The Agile Fundraising Cheat Sheet
Agile Fundraising is a proven framework that helps nonprofit teams work in shorter cycles, adapt to real donor behavior, and show measurable progress every two weeks. This cheat sheet translates the Agile methodologyâs core principles, practices, and roles into plain language grounded in fundraising examples your team will recognize.
Data-Informed Planning for Fundraising Success
You need a fundraising plan thatâs clear and achievable. Data-Informed Planning for Fundraising Success helps you turn your giving history into a practical plan you can follow, so you can focus on what works for your organization.
With guidance from nonprofit strategist T. Clay Buck, CFRE, youâll learn how to use donor data and a few key metrics to set realistic goals, prioritize the right approaches, and build a fundraising plan that works all year long.
The 2026 Fundraising Calendar
From inspiring new donors to nurturing deep and lasting relationships, advancing your nonprofitâs mission is a year-round effort. Our 2026 Fundraising Calendar delivers the daily dose of inspiration you need to reach your goals and keep your team energized! Begin each workday with a fresh tip, strategic insight, or bit of expert wisdom, plus one new digital resource to add to your fundraising toolkit. Get your 2026 Fundraising Calendar today and grow your impact all year longâone day at a time.
Navigating Charitable Tax Changes Using Your Nonprofit CRM
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, marks a significant shift in U.S. charitable giving rules, affecting how donors across various income levels will approach their charitable contributions.
These changes donât just affect complianceâthey reshape how nonprofits plan financially, manage donor relationships, and prepare for long-term sustainability. This guide offers practical strategies to lead your team with clarity.
How To Use Data To Manage Your Nonprofit
Learn how data and reporting can help you operate more like a business while staying true to your organizationâs mission.
AI for Nonprofits: The Comprehensive Guide to Enhancing Fundraising Communications
Many of todayâs nonprofit employees remain stretched thin, struggling to keep up with everything that’s asked of them. Generating fundraising communications with Artificial Intelligence (AI) provides your organization with an extra set of hands – and has been proven to increase return on investment. Our free guide explores how you can use AI tools to support your mission (and beneficiaries) with abundance!
The Donor Journey
Your Roadmap to New Donor Acquisition, Donor Retention, and Lapsed Donor Reactivation
In this free guide, fundraising expert Cherian Koshy shows you how to create maps of common donor experiences that put your supporters on the path to generosity. Youâll also learn how to implement, measure, and optimize donor journeys using your DonorPerfect system.
The Lapsed Donor Re-Engagement Guide
Discover simple strategies for reconnecting with past supporters and inspiring renewed giving. Inside this all-in-one guide, enjoy access to an interactive seven-day workplan, conversation prompts, and ready-to-use templates. Learn how to identify high-potential lapsed donors, rebuild aligned donor relationships, and cultivate a mindset of curiosity and resilience.
A Fundraiserâs Guide to Donor-Advised Funds
While it may seem like a no-brainer, many nonprofits pass on pursuing grants from donor advised funds (DAF). 5 Ways Philanthropists Use Donor Advised Funds and How Fundraisers Can Benefit is designed to equip you with the information you need to move forward in making donor advised funds a reliable source of revenue for your mission.
The Monthly Giving Success Kit
Creating and growing a monthly giving program sets you up for success in donor retention, accurate budget projections, and total annual gifts. DonorPerfect and fundraising consultant Erica Waasdorp joined forces to create the free Monthly Giving Success Kit so you can take the first step toward building or boosting your recurring giving program with confidence.
Nonprofit Giving Days
Your Complete Guide to Planning & Running a Successful Event
Nonprofit Giving Days help you rally donors, heighten engagement, and increase visibility for your cause. Instead of competing for attention during GivingTuesday and year-end appeals, a Giving Day creates a dedicated moment to spotlight your mission. In this free guide, youâll learn how to plan, promote, and run a successful Giving Day that energizes your supporters and drives real impact!
Finish Line Fundraising: The Year-End Playbook for Nonprofit Executives
Over one-third of all giving occurs in the last three months of the year. With the right coaching and play calling, you can lead your team to victory during the generous year-end giving season and set yourself up for success in the year to come.
Donor Connection Guide: Why Engagement Isnât Enough
Take your donor relationships from alive to thriving. In this free guide, certified nonprofit coach, author, and speaker Mallory Erickson explains why traditional donor engagement isnât enough, shifting your perspective with practical insights for deeper, more genuine connections.
