Guides & Templates

From audits to campaign plans, our free templates are built for nonprofit leaders ready to grow.

  • Preview of Donorly’s free fundraising plan template, showing customizable sections for revenue goals, budget planning, and annual fundraising timelines

    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.

  • Image of Donorly’s 30-Minute Fundraising Health Check, showing a quick assessment tool with sections for revenue, stewardship, systems, and leadership—plus a scoring guide and free clarity session offer.

    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.

  • Preview of Donorly’s Board Storytelling Guide, featuring tips on creating a culture of storytelling, helping board members share personal connections, and offering talking points to support nonprofit fundraising and community engagement.

    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.


  • Image of Donorly’s Donation Page Optimization Checklist, featuring a step-by-step guide to improve donation page design, usability, copy, and trust signals for higher conversion rates.

    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.

  • Screenshot of Donorly’s Capital Campaign Readiness Checklist, showing key preparation steps like financial assessment, leadership engagement, case development, and fundraising infrastructure evaluation.

    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.

  • 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 yo

    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.