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Your Complete Fundraising Template Library + Expert Support

Everything you need to build a successful development program—proven templates, live coaching, ongoing training, and a community of peers who understand your challenges.

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Membership Plans and Pricing

Choose Your Level of Support

Whether you need a toolkit to work smarter or a strategic partner in your corner, there’s a plan built for exactly where you are right now.

All plans include your full resource library & weekly office hours. Cancel anytime.

Resource Library Membership

Your fundraising toolkit, on demand

$49/month

“Stop reinventing the wheel. Get 50+ professional templates and tools — plus everything we add weekly — for less than a staff lunch.”

  • 50+ done-for-you templates — appeal letters, pledge cards, board tools & more
  • Downloadable toolkits — plug-and-play frameworks for campaigns, events & planning
  • Self-paced courses — learn fundraising fundamentals on your own schedule
  • Bi-monthly live webinars — trending topics, real examples, zero fluff
  • Private community forum — ask questions, share wins, and learn from peers
  • New resources added weekly — your library keeps growing the whole time you're a member
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All-Access Membership

⭐ Most Popular
Everything in Tier 1 — plus real coaching

$149/month

“You’ve got the tools. Now you’ve got someone to think through the hard stuff with you. Monthly coaching + group sessions = fewer sleepless nights.”

  • Everything in the Resource Library Membership PLUS
  • 60-minute 1:1 coaching call/month — direct time with Amy to work through your specific challenges
  • Group coaching sessions — bring your questions, learn from real scenarios with peers
  • Priority community access — your posts get seen, your questions get answered first
  • Exclusive member-only webinars — deeper dives on major gift strategy, board engagement & more
  • Full template & toolkit library with weekly additions
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Strategic Partnership Membership

Your fractional development expert

$497/month

“Senior-level strategy without the senior-level salary. Custom templates, twice-monthly coaching, and unlimited email access — when you need a real thought partner.”

  • Everything in the Resource Library and All Access Memberships
  • Two 60-min coaching calls/month — double the dedicated 1:1 strategic time with Amy
  • Unlimited email support — send Amy your board crisis, donor dilemma, or campaign draft anytime
  • Custom templates built for you — tools tailored to your organization's voice, goals & structure
  • VIP community status — early access to new resources, events & beta features
  • Full group coaching & all-access webinar library
START MY FREE TRIAL

🔒Cancel anytime, no penalty

📚50+ resources, growing weekly

🎓15+ years of CFRE expertise

💜100% senior-level delivery

📦 Full Resource Breakdown

Everything Inside Your Membership

50+ ready-to-use resources organized by topic — and growing every week. See exactly what you get before you start your 5-day free trial.