Donor Engagement Models
for the Digital Age
Is your engagement strategy resonating with modern supporters? Make sure with our free guide! We reimagined traditional fundraising models (like the donor pyramid) to align more closely with the expectations and preferences of todayâs donors. Learn how to build meaningful connections, increase participation, and sustain engagement.
Building a Board of Ambassadors:
A 6-Step Guide
This comprehensive guide, written by nonprofit leadership expert Joan Garry and created by DonorPerfect, includes everything you need to assemble a vibrant board of ambassadors. From recruiting diverse members to facilitating engagement with your staff, this guide provides the proven strategies you need to empower your nonprofit.
Your Guided Growth Plan
Built in partnership with Dana Snyder, this plan provides beginner, intermediate, and advanced steps to help you find (and keep!) new donors who are passionate about your mission and its projects. With these strategies in hand, your nonprofit is primed to cultivate lasting relationships, drive sustainable growth, and make an enduring impact in the communities you serve.
The Nonprofit Leadership Workbook for Women: Second Edition
Today, women are still at a disadvantage when it comes to career opportunities and support. This interactive guide calls on established women leaders in the nonprofit industry to share their wisdom and experiences. Through self-led exercises, you can forge a career path that is authentically and unapologetically you – no matter where you hope to go.
The Clean Data Checklist for Nonprofits
Messy data causes mistakes that your organization canât afford. Meet the companion that nonprofit CRM users have been waiting for! Download the Clean Data Checklist to create a framework that keeps your team members on the same page.
The Year-End Fundraising Cheat Sheet
This interactive guide invites you to plan your year-end strategy around the donor engagement cycle. By thoughtfully planning and engaging with your donors in the months leading up to December, your ask wonât come as a surprise, and your supporters will be primed and ready to give generously before they even see your solicitations.
The Giving Tuesday Cheat Sheet
Start your Q4 journey today! First, break your Giving Tuesday strategy into three bite-sized pieces – goal-setting, communications, and stewardship. Then, start the year-end giving season with new relationships, new insight into your retention strategies, and new ideas to engage your community online! The Giving Tuesday Cheat Sheet makes it that simple.
Your download includes a print version and an online guide.
Your Guide to Major Gift Fundraising
How to turn top prospects into major donors
Discover how DonorSearch, a wealth screening platform seamlessly integrated with DonorPerfect, can help you surface major gift prospects already in your network and identify new high-capacity supporters. Put these insights into action to connect with the right people, determine the right ask amount, and take the guesswork out of your fundraising plan!
Design Tips for Nonprofits
Jumpstart your nonprofitâs branding and visual appeal – no experience needed!
Gain donorsâ trust and attract new supporters with free, practical, DIY design tips from the DonorPerfect team and design expert Abby Guido. With this guide, you can reap the benefits of strategic design and consistent branding, without needing experience, special software, or room in your budget to hire an agency.
The Nonprofit Social Media Content Planner
Julia Campbell, a nonprofit digital consultant, speaker, and author, shares her wisdom on how to create and sustain an effective social media strategy for nonprofits. This free planner is full of tips and exercises to help build and grow your organizationâs social media presence, so you can get your mission in front of a wider and more engaged audience.
DonorPerfect Brochure
Learn how DonorPerfectâs comprehensive set of features and integrations can help your organization exceed your growth in giving goals and get organized, while saving your team time and reducing errors.
Your Data-Driven Donor Persona Checklist
Itâs time to move on from the âDear Friendâ letter. Speaking to who your donors are as people will inspire the close connection to your organization that they crave. With this checklist, you can approach your communications like a marketing professional by creating personas for your donor community.
Your Nonprofit Crowdfunding Kit
In this quick-start guide to crowdfunding success, you and your nonprofit team will learn the ins and outs of setting up a crowdfunding campaign. Contents include crowdfunding campaign ideas, promotional templates for your campaign, and templates crowdfunders can use to solicit family and friends.
The New Donor Welcome Series Email Template Kit
Give new donors the ultimate first impression with a welcome email series that spotlights your organizationâs unique community. From creative ways to share your upcoming events to a timeline that advises when to send, The New Donor Welcome Series Email Template Kit can help you set up a winning engagement strategy in no time!
Your Virtual Fundraising Event Communication Checklist
Communicating with donors about your virtual fundraising event is an ongoing effort to maximize awareness, participation, and donations. DonorPerfect partnered with Givecloud – a leading virtual event platform in the nonprofit space – to provide a free checklist that ensures your event communications are organized, clear, and engaging.