Fundraising Blueprint Library

How to use the Fundraising Blueprint Library

After speaking to, working with and fundraising for countless Charities, our research shows micro, small and medium sized Charities need two things to enable them to successfully and profitably raise money.

1: The knowledge of the ‘nuts and bolts’ of effective fundraising (step by step instructions to know what you have to do to raise much-needed funds), and

2: The actual wording to use in approaches to each of the different types of funding sources (what exact words to use when contacting a local company, solicitor, wealthy donor, cash donor for individual giving, legacy, or In Memoriam donor for example)

To help with both of these challenges, we created our Fundraising Blueprint Library where you will find Guidebooks that set out the methods and strategy you need to use and the accompanying Documents that successfully put these methods into effect.

We understand you may not use all the fundraising approaches, so we have created individual downloads and bundles so that you can choose which Guidebooks and Documents you need to implement based on the kind of fundraising you want your Charity to undertake.

You are welcome to purchase and download the documents and guides individually, or buy the whole bundle for that fundraising method to save 25%.

Bundle prices already have 25% taken off, so take advantage and save £££ for your Charity!

Use the icons immediately below to view all the fundraising Guidebooks, Documents or Bundles. Alternatively, see the individual documents grouped by fundraising type further down on this page.

GUIDEBOOKS

DOCUMENTS

BUNDLES

Choose the resources below to help you achieve your fundraising targets. If you’re not sure which is best for you and need some advice, feel free to contact us and we’d be delighted to help you.

FUNDRAISING GUIDEBOOKS

  • Annual Fundraising Campaign Guidebook

    Use this Annual Fundraising Campaign Guide to set up a successful general revenue fundraising strategy for your Charity, including raising money for core costs. This fundraising strategy description outlines a 12-month campaign that includes all of the elements of Individual Giving. Need more documents on Preparing to Fundraise? Check out our Preparing to Fundraise Bundle...
    £19.99
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  • Company Fundraising Guidebook

    £19.99
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  • Fundraising by Direct Mail Guidebook

    Download and use this guide to help your Charity raise more money and funds through direct mail. See the description below for more details.
    £19.99
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  • Fundraising for Capital Projects Guidebook

    Download and easily adapt this completed example and use it as a templated document to quickly reflect your Charity and outcome. See the description below for more details.
    £19.99
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  • Fundraising For Major Gifts Guidebook

    Download and use this guidebook to help your Charity ethically raise more money through Major Gifts from wealthy benefactors. See the description below for more details.
    £19.99
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  • Gifts In Wills and In Memoriam Legacy Fundraising Guidebook

    Download and use this guide to help your Charity ethically raise more money through gifts in Wills and In Memoriam Legacy fundraising methods. See the description below for more details
    £19.99
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  • Guide To Making Trust Grant Applications

    Download and use this guide to help your Charity make trust grant applications. See the description below for more details.
    £19.99
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  • Preparing to Fundraise Guidebook

    Download and use this as a guide to prepare for fundraising. Raise more money and enhance the profile of your charity. See the description below for more details.
    £19.99
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  • Writing A Case For Support Guidebook

    Download and use the guidebook to plan a successful case for support for your charity. See the description below for more details.
    £19.99
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1. PREPARING TO FUNDRAISE

2. WORKPLANS

  • All Workplan Documents (Bundle)

    The price shown includes our 25% bundle discount
    £24.72
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  • Fundraising Workflow (Infographic)

    Download and easily adapt this completed example and use it as a templated document to quickly reflect your Charity and outcome. See the description below for more details.
    £8.99
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  • Fundraising Workplan Template

    Download and easily adapt this completed example and use it as a templated document to quickly reflect your Charity and outcome. See the description below for more details.
    £8.99
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  • Workplan (Financial Projection)

    Download and easily adapt this template. Then use it to create a professional document that raises money and enhances the profile of your charity. See the description below for more details.
    £8.99
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3. CASE FOR SUPPORT

  • A Guide To Making A Case For Support – Template

    Download our Guide To Making A Case For Support for NCVO’s guidance on what any Case for Support needs to contain. It includes a Case for Support template and provides answers as to what is a case for support and why do we need one. Need more documents on preparing a Case for Support? Check...
    £8.99
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  • All Case For Support Documents (Bundle)

