THE WORKING LIBRARY
Take the work
with you.
Start from a finished example. Leave with your next action.
ALL TOGETHER / XLSXThe Fundraising Atlas WorkbookEight sheets · Filled examples, blank records and retention calculationsIncludes promises, donor welcomes, introductions, story briefs, retention counts, a sample donor-ID comparison and weekly capacity planning. The StartHere sheet explains how to use each one.
The messages and donor records are fictional examples. Replace them before use, and keep working records in your team’s approved system.
Before the next appeal
Complete the appeal claim brief
Keep the verified facts, funding terms, review and replacement message together before the appeal goes out.
Design the priority question and its handoff
Write the choice, its meaning, the reply and the record each colleague needs to honor it.
Record the intention and agreed follow-up
Keep the donor’s words, permission, next check and actual gift separate, with a results sheet for an optional survey test.
Finish the thank-you message decision
Review the donor’s contact timeline, settle the message’s job and define eligibility before any test assignment.
Apply the contact promise to every queue
List every sender, resolve the scheduled messages and keep a delivery record and recovery plan.
Choose one job
Who Promised What?
A search exercise for finding open promises, a handoff builder that checks dates against the donor deadline, and a delay email.
The Second Gift Starts Here
A completed weekly allocation, the welcome every donor gets, a schedule for the shared update and blank planning records.
One Introduction, Ready to Make
Four starting points, a cover note for the board member, and the permission request, introduction, receiving reply and pause message.
One Story, Ready to Send
Rough notes worked through to a finished update, a request to the program lead, a version for pending results and a story-use record.
Before You Call Them Lapsed
A cohort comparison, a board paragraph with a separate method note, a cohort-mix example and an investigation record.
The thank-you is stuck in the CEO’s inbox
A review of recent approvals, a standing rule with exceptions and a trial, and a reply for when the executive wants to keep approving.
Markdown guides open in a text editor. CSV records open in a spreadsheet. The interactive handoff and donor-list tools run in your browser; they do not send your entries to Gratona.
When choosing a CRM, take one of these exercises into each vendor demo and check what your team can complete. The nonprofit CRM comparison guide includes sample records, a vendor scorecard, and questions about migration and cost.