📖
7
Course Lessons
📄
15+
Templates
📊
5
Dashboards
🧰
50+
Total Resources
📣
Annual Campaign
7 resources
📖 Lesson
Building Strong Annual Campaigns
Full lesson on campaign strategy, segmentation, messaging, and execution timeline.
📖 Lesson
Building a Strong Annual Fundraising Plan
Set your goals, build your calendar, and align your team around a winning plan.
📄 Template
Annual Campaign Plan Template
Fillable framework covering goals, timeline, segmentation, and messaging.
📄 Template
Annual Campaign Ask Letter
Plug-and-play solicitation letter with proven structure. Customize in minutes.
📄 Template
Annual Campaign Pledge Card
Print-ready pledge card with recurring gift option. Brand it in under 10 minutes.
📊 Dashboard
Campaign Gifts Calculator
Reverse-engineer your goal into exact gift ranges and ask amounts.
🧰 Toolkit
Annual Campaign Toolkit
End-to-end bundle: strategy, communications, stewardship, and wrap-up.
💰
Major Gifts
10 resources
📖 Lesson
Major Gifts
Full cycle — identification, cultivation, solicitation, and stewardship.
📄 Template
Philanthropy Brief Template
Donor briefing document for major gift meetings — giving history, interests, and ask strategy.
📚 Guide✦ New
Major Gifts Handbook
Comprehensive walkthrough of the major gift cycle from identification through stewardship.
📚 Guide
Capital Campaign Planning Guide
From feasibility to quiet phase to public launch. Practical, not theoretical.
📊 Dashboard
Fundraising Activities Dashboard
Monthly tracking for calls, visits, proposals, and gifts. Built for accountability.
📄 Template
Major Gift Solicitation Script
Word-for-word conversation guide for making the ask with confidence.
📄 Template
Donor Cultivation Plan Template
Track your moves management steps for each major gift prospect.
📄 Template
Gift Agreement Template
Formalize major gift commitments with a clear, donor-friendly agreement.
📊 Dashboard
Major Gift Prospect Tracker
Portfolio management dashboard to track cultivation stage, capacity, and next steps.
📚 Guide
Donor Stewardship Playbook
Systems for acknowledgment, recognition, and retention across all gift levels.
🎁
Planned Giving
11 resources
📖 Lesson
Planned Giving
Start or strengthen a planned giving program — without needing a law degree.
📄 Template
Planned Gift Inquiry Letter
Open the conversation about legacy giving with a warm, non-pressured approach.
📄 Template
Legacy Society Welcome Letter
Acknowledge and celebrate new planned gift commitments with a meaningful welcome.
📄 Template
Bequest Intention Form
Simple, non-binding form for donors to record their planned gift intention.
📄 Template
Planned Giving Stewardship Plan
Annual touchpoint schedule to nurture legacy donors throughout their lifetime.
📚 Guide
Types of Planned Gifts Overview
Plain-English guide to bequests, charitable trusts, annuities, and life insurance gifts.
📚 Guide
Starting a Legacy Society
Step-by-step guidance to create and launch a named legacy giving program.
📚 Guide
Planned Giving Conversation Guide
How to introduce planned giving naturally in donor meetings — including scripts.
📊 Dashboard
Planned Gift Pipeline Tracker
Track known and prospective planned giving commitments by stage and estimated value.
🧰 Toolkit
Planned Giving Starter Toolkit
Everything you need to launch a planned giving program from scratch.
📄 Template
Planned Giving Policy Template
Board-ready policy template covering gift acceptance, management, and recognition.
🔍
Prospect Research
3 resources
📖 Lesson✦ New
DIY Prospect Research
Identify, qualify, and prioritize donors using free and low-cost tools. No consultant required.
📄 Template
Prospect Research Summary Template
One-page donor profile template — capacity, affinity, and connection at a glance.
📚 Guide
Free Prospect Research Tools Guide
Curated list of free databases, public records, and search strategies for any budget.
👥
Staffing & HR
5 resources
📖 Lesson
Staffing & Managing Your Development Department
Build, staff, and manage a high-performing development team.
📄 Template
Development Job Descriptions
Customizable descriptions for 8 development roles. AFP-aligned competencies.
📚 Guide
Interview Guide for Development Roles
Behavioral questions and scoring rubric for every development hire.
📊 Dashboard
Staffing Budget Calculator
Determine staffing levels and compensation ranges for your organization's budget.
📚 Guide
90-Day Onboarding Plan
Structured roadmap for new development professionals — checkpoints, goals, coaching prompts.
📁
Policies & Compliance
4 resources
📖 Lesson
Policies and Procedures
The essential policies every development shop needs — and how to implement them.
📚 Guide
Resource Development Policies Checklist
Audit your policies against AFP best practices. Know exactly what you're missing.
📚 Guide
AFP Code of Ethical Principles
Official AFP ethics code with practical application context for your development shop.
📚 Guide
AFP Donor Bill of Rights
The foundational donor rights document every development office should practice and share.
🚀 Coming Soon — Added Weekly
🎨 Canva Donor Templates
📧 Email Nurture Sequences
📱 Social Media Content Guide
🤝 Board Development Lesson
🎤 Board Training Slide Deck
⭐ All-Access Includes Everything in Tier 1, Plus
Direct Access to Amy.
Every Month.
All 40+ resources from Tier 1 are included. What makes All-Access different is the human element — live coaching, group strategy sessions, and a community of peers who get it.
🎯
One 60-Min Coaching Call/Month
1:1 with Amy, every month
💬
Weekly Office Hours
Tuesdays at noon ET — live Q&A
