The Small Nonprofit Fundraising Toolkit + 60-Minute Guided Strategy Session

Name: The Small Nonprofit Fundraising Toolkit + 60-Minute Guided Strategy Session
Price: 447 USD
Availability: InStock

$447.00

Everything you need to bring structure, consistency, and momentum to your fundraising efforts — without building every resource from scratch.

Your toolkit download includes 33 ready-to-use templates, 5 Excel workbooks, and a 12-month fundraising calendar designed to help nonprofit teams plan, manage, and strengthen fundraising across multiple revenue streams.

Resources support individual giving, grants, corporate partnerships, events and earned revenue, peer-to-peer fundraising, and major gifts, with practical tools for planning, outreach, stewardship, tracking, and follow-up.

Your download includes:

33 customizable templates for fundraising communications, outreach, planning, and stewardship
5 Excel workbooks to organize and track fundraising activity, prospects, revenue, and progress
12-Month Fundraising Calendar to help you map activities across the year and build a more consistent fundraising rhythm

These aren't templates meant to sit in a folder. They're designed to give small and growing nonprofit teams the systems and structure to put a diversified fundraising strategy into practice.

Download. Customize. Put the tools to work.

Plus: Your 60-Minute Guided Strategy Session

The toolkit gives you the tools. This session helps you put them to work.

In a private 60-minute virtual session, we'll look at where your fundraising stands today, pinpoint the templates and workbooks that will move the needle first, and map a realistic 90-day plan using the 12-month calendar as your guide. You'll leave with clear priorities and a plan you can act on.

Your session includes a short pre-session questionnaire so we spend the full hour on strategy instead of background, 60 minutes of one-on-one time with a GPC-credentialed consultant with more than 20 years in nonprofit leadership and public health, and a brief written recap of your priorities and agreed next steps.

Your scheduling link is provided as soon as your purchase is complete, so you can book a time that works for you.

This purchase includes an instant digital download and a live strategy session.

Toolkit files: Because the files are yours the moment your download link is issued, the toolkit portion of this purchase ($147) is non-refundable.

Strategy session: Your session may be rescheduled at no charge with at least 24 hours' notice. If you decide not to use your session, email sroberts@sjrnonprofitsolutions.com within 14 days of purchase and before the session has taken place, and the session portion ($300) will be refunded.

Sessions must be scheduled and held within 90 days of purchase. Sessions that go unscheduled past 90 days, or missed appointments without 24 hours' notice, are considered delivered and are not refundable.

Questions about your purchase? Email sroberts@sjrnonprofitsolutions.com.
Your 60-minute session is one-on-one and held by video.

As soon as your purchase is complete, you'll receive a scheduling link so you can book a time that works for you.

Before we meet, you'll complete a short questionnaire about your organization and your current fundraising, so we can spend the full hour on strategy rather than background. After the session, you'll receive a brief written recap of your priorities and agreed next steps.

The Small Nonprofit Fundraising Toolkit + 60-Minute Guided Strategy Session

Return & Refund Policy

Your Strategy Session

Note