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It is very easy to get caught up in the day-to-day needs of a nonprofit and lose track of the bigger picture. Are you solving problems with bandaids or with thoughtful solutions that look to the future?
Let us help you get on track with our fundraising assessment or targeted consulting that will provide a clear map to maximize staff time spent on results-focused activities. To become a donor management pro, we offer consulting that will provide you with clear goals, strategies, and practice to work with donors successfully. For those nonprofits ready to jump start institutional giving with professional grant services, we are here for you.
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To determine how we can help most effectively, complete a get-to-know-you form to schedule a free consultation.
fundraising SERVICES
Targeted Consulting​
You may not know what you need, or may have a need that is not articulated in our structured services. After an initial discussion, we will provide you with a detailed work proposal or will do our best to connect you with other resources.
Grant Services​
From grant readiness, to researching and applying for the right grant proposals, a grant program requires a carefully developed strategy, focused time, and the experience to develop productive relationships with funders. Let us do the heavy lifting to enhance your institutional giving program.
The library
The Library is a great nonprofit starter (or re-starter) package. When you purchase our template Library, we will do basic customization on all the documents so you don't need to spend valuable time making them yours. Should you need professional fundraising help as well, we have a special package that also includes discounted consulting. All Chart Work monthly clients also get access to The Library documents.
All documents are editable, so if you do want to change them, add more organizational information, etc., no problem! We will also create up to two new templates for you upon request and Chart Work approval.​
The Library includes:
Annual Calendar - Internal Planning
Board Composition Matrix
Board Member Agreement
Budget Sample
Case for Support Worksheet
Conflict of Interest Questionnaire
Communications Plan
Donation Form
Event Brief
Event Budget
Gift Acceptance Policy - Long
Gift Acceptance Policy - Short
Goals and Strategies
Grant Funder Call Prep Sheet
Grants Tracker
In-Kind Gift Receipt
Letter of Inquiry - Grants
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Contact us to learn more about what The Library can do for you, and how Chart Work can support sustained organizational success.
Recurring Giving Program Language
Organization One Sheet
Pledge Confirmation Letter
Pledge Form
Pledge Invoice
Press Release
Project Profile and Planning Worksheet
Silent Auction, Item Donation Form
Silent Auction, Item Tracker
Sponsorship Commitment Form
Sponsorship Invoice
Sponsorship Solicitation Letter Sample
Tax Receipt Letter
Thank You Call Log
Thank You Call Script
Ways to Give