Chart Work
Consulting
fundraising SERVICES
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 coaching that will provide you with clear goals, strategies, and practice to work with donors successfully. For those nonprofits needing to jump start institutional giving with professional grant writing services, we are here for you.
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To determine how we can help you most effectively, contact us to schedule a no charge consultation.
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.
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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
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
Contact us to learn more about what The Library can do for you, and how Chart Work can support sustained organizational success.