RESOURCES

REACH YOUR BIGGEST GOALS

Setting goals for your organization can become a never-ending game of chasing rabbits. With our strategic plan sample, you can begin the process of planning your future more easily. 

3 STEPS TO BECOMING MORE SUSTAINABLE

With our FREE 15 page guide, you will learn the steps needed to become a sustainable business. This e-book will take you through a process that will equip you with the skills and strategies needed to overcome the biggest difficulties in your organization. 

DEVELOPING YOUR DEVELOPMENT PLAN

What is the secret to getting those funds and where do I even begin on planning out the year?! This template will help you develop your development plan, assign tasks to your board

and committee members and more. 

KILLER CAMPAIGN PLAN

How do you keep up with the demands of the organization, serve your clients AND keep things operating all while preparing for a capital campaign? This campaign plan sample will outline our process we take our clients through to ensure that they meet the demands of the campaign AND position them for future growth.
 

DONOR STEWARDSHIP

The secret to success is all about relationships. In this  stewardship plan and template, you can organize the follow-up process and start building relationships to leverage future success.
 

FUNDRAISING EFFECTIVENESS TOOLKIT

Calculating your fundraising efforts have never been easier! In this spreadsheet, you can easily organize your top five sources of income, donor retention rate and fundraising programs.
 

A FRAMEWORK FOR SUCCESS

Effective fund development depends on a number of critical elements. In this checklist, you will find the elements needed to become more sustainable, and identify the areas where your organization needs the most improvement. 
 

ADDITIONAL RESOURCES

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600 S. Tyler Street, Ste. 2907 | Amarillo, TX 79101 | 806.350.7540 | info@caldwellbg.com