Guides & Templates
From audits to campaign plans, our free templates are built for nonprofit leaders ready to grow.
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Fundraising Plan Template
Download Donorly’s free fundraising plan template to set clear goals, build realistic budgets, and map out a strategy that drives sustainable growth. Designed for nonprofits of all sizes, this expert-built resource breaks fundraising into manageable steps so your team can stay focused, organized, and aligned all year long.
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30-Minute Fundraising Strategy Audit
Feel like your fundraising is working—but just barely? Donorly’s 30-Minute Fundraising Health Check helps nonprofit leaders quickly assess performance across revenue, stewardship, systems, and leadership. Get a score, spot gaps, and walk away with clear next steps. Includes a free clarity session to talk it through with a fundraising expert.
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Board Storytelling Guide
Donorly’s Board Storytelling Guide helps nonprofit leaders turn board members into effective storytellers. Build a storytelling culture, uncover authentic connections, and share clear talking points to boost fundraising, deepen donor trust, and strengthen community engagement around your nonprofit’s mission.
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Donation Page Optimization Checklist
Make every donation count with this checklist designed to help nonprofits create high-converting, donor-friendly giving pages. This free resource covers best practices for streamlining the donation process, improving donor confidence through transparency, and designing a user experience that inspires generosity. Perfect for fundraisers, EDs, and development teams looking to boost online giving and donor retention.
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Capital Campaign Readiness Checklist
Donorly’s Capital Campaign Readiness Checklist guides nonprofits through key steps to prepare for a successful capital campaign. Assess your organization’s financial health, leadership buy-in, case for support, and fundraising infrastructure to ensure you’re fully equipped to launch and sustain a major fundraising effort with confidence.