Sample fundraising plan

This sample will provide examples and tips on how to create your own plan.

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Why you need gift acceptance policies : How Thoughtful Planning about Non-Cash Gifts Can Improve Your Donor Relationships

Contents All Gifts Are Not Equal! Policies Allow Staff to Maintain Consistency and Standards  What Should the Policies Include?  Policies Drive Your Fundraising Marketing Efforts Use Your Gift Acceptance Policies to Enhance Donor Relationships  Conclusion  Non-Cash Gift...

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Fundraising readiness board checklist

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Drafting Issues for Restricted Gift Agreements Including Endowments

Donor restricted gifts are an essential part of a gift planning strategy for a charity. However, too often insufficient attention is given to the terms of the donor restricted gifts that are prepared. This webinar will provide an explanation of the drafting issues when preparing donor restricted...

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Factors affecting fundraising costs

An explanation of factors, provided by AFP. 

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Building Foundation Partnerships: the basics of foundation fundraising and proposal writing

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Allocation of fundraising expenses

Identifies methods for charities to determine how to allocate their fundraising expenditures, including the "Substantially All Test" and the "Four Part Test." Also available in French

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Fundraising For Charities: Public Policy Issues in the 21st Century

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Third party fundraisers : policy commentary

Also available in French under the title : Collecte de fonds par un tiers Release date February 26 2003

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Considerations in developing gift acceptance policies

Originally presented at the Canadian Association of Gift Planners 18th Annual National Conference (April 14, 2011), these slides outline the following important aspects of developing gift acceptance policies:   Purposes of a gift acceptance policy Some examples of transactions that would...

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