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Free fundraising playbooks you can use this week

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Nonprofit compliance officer reviewing a Zakat accreditation binder

Featured downloadchecklist

Your Zakat Ready Checklist

Use this checklist to complete the seven documentation categories your charity needs before collecting Zakat: governance, Shariah oversight, segregated accounting, eligible beneficiaries, distribution timelines, donor reporting, and independent review. Each category maps to AAOIFI and Muslim Charities Forum standards so your board and donors can see your charity is ready before Ramadan.

7 documentation categories scholars and grantors ask for
Cause-alignment templates for Zakat, Sadaqah, and Waqf
Pre-Ramadan readiness timeline you can share with your board

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Pick the playbook for your next move

Every resource includes a step-by-step framework, cited sources, and a PDF you can share with your team.

template

Your Creative Brief That Wins

“Winning creative is rarely the cleverest idea in the room. It is the idea that survives a brief clear enough to say who it is for, what it must make them feel, and why it must happen now.”Excerpt from the PDF

Key takeaways

Write the 'why now' in one sentence before any design starts
Name a single audience and a single action per campaign
Kill creative that fails the brief, not creative you dislike

PDF, free 4 cited sourcesBuilt for digital fundraising managers

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guide

Your Donor Journey Blueprint

“First gifts are won by the appeal. Second gifts are won by the ninety days after it. Most charities leave that window empty and then call the donor lapsed.”Excerpt from the PDF

Key takeaways

Map seven deliberate touchpoints across the first 90 days
Segment by motivation, not by gift size
Audit every touch against one question: does this earn the next gift?

PDF, free 3 cited sourcesBuilt for donor relations managers

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toolkit

Your Mid-Level Donor Playbook

“Mid-level donors are treated like direct mail names with bigger cheques. Given a named contact and a four-touch cadence, a meaningful share of them behave like major gift prospects.”Excerpt from the PDF

Key takeaways

Give every mid-level donor one named human to contact
Run a four-touch annual cadence you can actually sustain
Use five discovery questions to identify who moves up

PDF, free 3 cited sourcesBuilt for major and mid-level gift officers

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toolkit

Your Corporate Partnership Playbook

“Corporate partnerships stall because the ask arrives before the fit is proven. Qualify on business relevance first, then bring a package the partner's marketing lead can defend internally.”Excerpt from the PDF

Key takeaways

Qualify a corporate prospect in five minutes, not five meetings
Offer five defined packages instead of bespoke proposals
Lead with the partner's business outcome, then the impact

PDF, free 3 cited sourcesBuilt for corporate partnership managers

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guide

Your Storytelling Guide for Appeals

“Statistics inform. People give to a person. The appeals that raise the most money follow the same five beats, and they name one person before they name a number.”Excerpt from the PDF

Key takeaways

Open on one identifiable person, never on the sector problem
Follow the five-beat arc through to a specific ask
Read the appeal aloud in 60 seconds before it ships

PDF, free 3 cited sourcesBuilt for communications and fundraising copywriters

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guide

Your Lead Magnet Funnel Blueprint

“A lead magnet without a nurture sequence is a list you pay to store. The gift comes from the five emails that follow, sent on a schedule you set before launch.”Excerpt from the PDF

Key takeaways

Build the four stages from click to first gift before you spend on ads
Ship the five-email nurture sequence on day one
Hold landing pages and emails to published benchmarks

PDF, free 3 cited sourcesBuilt for digital fundraising managers

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guide

Your Planned Giving Starter Kit

“Bequest donors are usually not your largest annual givers. They are your longest, most loyal, and often modest ones, and most of them are never asked.”Excerpt from the PDF

Key takeaways

Ask loyalty, not capacity, when you build the first prospect list
Run the 90-day launch plan week by week
Use the conversation script so the ask never feels morbid

PDF, free 3 cited sourcesBuilt for major gift and planned giving officers

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