Online Resources and Blog Posts on This Site

University of Miami Advancement Services Pages

Great example of web site with lots of sample forms for advancement and development f [...]

Downloads and Samples

Employee Relief Fund Policy and Forms

The Winona Health Foundation Employee Relief Fund was established in August 2007 as a [...]

Foundation Research Forms and Checklists

Collection of a few samples of Foundation research forms and checklists to help organ [...]

Fundraising Project/Event Request Form

Fundraising project/event request form. Click on the button to add to your download c [...]

Peer Screening Checklists

Samples of peer screening checklists to use when you're doing peer screening with sta [...]

Prospect Add Form and Proposal Add Form

Collection of 2 forms: One for adding a prospect and the other for adding a proposal [...]

Prospect Management Cultivation Strategy Worksheet

This is a good example of a worksheet to guide fundraisers in prospect strategy inclu [...]

Prospect Management Policies and Procedures

Good sample of prospect management policies and procedures including a prospect assig [...]

Prospect Referral Form

Form used for referring a prospect. This is another example of using a form to help f [...]

Prospect Research Request Forms

Prospect research request form samples from various contributors.   Here are s [...]

Real Estate Check List

Checklist for fundraisers when accepting a gift of real estate. Click on the button t [...]

Research Profile Templates

A number of research profile templates that you can use to determine what will be the [...]

Scholarship Agreement Form

Sample of scholarship agreement form. Click on the button to add to your download car [...]