Tools and Templates

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Tools and Templates

Here you’ll find tools and templates of essential documents in philanthropy. Visit this section of our website regularly, as we often post updates and additions.

Some of these documents are generously shared by our members. We therefore cannot guarantee the exactitude and reliability of the information provided.

If you accept to share a document you have created in order to assist other organizations, please send it to us by email (catherine@espaceidees.ca). Espace idées reserves the right to add or remove any document on the website.

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Philanthropy

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Fundraising Activity Proposal (for activities organized by your supporters)

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SOS Kit for Fundraising Activities : Before we go on a trip, it’s always useful to have a list to remember important items. Same goes for fundraising activities 😉 !

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Event Evaluation Worksheet – The Chronicle of Philanthropy

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Thank you letter tips

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20 Creative Ways to Thank Donors

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Basic Elements – Donation Form

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Gift Acceptance Policy : this template in French is provided by the Government Action Plan to Foster Economic Inclusion and Social Participation from the Minister of Employment and Social Solidarity. Espace idées obtain permission to share it with you. For examples in English, please click here.

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Two good examples of Board of Directors Engagement Contract : Blue Avocado / Adelphi University

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Example “Request for Funding” Letter

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SWOT Analysis

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Donation Commitment Form

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Crowdfunding Guide for Nonprofits, Charities and Social Impact Projects – Centre for Social Innovation

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Communications

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15 Facebook Tips

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7 Tricks for an Effective Newsletter

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Media contact list

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Press Release Template

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How to Spice Up Your Annual Report

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Tools found on the web

Here are some useful tools to help you in your daily tasks.

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Doodle : to organize your meetings.

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SurveyMonkey : for your surveys.

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Google Forms : for your surveys. Very easy to use espacially if your already have a Gmail account.

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Wetransfer : allows you to send large files by email.

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Dropbox : allows you to stock, view and share many files.

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Google Analytics : allows you to collect data and analyse the traffic on your website.

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Mailchimp : allows you to create and send mass emails (newsletter). Remains free until you reach a list of 2000 subscribers.

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Pixabay : Images free of charge and copyright.

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Freepik : Images free of charge and copyright.

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Flaticon : Download free icons and stickers for your projects.

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Eventbrite : allows you to create a web page for an event and sell tickets online. Fees apply.

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Buffer : an application that lets you manage your social media on one platform. Schedule your publications and analyze their performance from Buffer. It’s free for a maximum of up to 3 social media. Can be used with Facebook, Instagram, Twitter, Linkedin, Pinterest and Google +.

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Filmora : allows you to make video montages.

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Canva : allows you to create all kinds of graphic designs and documents of excellent quality (examples : poster, Facebook cover photo, flyer, photo montage).

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Pablo : allows you to create beautiful images with quotes or interesting statistics in order to share them directly on your social media.

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Layout : allows you to create montages with different photos and then share them on Instagram.

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Zoom

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Microsoft Teams

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Slack

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Google Drive

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Trello

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Online Donation Platforms

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CanadaHelps

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Simplyk

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ProDon

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donna Interactive Suite

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DonorPerfect

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Blackbaud Raiser’s Edge

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Yoyomolo

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CharityVillage (crowdfunding)

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