Fundraising strategies your team can use all year
Short videos, and ready‑to‑use templates built for small nonprofit teams so your fundraising stays consistent even when roles shift or new people join.
COMING SOON
What’s Inside the Strategy Playbook
The Fundraising Library.
Short, practical videos and ready‑to‑use templates built for small Canadian nonprofits. Everything is designed so staff, board members, and volunteers can pick up a tool and use it right away. Here are a few of the skills your team will be able to learn with the Playbook:
Build a clear case for support.
Find strong donor prospects in your existing data.
Prepare stronger grant applications.
Plan realistic fundraising goals.
Involve your board in your fundraising.
These skills sit across a few simple categories; Fundraising Fundamentals, Grants & Funding, Donor Relationships, Board & Leadership, and Using Your Data so your team can quickly find what fits the work in front of them.
Quarterly Q&A Video
Members can submit questions anytime. Four times per year, we record one short video answering the most common themes.
The Searchable Resource Library
Each Q&A video is added to a simple, searchable collection of short answers. Over time, this becomes a practical troubleshooting guide for your team.
Annual Operations and Funding Updates
Each January, your team receives two short briefings:
One covering operational updates for small nonprofits (changes in fundraising, compliance, and donor expectations).
One covering strategic funding trends (federal and provincial shifts that may affect your work).
These updates help your team start the year with a clear picture of what’s changed and where funding is moving.
New Videos & Tools Added Each Year
In the first year, new videos and tools will be added regularly until the core library is built. After that, we’ll add a small number of new tools each year based on member questions and sector changes.
A Fundraising System That Stays in Place When Roles Change
Small nonprofits can often deal with shifting roles and people moving on. When that happens, their processes often go with them. The Playbook gives your team a consistent fundraising system you can rely on all year, no matter who’s doing the work.
And when someone new joins your team, the Playbook gives them a clear place to start. Each strategy is short, practical, and organized by the type of work they’ll be supporting — whether that’s preparing a grant, helping with donor outreach, updating a policy, or taking on a small fundraising task.
Your team always has a starting point, even when roles shift.
Playbook Preview Videos & Tools
Two short preview videos (separate from the Playbook), each paired with a small supporting tool to help you get a feel for how the Playbook works.
The Playbook itself uses a one‑strategy‑per‑video format, with the complete tools and templates your team can use right away.
Preview Video 1: Your Donor Retention Snapshot
Preview Video 2: Understanding Grant Opportunities
Tools Your Team Can Use Right Away
Many of the tools in the Playbook are designed so staff, board members, and volunteers can use them without extra training. They’re short, practical, and built for small teams that need to move quickly.
Examples include:
a simple board roles and responsibilities matrix
a one‑page board expectations agreement
a guided case for support worksheet
a sample case for support
a goal‑setting workbook
a prospect research worksheet
These tools give your team practical support they can use right away.
Frequently Asked Questions
-
Membership includes access to our full library of digital content: videos, resources, and any new material we release while you're subscribed.
-
Yes! We’re always expanding the library with fresh content, videos, tools, templates and resources so the library stays useful for small teams.
-
Yes. You can cancel anytime from your account. You’ll keep access until the end of your current billing period.
-
Yes. Everything is built with small and volunteer‑led teams in mind—short tools, clear steps, and no extra fluff.description
-
The videos are approximately 20 minutes long and paired with a tool or template that can be used so you can complete in a short working session.
-
You’ll see some short teaching, but the focus is on practical tools—templates, prompts, and examples you can use in your actual fundraising work.
-
That’s expected. Most teams start with one or two tools that match a current need and add more over time as their capacity allows.