Templates + tools

Our templates and tools are designed to save you time and energy so you can focus on what matters: cultivating relationships for your organization. Get our tried-and-true resources for budgeting, planning your program, writing your script and much more.

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Budget Template
Budget Template
Fundraise smarter with our Revenue Budget Template
$179.00
Bid Cards
Bid Cards
Get ready to fundraise with our bid cards!
$29.00$49.00
Run of Show Template
Run of Show Template
Develop your program with our Run of Show Template
$89.00
Script Template
Script Template
Keep your program concise and engaging with our Script Template
$129.00

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Fundraising Books

Fundraising Books

Add these fundraising books to your library. Get inspired by books from industry leaders on topics like event planning, fundraising, storytelling, guest experience and more.

Classes

Classes

These fundraising courses provide the hands-on instruction you need from wherever you are. Learn from real-world case studies and live demos led by fundraising, storytelling and event planning experts with years of experience in the field. New classes are added every month.

Event Strategy

Samantha Swaim

Strategic Director at Swaim Strategies

Every fundraising event needs a solid strategy. Bring all your fundraising event ideas and questions to this one-on-one consulting call with Sam. 

Possibilities to consider:

Maximize your fundraising

Explore the best event format for your organization
Learn how to produce a hybrid or virtual event

Brainstorm sponsorship solicitation strategies

Get clear on logistics, like room setup, virtual components, registration, etc.

Develop your special appeal story + strategy

Schedule as many time blocks as you need to feel successful with the execution of your next event.

Storytelling

Kristin Steele

Creative Director at Swaim Strategies

Great storytelling has the power to connect your donors more deeply with your mission and inspire them to give bigger. Get started with your event storytelling on a one-on-one consulting call with Kristin.

Possibilities to consider:

Clarify your program sequence to maximize your story’s impact

Learn how to tell stories ethically and impactfully

Use storytelling to uplevel your marketing

Craft a moving organizational speech

What to expect on the call

Schedule as many time blocks as you need to feel successful with the stories you tell at your next event.

Data + Registration

Mary Elizabeth

Operations Director at Swaim Strategies

Bring your event strategy and storytelling together with the right event software and seamless logistics. Mary will help ensure your event runs smoothly.

Possibilities to consider: 

Find the right software system + giving platform solution for your fundraising event

Learn how and what fundraising event software systems to use for your event, such as Greater Giving, Give Lively or OneCause

Track sponsorships + guests more effectively

Seamlessly organize auction items + packages for your event

Track pre-committed donations for your special appeal

Run through onsite registration set up at your fundraising event, including check-in and checkout

Track hybrid event logistics within your event software, including guest management, sales and donations

Schedule as many time blocks as you need to feel successful with the logistics execution of your next event.

Watch The Fundraising Elevator Podcast on Video

Join us for a behind-the-scenes experience of The Fundraising Elevator Podcast in our video episodes. Get to know our guests up close and view our bonus content added to some episodes.