Cheat Sheets

Donor Advised Funds Cheat Sheet

Donor Ratings Cheat Sheet

Want to know more about Donor Ratings?

Nonprofit Marketers Cheat Sheet

Learn about Fundraising Intelligence for Nonprofit Marketers!

Canadian Donors Cheat Sheet

Want to know more about screening Canadian Donors?

Planned Giving Cheat Sheet

Learn more about planned giving, types of planned gifts, and how to get started with your own planned giving program!

Fundraising Intelligence Infographic

Learn what fundraising intelligence is and how your nonprofit can use it to fundraise more effectively.

Foundation Research Cheat Sheet

Learn the key steps and strategies to get more grants for your nonprofit.

Charitable Giving Cheat Sheet

This cheat sheet will help you understand and leverage the power in a prospect past giving information.

Capital Campaign Cheat Sheet

Want to start planning your next capital campaign and don't know where to start?

Grateful Patient Program Cheat Sheet

Learn what a grateful patient program is, and how it can fit into your healthcare organization.

Moves Management Cheat Sheet

Learn the steps required to move a prospect from an unknown name to a life-long donor.

Wealth and Capacity Cheat Sheet

Learn how to utilize financial, charitable giving, and real estate information in your prospect research.