Case Studies
Toolkits
Templates
Webinars
Trainings
Template
Welcome Series Performance Tracker
From Progressive Multiplier
Toolkit
Institutional and Corporate Fundraising
From Progressive Multiplier Courtesy of the Northwest Funder Collaborative
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:
View Details
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.
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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
Training
Organizing Your Deep Base Through Membership
From Progressive Multiplier
In this training, we cover the following topics:
- Why is Membership Important?
- Perks, Perks, Perks
- How do we create a Membership program?
- How to build your base?
- To Due or Not To Due
- A roadmap to success
Training
Peer-to-Peer Fundraising Part 1: People-Powered Fundraising
From Progressive Multiplier
- What is P2P and why should you try it?
- What are common P2P activities?
- What are typical P2P methods?
- How do you build a P2P campaign?
Training
Peer-to-Peer Fundraising Part 2: People-Powered Fundraising
From Progressive Multiplier
In this training we cover the following:
- Review of Part 1: What is P2P and why should you try it?
- Who should you target?
- How do you retain these new donors?
Training
Planning for Dynamism and other Shifts in Funder Interest
From Progressive Multiplier
Learning Objectives:
- Understand how to react organizationally to an increase of attention and funding
- Learn how and why to prepare for a shift in funding away from your organization’s work
Training
Power & Race Dynamics in Philanthropy/Dev Work Especially for BIPOC Leaders
From Progressive Multiplier
Training
Real World Resourcing: Revenue Generation Tactics and Case Studies
From Progressive Multiplier
Training
Recruit Your Board to Your Fundraising Team: Creating and Cultivating Fundraising Expectations
From Progressive Multiplier
Training
Reporting for Your ED, Your Board & You!
From Progressive Multiplier
In this training, we cover the following topics:
- Who needs what, and why?
- What should you include?
- Telling your story graphicly
Training
Reporting on Metrics that Matter & Convey Impact
From Progressive Multiplier
In this training, we cover the following topics:
- Building a Success Metrics Framework
- Living in an Activity + KPI World as a Fundraiser
- Setting KPIs and Objectives Using Benchmarks
Training
Revenue Generation Tool Kit, Part 1
From Progressive Multiplier
Training for following tools:
- One Pager Template
- Pitch Deck Template
- Sample Pitch Deck
Training
Revenue Generation Tool Kit, Part 2
From Progressive Multiplier
Training for following tools:
- Email Appeal Template
- Individual Donor Fundraising Script Template
Training
Revenue Succession Planning: Security in Times of Change
From Progressive Multiplier
Training
Revisiting Planned Giving
From Progressive Multiplier
Training
Social Media Deep Dive
From Progressive Multiplier
Training
Stewarding and Cultivating Your Funders and Individual Donors - Pt 2
From Progressive Multiplier
In this training we cover the following topics:
- Introduction to Cultivation
- Cultivation Strategies
- Cultivation with low capacity
Training
Stewarding and Cultivating Your Funders and Individual Donors, Part 1
From Progressive Multiplier
Learning Objectives:
- Understand the concept of the donor pyramid and the ways it will impact the fundamentals of donor stewardship
- Identify techniques for segmentation based on donor groups
- Learn how to utilize donor data to understand donation trends
Training
Stewardship Plan + Systems and Process
From Progressive Multiplier
Training
Surges & Cliffs: Preparing for Dynamism
From Progressive Multiplier
Organizations often face shifting landscapes due to the ever-changing social, political, and economic discourse. Knowing how to be effective and ensure that you are able to maximize your scalability and survivability in these moments is key. Find out in our training, Preparing for Dynamism, how you and your team can navigate the unexpected ups and downs of progressive change.
Learning Objectives:
- Learn what defines a surge
- Identify key checklist items to prepare for high times
- Learn what defines a cliff
- Pinpoint key checklist items to prepare for the drop-off
- Learn to put it together and get to work
Training
Sustainable Scaling
From Progressive Multiplier
Training
Taking Care of Business: How to Leverage Corporate Partnerships
From Progressive Multiplier
Training
Technology & Organizational Sustainability
From Progressive Multiplier
Training
Telling Your Story For Fundraising Part 1
From Progressive Multiplier
Training
Telling Your Story for Fundraising Part 2
From Progressive Multiplier
Covered in this training:
- How we tell stories at Progressive Multiplier
- Showing the storytelling elements in planning action
Training
Telling Your Story In 2021: Nonprofits Telling Great Stories to Support Fundraising
From Progressive Multiplier
Training
The Gambler Conundrum: When to Merge and When to Fold
From Progressive Multiplier
Training
The Giving Crisis & the Economy (2022)
From Progressive Multiplier
Training
The Giving Crisis & the Economy Part 2 (2022)
From Progressive Multiplier
Training
The Next Evolution: A Fundraising Discussion (2021)
From Progressive Multiplier
Training
The Nonprofit Industrial Complex Part 1
From Progressive Multiplier
Training
The Nonprofit Industrial Complex Part 2
From Progressive Multiplier
Learning Objectives:
- Review the meaning of the Nonprofit Industrial Complex
- Evaluate our mandate within the NPIC to critically question when and how we can challenge it
- Understand how nonprofits can navigate our society’s capitalist and classist market
Training
The Potential of IRG to Complement Philanthropy
From Progressive Multiplier
Learn proven strategies to develop successful independent revenue programs from the experts at Progressive Multiplier. This comprehensive training, originally presented to Ford Foundation BUILD grantees, provides essential knowledge for nonprofit organizations seeking to diversify funding sources beyond traditional philanthropy. By developing independent revenue streams through individual giving and earned income, nonprofits can reduce funder dependency, weather economic fluctuations, and gain flexibility to pursue mission-critical work.
