Guides & Templates

Discover a library of free, ready-to-use guides and templates—crafted to save you time, spark inspiration, and help your mission thrive.

guide

Buyer's Guide to Donor Management Software

Updated:

12/4/2025

Donor Management

Buyer's Guide to Donor Management Software

Updated:

April 25, 2026

Donor Management

Most Recent

How to Prompt AI to Raise More

How to Write a Spring Appeal

The Fundraiser's Guide to Automation Made Easy

Essential Reading

Each free eBook distills researched and tested principles of philanthropy into practical best practices you can start using right away to maximize your impact.

A Beginner’s Guide to Finding The Best Donor Prospects Hidden In Your Database

Maximize the Lifetime Value of Your Donor Database

42 Questions to Ask Major Donor Prospects

Explore additional guides

The Art and Science of Retaining Digital Donors

The Nonprofit Sustainability Field Manual

The Ultimate Guide to Nonprofit Donor Data Management

Volunteer Handbook Template

Great Fundraising Events: From Experience to Transformation

A Beginner's Guide to Nonprofit Data Segmentation

Ultimate Volunteer Appreciation Guide

How to Use Social Media to Improve Donor Loyalty

Nonprofit’s Guide to Understanding and Getting Started with AI

Your Blueprint for “Next Level” Volunteer Recruitment

Major Gift Fundraising for Small Shops

GivingTuesday Ultimate Guide

The Volunteer Recruitment Guide For Nonprofits

Ultimate Guide to Peer-to-Peer Fundraising

A Guide to the Hidden Power of Donor Surveys

How to Start the Year Strong: A Nonprofit Fundraising Guide

Sustainable Giving Report

The Buyers Guide to Volunteer Management Software

The Fundraiser's Guide to Automation Made Easy

Generational Giving Report

12 Year-End Fundraising Checklists

Templates

Utilize these free templates to save time and get back to making the world a better place.

GivingTuesday Social Media Template

Donation Audit Wizard

Sponsorship Packet Template

Nonprofit Health Check

Future-Proof Your Fundraising Checklist

ROI Calculator

The Buyer's Playbook to Volunteer Management Software

Sample Nonprofit Development Plan Template + 3 Helpful Tips

Donor Retention Calculator

The Buyer's Playbook to Donor Management Software

Fundraising Thermometer Template

Grant Readiness Checklist

Nonprofit Annual Report Examples

Nonprofit Press Release Template

Sample Nonprofit Earned Media Plan Template

First-Time Donor Communication Plan Template

Donor Management Software Data Policies and Procedures Template

42 Questions to Ask Major Donor Prospects Before You Ask for a Gift

Silent Auction Acknowledgement / Thank You Letter Template

Sample Gift Agreement Template

Donor Intimacy Survey Template

Donor Satisfaction Survey Template

Donor Trust Survey Template

Donor Commitment Survey Template

Lapsed Donor Survey Template

Diversity, Inclusion, and Equity Policy Template

Sample Gift Acceptance Policy Template

Pledge Card Template

Excel Donation Spreadsheet Template

Excel Fundraising Event Template

Volunteer Coordinator Sample Job Description

Communications Coordinator Sample Job Description

Communications Director Sample Job Description

Development Director Sample Job Description

Major Gift Officer Sample Job Description

Sample Employee Social Media Policy Template

Sample Bylaws

Due Diligence Plan

Board Member Performance Expectations

Nominating Committee Job Description

Governance Self Assessment

Sample Recruitment Process and Procedures and Screening Interview

Inventory of Skills for the Board

Sample Board Composition Policy

Sample Policy for Board Operations

Sample Donation Thank You Email Template

Free Download - Donate Now Button Kit

Technology Profile Outline

Free Download - Social Media Strategy Template

Nonprofit Thank You Letter Template

Social Media Performance Scorecard

Our Commitment

Generosity is  within reach.

Raise, retain, and engage more, with Bloomerang.