🎓
Monthly Live Training Webinar
+ replay access for members
👥
Private Community Forum
Peer support + group coaching
📣
Annual Campaign
7 resources
📖 Lesson
Building Strong Annual Campaigns
Full lesson on campaign strategy, segmentation, messaging, and execution timeline.
📖 Lesson
Building a Strong Annual Fundraising Plan
Set your goals, build your calendar, and align your team around a winning plan.
📄 Template
Annual Campaign Plan Template
Fillable framework covering goals, timeline, segmentation, and messaging.
📄 Template
Annual Campaign Ask Letter
Plug-and-play solicitation letter with proven structure. Customize in minutes.
📄 Template
Annual Campaign Pledge Card
Print-ready pledge card with recurring gift option. Brand it in under 10 minutes.
📊 Dashboard
Campaign Gifts Calculator
Reverse-engineer your goal into exact gift ranges and ask amounts.
🧰 Toolkit
Annual Campaign Toolkit
End-to-end bundle: strategy, communications, stewardship, and wrap-up.
💰
Major Gifts
10 resources
📖 Lesson
Major Gifts
Full cycle — identification, cultivation, solicitation, and stewardship.
📄 Template
Philanthropy Brief Template
Donor briefing document for major gift meetings — giving history, interests, and ask strategy.
📚 Guide✦ New
Major Gifts Handbook
Comprehensive walkthrough of the major gift cycle from identification through stewardship.
📚 Guide
Capital Campaign Planning Guide
From feasibility to quiet phase to public launch. Practical, not theoretical.
📊 Dashboard
Fundraising Activities Dashboard
Monthly tracking for calls, visits, proposals, and gifts. Built for accountability.
📄 Template
Major Gift Solicitation Script
Word-for-word conversation guide for making the ask with confidence.
📄 Template
Donor Cultivation Plan Template
Track your moves management steps for each major gift prospect.
📄 Template
Gift Agreement Template
Formalize major gift commitments with a clear, donor-friendly agreement.
📊 Dashboard
Major Gift Prospect Tracker
Portfolio management dashboard to track cultivation stage, capacity, and next steps.
📚 Guide
Donor Stewardship Playbook
Systems for acknowledgment, recognition, and retention across all gift levels.
🎁
Planned Giving
11 resources
📖 Lesson
Planned Giving
Start or strengthen a planned giving program — without needing a law degree.
📄 Template
Planned Gift Inquiry Letter
Open the conversation about legacy giving with a warm, non-pressured approach.
📄 Template
Legacy Society Welcome Letter
Acknowledge and celebrate new planned gift commitments with a meaningful welcome.
📄 Template
Bequest Intention Form
Simple, non-binding form for donors to record their planned gift intention.
📄 Template
Planned Giving Stewardship Plan
Annual touchpoint schedule to nurture legacy donors throughout their lifetime.
📚 Guide
Types of Planned Gifts Overview
Plain-English guide to bequests, charitable trusts, annuities, and life insurance gifts.
📚 Guide
Starting a Legacy Society
Step-by-step guidance to create and launch a named legacy giving program.
📚 Guide
Planned Giving Conversation Guide
How to introduce planned giving naturally in donor meetings — including scripts.
📊 Dashboard
Planned Gift Pipeline Tracker
Track known and prospective planned giving commitments by stage and estimated value.
🧰 Toolkit
Planned Giving Starter Toolkit
Everything you need to launch a planned giving program from scratch.
📄 Template
Planned Giving Policy Template
Board-ready policy template covering gift acceptance, management, and recognition.
🔍
Prospect Research
3 resources
📖 Lesson✦ New
DIY Prospect Research
Identify, qualify, and prioritize donors using free and low-cost tools.
📄 Template
Prospect Research Summary Template
One-page donor profile template — capacity, affinity, and connection at a glance.
📚 Guide
Free Prospect Research Tools Guide
Curated list of free databases, public records, and search strategies for any budget.
👥
Staffing & HR
5 resources
📖 Lesson
Staffing & Managing Your Development Department
Build, staff, and manage a high-performing development team.
📄 Template
Development Job Descriptions
Customizable descriptions for 8 development roles. AFP-aligned competencies.
📚 Guide
Interview Guide for Development Roles
Behavioral questions and scoring rubric for every development hire.
📊 Dashboard
Staffing Budget Calculator
Determine staffing levels and compensation ranges for your organization's budget.
📚 Guide
90-Day Onboarding Plan
Structured roadmap for new development professionals — checkpoints, goals, coaching prompts.
📁
Policies & Compliance
4 resources
📖 Lesson
Policies and Procedures
The essential policies every development shop needs — and how to implement them.
📚 Guide
Resource Development Policies Checklist
Audit your policies against AFP best practices. Know exactly what you're missing.
📚 Guide
AFP Code of Ethical Principles
Official AFP ethics code with practical application context for your development shop.
📚 Guide
AFP Donor Bill of Rights
The foundational donor rights document every development office should practice and share.
🚀 Coming Soon — Added Weekly
🎨 Canva Donor Templates
📧 Email Nurture Sequences
📱 Social Media Content Guide
🤝 Board Development Lesson
🎤 Board Training Slide Deck
🤝 Strategic Partnership Includes Everything in Tier 1 + Tier 2, Plus
Your Dedicated
Development Partner.
Every resource and all Tier 2 coaching benefits — plus two 60-minute sessions per month, unlimited email support, custom templates built for your organization, and direct access to Amy for urgent questions. Up to 3 team members included.