What You'll Learn
- How to identify which independent revenue generation strategies best fit your organization
- Internal and external resources needed to start, strengthen, or scale independent revenue work
- Cross-departmental collaboration techniques to optimize fundraising effectiveness
- Leadership development approaches for organizations with limited development experience
- Benefits beyond funding that organizations gain through independent revenue programs
- Financial resilience is essential for long-term organizational sustainability
Training
The Role of the Executive Director in Fundraising - Part 1
From Progressive Multiplier
Training
The Role of the Executive Director in Fundraising - Part 2
From Progressive Multiplier
Training
Unlocking Mid + Major Donors
From Progressive Multiplier
Training
Using a Pitch Deck for Corporate Sponsors
From Progressive Multiplier
Training
Using Merch & E-Commerce to advance your mission and generate funds
From Progressive Multiplier
In this training, we cover the following topics:
- An Intro to Selling Stuff
- Merchandising for Nonprofits
- Setting Up Shop: Live & E-Commerce
- Getting Out the Word
- Test for Success
Training
Using the moment to plan, test, and generate revenue Part 1
From Progressive Multiplier
Learning Objectives
- Understand the elements of effective calls to action
- Differentiate between standard calls to action and "Lightning" moment calls to action
- Craft & evaluate tests for calls to action
Training
Using the moment to plan, test, and generate revenue Part 2
From Progressive Multiplier
Learning Objectives
- Understand the elements of effective calls to action
- Differentiate between standard calls to action and "Lightning" moment calls to action
- Craft & evaluate tests for calls to action
Training
Writing a Case for Support
From Progressive Multiplier
Training
Writing Fundraising Campaign Emails
From Progressive Multiplier
Templates Included:
- Final Push Email
- Impact Testimonial Email
- Launch Announcement Email
- Major Donor Progress Update Email Wrap-up Email
Training
Getting off the Bench: Fundraising Benchmarking for Beginners Part 1
From Progressive Multiplier
Template
Defining and Calculating Key Benchmarks Worksheet
From Progressive Multiplier
Use this calculate template to help you calculate Donor Lifetime Value (DLV), Fundraising ROI, and Cost Per Dollar Raised. View the training for this tool here!
View Details
Template
Prospect Mapping - Institutional
From Progressive Multiplier
Training
Building a Funder Map
From Progressive Multiplier
Training
Sharpening Your Pitch with Fundraising Benchmarks
From Progressive Multiplier
Training
What’s the Plan? Developing your Fundraising Plan Part 1
From Progressive Multiplier
Join Progressive Multiplier in this two-part series breaking down the ins and outs of developing a fundraising plan that is practical, actionable, and will give your team the roadmap to start the new year off with confidence.. In part one of the series, you’ll learn the important first steps and considerations you need to make to get your development plan started. This is part one of a two-part series. Participants are strongly encouraged to attend or watch this training as a prerequisite for joining the second part.
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Toolkit
Building Brand Structure Tool
From Progressive Multiplier
Toolkit
Internal Staff Culture Survey Toolkit
From Progressive Multiplier
Toolkit
CRM Evaluation & Implementation Toolkit
From Progressive Multiplier
Toolkit
How to Build a Fundraising Plan Toolkit
From Progressive Multiplier
Training
Fundraising in an Election Year
From Progressive Multiplier
Training
What's the plan? Operationalizing your development plan, Part 2
From Progressive Multiplier
Training
Choosing the Right CRM
From Progressive Multiplier
Template
Spark Bootcamp Implementation Plan
From Progressive Multiplier
Template
Spark Bootcamp Catalytic Capacity Prioritization
From Progressive Multiplier
Template
Spark Bootcamp Catalytic Capacity Assessment
From Progressive Multiplier
Training
Spark Bootcamp
From Progressive Multiplier
Training
Relational Fundraising
From Progressive Multiplier
Template
Annual Touchpoint Calendar
From Progressive Multiplier
Webinar
Just.Safe.Food. Three Years Later (Revenue Experiment Review)
From Progressive Multiplier
Training
Executive Director Training Session #1: Inspire toward the Near & Far Horizon
From Progressive Multiplier
Training
Benchmarking for Beginners
From Progressive Multiplier
Training
Effective Storytelling for Rural Movement Groups
From Progressive Multiplier