Case Studies
Toolkits
Templates
Webinars
Trainings
Midlevel + Major Donors Level 1
Template
Welcome Series Performance Tracker
From Progressive Multiplier
Toolkit
Midlevel + Major Donors Level 1
From Progressive Multiplier Courtesy of the Northwest Funder Collaborative
Toolkit
Institutional and Corporate Fundraising
From Progressive Multiplier Courtesy of the Northwest Funder Collaborative
- Institutional Funding: Research & Proposal Writing
- Where To Look
- Building a Prospect List
- Setting & Tracking Goals
Toolkit
Fundraising Plan
From Progressive Multiplier Courtesy of the Northwest Funder Collaborative
Toolkit
Starting a Membership Program
From Progressive Multiplier Courtesy of the Northwest Funder Collaborative
Topics covered in this toolkit:
- Membership Levels & Benefits
- Membership Gift Table
- Stewardship Touch Ideas
Toolkit
Grassroots Fundraising
From Progressive Multiplier Courtesy of the Northwest Funder Collaborative
Toolkit
Surges & Cliffs
From Progressive Multiplier Courtesy of the Northwest Funder Collaborative
Toolkit
Base Power Learning Community Library
From The Capacity Shop & New Left Accelerator
Toolkit
Resource Library
From Donor Organizer Hub
Webinar
Resourcing the Base: (c)(3)/(c)(4) Fundraising & Dues
From Progressive Multiplier
Toolkit
2024 Changemakers Skills Camp Development Workbook
From The Movement Cooperative
Template
Individual Donor Profile Template
From Progressive Multiplier, Courtesy of the Northwest Funder Collaborative
Toolkit
Post-Election Resources Toolkit
From New Left Accelerator
Toolkit
Revenue Generation Succession Planning: Security in Times of Change
From Progressive Multiplier, Courtesy of the Northwest Funder Collaborative
Template
Welcome Series Template
From Progressive Multiplier
Toolkit
Building Brand Structure
From Progressive Multiplier
Template
Individual Donor Fundraising Script
From Progressive Multiplier
Toolkit
What's Your Martech Stack?
From Progressive Multiplier
Template
One Pager Case for Support
From Progressive Multiplier
Template
Revenue Succession Planning: Budget Template
From Progressive Multiplier
Template
Revenue Succession Planning: Contingency Resources Tool
From Progressive Multiplier
Template
Revenue Succession Planning: Revenue Project Inventory
From Progressive Multiplier
Template
Revenue Succession Planning: Transition Punch List - Revenue Template
From Progressive Multiplier
Template
Revenue Succession Planning: Functional Budget Template
From Progressive Multiplier
Template
Revenue Succession Planning: Project Inventory Template
From Progressive Multiplier
Template
Revenue Succession Planning: Reviewing Contingency Resources
From Progressive Multiplier
Template
Fundraising Testing Matrix Template
From Progressive Multiplier
Template
Email Appeal Template
From Progressive Multiplier
Check out the companion training to this tool here.
View Details
Template
Pitch Deck Template
From Progressive Multiplier
Template
Template Communications & Marketing Calendar
From Progressive Multiplier
Template
End of Year Planner
From Progressive Multiplier
Template
Calculating Fundraising ROI
From Progressive Multiplier
Template
Writing Fundraising Campaign Emails: Final Push Email
From Progressive Multiplier
Template
Writing Fundraising Campaign Emails: Impact Testimonial Email
From Progressive Multiplier
Template
Writing Fundraising Campaign Emails: Launch Announcement Email - Major Donor Campaign
From Progressive Multiplier
Template
Writing Fundraising Campaign Emails: Progress Update Email
From Progressive Multiplier
Template
Writing Fundraising Campaign Emails: Wrap-Up Email
From Progressive Multiplier
Training
Activating a Grassroots Board
From Progressive Multiplier
Training
Advanced Mid, Major & Planned Giving Part 1
From Progressive Multiplier
Training
Advanced Mid, Major & Planned Giving Part 2
From Progressive Multiplier
Training
AI and Revenue Generation, A Game Changing Tool?
