Collection: Kits

A simple weekly approach to help your team consistently raise more money without guesswork or last-minute scrambling. Raise more money consistently. Set priorities, track weekly actions, and review progress so fundraising keeps moving.

What’s Included:

• Start Here: Fundraising Flow Kit Guide (PDF)

A short, practical guide that shows you exactly how to implement the tools right away.

• Fundraising Roadmap: Plan & Priorities (SLIDE)

Define your revenue goals, focus areas, and ownership so your team is aligned on what matters most.

• Weekly Fundraising Action Tracker (SPREADSHEET)

Keep fundraising moving by tracking weekly tasks, owners, and follow-through in one place.

• Weekly Fundraising Meeting Agenda & Guide (DOC)

Run focused meetings that drive accountability and turn plans into real action.

• Fundraising Dashboard (SPREADSHEET)

See your progress toward goals at a glance so you can quickly spot gaps and stay on track.

A simple system to plan, track and adjust your nonprofit budget in real time

Budgets rarely stay still for long. Funding shifts. Costs move. Program needs grow faster than the spreadsheet expected. As the leader, you’re expected to manage that uncertainty, make decisions without perfect information, and explain what’s changing without creating panic.

The Budgeting in Uncertain Times Kit gives nonprofit leaders a set of practical tools to help them stay steady when conditions change. Instead of reacting under pressure, you’ll have clear tools to help you understand what might shift, see what the next few months could look like, and explain changes calmly to your board and team.

No complicated financial models. Just practical tools designed to help you make thoughtful decisions when the numbers move.

What This Kit Helps You Do

With this kit, you will be able to:

• Spot potential financial shifts before they become emergencies
• Forecast what the next 90 days could look like
• Identify which expenses must hold and which could flex
• Communicate budget changes clearly to your board and staff

What’s Inside

Budgets That Bend
PDF Strategy Guide
A short guide that explains how flexible budgeting works in practice and how nonprofit leaders can respond when conditions shift. It introduces the key ideas behind the tools and helps you approach budget adjustments calmly and strategically.

Scenario Snapshot + If / Then Plan
Excel Tool
Identify potential financial shifts, assess how disruptive they might be, and decide ahead of time how you will respond.

Rolling 90-Day Budget
Excel Tool
A simple forecasting tool that shows how your cash position could change over the next 90 days across different scenarios.

Core vs Discretionary Decision Tool
Excel Tool
Clarify which major expenses must hold and which could flex if financial conditions change.

Budget Story Cheat Sheet
PDF Guide
A quick reference for explaining what changed, why it matters, and what you are doing next so your board and team stay informed.

Six practical tools to help you clarify roles, structure board meetings and guide decisions so your board works effectively.

Board work gets messy when roles are unclear and meetings have no structure. Board members step into staff work, agendas stretch without decisions, and key votes get rushed at the end. You leave meetings with loose ends instead of clear direction, and too much time goes into managing the board instead of leading the organization.

The Board Foundations Kit is a set of six tools: a Board Basics Cheat Sheet, Name That Board Guide, Board Meeting Best Practices framework, Board Meeting Agenda Template with sample, Run the Vote guide, and an editable Board Meeting Slide Deck. Together, they help you set roles, run focused meetings, and guide decisions so your next board meeting ends with assigned next steps and clear priorities.