Cheat Sheets

Donor Advised Funds Cheat Sheet

Want to know more about Donor-Advised funds?

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Donor Ratings Cheat Sheet

Want to know more about Donor Ratings?

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Nonprofit Marketers Cheat Sheet

Nonprofit Marketers Cheat Sheet

Learn about Fundraising Intelligence for Nonprofit Marketers!

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Canadian Donors Cheat Sheet

Want to know more about screening Canadian Donors?

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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 ebook

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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