Resource Library
Featured Resources
Change Team Core Processes and Tools: Set-Up and Management Checklist

Change teams designed to increase diversity, equity, and inclusion (DEI) require thoughtful planning and communication throughout the active lifecycle of the team: Launch, Management, Evaluation, and Relaunch. Change teams, like any other team, require management tools, skills, and processes to be successful. Use the following checklists to create the change team charter and core management tools and processes.
Change Team DEI Development Plan Template

A written plan of action is essential for individuals or teams working to increase diversity, equity and inclusion (DEI). DEI team workplans or development plans bring clarity to expectations, enrich feedback and review processes, and help align each team member’s tasks with the DEI team goals. Once your goals are written, create a work plan using this sample DEI Development plan template to track activity and report on progress.
Connecting to your D.E.I “Why”

Everyone has a unique connection to environmental work. Awareness of your story and motivation to pursue D.E.I. can be grounding and uplifting when you are faced with difficult decisions, face barriers in your path, or need to be inspired by yourself! The following writing exercise helps you identify how you came to value the pursuit of D.E.I. in the environmental field, what keeps you motivated, and what you need to stay resilient when challenges inevitably arise.
Decision Making for Equity and Inclusion

Decision-making practices reflect an organization’s equity and inclusion values. They also reveal how authoritative a.k.a. commanding power is distributed throughout an organization. Use this decision-making mode graphic to investigate how […]
POPP: Strategic Planning Tool for Meetings

POPP is a simple tool that helps focus and clarify the essential elements of a meeting: the purpose, the desired outcome, the people involved, and the process that will be used.
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Appeal Checklist

Use this checklist every time you draft an appeal to make sure it hits all the right notes so that your donors and prospects will be singing your tune and sending their gifts.
Appeal Sample and Guide

Writing an effective appeal letter is a crucial skill to increase donations and donor involvement. However your outreach efforts are made, through letters, emails, or even through your website, an […]
Board and Staff Friendraising Process

The flow chart in this resource shows how a Board member can meaningfully contribute to building your organization’s “friend” base, leading to more supporters while increasing connection between your Board and Staff through their Friendraising work.
Board Donor Stewardship | Flow of Communications

Major gift work is a highly personalized form of fundraising that can be difficult to systematize. The success of your major gifts effort is dependent on authentic relationships with your […]
Components of your 30 Second “Elevator” Pitch

In order to do effective outreach to build your donor and member base, use this worksheet to create a great “elevator pitch” that can describe your mission and work, and the reasons why it is important to support your organization in a brief and succinct way.
COVID-19 Resources for Canadian Fundraisers (and Others)

An extensive offering of information, resources, and guides with a focus on Canadian nonprofit organizations and fund development professionals to maneuver through COVID-19 and the changing landscape. It includes links […]
Diversifying Revenue Sources

Diversifying revenue is a good idea for many organizations; however, implementing diversification is not a one size fits all solution for every organization. This tutorial looks into when, why, and how your organization can benefit from diversifying revenue sources.
Donor-Centered Direct Mail: Creating Warm and Fuzzies for Donors

With the millions of pieces of direct mail sent out every year, your job is to have your letter rise above all the rest. This resource will help you look at some ways to make your appeals outshine the rest and bring better returns.
Fund Development Equity Reflection Questions

Fund development staff can play an integral role in implementing DEI in their work by using an equity lens to review your practices, outreach, and decisions. This resource offers questions to ask yourself, your team, and your organization to ensure that an equity lens is applied to your fund development efforts and internal work.
Fundraising Committee Roles and Responsibilities | Sample

Whether you are a one-person development shop or serving as part of a larger fundraising team, a fundraising committee should be an integral part of your fundraising program. An effective fundraising committee is vital to the life and financial well-being of your organization. The following document provides some sample roles and responsibilities to get you started.