Whole Whale

FEBRUARY 2, 2023

There is no one-size-fits-all RFP, but that doesn’t mean that organizations shouldn’t feel the need to write their life story — especially if it is a small project. We recommend creating an excel doc to track the bids and give grades across desired criteria for each vendor. Here are the 4 stages of writing an effective RFP.

Guide 59

Guide Proposal PDF Hints 59

CauseVox

OCTOBER 21, 2021

Autumn definitely means “go time” in the life of a fundraiser, often because it signals the start of year-end , a period of time you may get upwards of 60% or more of your annual donations. Spreadsheets and shared files (such as on Google Docs or Dropbox) are phenomenal ways to keep everyone on the same page.

Campaign 79

Campaign Fundraising Calendar Template 79

Get Fully Funded

NOVEMBER 15, 2021

Get a legal pad and a pen or pull up a Google Doc or a Word Doc. Take the time to think carefully about what you need and what you can do, taking into consideration everything that’s going on inside your nonprofit and your life. Give them sample language to include with their email to friends and family members.

Fundraising 124

Fundraising Money Raise Doc 124

Get Fully Funded

JULY 21, 2022

While there are lots of different kinds of planned gifts, like trusts, annuities, stock, and life insurance, the most common planned gifts are bequests, where someone simply leaves your nonprofit in their will. You could set up an endowment and possibly be set financially from here on. Hey, it happens!

Giving 64

Giving Gift Donor Doc 64

Get Fully Funded

JANUARY 17, 2022

Given the many ways a fundraising plan can make your life easier, it’s hard to understand why so many organizations don’t have them. But seriously, 100% retention is unrealistic because life is fluid and peoples’ situations change. A Google Doc or Sheet is a great place to start, because you can collaborate with your team.

Fundraising 134

Fundraising Activities Active Activism 134

Get Fully Funded

JANUARY 1, 2024

Plus, life changes FAST, and you’ll need to be able to adjust quickly. It also helps you to think through the tasks that need to be completed for each fundraising effort — further breaking things into smaller bites that are easier to plan for and that you can hopefully delegate or get help with.

Template 111

Template Fundraising Nonprofit Calendar 111

Get Fully Funded

MAY 29, 2023

Providing a donation with the date, amount, organization name, and tax identification number clearly identifiable, you make the donor’s life easier. Everyone wants their tax preparation to go smoothly.

Donation 98

Donation Online Create Gift 98