🎯
Two 60-Min Coaching Calls/Month
1:1 with Amy, twice every month
📧
Unlimited Email Support
Between sessions, whenever you need it
🛠️
Custom Template Creation
Built specifically for your organization
👥
Up to 3 Team Members
Full access for your whole dev team
📣
Annual Campaign
7 resources
📖 Lesson
Building Strong Annual Campaigns
Full lesson on campaign strategy, segmentation, messaging, and execution timeline.
📖 Lesson
Building a Strong Annual Fundraising Plan
Set your goals, build your calendar, and align your team around a winning plan.
📄 Template
Annual Campaign Plan Template
Fillable framework covering goals, timeline, segmentation, and messaging.
📄 Template
Annual Campaign Ask Letter
Plug-and-play solicitation letter with proven structure. Customize in minutes.
📄 Template
Annual Campaign Pledge Card
Print-ready pledge card with recurring gift option. Brand it in under 10 minutes.
📊 Dashboard
Campaign Gifts Calculator
Reverse-engineer your goal into exact gift ranges and ask amounts.
🧰 Toolkit
Annual Campaign Toolkit
End-to-end bundle: strategy, communications, stewardship, and wrap-up.
💰
Major Gifts
10 resources
📖 Lesson
Major Gifts
Full cycle — identification, cultivation, solicitation, and stewardship.
📄 Template
Philanthropy Brief Template
Donor briefing document for major gift meetings — giving history, interests, and ask strategy.
📚 Guide✦ New
Major Gifts Handbook
Comprehensive walkthrough of the major gift cycle from identification through stewardship.
📚 Guide
Capital Campaign Planning Guide
From feasibility to quiet phase to public launch. Practical, not theoretical.
📊 Dashboard
Fundraising Activities Dashboard
Monthly tracking for calls, visits, proposals, and gifts. Built for accountability.
📄 Template
Major Gift Solicitation Script
Word-for-word conversation guide for making the ask with confidence.
📄 Template
Donor Cultivation Plan Template
Track your moves management steps for each major gift prospect.
📄 Template
Gift Agreement Template
Formalize major gift commitments with a clear, donor-friendly agreement.
📊 Dashboard
Major Gift Prospect Tracker
Portfolio management dashboard to track cultivation stage, capacity, and next steps.
📚 Guide
Donor Stewardship Playbook
Systems for acknowledgment, recognition, and retention across all gift levels.
🎁
Planned Giving
11 resources
📖 Lesson
Planned Giving
Start or strengthen a planned giving program — without needing a law degree.
📄 Template
Planned Gift Inquiry Letter
Open the conversation about legacy giving with a warm, non-pressured approach.
📄 Template
Legacy Society Welcome Letter
Acknowledge and celebrate new planned gift commitments with a meaningful welcome.
📄 Template
Bequest Intention Form
Simple, non-binding form for donors to record their planned gift intention.
📄 Template
Planned Giving Stewardship Plan
Annual touchpoint schedule to nurture legacy donors throughout their lifetime.
📚 Guide
Types of Planned Gifts Overview
Plain-English guide to bequests, charitable trusts, annuities, and life insurance gifts.
📚 Guide
Starting a Legacy Society
Step-by-step guidance to create and launch a named legacy giving program.
📚 Guide
Planned Giving Conversation Guide
How to introduce planned giving naturally in donor meetings — including scripts.
📊 Dashboard
Planned Gift Pipeline Tracker
Track known and prospective planned giving commitments by stage and estimated value.
🧰 Toolkit
Planned Giving Starter Toolkit
Everything you need to launch a planned giving program from scratch.
📄 Template
Planned Giving Policy Template
Board-ready policy template covering gift acceptance, management, and recognition.
🔍
Prospect Research
3 resources
📖 Lesson✦ New
DIY Prospect Research
Identify, qualify, and prioritize donors using free and low-cost tools.
📄 Template
Prospect Research Summary Template
One-page donor profile template — capacity, affinity, and connection at a glance.
📚 Guide
Free Prospect Research Tools Guide
Curated list of free databases, public records, and search strategies for any budget.
👥
Staffing & HR
5 resources
📖 Lesson
Staffing & Managing Your Development Department
Build, staff, and manage a high-performing development team.
📄 Template
Development Job Descriptions
Customizable descriptions for 8 development roles. AFP-aligned competencies.
📚 Guide
Interview Guide for Development Roles
Behavioral questions and scoring rubric for every development hire.
📊 Dashboard
Staffing Budget Calculator
Determine staffing levels and compensation ranges for your organization's budget.
📚 Guide
90-Day Onboarding Plan
Structured roadmap for new development professionals — checkpoints, goals, coaching prompts.
📁
Policies & Compliance
4 resources
📖 Lesson
Policies and Procedures
The essential policies every development shop needs — and how to implement them.
📚 Guide
Resource Development Policies Checklist
Audit your policies against AFP best practices. Know exactly what you're missing.
📚 Guide
AFP Code of Ethical Principles
Official AFP ethics code with practical application context for your development shop.
📚 Guide
AFP Donor Bill of Rights
The foundational donor rights document every development office should practice and share.
🚀 Coming Soon — Added Weekly
🎨 Canva Donor Templates
📧 Email Nurture Sequences
📱 Social Media Content Guide
🤝 Board Development Lesson
🎤 Board Training Slide Deck
Try it free for 5 days.
Full access to everything. No charge until day 6. Cancel anytime with no penalties — and keep every resource you've downloaded.
Start Free Trial → 📅 Talk to Amy First
LIBRARY

