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Coaching Library Table of Contents

  • January 21, 2025
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Happie Pingol
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Getting Started with Fundraising & Engagement Coaching 

Thank you for joining the Bonterra community - a group of thousands of nonprofit organizations from across the country, spanning countless locations and myriad mission areas, sharing one common goal: to increase their fundraising and the impact they are having to make the world a better place. We're happy you're here! 

Our Fundraising and Engagement Coaching Program matches customers with seasoned fundraising professionals who meet one-on-one to provide support and best-practices for writing appeals, analyzing donor data, campaign strategy and execution, and much more. They can help you dream bigger and develop a personalized plan to reach your goals. 

Our expert coaches have developed practical, easy-to-use guides and tools on essential aspects of fundraising to support your work. The library is designed so you can start on whatever topic you most need now. But we invite you to come back over time and explore all of the materials. They offer ideas, tips and tools you’re bound to make a part of your own fundraising toolkit.  

The Getting Started with Fundraising & Engagement Coaching section includes welcome guides for new coaching customers as well as for participants in Bonterra’s Jumpstart Program. 

*If you are interested in learning more about Fundraising and Engagement Coaching, please contact our Global Support Team through your software’s in-app support. If you are unable to submit a ticket via your new software, you can email Global Support: http://mailto:success@networkforgood.com


Fundraising Essentials Coaching Welcome Guide

Welcome to the Jumpstart Program


Donor Cultivation


Guide to Donor Cultivation: Acquisition, Retention, Re-engagement

New Donor Acquisition Checklist (downloadable PDF)

How to: Host a Peer-to-Peer or Crowdsourcing Campaign

Peer-to-Peer Fundraising Checklist (downloadable PDF)

Monthly Giving Campaign Checklist (downloadable PDF)

Creating a Major Gift Prospect Profile Checklist (downloadable PDF)


Fundraising Planning and Campaigns


Coaches’ Guide to Fundraising Campaigns

Preparing an Effective Fundraising Plan

Preparing Your Fundraising Campaigns

Multi-Channel Donor Engagement Templates

Year-End Fundraising Guide

Communication Templates for a Year-End Campaign


Events and Auctions


Special Events Guide

Special Event Planning Checklist (downloadable PDF)

 

Board Engagement


Manage and Inspire Your Nonprofit’s Board

Board Meetings: Timeline for Keeping Board on Track and Engaged

 

Planned Giving


Planned Giving 101: A Guide to Legacy Giving

Planned Giving 101: Sample Documents

Planned Giving 101: Engagement Templates


Alternative Assets


Success Guide: Fundraising with Alternative Assets


Additional Resources


Useful Resources for Fundraising and Engagement

Charity Watchdog Groups

Does Your GuideStar Profile Matter?

Is Your Fundraising Legal?

Glossary of Fundraising Terms