From Progressive Multiplier
Training
An Intro to Revenue Generation for Movement Groups Building Bases in Rural Communities Part 1
From Progressive Multiplier
In this training, we cover the following topics:
- Creating a Fundraising Culture: For Staff, Organizers, and your Board
- Where to Find Donors: Individuals & Institutional
Training
An Intro to Revenue Generation for Movement Groups Building Bases in Rural Communities Part 2
From Progressive Multiplier
In this training we cover the following topics:
- Developing a Roadmap to Rev Gen Success
- Visionary Budgeting
- Institutional vs. IRG
- Rural Considerations
Training
Attracting and Adopting New Donors Part 1
From Progressive Multiplier
Learning Objectives:
- Understand what it takes to “capture lightning in a bottle”
- Evaluate your team’s readiness, and understand what steps are need to be taken to attract and adopt new donors
- Understand how to identify your desired audience vs your current donor audience
- Understand how to adjust your offer to align to your audience segments
Training
Attracting and Adopting New Donors Part 2
From Progressive Multiplier
Learning Objectives:
- Understand how to adjust your offer to align to your audience segments
- Understand how to develop a strong brand & narrative architecture
- Understand how to leverage “lightning in a bottle” to support adoption, retention, and re-engagement
Training
Bracing for Impact: Fundraising in Election Season Part 2
From Progressive Multiplier
Training
Bracing for Impact: Fundraising in Election Season Part I
From Progressive Multiplier
Training
Budget Planning and Strategy
From Progressive Multiplier
Training
Building a Communications Calendar
From Progressive Multiplier
Training
Building a Fundraising Culture
From Progressive Multiplier
Training
Building a Fundraising Plan part 1
From Progressive Multiplier
In this training, we cover the following topics:
- Where is your starting line?
- Conducting a Three-Tiered Audit
- Spending money to make money!? Investing Over Time
- Where is your finish line? Setting Long & Short-Term Rev Gen Objectives
Training
Building a Fundraising Plan part 2
From Progressive Multiplier
In this training, we cover the following topics:
- What’s the travel plan?
- Lining up Initiative’s Activities with your budget
- Is the engine ready to run?
- Making sure your systems are primed to get you where you want to go
- Will you make pit stops?
- Flighting your fundraising initiatives over the year
Training
Building Grassroots Power Through Independent Revenue Generation
From Progressive Multiplier
Training
Building internal capacity and a culture to support independent revenue generation
From Progressive Multiplier
Training
Building Resilient Organizations
From Progressive Multiplier
In this training, we cover the following topics:
- The Scarcity Mindset
- The Abundance Mindset
- A Paradigm Shift
- How to Operationalize Abundance
Training
Bump, Bust or Draw: What you need to do to win at fundraising in 2025
From Progressive Multiplier
Training
Capacity and Culture: Developing an organization that is ready for independent revenue generation
From Progressive Multiplier
In this training, we cover the following topics:
- Increasing Capacity: SWOT, assets, and skill set analysis
- Creating a Culture of Fundraising Mobilizing Supporters
Training
Choosing Your Revenue Generation Vendors
From Progressive Multiplier
Training
Corporate Sponsorship and Workplace Giving
From Progressive Multiplier
Training
Cryptocurrency: Not All Money Isn't Good Money Part 1
From Progressive Multiplier
Learning Objectives:
- Deciding what money you’ll take (AKA What are gift acceptance policies?)
- Why do you need one?
