Session 1 - Strategies and Tips for Successful Year-End Fundraising (for staff only) - Wednesday, September 23, 2026 - 8:30 am – 10:30 am
PowerPoint Slides
Appeal Letter – Breakout#2
Appeal Letter Checklist – Breakout #2
Session Recording
Handouts / Resources
Year-End Fundraising Planning
- Year-End Fundraising Planning Template (Excel format)
- Year-End Results ComparisonTemplate (Excel format)
Direct Mail Appeals
- Annual Appeal Letter Checklist (PDF format)
- Fundraising Appeal Letter Template, Pamela Grow
- Tips for More Effective Fundraising Writing, Jeff Brooks
- Free Communication Audit Tool, Bloomerang
- Direct Mail Blog Post, The Agitator
Email Fundraising
- Email Appeal Checklist (PDF format)
- Next After’s Definitive Guide to Year-End Fundraising Campaigns
- Sample Email Subject Lines – Classy
Donation Landing Page
Resources for Writing Better Donor Thank You Letters/Emails
- Sample Thank You Letters for You to Swipe
- Use AI To Write Thank You Letters: A Prompt From Gail Perry
- Sample Donation Email
Session 2 - Building the Foundation for a Strong Fund Development Program (For teams of board and staff) - Tuesday, September 29, 2026 - 8:30 am – 10:30 am
PowerPoint Slides
Session Recording
Handouts / Resources
Culture of Philanthropy
Culture of Philanthropy Assessment
Action Steps for Building A Culture of Philanthropy
Building Your Fund Development Team
Board Member Job Description -Template
Development Committee Chairperson Job Description -Template
Board Member Annual Individual Engagement Plan – Sample
Fundraising Communications Toolkit – BoardSource
Role of the Development Committee -Template
Session 3 - The Fundamentals – What Your Fundraising Team Needs to Know About Fund Development (For teams of board and staff) - Wednesday, October 28, 2026 - 8:30 am – 10:30 am
PowerPoint Slides
Session Recording
Handouts / Resources
Fundraising Cycle:
Activities For Engaging Board Members in the Fundraising Cycle
Case for Support:
Can Your Organizational Ambassadors Answer These Questions?
An Example: Habitat for Humanity’s 2-Page Case for Support
A Multimedia Example: Habitat for Humanity’s Case for Support
Session 4 - Tying It All Together (For teams of board and staff) - Wednesday, November 18, 2026 - 8:30 am – 10:30 am
PowerPoint Slides
Session Recording
Handouts / Resources
Development Planning
Sample Questions for a Development Audit – Simone Joyaux
Individual Giving 6-Year Results Analysis
SWOT Analysis Worksheet (Word)
Fund Development Plan Template