Run appeals and fundraising events with a plan, a budget that adds up and real thanks
A complete kit for small and mid-size nonprofits: a 9,900-word e-book with the method, plus the workbook, calculator, forms, templates, messages and print pack to run a campaign or an event from the first plan to the last thank-you.
- A 17-sheet Fundraising Workbook: plan by stream, campaigns, donors with consent flags, gifts with days to thank, moves, retention, reactivation, events, sponsors and dashboards
- An event break-even and ticket price calculator (7 sheets) that tells you how many people must come before you book anything
- 61 ready-to-edit messages, a case for support and appeal templates, a sponsorship package, a run sheet and policy starters, all brand-ready
- A 5-page event-day print pack, four fillable forms, a KPI card, a dated country rules sheet, a calendar and a task board
The Fundraising Campaign and Event Kit · Bodhih Pro Kits · 260 by Bodhih Training, trainers to 2,000+ companies since 2008.
How do you plan a fundraising campaign or event for a small nonprofit?
Set a target by income stream, write a true case for support, brief each campaign on one page with a goal built from your own numbers, test every event for break-even before booking, thank every gift within 48 hours and track retention. The Fundraising Campaign and Event Kit from Bodhih Training gives you the method and the tools.
Want the full free guide first? Read How to plan a charity fundraising event that covers its costs.
You already feel the problem. Here is what it is costing you.
A target with nothing behind it
The board agrees a number, but nobody knows which streams it depends on, what it will cost or who will do the work. By September everyone is anxious and nobody can say why.
Events that lose money quietly
The venue is booked before anyone works out break-even. The room is half full, the raffle saves the night, and the real cost in staff time never appears anywhere.
Thank-yous that arrive in a fortnight
Gifts sit in three systems and a shoebox. Thank-you letters wait for the one person who can print them, and donors quietly stop giving.
Stories and data that worry you
You are not sure which photos you may use, who agreed to email, or whether a raffle at your event is even allowed where you are.
Picture the next few weeks with the kit open beside you.
Imagine the next board meeting. As you open the Fundraising Workbook, the plan sits on one screen: each income stream with its target, its cost, its owner and a Check column that already tells you which stream is behind. When a trustee asks where the money will come from, you simply scroll.
Picture the next event idea arriving. Before anyone books a venue, you type the costs into the break-even calculator and read the answer: how many people must come, what happens at 70% of expected, and whether a sponsor changes the picture. Whether the answer is go, change or park, the decision is made on numbers, not on hope.
Now think of December. The appeal was briefed on one page in October, the letters land early, the emails go out in sequence, and every gift is thanked within 48 hours from the message library. In January the Retention View shows who came back and who needs a warm reactivation letter.
Whether you start with the workbook tonight or the case for support tomorrow, you will be working from one method and one set of tools that fit together.
20 files that do the work for you
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The Fundraising Campaign and Event Kit (e-book, PDF)
The guide: methods, worked examples, scripts and exercises
Start here: fundraising map
The whole campaign and event job in nine steps with the file to open at each, your first hour, 'Brand it in five minutes', your first week and a 30/60/90 day plan.
Fundraising Workbook
17-sheet workbook: settings, annual plan by income stream, campaign planner, donor register with consent flags, gifts log with tax-relief and days-to-thank, moves management, retention by segment, reactivation list, events with break-even and go or no-go, event budget, sponsorship and in-kind, auction and raffle, stewardship log, monthly view and two dashboards.
Event break-even and ticket price calculator
7-sheet calculator: inputs, fixed and per-head costs, six ticket price scenarios with break-even and verdict, an attendance what-if table, ticket mix with average price, and a dashboard with a chart.
Campaign brief
Two-page fillable brief for any appeal, giving day, regular-giving drive or reactivation mailing: need, goal, audience, ask ladder, story and consent, channels and dates, matched funding and a launch checklist.
Event go/no-go and risk assessment
Three-page fillable form: the go or no-go decision with break-even numbers and six scores, a risk assessment table, and the licences, insurance, safeguarding and safety checklist.
Sponsor proposal form
Two-page fillable form for every sponsor or in-kind approach: prospect research and the ethics check against your gift acceptance policy, then the proposal summary, benefits schedule and agreed terms.
Cash count, banking and post-event review
Three-page fillable form: a two-person cash count sheet, the banking and reconciliation sheet for every income source, and the post-event review with the numbers, lessons and thank-you checks.
Case for support and appeal templates
Brand-ready case for support template, a year-end appeal letter, an emergency appeal letter, donation page copy, a reply form and a story consent form.
Fundraising message library
61 ready-to-edit appeals, thank-yous, monthly-giving asks, reactivation messages, sponsor approaches, event invitations, volunteer calls, post-event thanks and hard-moment replies in 10 groups, with brand-ready placeholders.
Event run sheet and sponsorship package templates
Part 1: a brand-ready sponsorship package with tiers, benefits, in-kind options and a confirmation letter. Part 2: the event run sheet from 16 weeks out to the day, roles, cash handling and emergency plan. Part 3: the event-day volunteer briefing script.
