Charity marketing and fundraising templates.
Over 20 resources covering charity marketing, fundraising, corporate partnerships, and brand.
Each one is a template you fill in, a worked example showing you what a finished version looks like, and a short video walkthrough. Open one and follow the steps.
10. Fundraising strategy on a page
The summary version of your fundraising strategy. Hand it to anyone involved in your fundraising so they can see the goal, the segments, and the key activities at a glance. Create it after you've completed the full strategy.
11. Fundraising campaign builder
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.
12. Fundraiser benefits framework
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.
13. 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.
14. Event builder
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.
15. Combined marketing and fundraising strategy
Marketing and fundraising are two sides of the same coin. This template brings them together in one document so your whole team is working from a unified plan, from first awareness right through to donor retention.
16. Corporate partnership pipeline strategy
A step-by-step framework for building your corporate partnership programme. Covers target portfolio, lead generation, engagement tactics, conversion, and retention so you have a clear pipeline rather than a wishlist.
17. Partnerships strategy on a page
The one-pager version of your partnership pipeline strategy. Give it to board members or volunteers who are helping with outreach so they know exactly which tier they're recruiting for and what success looks like.
18. Partner on a page
A quick reference document for each of your corporate partners. It covers the relationship basics, partnership objectives, 12-month engagement plan, and key contacts in one place. Create one for every partner you have.
19. Sponsorship benefits framework
Work out what you can offer your corporate sponsors at each tier before you promise them anything. This framework helps you design mutually beneficial partnerships and manage your resourcing so recognition doesn't become a second job.
1. Organisational strategy
The document your whole team works from. It sets out your mission, your focus areas, and the metrics that keep everyone pointing in the same direction. If you've never had a proper organisational strategy for your charity, start here.
2. Brand strategy
A strong brand makes fundraising easier, partnerships more attractive, and your cause more memorable. This template walks you through building a brand strategy for your charity from scratch, including values, positioning, and visual identity.
3. Brand plan on a page
Once your brand strategy is done, this one-pager keeps everyone on the same page. Share it with volunteers, agencies, or anyone creating content for you. One document, everything they need to know.
4. Case for support
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.
5. Marketing strategy
Build a marketing strategy that actually gets used. This template covers objectives, target audiences, channel planning, and how to connect your marketing activities to your fundraising goals. Built for small charity teams doing everything themselves.
6. Marketing channel budgeting tool
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.
7. Campaign on a page
Got a fundraising campaign planned? This one-pager pulls the key details together so every volunteer, agency, or board member can see exactly what you're doing and why. Takes five minutes once your campaign plan is done.
8. Social calendar calculator
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.
9. Fundraising strategy
A complete fundraising strategy template for small Australian charities. Covers objectives, donor segments, fundraising activities, tactics, and risk. Built to be a living document your team actually refers to, not a filing cabinet.
