Cheat Sheets

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.

Wealth Screening Cheat Sheet

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

Prospect Research Cheat Sheet

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

Crafting The Perfect Donor Thank You Letter

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

Donor Prospect List Cheat Sheet

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