Donor privacy, consent, ethics and gift acceptance policy starters
Brand-ready starters for a donor privacy notice, consent wording for forms, online, phone, events and photos, a one-page fundraising ethics and gift acceptance policy, a donor complaints procedure, guidance on donors in vulnerable circumstances and a donation refund policy.
Worked example pack: an animal shelter's year-end appeal and quiz night
The kit's main forms and sheets filled in for one realistic composite case: a small shelter's campaign brief, appeal results by channel, quiz night go/no-go, budget and break-even, cash count, post-event review and the numbers that matter.
AI prompt pack for fundraising
30 tool-agnostic prompts in 9 groups, from planning the year to thanking donors, each with what to paste in and what to check, plus the human review and data rules.
Campaign or event decision card and mistakes to avoid
Which tool for which need, 14 'if this, do this' rows and 20 fundraising mistakes with what to do instead.
Numbers that matter: fundraising KPI card
The 13 numbers a fundraising programme runs on: plain-words definition, exact formula, where each lives in the workbook and what to do if it moves.
Fundraising rules by country (October 2026)
Dated orientation on donor tax relief and receipts, raffles and lotteries, fundraising regulation and codes, consent and safeguarding checks for the UK, US, Canada, India, Australia, Singapore, Kenya, Nigeria, South Africa and others.
Event-day print pack
Five pages to print on the day: a fill-in run sheet wall poster, four volunteer briefing cards, a donation point and cash-handling card, four thank-you script cards and a fill-in 'how your gift helps' table card.
12-week campaign and 16-week event calendar
51 calendar entries: your first week, a weekly Monday review, a 12-week appeal from brief to review and a 16-week event countdown from go/no-go to post-event review. Import into Google, Outlook or Apple Calendar and move the dates to suit.
Fundraising task board
42 tasks for set-up, a 12-week campaign, a 16-week event and retention, ready to import into Trello, Asana, Notion, Planner or Jira.
Chapter by chapter
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
- Format
- PDF e-book + XLSX + fillable PDF + DOCX + printable PDF + ICS + CSV
- Files
- 20 files plus a one-click ZIP
- E-book
- 59 pages
- Works with
- Excel, Google Sheets, LibreOffice, Word, Google Docs, Acrobat Reader, Google Calendar, Outlook, Apple Calendar, Trello, Asana, Notion
- Best for
- Small and mid-size nonprofits, NGOs, charities and social enterprises, worldwide
The Appeal That Arrived Late
Why individual giving deserves a method, and the eight-step fundraising loop on one page.
The Fundraising Plan and the Income Mix
One row per income stream with a target, a cost and an owner; full costs, restricted money and the starvation cycle.
A Case for Support Told with Dignity
An eight-question case for support, an honest ask ladder and stories told with dignity and written consent.
Donors, Data and the Pyramid
One donor register and gifts log, consent that is recorded and followed, the donor pyramid and moves management.
Designing a Campaign
Six decisions for any campaign: need, goal from your own numbers, audience, ask, touches and timeline, plus matches and emergencies.
Digital and Regular Giving
Donation pages, peer-to-peer, crowdfunding, giving days, WhatsApp and UPI, regular giving and receipts.
Choosing and Budgeting an Event
Event formats, fixed and per-head costs, break-even attendance, ticket pricing and the six-gate go/no-go.
Sponsors, In-Kind Gifts, Auctions and Raffles
The ethics check, sponsorship packages, in-kind gifts, auctions and checking raffle rules locally.
Event Day: Run Sheet, Volunteers, Cash and Risk
The run sheet, event-day volunteers, two-person cash handling, risk, licences and safeguarding.
Thank Within 48 Hours: Stewardship, Retention and Reactivation
Thanking within 48 hours, the stewardship rhythm, retention by segment and reactivating lapsed donors.
Ethics, the Numbers That Matter and AI
Fundraising codes and board duties, donors in vulnerable circumstances, the numbers that matter and AI under human review.
Asking Well, Thanking Better
What the method looks like at the end of a month, and where to start tomorrow.
Campaign and Event Countdown Checklist
A 12-week appeal and a 16-week event countdown on two tables.
Not just reading. Tools you will actually open again.
