The “Donor Upgrade Shortlist” Worksheet
Want to identify top prospects at the intersection of capacity, connection, and momentum to finish the fiscal year strong? This...
Cheat Sheets
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Healthcare Donor Perceptions of AI: 2025 Key Findings
Cheat Sheet Healthcare Donor Perceptions of AI: 2025 Key Findings
This report offers a look into the attitudes and perspectives of hundreds of donors regarding the use of AI in healthcare fundraising.
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7 strategies to help your nonprofit thrive in uncertain times
Cheat Sheet 7 strategies to help your nonprofit thrive in uncertain times
In today’s unpredictable landscape, nonprofits face unique challenges that demand resilience and strategic thinking. This guide will empower your organization...
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Prospect Research Cheat Sheet
Cheat Sheet Prospect Research Cheat Sheet
In today’s competitive fundraising landscape, understanding your donors is more important than ever. This cheat sheet will help you focus...
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Wealth Screening Cheat Sheet
Cheat Sheet Wealth Screening Cheat Sheet
Every nonprofit knows that building meaningful relationships with donors is the key to growing support. But how do you identify...
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Crafting a Winning Grant Proposal
Cheat Sheet Crafting a Winning Grant Proposal
Crafting a compelling grant proposal is essential for securing funding and bringing your project to life. This cheat sheet provides...
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Donor-Advised Funds
Cheat Sheet Donor-Advised Funds
Donor-Advised Funds, frequently referred to as a DAF, are not new in the philanthropic realm, but they are certainly on...
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Donor Thank You Letters
Cheat Sheet Donor Thank You Letters
Did you know that 37% of donors are annoyed if an organization doesn’t thank them for their charitable donation? What...