Cedar Fundraising Resources
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Thank you for visiting the Cedar Fundraising Resource Library. This is a growing collection - notifications for new resources will be included in the “Fundraising from the Ground Up” newsletter. If you landed here via search or someone sent you the link (and you like what you see!), consider subscribing here.
The resources are sorted categorically by the fundraising operations “Root Systems” - which you can learn more about through the blog posts links under each heading, or start with the intro post to the Root Systems Series here.
I am also adding all the “Fundraising Building Blocks” videos and blog posts as they are produced. This is a series I am currently working on, breaking down the essential elements to building a strong and sustainable fundraising program for small nonprofits.
Resource Page Disclaimer
Feel free to download and use the resources here, but please note:
The resources are intended only for non-profit organizations to use to help with fundraising activities within their organization
If you would like to use the resources for any other purpose (educational, commercial, sharing), permission is required - please contact Cedar Fundraising info@cedarfundraising.ca
If there are errors or questions about the material, kindly contact Cedar Fundraising - we would love to hear from you!
Root Systems
1- Case Development
Read more on the blog - Case Development (2022) and Fundraising Building Blocks: Case for Support (with link to video) (2023)
Resource - Case for Support worksheet
2- Financial Systems
Read more on the blog - Financial Systems
Resource - Basic Annual Fund Revenue Budget Template
3- Data Management
Read more on the blog - Data Management
Resource - Donor Database (Keela) Manual Template
4- Policy, Planning & Strategy
Read more on the blog - Policy, Planning & Strategy
Grants
Video - Writing Grants with ChatGPT
Video - Writing Grants with ChatGPT UPDATE (ethics of using AI)
Video - Collaborative Grant Writing
Resource - Grants “Prospect Research Sheet" & Calendar: A simple-to-use spreadsheet to track all identified grant opportunities and those that have been submitted (download or make a copy).
Resource - The Mother of all Grant Templates: This Google Doc includes common questions found on many grant applications. Use this to create a central document for grant copy. Includes headings & sub-headings for easy navigation and a grant documents checklist!
Resource - Grant Writing Guide: A basic guide to grant writing including all of the essential steps.
Resource - Collaborative Grant Writing (step x step guide): A brief step by step guide to collaborative grant writing. Best to use with the Collaborative Grant Writing video.
5- Donor Systems
Read more on the blog - Donor Systems and Major Gifts for Small Nonprofits
Resource - Campaign debrief template
Video Series - Donor Journey Mini-Training: sign up to receive a series of 5 short videos sent via email over the course of a week. Learn about fundraising as a process of community-building, and how to apply the Donor Journey framework to build stronger relationships and increase giving.
Resource - Donor Journey Worksheet: map out your donor journey to identify strengths and gaps. Use with the Donor Journey Mini-Training (above).
Fundraising Building Blocks
1 - Case for Support
Read more on the blog - Fundraising Building Blocks: Case for Support (with link to video)
2 - Finding Your People (growing an audience)
Read more on the blog - Fundraising Building Blocks: Finding Your People (with link to video)