DOWNLOADS & SAMPLES

Asian Prospecting and Fundraising

DL - Major Gifts & Planned Giving, DL - Prospect Research, DOWNLOADS & SAMPLES, NEWS & UPDATES, RESOURCES|

A small selection of presentations, links and other resources for Asian prospecting and fundraising. This is a complex and broad subject and there’s no attempt here to provide other than a few samples […]

How Prospect Research can Help Nonprofits Raise More Money from Events

DL - Prospect Research, DOWNLOADS & SAMPLES, NEWS & UPDATES, RESOURCES|

Fundraising events can be a great way to generate revenue for your nonprofit and allow your donors to interact directly with your orga […]

Scholarship Agreement Form

DL - Policies & Procedures, DL - Sample Forms, DOWNLOADS & SAMPLES, NEWS & UPDATES, RESOURCES|

Sample of scholarship agreement form. Click on the button to add to your download cart.

 

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Record Retention Schedules

DL - Data & Records, DL - Finance & Accounting, DL - Policies & Procedures, DOWNLOADS & SAMPLES, NEWS & UPDATES, RESOURCES|

Collection of various record retention schedules. Note that you should always check with your local tax and legal jurisdictions to verify retention schedules.. Click on the button to add to your downl […]

Fraud Policy

DL - Employees & HR, DL - Policies & Procedures, DL - Security & Privacy, DOWNLOADS & SAMPLES, NEWS & UPDATES, RESOURCES|

The purpose of this Policy is to specifically address fraudulent acts. Fraudulent activity of any kind, including for the benefit of Southeastern, is expressly forbidden. This Policy establishes the p […]

Pledge Agreement for Endowed Professorship

DL - Finance & Accounting, DL - Fundraising, DL - Gift Processing, DL - Major Gifts & Planned Giving, DL - Policies & Procedures, DOWNLOADS & SAMPLES, NEWS - Gifts & Giving, NEWS & UPDATES, RESOURCES|

Sample pledge agreement for endowed professorship. Click on the button to add to your download cart.

 

Transfers of Property to Foundations

DL - Policies & Procedures, DOWNLOADS & SAMPLES, NEWS & UPDATES, RESOURCES|

Samples of agreements for transferring property from a parent entity to a foundation.

Click on the button to add to your download cart.

 

Third Party Fundraising Policies

DL - Policies & Procedures, DOWNLOADS & SAMPLES, NEWS & UPDATES, RESOURCES|

Collection of third party fundraising policies. These are good to implement so that the primary fundraising part of an organization has the authority to authorize when another group can fundraise on b […]

Tip Sheet for Private Foundations

DL - Policies & Procedures, DOWNLOADS & SAMPLES, NEWS & UPDATES, RESOURCES|

A private foundation may be funded by an individual, a family, or a for-profit company. At The Nature Conservancy, we frequently receive donations from family foundations, one particular type of priva […]

Prospect Scoring Tool

DL - Prospect Research, DL - Reporting & Analytics, DOWNLOADS & SAMPLES, NEWS - Prospect Research, NEWS - Reporting & Analytics, NEWS & UPDATES, RESOURCES|

Example of a scoring tool posted on PRSPCT-L from Harvey Mudd College.

They¬†have built an overall scoring t […]

Real Estate Check List

DL - Fundraising, DL - Major Gifts & Planned Giving, DL - Policies & Procedures, DL - Sample Forms, DOWNLOADS & SAMPLES, NEWS & UPDATES, RESOURCES|

Checklist for fundraisers when accepting a gift of real estate. Click on the button to add to your download cart.

 

Prospect Management Policies and Procedures

DL - Data & Records, DL - Fundraising, DL - Major Gifts & Planned Giving, DL - Policies & Procedures, DL - Prospect Research, DL - Sample Forms, DOWNLOADS & SAMPLES, NEWS & UPDATES, RESOURCES|

Good sample of prospect management policies and procedures including a prospect assignment and strategy form. Contributed by Paul Lanning