Fundraising & Donor Tools

Campaign planners, donor CRM and retention trackers, GivingTuesday and year-end planners built in Excel and Google Sheets.

Start with the guide: GivingTuesday and Christmas Fundraising Plan for Small Nonprofits, Nonprofit Fundraising and Donor Retention: A Working Guide

All 18 fundraising tools

Giving Tuesday Planner

Excel + Google Sheets

GivingTuesday falls on December 1, seven weeks from today, and teams that start writing in the final week spend the day catching up.

Fundraising Idea Finder

Excel + Google Sheets

Small teams often copy a fundraiser that worked for a bigger charity, then find out halfway through that nobody has time to run it.

Christmas Fundraising Planner

Excel + Google Sheets

Christmas Day is nine and a half weeks from today, and appeals planned after Thanksgiving tend to launch late and close in a rush.

Holiday Fundraising Bundle

Excel + Google Sheets

November is when a development team's single fundraising spreadsheet starts doing six jobs at once, and the jobs start blocking each other.

Year-End Giving Campaign Planner

Excel + Google Sheets

Year-end targets set without a segment plan tend to reveal their gap in mid-December, when there's no time left to add another appeal wave.

Donor Retention Tracker

Excel + Google Sheets

Fundraisers planning December appeals often send one letter to everyone, including the donors who gave last year and haven't given yet.

Holiday Giving Campaign Planner

Excel + Google Sheets

Holiday season planning gets hard for a development director the moment three appeals land on the same donors in one week.

Year-End Fundraising Checklist

Excel + Google Sheets

Sixty days before December 31 fell on Sunday, the point where a small team should already know its year-end goal and budget.

Christmas Content Planner

Excel + Google Sheets

Writing a Christmas appeal under deadline, a fundraiser can publish a striking number that nobody on the team can trace to a source.

Holiday Donation Tracker

Excel + Google Sheets

December gifts logged in three places mean nobody can say, on any given day, how far the appeal is from its goal.

Nonprofit Donor CRM

Excel + Google Sheets

A development officer sorting by last contact date will rank a quiet monthly donor below a quarterly funder who is perfectly fine.

Donor Thank-You Tracker

Excel + Google Sheets

GivingTuesday is two weeks out, and once the December surge starts, thank-yous are usually the first thing to slip.

Fundraising Campaign Planner

Excel + Google Sheets

Development directors drafting next year's plan often find that the campaigns, added up, fall short of the target the board expects.

Corporate Sponsorship Tracker

Excel + Google Sheets

Partnership managers walking into a renewal meeting get one question first: which of the promised benefits did the sponsor actually receive?

AI Fundraising Prompt Builder

Excel + Google Sheets

Fundraising teams using AI to draft appeals often skip the fact check, and an invented figure ends up in front of donors.

Fundraising & Comms System

Excel + Google Sheets

Tomorrow is GivingTuesday, and for many small comms teams December is the month the calendar holds more than the people can produce.

Donor Management System

Excel + Google Sheets

GivingTuesday gifts land today, and the person who has to thank each donor is often the same person still running the appeal.

Fundraising Email Conversion Kit

Canva + Excel

Most fundraising emails fail at small, fixable points: one message sent to everyone, a vague subject line, a wall of text on a phone, a claim nobody can back up, a button that lands on a generic page, and silence after the gift.