Template Tag Archive

What kind of questions are your donors wondering about when they are making an online donation?

Download this Word template as a guide to create a customized FAQ for your organization.

The template is in an easy to read layout that includes a header and font styles. The document can be fully personalized and exported into a PDF for sharing.

With this template, you'll be able to:

• Get a head start by using the sample questions
• Modify your answers based on the prompts provided
• Add your logo and contact information

Your organization likely has volumes of data about donors, volunteers, and members. All of this information can be quite overwhelming if you don't use it properly.

Data Standards Guides aid in maintaining a healthy database; however, they can be lengthy and complicated. By using a Data Standards Cheat Sheet, you can increase the chances of having everyone in your organization use the guide correctly.

Download this cheat sheet template to record at a glance information about the data elements in your CRM (customer relationship management) database.

With this template, you'll be able to:

• Get a head start by using the sample data elements in the template
• Add or remove data elements based on your organization's needs
• Modify the content for all of the data elements

All good plans and strategies stand on the foundation of a reliable schedule to track deadlines and delivery dates. Download this Excel template to make sure you start off your #GivingTuesday initiative on the right foot.

With this template, you'll be able to:

• Add or remove tasks based on your needs
• Adjust the dates for each of your tasks
• Track your tasks visually 

Keep in mind that tasks may take longer (or shorter) depending on your team's size. This schedule isn't written in stone, use it as a guideline and make it entirely your own!