- Why the rise in cryptocurrency makes us look at our GAP through new eyes
- Cryptocurrency 101
- Pros & Cons of Accepting Cryptocurrency Donations
- How to accept cryptocurrency donations
Training
Cryptocurrency: Not All Money Isn't Good Money Part 2
From Progressive Multiplier
Training
DAFs and Giving Circles
From Progressive Multiplier
Training
Digital Fundraising: Building Your Digital Strategy
From Progressive Multiplier
Topics Covered in this training:
- Intro to Digital Fundraising
- Building Your Digital Strategy
- Social Media
- Email Marketing
- Creating Content Tools & Optimization
Training
Digital Fundraising: Part 1
From Progressive Multiplier
This training will cover the following topics:
- The medium is the message
- Designing the Right Medium & Message Mix
- How to get in front of new people on social media
- How to get people to follow you & engage with you on social media
- How to get people to advocate and donate through (maybe not on) social media
Training
Digital Fundraising: Part 2
From Progressive Multiplier
This training will cover the following topics:
- The medium is the message
- Designing the Right Medium & Message Mix
- How to get in front of new people on social media
- How to get people to follow you & engage with you on social media
- How to get people to advocate and donate through (maybe not on) social media
Training
Donor Acquisition (aka inviting people to your party)
From Progressive Multiplier
In this training, we cover the following topics:
- Cleaning the house before you invite anyone over
- Your party budget & theme
- Who to invite
- How to invite them - casual connection or commitment?
- Case Study Work Session
Training
Donor Acquisition in the Digital Landscape
From Progressive Multiplier
In this training, we cover the following topics:
- Digital Landscape
- Choosing a Road
- Getting to the Money
- Structures and Support
Training
Donor Offerings in the Digital Age
From Progressive Multiplier
Training
Donor Retention
From Progressive Multiplier
In this training, we cover the following topics:
- Revisiting Acquisition
- What do we know about Donor Retention
- Your Retention Plan: It’s Closer than You Think!
Training
Donor Stewardship 101
From Progressive Multiplier
In this training, we covering the following topics:
- What is Stewardship?
- How do you do it?
- How do you do it when the world isn’t “normal”?
Training
Donor Stewardship: Creating Your SOP
From Progressive Multiplier
Learning Objectives:
- Learn about donor stewardship programs
- Evaluate donor stewardship strategies
- Define SOP (Standard Operating Procedure)
- Understand the benefits of an SOP
Training
Election 2024: Where to Now?
From Progressive Multiplier
Training
End of Year Fundraising
From Progressive Multiplier
Topics covered in this training:
- Planning Now for End-of-Year
- Typical EOY Campaigns (Giving Tuesday, End of Year)
- Getting Help
- Calendaring Your Plan
Training
End of Year in July (2021)
From Progressive Multiplier
Training
End of Year in July (2022)
From Progressive Multiplier
Training
End of Year Planner: On Demand Toolkit
From Progressive Multiplier
Training
From Base to Supporters
From Progressive Multiplier
Training
Fundraising Models that Work for Organizers
From Progressive Multiplier
Training
Fundraising ROI
From Progressive Multiplier
Training
Fundraising, Organizing, and Selling Out
From Progressive Multiplier
In this training, we cover the following:
- Finding Comfort with Fundraising
- Organizing through Dollars
- Resourcing the Movement
- How to Fundraise Equitably
Training
Getting & Keeping Donors
From Progressive Multiplier
In this training, we cover the following topics:
- Getting Donors:
- Introduction to Cultivation
- Cultivation Strategies
- Cultivation with Low Capacity
- Keeping Donors:
- Understanding Stewardship
- Identifying Donor Groups and Strategies
- Communication Strategies for Institutional Funders & Individual Donors
Training
Grassroots Fundraising
From Progressive Multiplier
In this training, we cover the following topics:
- Finding Friends & Donors
- A Bit on Narratives
- Asking & Telling: A Pep Talk
- Relationship Consistency
Training
How To Build Successful IRG Programs
From Progressive Multiplier
Training
How to Recruit Your Board to Your Fundraising Team: Panel Discussion
From Progressive Multiplier
Training
Hybrid Events Part 1
From Progressive Multiplier
In this training, we cover the following topics:
- The What & Why of Hybrid Events Logistics,
- Venues & Tech
- Promotion & Engagement
Training
Hybrid Events Part 2: Panel Discussion
From Progressive Multiplier
Training
Impact Driven Storytelling
From Progressive Multiplier
Training
IRG Summit
From Progressive Multiplier
Training
Knowing Your Donor Base
From Progressive Multiplier
In this training, we cover the following topics:
- Who’s Who?