    The price shown includes our 25% bundle discount
    £35.22
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  • Successful Case For Support Example 1

    Download and easily adapt this template. Then use it to create a professional document that raises money and enhances the profile of your charity. See the description below for more details.
    £8.99
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  • Successful Case For Support Example 2

    Download and easily adapt this template. Then use it to create a professional document that raises money and enhances the profile of your charity. See the description below for more details.
    £8.99
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  • Writing A Case For Support Guidebook

    Download and use the guidebook to plan a successful case for support for your charity. See the description below for more details.
    £19.99
    Add to basket

4. TRUST GRANT APPLICATIONS

5. COMPANY FUNDRAISING

6. INDIVIDUAL GIVING: DIRECT MAIL

  • All Individual Giving Direct Mail Documents (Bundle)

    The price shown includes our 25% bundle discount
    £95.90
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  • Annual Appeal – Example Letter

    Download our Annual Appeal example letter to launch your Charity’s annual appeal to cash donors. Need more documents on Individual Giving and Direct Mail? Check out our Individual Giving – Direct Mail Bundle to save 25% and get the complete set. If you have any questions or can’t find what you’re looking for, please do...
    £8.99
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  • Annual Fund Advance Notification

    Download this Annual Appeal Advance Notification example letter to give donors advance notification that you are shortly going to launch your Annual Fund Appeal. Need more documents on Individual Giving and Direct Mail? Check out our Individual Giving Direct Mail Bundle to save 25% and get the complete set. If you have any questions or...
    £8.99
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  • Annual Prize Draw 1 – Example Letter

    Download our Annual Prize Draw example letter to launch your Charity’s Annual Prize Draw. We also have another alternative to this letter listed as Annual Prize Draw 2. Need more documents on Individual Giving and Direct Mail? Check out our Individual Giving Direct Mail Bundle to save 25% and get the complete set. If you...
    £8.99
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  • Annual Prize Draw 2 – Example Letter

    Download our other Annual Prize Draw Letter example to launch your Charity’s Annual Prize Draw. This is an alternative to our Annual Prize Draw letter 1. Need more documents on Individual Giving and Direct Mail? Check out our Individual Giving Direct Mail Bundle to save 25% and get the complete set. If you have any questions or...
    £8.99
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  • Annual Raffle – Example Letter

    Download and easily adapt this proven templated document to suit your Charity and outcome. See the description below for more details.
    £8.99
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  • Case History Appeal – Example letter

    Download and easily adapt this proven templated document to suit your Charity and outcome. See the description below for more details.
    £8.99
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  • Emergency Funding Appeal 1

    Download and easily adapt this completed example and use it as a templated document to quickly reflect your Charity and outcome. See the description below for more details.
    £8.99
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  • Emergency Funding Appeal 2

    Download and easily adapt this completed example and use it as a templated document to quickly reflect your Charity and outcome. See the description below for more details.
    £8.99
    Add to basket
  • Fundraising by Direct Mail Guidebook

    Download and use this guide to help your Charity raise more money and funds through direct mail. See the description below for more details.
    £19.99
    Add to basket
  • Monthly Prize Draw – Example Letter

    Download and easily adapt this template. Then use it to create a professional document that raises money and enhances the profile of your charity. See the description below for more details.
    £8.99
    Add to basket
  • Monthly Raffle – Example Letter

    Download and easily adapt this template. Then use it to create a professional document that raises money and enhances the profile of your charity. See the description below for more details.
    £8.99
    Add to basket
  • Summer Appeal – 2 Examples

    Download and easily adapt this template. Then use it to create a professional document that raises money and enhances the profile of your charity. See the description below for more details.
    £8.99
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  • Volunteer Appeal Letter Example

    Download and easily adapt this template. Then use it to create a professional document that raises money and enhances the profile of your charity. See the description below for more details.
    £8.99
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7. INDIVIDUAL GIVING: FUNDRAISING FOR MAJOR GIFTS