Find New Donors fundraising kit: meet new people through a supporter who already believes in your work

Find New Donors

$79.00
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Find New Donors fundraising kit: meet new people through a supporter who already believes in your work
  • Find New Donors fundraising kit: meet new people through a supporter who already believes in your work
  • Cover of 01 Start Here Guide for Find New Donors, with the first three steps and the kit contents
  • A page inside the Find New Donors Start Here Guide
  • First page of 02 Host Recruitment and Planning from Find New Donors, with its Do this first steps
  • First page of 06 Follow-Up Sequences by Guest Group from Find New Donors, with its Do this first steps
  • Find New Donors fundraising kit: meet new people through a supporter who already believes in your work
  • Cover of 01 Start Here Guide for Find New Donors, with the first three steps and the kit contents
  • A page inside the Find New Donors Start Here Guide
  • First page of 02 Host Recruitment and Planning from Find New Donors, with its Do this first steps
  • First page of 06 Follow-Up Sequences by Guest Group from Find New Donors, with its Do this first steps
Find New Donors

Find New Donors

$79.00

✓  Instant download right after checkout
✓  Editable Word and Excel files, numbered in the order you use them
✓  If a file won't open, I'll send a working copy or refund you within 30 days

Made by Chris Boerner, who has advised Fortune 500 companies, health systems and nonprofits. Questions? hello@smallshopplaybooks.com

You keep asking the same people. This kit helps a small nonprofit meet new ones through a supporter who already believes in its work.

When you finish, you will have a list of new people who have each taken a next step, such as a coffee, a tour, a volunteer shift or a first gift. You will also have a follow-up plan for every guest and a host who wants to do it again.

Who it is for

It is built for organizations where the executive director, one development staffer or a volunteer board member carries fundraising alongside everything else. Every message is already written, so the work fits around your other jobs.

What you get

  • 01 Start Here Guide (PDF, 6 pages) - The plan in five stages, an eight-week timeline, a start-to-finish example and answers to common questions.
  • 02 Host Recruitment and Planning (Word) - How to choose and ask a host, a one-page summary for the host, a week-by-week checklist and debrief questions.
  • 03 RSVP and Follow-Up Tracker (Excel) - Room for 200 guests. It sorts each guest into a follow-up group and tells you the next step, its due date and the template to use.
  • 04 Invitation Templates (Word) - The host's personal email and text, the formal invitation, reminders, confirmations and a reply for every kind of no.
  • 05 Event Program and Tour Script (Word) - Run of show, talking points, a tour script, a response card, a leave-behind page and listening notes.
  • 06 Follow-Up Sequences by Guest Group (Word) - Emails and call scripts for eight guest groups, from the guest who wants to talk about giving to the one who never replied.

The files are numbered in the order you use them. File 01, the Start Here Guide, opens with three steps you can finish in your first 15 minutes.

How it works

A supporter hosts a short gathering for people from their own circle. Guests see your work and meet your team, and no one is asked for money. Afterward the tracker sorts each guest by what they told you, and you follow up with the sequence that fits. You pay once, download the files right away and replace the bracketed placeholders with your own details.

Who made this

Chris Boerner, a strategist who has advised companies, health systems and nonprofits since 2013 and has led nonprofit fundraising work as a board member and capital campaign leader. More about Small Shop Playbooks

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