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Checklists
Are You Ready For Your Next Capital Campaign?
Whether you're planning your first capital campaign or you are a seasoned pro, capital campaigns are an exciting time for non-profit organizations. From your first transformative idea to the moment your campaign goes public, each step along the way is integral to the success of your campaign.
Before officially launching, download our free Capital Campaign Checklist to confirm that you have completed all of the necessary steps.
ViTreo Group's team of consultants and partners are leading experts on campaign design, strategy, and performance. We support growth that enables our clients to reach their full potential.
Click here to download our free step-by-step capital campaign checklist.
Grant Writing Checklist
The grant application process is dynamic and fundamental to achieving a non-profit’s strategic vision. It’s important to remember that working on a grant application is a team sport. You may have star players who have strong proposal writing skills, or are masterful at budgets, but equally important is the team strategy and logistics.
To keep the grant application process organized, and the team strategy aligned with your fundraising mission, ViTreo’s fundraising experts have developed a grant writing checklist that’s specifically designed for proposal success.
Click here to keep your application process organized with our free grant writing checklist.
Guides
Understanding Case for Supports
A case for support is a nonprofit organizations donor prospectus, it outlines to prospective donors and current donors why they should give to your organization. It also shares why a gift to your organization is needed now. In this guide, we cover creating the case framework, creating the case for support brochure, types of cases, and how to use the case for support.
Learn more about Case for Supports here.
5 Focus Areas for a Strong Grant Application
Non-profit organizations spend hours writing grant proposal after grant proposal. It’s time-consuming but worth it…when you get funded.
Learn more about the 5 focus areas for a strong grant application here.
Do’s and Don’ts of Grant Writing
Grant writing is a unique skill and can take time to learn. But time is a finite resource and we don't always have time to hone our skills. When we don't have time to spare we rush through the tasks at hand. This can cost you when writing a grant application. You want to make it as easy as possible for the funder to understand your organization and your project as they review your application.
Learn about the do’s and don’ts of grant writing here.
Moving the Donor Discovery Process Along
Our world has experienced an unprecedented reset in the past two years due to the pandemic and accompanying public health measures. As fundraisers, many of us have not had the pleasure of a face-to-face meeting in a long time and, while things are opening, there are many people who are still feeling uncertain and being cautious about going out and meeting people.
Learn more about moving the donor discovery process along here.
Prospect Research Profiles
Prospect research is the process of searching, gathering, analyzing, and synthesizing information from a variety of sources to identify relevant data, including capacity and affinity data that enables organizations to identify donors, supporters, and/or volunteers that might be interested in supporting their work.
The goal of a prospect profile is to help determine if individuals, companies, and foundations have the ability, interest, and inclination to support their organization. You will be provided with key points and information necessary to craft an appeal tailored to your prospect’s interests and giving history.
Learn more about the key elements of prospect research profiles here.
How To Apply For Grants And Succeed
The grant application process is dynamic and fundamental to achieving a non-profit’s strategic vision. It’s important to remember that working on a grant application is a team sport. You may have star players who have strong proposal writing skills, or are masterful at budgets, but equally important is the team strategy and logistics.
What does it take to submit winning grant applications? In this guide we share the steps non-profits need to take to organize, write and win proposals. ViTreo’s fundraising experts have developed a guide to grant writing that’s specifically designed to help non-profits increase their proposal success year over year.
Click here to learn and apply the best tips for writing and winning grant applications.
Quizzes
A Culture Of Philanthropy, How Do You Score?
At its essence a culture of philanthropy is one that promotes philanthropy and has no need to apologize for fundraising. It is an understanding of and respect for the way that philanthropy serves to fulfill your mission. Everyone is “philanthropically literate”.
How does your non-profit score on the top 10 indicators of a philanthropic culture? Measure your nonprofit's philanthropic culture by downloading and completing our culture of philanthropy quiz today.
Click here to measure your non-profit against the top 10 indicators of a philanthropic culture.
Stewardship Audit
Stewardship is paramount to the success of all fund development programs. Without proper donor retention strategies and integrated stewardship programs, non-profits are likely in constant donor acquisition and missing opportunities to receive leadership gifts from donors.
Measure your non-profit's stewardship program by downloading and completing our Stewardship Audit Quiz today.
Click here to download the Stewardship Audit.