Fundraising strategies your team can use all year

Ready‑to‑use tools and templates built for small nonprofit teams so your fundraising stays consistent, even when roles shift or new people join.

Launching This Fall

What’s Inside the Strategy Playbook

The Strategy Playbook is a simple, year‑round resource that helps small teams working with real‑world capacity stay organized, and supported in their fundraising work. It gives your staff, board, volunteers, or a team of one clear starting points and ready‑to‑use tools you can rely on throughout the year, including when roles shift.

The Fundraising Library

A collection of short walkthroughs and step‑by‑step templates built for small Canadian nonprofits. Each tool is designed so staff, board members, and volunteers can pick it up and use it right away.

Sample of the Skills Your Team Will Learn

  • Create a simple case for support using a step‑by‑step template that helps your team organize ideas and turn them into a message you can use in conversations, emails, grants, and donor outreach.

  • Set a realistic fundraising goal with a workbook that calculates scenarios, highlights risks, and gives you ready‑made discussion points for your next board meeting.

  • Organize donor prospects in a relationship‑focused way using a worksheet that tracks connection strength, next steps, and where warm introductions already exist.

  • Give your board and staff a clear picture of who handles which fundraising tasks with a simple way to outline roles.

  • Reduce fundraising risk and strengthen your practices with a set of policy templates your team can adapt.

Annual Operations and Funding Updates

Each January, you receive two short updates that help your team start the year informed. One covers sector trends and funding patterns. The other highlights federal priorities that may affect your planning. Both are written for small Canadian nonprofits and give you a clear picture of what has changed, and the trends that may affect your work.

Annual Fundraising Update (Live)

Each January, you can join a short live session that walks through the main changes in fundraising for the year ahead. It gives your team a simple overview of what has changed, along with time for questions.

Quarterly Member Q&A

Members can submit questions anytime. Every quarter, a short Q&A walkthrough is shared with members, covering the themes that come up most often. These are kept in your Library so your team can return to them whenever needed.

New Videos & Tools Added Each Year

The Library continues to grow over time, with new tools added as common questions and patterns emerge in small‑team fundraising work. These come from the themes that show up most often. Each new addition is designed to be simple, practical, and ready to use.

A Fundraising System That Stays in Place When Roles Change

Small nonprofits often deal with shifting roles and people moving on. When that happens, processes can disappear with them. The Playbook gives your team a simple set of tools you can rely on throughout the year, no matter who is doing the work. Everything is organized so new people can step in and keep things moving without starting from scratch.

Preview the Tools

Download Resource

You can look through a few sample tools to get a sense of how the Playbook is organized. These previews are lighter versions of the full tools inside the Playbook, just enough to show the format and approach. Each preview shows the kind of clear, ready‑to‑use formats your team will have access to throughout the year.

Download Resource

Frequently Asked Questions

  • Yes. Every video and tool is designed so staff, board members, and volunteers can use it without extra training, and you can choose any resource whenever you need it.

  • The Playbook is designed so you can use the tools you need, when you need them. Each strategy or template stands on its own and can support your fundraising work whenever it’s helpful.

  • Yes. In the first year, new videos and tools will be added regularly as we build out the core library. After that, we’ll continue adding a small number of new resources each year based on member questions and sector changes.

  • Templates are provided in Word, Excel, and PDF formats so your team can use them with the tools you already have.

  • Yes. You can cancel anytime from your account, and your access will continue until the end of your current billing period.

  • If you cancel your membership, you keep everything you’ve already downloaded.

  • "I appreciated that they kept the information simple and actionable, and used clear examples to illustrate the content."

    —Webinar Attendee

  • "The practical nature of the session and the clear, actionable steps we could take immediately."

    —Webinar Attendee

  • "Very clear and focused, with useful reference materials we could return to later."

    —Webinar Attendee