Fundraisers' Private Vault

[Private Vault Tool]


Advisory Council Invitation Sample

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XYZ Organization
Advisory Council

We welcome you to the XYZ Council. This group is a newly created advisory council to the Board and will consist of non-voting members. This status will remove the obligations, which Board members have, in attending monthly meetings and participating on committees.

What do we expect from you?  Read more


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Annual/Capital Campaign Pledge Form Sample

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A pledge form model to use for your Annual or Capital Campaign.  Read more


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[Private Vault Tool]


Annual/Capital Campaign Team Selection Worksheet

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A worksheet for organizing your Annual or Capital Campaign Team.  Read more


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Board Meeting Evaluation Worksheet

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Assess 11 key areas of your board meetings.  Read more


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Board Member Agreement - Sample 1

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A sample board member agreement to download and customize for your organization.  Read more


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Board Member Agreement - Sample 2

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A sample board member agreement to download and customize for your organization.  Read more


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Board of Directors Evaluation Fact Sheet

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A form for each board member to complete listing contact info, personal information, affiliations, interests, etc.  Read more


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Board of Directors Evaluation Worksheet

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Assess the performance of each director on your board with this evaluation worksheet.  Read more


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Board Resource Committee Duties and Responsibilities Sample

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Purpose:
The purpose of the Board Resource Committee is to provide quality leadership for XYZ in the form of the governing Board of Directors. This will be done through the regular and systematic evaluation of the board's strengths and weaknesses, the identification of potential board members, and the ongoing training and education of board members.  Read more


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Budget Worksheet

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The budget should accurately reflect the direct costs of the project.

Typical budgets are divided into two parts:  Read more


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