Resource Library: Free Forms & Templates

Fundraising – Finding People to Ask

by William J. Moran, J.D., M.S.Ed. One of the first steps in fundraising is to identify individuals who might contribute to your nonprofit organization. Here is a form that will help you do this: Finding People to Ask, Qualifying Your Prospects. View or Download: PDF or Word format First, review lists of fundraising prospects (individuals, foundations and corporations) … Continue reading Fundraising – Finding People to Ask

Sample Nonprofit Executive Director Position Description

by William J. Moran, J.D., M.S.Ed. The Executive Director is the key management leader of _______________. The Executive Director is responsible for overseeing the administration, programs and strategic plan of the organization. Other key duties include fundraising, marketing, and community outreach. The position reports directly to the Board of Directors.  GENERAL RESPONSIBILITIES: 1) Board Governance: … Continue reading Sample Nonprofit Executive Director Position Description

Sample Director of Development Position Description

by William J. Moran, J.D., M.S.Ed. Here is a description for the Director of Development position.  This role is commonly the chief fundraising position at a nonprofit organization. POSITION SUMMARY: The Director of Development is responsible for planning, organizing, and directing all of ________________’s fundraising including, the major gifts program, annual fund, planned giving, special … Continue reading Sample Director of Development Position Description

Donor Contact Form for Planned Giving

by William J. Moran, J.D., M.S.Ed. This is a form used to report specific details of a contact with a donor. View or Download Donor Contact Form for Planned Giving:  PDF  or Word format   Want more articles like this delivered directly to your inbox? Sign up for our E-Newsletter. © 2008 The Moran Company, … Continue reading Donor Contact Form for Planned Giving

SWOT Analysis Form

by William J. Moran, J.D., M.S.Ed.   Use this form to solicit feedback on the strengths, weaknesses, opportunities and threats to your nonprofit organization. SWOT Analysis Survey Instrument Strengths. What do you perceive are strengths of the ___________________ organization? Weaknesses. What do you perceive are weaknesses of the organization? Opportunities. What do you perceive are … Continue reading SWOT Analysis Form

Corporate Rating Worksheet

By Scott Sheldon, CFRE Scottsdale Healthcare Foundation 480-882-6985 Scott Sheldon, author of Effective Corporate Fundraising: Strategies for Success, rates the likelihood that a corporation will make a gift to your organization. View or Download Corporate Rating Worksheet: PDF or  Word Format   Want more articles like this delivered directly to your inbox? Sign up for our … Continue reading Corporate Rating Worksheet