Cheat Sheets

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 Cheat Sheet
Learn the key steps and strategies to get more grants for your nonprofit.
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This cheat sheet will help you understand and leverage the power in a prospect past giving information.
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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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Wealth and Capacity Cheat Sheet
Learn how to utilize financial, charitable giving, and real estate information in your prospect research.
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This cheat sheet will help you unlock key information around your current and prospective donors.
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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 Prospect List Cheat Sheet
Learn some seriously easy strategies to make exceeding campaign goals a reality.
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