Bold Leadership. Transformative Fundraising.

Free Resources for Nonprofit Professionals

Whether you’re a seasoned fundraiser or new to the field, ViTreo Group is pleased to offer free nonprofit resources—including templates, checklists, quizzes and how-to guides to help you take your organization to the next level.

Check back often: we regularly update our free downloads!


Grant Writing Checklist

The grant application process is dynamic and fundamental to achieving a nonprofit’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.

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Checklist: 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 nonprofit 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. 

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Quiz: Stewardship Audit

Stewardship is paramount to the success of all fund development programs. Without proper donor retention strategies and integrated stewardship programs, nonprofits are likely in constant donor acquisition and missing opportunities to receive leadership gifts from donors.

Measure your nonprofit's stewardship program by downloading and completing our Stewardship Audit Quiz today.

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