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    SA Philanthropy - Strategic Fundraising
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    Raise more this quarter with playbooks that already worked

    Practical frameworks, cadences, and scripts for charity fundraising teams. No spam. No sales call.

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    • Sector-cited
    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.

    Showing 12 of 12 resources

    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 sources
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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 sources
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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 sources
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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 sources
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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 sources
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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 sources
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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 sources
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    toolkit

    Your Major Gift Playbook

    “A major gift is not a bigger email. It is a sequence of personal contacts that ends in one clear ask with a named outcome.”Excerpt from the PDF
    Key takeaways
    • Set the threshold where personal contact starts paying
    • Qualify on capacity, inclination, and fit before you spend the relationship
    • Land the ask with one outcome, one amount, one next date
    PDF, free 3 cited sources
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    toolkit

    Your Funder and Institutional Pipeline Playbook

    “Most institutional funders give to organisations they already know. This playbook is how you build that pipeline before you need the money.”Excerpt from the PDF
    Key takeaways
    • Map the funders active in your cause, geography, and grant size
    • Qualify on fit, eligibility, cycle, and precedent before you write
    • Turn one grant into a three-year relationship
    PDF, free 3 cited sources
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    toolkit

    Your Monthly Giving Launch Plan

    “A 90-day operational plan to launch (or relaunch) a sustainer program. Built on AFP retention benchmarks, tax-receipting rules for recurring gifts, and payment-processing realities.”Excerpt from the PDF
    Key takeaways
    • Build the offer, the tracking, and the page in the first 30 days
    • Move your existing one-time file into the programme next
    • Fix receipting, debit authorisation, and card recovery before you spend on acquisition
    PDF, free 3 cited sources
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    toolkit

    Islamic Giving Campaign Playbook

    “How to plan a year of Zakat, Sadaqah, Sadaqah Jariyah, Fidya, Kaffarah and Qurbani campaigns, with a Ramadan 2027 calendar. Each instrument gets its own fund, message and receipt line.”Excerpt from the PDF
    Key takeaways
    • Put scholar sign-off, a Zakat fund and CRA receipting checks in place first
    • Match each instrument to the question its donor is asking
    • Run a dated plan from Sha'ban through the last ten nights to Qurbani
    PDF, free 4 cited sources
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    guide

    Securities and Noncash Gifts Guide

    “How a Canadian charity values, receipts and routes gifts of shares, mutual funds, life insurance and goods. Noncash gifts fail on process, not donor interest.”Excerpt from the PDF
    Key takeaways
    • Set up a broker account, transfer page and gift acceptance policy first
    • Give each gift type an owner and a valuation rule
    • Route every noncash donor into the legacy conversation
    PDF, free 4 cited sources
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