Resources

Playbooks, frameworks and checklists for fundraising teams

Everything we use with clients, written down. Watch the walkthrough, download the file, and run it with your own team — no gate, no sales call required.

Six-step donor acquisition flow diagram with a rising growth curve

PlaybookDonor Acquisition

The Donor Acquisition Playbook

Six steps from Right Offer to Donation — the complete system we use to build donor acquisition that compounds.

13 pages · 6 steps · 4 min video · Excel SOP

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Seven-step donor retention journey with a compounding lifetime value curve rising underneath

Playbook · Donor Retention

The Retention & Compounding Value Playbook

Seven steps from Thank You to Higher Lifetime Value — turning one gift into a lasting relationship that compounds.

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LaunchGood campaign progress bar filling alongside rising donation bars and a mosque silhouette

Playbook · Campaign Launch

The LaunchGood Playbook: Launch, Fund & Finish Strong

Platform-specific tactics pulled from LaunchGood's own guidelines and real campaign data — setup, Meta ads, momentum and a campaign health check.

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Abstract Raisely campaign dashboard with peer-to-peer network nodes and rising donation bars

Playbook · Peer-to-Peer & Recurring

The Raisely Playbook: Launch, Fund & Retain More

Platform-specific tactics for Raisely's peer-to-peer, appeal and recurring-giving tools — campaign types, Meta ads on your own domain, retention and a health check.

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Abstract rising campaign momentum curve with share network nodes around a donation heart

Playbook · Crowdfunding

The GoFundMe Playbook: Launch & Fund Faster

Platform-specific tactics for GoFundMe — the first 10 hours, title and story mechanics, the Meta pixel workaround, organised sharing and a campaign health check.

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Abstract donation form in a browser window with a conversion funnel and rising arrow

Playbook · Conversion & Website

The Website Donation Playbook: Turn Your Site Into a Donation Engine

No platform fees, no platform limits — but no built-in traction either. Close the gap between your homepage and your donation page.

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Abstract diagram of multiple marketing channel paths converging into one growth arrow

Playbook · Channel Strategy

The Channel Playbook: Paid, Organic, Owned & Earned

How to use every marketing channel — Paid, Organic, Owned, Earned — to promote one offer, with checklists, KPIs and fixes for all 11 channels.

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Abstract illustration of a landing page wireframe with a hero block, call-to-action button and rising conversion arrow

Playbook · Conversion & Website

The Landing Page Design Playbook

One page, one offer, one job: carry the message into a decision. The full formula — hero, giving levels, proof, trust, mobile and final CTA.

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Abstract illustration of a performance dashboard with rising bars, a gauge ring and an upward trend arrow

Playbook · Analytics & Reporting

The Performance Playbook: Weekly & Monthly Analysis

How to review, analyse, and act on your numbers — a dashboard that drives decisions, not just reports.

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Fundraising growth notes, twice a month

Practical tests, donor journey teardowns and benchmark data from live charity campaigns. No fluff, unsubscribe any time.