- Steady as a Rock
- Garbage In, Garbage Out
- Segmented Success
- Roadmap to Segmentation
Training
Leveraging Investments & 501(c)(4) Funding
From Progressive Multiplier
In this training, we covering the following topics:
- The Funding Landscape
- Are You Ready for This
- Finding Investment
- Funders Examples
Training
Lightning in a Bottle: Building Lasting Growth from Viral Moments
From Progressive Multiplier
Concrete tips and lessons to help you diversify your funding stream and build power, by:
- Emphasizing an integrated approach between development, communications and organizing/policy operations
- Sparking curiosity, risk taking, thinking outside the box
Training
Looking back at Institutional Giving Changes
From Progressive Multiplier
Learning Objectives:
- Evaluate how institutional giving changed your organization before and after the pandemic
- Understand how to size your pipeline and fill it with prospects & renewals
- Learn how to draft a per-funder cultivation plan to design the perfect pitch and action plan
Training
Maintaining Sustainability Through a Recession (2023)
From Progressive Multiplier
In this training, we covering the following topics:
- Storm Clouds on the Horizon
- Frame of Mind Recession-Proof Tactics
- Who and What? Tools and Trends
Training
Major Donor Giving Circles
From Progressive Multiplier
Major donors are the apple of any individual giving programs eye. But how do you find them? How do you get their attention? How do you get them to give? How do you get them to stay? Join Progressive Multiplier as we discuss utilizing high wealth donor networks to increase major giving programs.
View Details
Training
Mastering Membership
From Progressive Multiplier
Learning Objectives:
- Understand the difference between c3 vs c4 memberships and how they can be applied to the key elements of a strong membership model
- Learn strategies to ensure membership enhances, rather than competes with, individual giving
- How to integrate peer-to-peer modeling and relational organizing for growth
- How to craft a clear value proposition for your membership program
Training
Membership Program Planning
From Progressive Multiplier
Training
Metrics 101
From Progressive Multiplier
Training
Mid and Major Donors
From Progressive Multiplier
In this training, we cover the following topics:
- Why Do We Segment?
- Defining Mid & Major Donors
- How to Find and Steward Donors
Training
Mid/Major Planned Giving
From Progressive Multiplier
Training
Mobilize Mass Base Through Rev Gen Part 1
From Progressive Multiplier
In this training, we cover the following topics:
- What is Independent Revenue Generation?
- How to Organize through Dollars
- Small Dollar Campaigns, Mid Donor Campaigns, Major Donor Campaigns
- A roadmap to success
Training
Monetize Your Existing Program & Other Earned Income Strategies
From Progressive Multiplier
Training
More on Metrics that Matter
From Progressive Multiplier
In this training, we cover the following topics:
- Numbers.. Who Needs Em?! Why being a data driven organization is more and more important
- Numerical Narrative: How you can use numbers to tell your story
- All Data ain’t Good Data: What you should be tracking and why?
- Tools and Trends: What we are seeing right now (2024)
Training
Narrative Strategy
From Progressive Multiplier
Training
Narrowing of the Donor Pyramid (2023)
From Progressive Multiplier
In this training, we cover the following topics:
- How did we get here?
- Donor Trends post- COVID
- What Do We Do Now?
- Resiliency through Dollars
Webinar
Vision Briefing 2022: Rev Gen and Democracy
From Progressive Multiplier
Webinar
The Tea on CRMs
From Progressive Multiplier
Webinar
Evolving Beyond Early Funding: Resourcing, Power, and the Fate of our Democracy
From Progressive Multiplier
Webinar
Environmental Justice Briefing: Class 1
From Progressive Multiplier
Webinar
Content Club: The Future We Need
From Progressive Multiplier
Training
New Landscape in Institutional Fundraising
From Progressive Multiplier