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Resources

Tools and insights for nonprofit leaders

Self-guided assessments, professional-grade digital tools, and expert perspectives on institutional fundraising.

Assessments

Where does your organization stand?

Twelve self-guided institutional fundraising assessments across three stages: getting started, winning grants, and protecting and growing your portfolio. Evaluate grant readiness, proposal quality, compliance infrastructure, funder relationships, and more.

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Getting Started

Grant Readiness Diagnostic

Winning Grants

Proposal Quality Assessment

Protecting & Growing

Funder Relationship Health Check

Free Guide

The Nonprofit Data Collection Reference Guide

A 19-page framework covering every data point institutional funders expect, organized by the logic model sequence: inputs, activities, outputs, outcomes, and impact. Built from real funder requirements across foundation, corporate, and government grants.

Download Free Guide Program Impact Tracker — $45

Organizational Readiness

Financial, staffing, compliance, and governance data

Program Data

Inputs, activities, outputs, outcomes, and impact indicators

Data Infrastructure

Collection tools, systems, and governance best practices

Digital Tools

Professional-grade tools built from the field

Templates, trackers, and guides designed from real institutional fundraising experience managing 120+ grants across a multi-million dollar portfolio. Starting at $29.

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Grant Tracker
Grant Tracker Dashboard

Blog

Insights on institutional fundraising

Real-world perspectives drawn from nearly a decade of managing multi-million dollar portfolios across government, foundation, and corporate funders. Published on Medium.

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