Cheat Sheets

planned giving cheat sheet

Planned Giving Cheat Sheet

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

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Fundraising Intelligence Infographic

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

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foundation research

Foundation Research Cheat Sheet

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

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charitable giving

Charitable Giving Cheat Sheet

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

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capital campaign

Capital Campaign Cheat Sheet

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

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grateful patient program

Grateful Patient Program Cheat Sheet

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

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Moves Management Cheat Sheet

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

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Wealth and Capacity Cheat Sheet

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

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wealth screening cheat sheet

Wealth Screening Cheat Sheet

This cheat sheet will help you unlock key information around your current and prospective donors.

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Prospect Research Cheat Sheet

Learn what donor prospect research entails, what types of information you need to know about, and more!

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Crafting The Perfect Donor Thank You Letter

Get ready to learn the best strategies for writing the perfect donor thank you letter!

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donor prospects list

Donor Prospect List Cheat Sheet

Learn some seriously easy strategies to make exceeding campaign goals a reality.

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