CauseVox
OCTOBER 21, 2021
Spreadsheets and shared files (such as on Google Docs or Dropbox) are phenomenal ways to keep everyone on the same page. Download this Sample Year-End Fundraising Goals Spreadsheet: You’ll see this fundraising goal sheet is broken up into 2 parts: A donor thank-you campaign from 11/2-11/13 and a fundraising campaign from 11/14-12/31.
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JULY 21, 2022
Getting started with planned giving is easy: simply plant the idea in the minds of your donors. Don’t worry about providing legal language or sample docs because your donors already have their own attorney who will take care of all the verbiage and paperwork. First Steps to Ask for Planned Gifts.
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NOVEMBER 15, 2021
Get a legal pad and a pen or pull up a Google Doc or a Word Doc. What strategies do you have in mind? Give them sample language to include with their email to friends and family members. It’s too easy to drop parts of your imaginary plan, shift others, and back off your goals because you don’t feel like following through.
Amy Sample Ward
JANUARY 12, 2010
First, we created an open Google Doc where we put in the introduction language, so anyone that clicked through from someone’s blog or Twitter post would have context about what was happening (and included a numbered list up to 53, so people could easily see where to add their name and blog address). See the Google Doc for links.).
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JANUARY 1, 2024
I like sticky notes because if you change your mind during the planning process about where something goes, it’s no big deal to move the sticky. That will help make sure you stay on schedule for getting things done on-time. Sometimes, creating your 90-day action plan with good old-fashioned paper, markers, and stickies is really helpful.
NTEN
JUNE 20, 2011
By Amy Sample Ward, Membership Director, NTEN. When it came to blogger outreach, a Google Doc was the preferred and successful tool. They did not have a preference in mind for the redesign when it came to the programming language, just a clear understanding of what they wanted supporters to be able to do.
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JANUARY 17, 2022
A Google Doc or Sheet is a great place to start, because you can collaborate with your team. Once you get your fundraising plan completed, share it with the Board for their review, not approval, and listen to their feedback with an open mind. People get held up trying to decide what format to use. But you know what? It doesn’t matter!
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