Find the level that matches your organisation. Flip the card to see the resources that'll help you to advance to the next level.
Donors Mapping Matrix Template
How to do a Stakeholder Mapping Exercise
What You Need to Know About Your Funder Before You Start Writing a Grant
We're just getting started.
Developing A Fundraising Strategy
Fundraising Strategy Template
Fundraising Training Exercise: Fundraising from the Inside Out
We have a simple mapping of grant funders we think are aligned to our work.
7 Steps to a Simple, Successful Fundraising Plan
Why Every Fundraiser Should Have a Sustainability Scorecard
We have a written grants strategy for the year that includes an aligned communications plan.
Sample Fundraising Plan for Your Non-Profit
We have a clear grants strategy that we look at in tandem with our budget, making adjustments as necessary.
A Tool for Measuring Fundraising Efficiency
We have a clear fundraising strategy of which grants comprise a percentage and considers the uncertain nature of grants. We refer to the fundraising strategy regularly.
Congratulations, you are excelling in this area!Try a different category or check the resources of the previous levels to strengthen your strategy,
Our fundraising strategy covers more than 1 year and it links to our plans for scale. It is a living document that we update reguarly.
How Do You Ask For Support From a Potential Donor?
Excel CRM Template
Targeted Questions to Increase Your Chance for Funding
Communicating With Funders and Program Officers
How to build relationships with Funders
Building Relationships with Potential Funders
How to Build Great Relationships with Funders
We get to know funders before we submit a grant to them. We track communications on a simple spreadsheet.
CRM Systems for Charities
More Tips for Improving Donor Communication
We are in touch with funders / prospective funders throughout the year and have a communications plan to keep track.
The AAA Way to Fundraising Success: Maximum Involvement, Maximum Results
We track communications, funding amounts and grant reporting in a customer relationship management tool. Each funder has a clear relationship holder.
Succession Planning for Nonprofits - Managing Leadership Transitions
The Bus Factor - Talent and Succession Planning to Build Your Leadership Pipeline
The executive team and board work together to manage grant relationships. Everything is tracked dilgently through our customer relationship management tool and we refer to it regularly.
Congratulations, you are excelling in this area!Try a different category or check the resources of the previous levels to strengthen your relationship management.
For each key relationship, we have a succession plan and/or a 'bus factor' plan that shows who takes over the relationship and how in the event of an emergency or staff turnover.
Grants for NGOs and Organisations - Funding Grants for NGOs in Developing Countries
Latest Funds for NGOs, Call for Proposals and Call for Applications
Create a Grant Calendar to Boost Your Nonprofit's Chances
We have a list of grant sources we refer to regularly when looking for grants.
Applying for Grants Toolkit
The Six-Point Criteria to Identifying Potential Donors
We track grant applications in a simple grant tracker.
Grant Development Process Flowchart
We have a process and criteria to determine if we will apply for a grant.
Nonprofit Grant Tracker
Grant Tracking Template
When we have found an appropriate grant, we follow a flow chart that shows responsibilities of key staff and timeline, and we use it.
Congratulations, you are excelling in this area!Try a different category or check the resources of the previous levels to strengthen your process.
We have a grants tracker that shows the progress of each grant, staff assigned, and any roadblocks. We refer to it regularly.
Grant Writing for Beginners: How to Build a Budget
Fundamentals of Nonprofit Budgeting
Sample Line Item Budget
A Budget Q ‘n’ A
We have a general idea of what we need for the current year and can build basic budgets when funders need need them
A Quick Guide to Nonprofit Surpluses and Deficits
We have an annual budget we pull from to build program budgets for funders.
Program-Based Budget Builder: Instructions
5 Step Guide to Budget Development - Resources for Nonprofit Financial Management
We understand our budget and have a clear understanding of cashflow including any surplus or deficit for this year.
Financial Planning for Sustainable Nonprofits
We know how much we need to raise for this and the next financial year, and have an understanding of our cashflow and expected revenues.
Congratulations, you are excelling in this area!Try a different category or check the resources of the previous levels to strengthen your budgeting.
We understand our budget requirements for the next three years, and it clearly links to our plan for scale.
A Quick Guide to Writing a Compelling Case Statement
Making Your Case for Grant Support
How to Write a Mission Statement for Your Nonprofit
Grant Writing Toolkit: The Needs Statement
Grant Writing: Problem Statement or Needs Assessment
We have some text on programs, mission and vision etc, but for the most part we put applications together from scratch.
Sample Winning Grant Proposals, Letters of Enquiry & More
Building an Effective Grantseeking Program
The Secret to a Great Case Study
Mastering the Art of Storytelling
We pull text from past applications and can talk about the need and our intended impact with statistics from the general context.
Grants: Evaluation Amplifies Impact
Measuring Social Impact of Nonprofit Mission & Vision
5 tips for Marrying Your Budgets and Narrative in Your Proposals
We compile successful text into one document of commonly asked grant questions. We have some case studies and a few statistics on need from our own work.
Gathering Evidence of Impact for Grant Applications: Experts Share their Tips
We tailor existing successful text for each grant application. We can talk about our impact goals in specific, measured terms.
Congratulations, you are excelling in this area!Try a different category or check the resources of the previous levels to strengthen your evidence, content & impact.
Our evidence of impact is underpinned by a strong monitoring and evaluation system that we can tie to the wider context and strategy (e.g. SDGs, government)
Starting a Nonprofit Board from Scratch
5 Ways To Recruit More Volunteers For Your Nonprofit
How to Grow Your Nonprofit Fundraising Team
How Executive Directors Can Most Help Their Development Directors
Our grants team is made up of volunteers or we have a staff member doing grants in addition to their main role. We have a board that is quite new to fundraising.
How to Get Board Members Involved in Fundraising
What are The Roles and Responsibilities of the Board?
The Grants Manager works with the Executive Director regularly. The board is regularly updated on progress.
Fundraising Training Step by Step
Build Your Fundraising Team: Tools and Rewards
The Grants Manager works closely with the Executive Director and has the support of the wider team on an ad hoc basis. The board is aware of their role in supporting grant fundraising.
How Nonprofit Boards Should Approach Fundraising
The Grants Manager works with the Executive Director and other staff regularly. Board members play an active role in the grant fundraising.
Congratulations, you are excelling in this area!Try a different category or check the resources of the previous levels to strengthen your team.
We have a dedicated Grants Team that cuts across departments, inclusive of Fundraising, Program Staff, Monitoring and Evaluation, Finance. The Board has a dedicated Development Committee.