook
Know what to do, and not, before you go public.
Board Roles & Responsibilities Agreement
What you're signing up for as a board member.
Board Self-Assessment Survey
An annual how-are-we-doing check for the board.
Committee Charters Template Set
Charters for finance, governance, development, and more.
Board Fundraising / Give-Get Policy
Set expectations for board giving without the awkwardness.
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.
Employee Handbook Template
The policies a small nonprofit is always missing.
Job Description Library
Reusable descriptions for common nonprofit roles.
Performance Review Template
A simple, humane review cycle.
Compensation Philosophy & Salary Bands Worksheet
Pay fairly and defensibly on a tight budget.
PTO / Leave & Remote Work Policy Pack
Modern policies without a lawyer.
Staff Engagement Survey
Find out how your team is really doing.
DEI Commitment & Action Plan Template
Move from statement to specific steps.
Logo & Asset Usage Quick-Guide
A one-page do/don't for anyone touching the logo.
Canva / Template Kit for Non-Designers
On-brand social and flyer templates staff can edit.
Tagline & Name Development Worksheet
Generate and test a new name or tagline.
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.