Free Forms & Templates

Building Endowment – Naming Opportunities

September 7, 2011

by William J. Moran, J.D., M.S.Ed. Because endowments are permanent funds, they are attractive vehicles to perpetuate the memory of, or honor, a loved one.  If you know your donor’s…

The Essential Components of Grant Writing

September 7, 2011

by Susan Whitmore Writing associated with development has become a science.  Excellent writing, especially grant writing, is critical to the success of your campaign or project. It is imperative that…

The Role of the Case Statement in Fundraising

September 6, 2011

by Susan Whitmore An effective case statement sets forth the reasons why an organization is deserving of philanthropic support. A case statement 1) articulates the societal cause the organization champions,…

Codicil to Will Form

September 5, 2011

by William J. Moran, J.D., M.S.Ed. A codicil is an amendment to one’s original will. It can be used to make simple additions or amendments, such as adding or removing an…

Donor Contact Form for Planned Giving

September 5, 2011

by William J. Moran, J.D., M.S.Ed. This is a form used to report specific details of a contact with a donor. View or Download Donor Contact Form for Planned Giving: …

SWOT Analysis Form

September 5, 2011

by William J. Moran, J.D., M.S.Ed.   Use this form to solicit feedback on the strengths, weaknesses, opportunities and threats to your nonprofit organization. SWOT Analysis Survey Instrument Strengths. What…

Corporate Rating Worksheet

September 5, 2011

By Scott Sheldon, CFRE Scottsdale Healthcare Foundation 480-882-6985 Scott Sheldon, author of Effective Corporate Fundraising: Strategies for Success, rates the likelihood that a corporation will make a gift to your…

Corporate Prospect Rating Form

September 5, 2011

As a nonprofit executive search firm that specializes in recruiting top leadership and fundraising positions, The Moran Company likes to offer a variety of resources to our partner organizations. Scott…

Uncovering Foundation Prospects

September 5, 2011

by Susan Whitmore How do you uncover foundation prospects that might be interested in funding your nonprofit organization’s programs or operations? It may not be as difficult as you think.…

Let Me Tell You About Outcomes Measurement

September 5, 2011

by Susan Whitmore Foundations and public agencies increasingly require that the nonprofit organizations they fund provide project or program outcomes measurement. However many nonprofit administrators remain unclear about how to…