Your donor database is a goldmine. Most nonprofits just don't know how to mine it.
Welcome
Sourced from the latest research and readings while leveraging real-world examples, the following topics serve as a reference for your organization. They are also part of the diagnostic tool that Freeman Consulting uses to assess your organization's readiness to solicit major gifts.
Contact us to learn how you can access the following resources or receive them as part of a consulting engagement.
Roadmap to Sustainable Development References
Nonprofit Operations
To build a robust development program, organizations need a solid foundation. The following topics need to be considered before undertaking a serious fundraising initiative. Our roadmap explores these topics in-depth so that you don't have to recreate the wheel.
core documents
A
Leadership and Organizational Structure
Financial and Legal
Human Resources
Board of Directors
Sector Specific References
Program Descriptions
Calendars
digital infrastructure
B
Data Governance
Payment Gateways
Dashboards
Website
CRM
Financial Software
Newsletter
Events
Learning Managment Systems
Cloud-based Productivity Tools
Video Conferencing
Analytics
Data Security
Devices
Socials
fundraising Goals
C
Strategic Plan
Budget Overview
Budget Breakdown
Reporting
Goal Tracker
fundraising Plans
D
Donations and Campaigns
Sponsorships/Events
Membership
Grants
Mission-related earned income
Program and event Development
E
SWOT Analysis
Proposals
Budgets
MOUs and Contracts
Project and Communication Plans
Marketing and Graphics
Registrations
Sponsorships
Assessment and KPIs
Nonprofit Fundraising
We have a library of resources such as readings, worksheets, templates and more, focused on the tools and ideas you need to take to add to or augment your current fundraising strategies.
Donations policies
F
Gift Acceptance Policies
IRS Guidance
Donor Recognition Policies
donor communications
G
Donor Packets and Case for Support
Tax Acknowledgements
Gift Acknowledgements from Director
Touchpoints
Tending the Garden
donor Stewardship
H
Donor Types
Transactions Types
Donor and Sponsor Recognition
Data Hygiene
Major Donor cultivation
I
Transactional Data Lists
Donor Identification
Solicitations
Qualification
Strategy Development
Cultivation/Engagement
Solicitations and Negotiation
Acknolwedgement
Stewardship and Recognition
Renewal
New Sections Added Quarterly
Freeman Consulting
Specializing in donor data analysis and board engagement for arts, culture, education, and healthcare organizations.
Announcement
Welcome! Freeman Consulting is here to help you enter Q3 2025 with a comprehensive fundraising plan, a major gifts campaign, or budgeting assistance.
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