Practical fundraising, marketing and growth tools for small charities.

Templates, guided walkthroughs and real-world examples covering fundraising, marketing, partnerships, campaigns, strategy and more.

Every resource pairs a fill-in template with a worked example and step-by-step guidance, so you always have something to start from.

How it works

1

Tell Humphrey what you're trying to do today.

2

Humphrey points you to the right pathway or tool.

3

Work through the guided sequence at your own pace.

4

Get there with examples, templates, AI support and clear next steps.

Ask Humphrey

Tell Humphrey what you're trying to achieve, where you're stuck, or what your team needs help with today, and he'll guide you to the right tools, templates and next steps.

  • We need more donors, sponsors or partners
  • We need to refresh our brand
  • We need a fundraising plan
  • We need a clearer strategy
  • We need help using AI

Ready to try Humph?

Join free, open three core templates and start working with Humphrey today. No credit card required.

Start for free

The full template library

Every tool in Humph, grouped into four types: Strategies, Builders, Frameworks and Calculators. Browse them all below, or let a guided pathway sequence them for you.

An icon of a lightbulb with a bullseye to depict the creation of a brand plan
Create

What you'll create:

Turn your final brand strategy document into a clear one-page reference for stakeholders.

Estimated Time:

45-60 minutes

Inclusions:

Video
Worked example
Template
Ask Humphrey
A logo depicting a planning document with cogs and symbols to illustrate the creation of a brand strategy
Create

What you'll create:

Define the key brand values, positioning, messages and identity that build recognition and trust with your audience.

Estimated Time:

60-90 minutes

Inclusions:

Video
Worked example
Template
Ask Humphrey
An icon depicting a lightbulb with chess pieces to illustrate the complexities of creating a combined charity marketing and fundraising strategy
Create

What you'll create:

Build one coordinated plan for audience growth, communications, fundraising income and responsibilities.

Estimated Time:

90-120 minutes

Inclusions:

Video
Worked example
Template
Ask Humphrey
A collection of icons depicting a roadmap for a partnership strategy
Create

What you'll create:

Build a focused approach for attracting, developing, converting and retaining corporate partners.

Estimated Time:

60-90 minutes

Inclusions:

Video
Worked example
Template
Ask Humphrey
An icon of a strategy on a board depicting the creation of a campaign document
Create

What you'll create:

Summarise your completed campaign blueprint in one clear page for stakeholders.

Estimated Time:

15-30 minutes

Inclusions:

Video
Worked example
Template
Ask Humphrey
A collection of icons depicting lightbulbs and chess pieces to indicate the complex nature of fundraising strategy
Create

What you'll create:

Share your fundraising priorities and plan in one clear page anyone can follow.

Estimated Time:

30-45 minutes

Inclusions:

Video
Worked example
Template
Ask Humphrey
A logo of a bulb with a tick in the middle to denote the creation of ideas and strategic thought.
Create

What you'll create:

Set clear income priorities, audiences, investment choices, responsibilities, measures and risks.

Estimated Time:

90-120 minutes

Inclusions:

Video
Worked example
Template
Ask Humphrey
An icon of a lightbulb with a bullseye target in the middle to indicate the creation of a strategic plan
Create

What you'll create:

Decide who to reach, what to say, which channels to use and how marketing supports your goals.

Estimated Time:

90-120 minutes

Inclusions:

Video
Worked example
Template
Ask Humphrey
An icon depicting lightbulbs with chess pieces indicating working through the complexities of a charity strategic direction.
Create

What you'll create:

Align your team around a clear mission, priorities, objectives, responsibilities and practical direction.

Estimated Time:

90-180 minutes

Inclusions:

Video
Worked example
Template
Ask Humphrey
An image of a collection of icons depicting a person in a suit an tie and stepd towards a goal. The icon is design to reflect the creation of a partnership strategy
Create

What you'll create:

Keep one partnership's objectives, commitments, contacts, value and activity clear.

Estimated Time:

15-20 minutes

Inclusions:

Video
Worked example
Template
Ask Humphrey
An icon of a presentation board depicting a strategy to illustrate the act of developing a partnership plan
Create

What you'll create:

Get a clear, one-page view of your partnership priorities, pipeline and retention goals.

Estimated Time:

30-45 minutes

Inclusions:

Video
Worked example
Template
Ask Humphrey
An icon of a lightbulb with a tick in the centre depicting the genration of great ideas and the formulation of a successful document

The foundation document for your fundraising and grant applications. A good case for support tells your story, makes the problem tangible, and gives donors a clear reason to act. This template shows you exactly what to include.

Case for Support
An icon of a map being unrolled to indicate a blueprint for an event

Plan a fundraising event from the ground up. This template covers the brief, venue requirements, promotional plan, staffing, and risk register so every stakeholder has the same picture before work starts.

Event Builder
A collection of logos depicting the complexity of fundraising, to depict the creation of a fundraising campaign blueprint

Build the blueprint for your fundraising campaign before you start spending. This template defines the mechanism, the target market, the income goals, and the supporter journey so everyone working on it is starting from the same plan.

Fundraising Campaign Builder
A collection of icons that depict the complexities of fundraising strategy

If people are out there fundraising for you, they need to feel supported and recognised. This framework helps you work out what you can realistically offer at each level of fundraising, so your recognition programme doesn't eat your mission budget.

Fundraiser Benefits Framework
An icon of a document to denote a corporate sponsor framework

Work out what you can offer business partners and sponsors across different "tiers" of support - with a plan to confidently deliver on it. This framework will help you design mutually beneficial partnerships balancing your resourcing and supporter expectations, so recognition doesn't become another full-time job.

Sponsorship Benefits Framework
A logo depicting a document with graph elements along with checkboxes and graphs to depict the campaign calculator

Set realistic income expectations for any fundraising campaign. Put in your budget, your acquisition costs, and your conversion rates, and this calculator shows you what you can expect to raise. Useful for board conversations and campaign planning.

Campaign ROI Calculator
An icon of a roadmap to illustrate the creation of a marketing budget

Work out what your marketing spend should actually return. Put in your budget, your conversion rates, and your average donation, and this calculator shows you whether the numbers add up. Useful before you commit to any paid channel.

Marketing Channel Budget Calculator
An icon of cogs, graphs and other images that denote the creation of a social media plan for a charity

Figure out how many posts you can realistically create, which platforms to prioritise, and how to spread your content across your goals. This tool does the maths so you stop guessing and start planning.

Social Content Planning Tool

Ready to get started?

Start free and try three resources today. No credit card needed.

Start for free
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