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
Donorly’s Donation Page Optimization Checklist helps nonprofits create high-converting donation pages that inspire generosity. From layout and copy to mobile usability and trust signals, this actionable guide covers everything you need to boost conversions, reduce friction, and turn more visitors into donors—no web design experience required.
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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.
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Fundraising Roadmap for New Nonprofit Leaders
Donorly’s Fundraising Roadmap eBook provides nonprofits with a clear, step-by-step guide to build sustainable fundraising strategies. Learn how to set goals, engage donors, diversify revenue streams, and strengthen your development plan—empowering your organization to grow funding and impact with confidence and clarity.