Free Forms & Templates

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…

Benchmarks for a Successful Planned Giving Program

September 5, 2011

by William J. Moran, J.D., M.S.Ed. Whether you have an established program or are interested in starting one, you will find these benchmarks useful as you focus on planned giving…

Guidelines for Endowed Funds

September 5, 2011

by William J. Moran, J.D., M.S.Ed. An endowment is a fund established by a donor (or donors) for a specified purpose. Endowment assets are invested. Every year the income (or a…

Legal Language For Charitable Bequests

September 2, 2011

by William J. Moran, J.D., M.S.Ed. Unrestricted Bequest “I give devise and bequest to (organization name) , (state: ” % of my estate”, “the sum of _____” or “the residue…

Planned Giving – Location of Assets Form

August 31, 2011

by William J. Moran, J.D., M.S.Ed. This is a helpful form to give your planned giving donors to assist them with estate planning. The Location of Assets Form includes two…