Live Training & Support

Connect with expert guidance through multiple channels—from weekly Q&A sessions to personalized 1:1 coaching calls.
All Members

Weekly Office Hours

Description: Join us every Tuesday at 12pm ET for live Q&A sessions. Drop in with your questions, get unstuck on challenges, and learn from other members’ situations. It’s like having a fundraising expert on speed dial.

Start Your Free Trial
All Access and Strategic Partnership Members Only

Monthly Coaching Calls

Get personalized 1:1 coaching with Amy to work through your specific challenges, develop strategies, and accelerate your results. These calls are completely customized to your needs.
Start Your Free Trial
All Members

Exclusive Members Only Webinars

Bring expert training directly to your board, staff, or conference. Amy’s engaging presentations transform how organizations approach fundraising, with practical takeaways that create immediate impact.

View Upcoming Webinars
Advantages

You're Not Doing This Alone

Connect with a community of development professionals who understand your challenges. Share wins, ask questions, get feedback, and build relationships with peers across the nonprofit sector.

Community Features:

  • Private member forum
  • Peer networking opportunities
  • Resource sharing
  • Success celebrations
  • Problem-solving together
  • Monthly community calls
START YOUR FREE TRIAL
SCHEDULE A CONSULTATION

Which Membership is Right for Me?

What if I need to cancel?
You can cancel anytime with no penalties or fees. Your access continues through the end of your billing period.
Absolutely! You can change your tier at any time. Upgrades take effect immediately; downgrades take effect at your next billing cycle.

Yes! Organizations with budgets under $500K qualify for a 20% discount. Contact us for details.

Start with the free trial of Tier 1. You can always upgrade later. Or schedule a free discovery call and we’ll help you decide.
Once you join, you’ll receive a recurring Zoom link. Sessions are every Tuesday at 12pm ET and recorded for members who can’t attend live.
Tier 1 and 2 are for individual use. Tier 3 includes access for up to 3 team members. Contact us for enterprise team options.
Membership provides resources and group support. Consulting is hands-on, customized project work. Many clients do both!
No long-term contracts. Monthly memberships are month-to-month. Annual plans are paid upfront but save you 20%.

Our Resource Library tier is perfect for beginners. Start with our foundational courses and templates, then upgrade to coaching when you’re ready.

Individual memberships are for single users. We offer team pricing for 3+ users – contact us for a custom quote.

 Yes! While based in the US, our resources and coaching support nonprofits globally. All coaching calls are virtual via Zoom.

Any and all nonprofits are welcome!

Most members implement their first strategy within the first week and report increased confidence immediately. Fundraising results typically improve within 30-60 days.
TESTIMONIALS

Real Results from RD Pro Coach Members

David N.
David N.
Board Member, The Rebuild Project
"The templates alone have saved our team countless hours. We launched our first real fundraising campaign in days—not months. The ROI on this membership is incredible."
Maria T.
Maria T.
Development Manager, Hope Outreach
"Having monthly coaching calls with Amy keeps me focused and accountable. She helps me solve problems I've been stuck on for months. The combination of tools and coaching is exactly what I needed."
Sarah M.
Sarah M.
Executive Director, Community Care Network
"Amy has become an essential part of our development strategy. The Strategic Partnership gives us access to expertise we couldn't afford to hire full-time. We've increased our donor retention by 30% in six months."