Start here
- 00-Start-Here-Fundraising-Map.pdf: the whole job in nine steps with the file for each, your first hour, 'Brand it in five minutes', your first week and a 30/60/90 day plan
- E-book (PDF): 9,900 words, 10 chapters, a conclusion and an appendix, with 6 illustrations
Workbooks
- Fundraising-Workbook.xlsx (17 sheets): Settings, annual plan by income stream, campaign planner, donor register with consent flags, gifts log with tax-relief status and days to thank, moves management, retention by segment, reactivation list, events with break-even and go or no-go, event budget, sponsorship and in-kind, auction and raffle, stewardship log, monthly view, Dashboard and Retention View
- Event-Break-Even-and-Ticket-Price-Calculator.xlsx (7 sheets): inputs, costs, six price scenarios with verdicts, an attendance what-if table, ticket mix and average price, and a dashboard
Forms (fillable PDF)
- Campaign-Brief.pdf (2 pages): need, goal, audience, ask ladder, story consent, touches and launch check
- Event-Go-No-Go-and-Risk-Assessment.pdf (3 pages): break-even numbers, six scores, risk table, licences, insurance and safeguarding checklist
- Sponsor-Proposal-Form.pdf (2 pages): prospect research, ethics check, benefits schedule and agreement summary
- Cash-Count-Banking-and-Post-Event-Review.pdf (3 pages): two-person cash count, banking reconciliation and post-event review
Word templates (brand-ready)
- Case-for-Support-and-Appeal-Templates.docx: case for support, year-end appeal letter, emergency appeal, donation page copy, reply form and story consent form
- Fundraising-Message-Library.docx: 61 messages for appeals, thank-yous, monthly giving, major donors, reactivation, sponsors, invitations, event-day volunteers, after the event and hard moments
- Event-Run-Sheet-and-Sponsorship-Package-Templates.docx: sponsorship tiers and confirmation letter, 16-week countdown and on-the-day run sheet, volunteer briefing script
- Donor-Privacy-Ethics-and-Gift-Acceptance-Policy-Starters.docx: privacy notice, consent wording, one-page ethics and gift acceptance policy, complaints procedure, vulnerable donors guidance and refund policy
- Worked-Example-Pack-Animal-Shelter.docx: a small shelter's year-end appeal and charity quiz night with every form filled in and real budget numbers
- AI-Prompt-Pack-for-Fundraising.docx: 30 tool-agnostic prompts with what to paste in, what to check and the human review rule
Cheat sheets
- Campaign-or-Event-Decision-Card-and-Mistakes.pdf: which tool for which need, 14 'if this, do this' rows and 20 mistakes to avoid
- Numbers-That-Matter-Fundraising-KPI-Card.pdf: 13 numbers with plain definitions, exact formulas, where they live and what to do if they move
- Fundraising-Rules-by-Country-Oct-2026.pdf: dated orientation on donor tax relief and receipts, raffles and lotteries, fundraising codes, consent and safeguarding checks
Print pack
- Event-Day-Print-Pack.pdf (5 pages): run sheet wall poster, volunteer briefing cards, donation point and cash-handling card, thank-you script cards and a 'how your gift helps' table card
Calendar and import
- Campaign-and-Event-Calendar.ics: 51 entries for your first week, weekly reviews, a 12-week appeal and a 16-week event countdown
- Fundraising-Task-Board.csv: 42 tasks ready for Trello, Asana, Notion, Planner or Jira
When you have worked through it, you will be able to…
Every outcome is practised with a worked example and a tool, not just described.
- You will be able to build a fundraising plan by income stream that shows targets, costs and owners
- You will be able to write a case for support and appeals that are true, specific and respectful of the people you serve
- You will be able to keep one donor register with consent recorded and every gift linked to a campaign
- You will be able to brief a campaign on one page with a goal built from your own numbers
- You will be able to test any event for break-even and make a clear go or no-go decision before booking
- You will be able to run an event day with a run sheet, briefed volunteers and two-person cash handling
- You will be able to thank every gift within 48 hours and track retention by segment
- You will be able to explain your fundraising numbers to your board in plain words
Know your starting point. Prove your progress.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
Three Rooms: Donor, Team and Board
Take the assessment →AssessAll assessmentBusiness Storytelling Work Sample for Managers, Sales and Marketing Professionals
Take the assessment →AssessAll assessmentProspecting Discipline
Take the assessment →JobularySet goals you actually reach with the WOOP method (Jobulary)
Make it a growth plan →A taste of Chapter 9
Thank every gift within 48 hours of it arriving. Make the thank-you personal: their name, the amount, what it is doing, and who you are. Keep the receipt separate, or put it below the thank-you, so that the first thing they read is gratitude rather than paperwork. For gifts above the call threshold on Settings, a person phones (message 11) as well as sending a card or email. First gifts deserve particular care: a first-time donor who feels noticed is far more likely to give again. The Gifts sheet calculates days to thank for every gift and shows "Thank now: overdue" when you pass your target. The Dashboard shows the average days to thank and the share thanked on time. In the sample, 84% of donations were thanked within two days; the late ones were over the Christmas break, which a thanking rota now covers.
The honest comparison
| Free templates and typical advice | This kit | |
|---|---|---|
| Plan | A target number on a slide | One row per stream with target, cost, owner and a weekly Check column |
| Events | Book the venue, hope the room fills | Break-even calculator and a six-gate go/no-go before booking |
| Donor data | Several spreadsheets and a shoebox | One register and gifts log with consent flags, segments and status |
| Thank-yous | A generic receipt weeks later | A 48-hour flag on every gift and 61 messages to send |
| Rules by country | US-only or no mention | A dated sheet for the UK, US, Canada, India, Australia, Singapore, Kenya, Nigeria, South Africa and others |
| AI | Ignored, or used without checks | 30 prompts with a strict human review and data rule |
Made for you if…
- Founders and executive directors of small and mid-size nonprofits, NGOs, charities and social enterprises
- Fundraisers and development officers, including those working part-time or alone
- Programme managers and grants officers who also run appeals or events
- Finance leads and treasurers who want event budgets and fundraising costs to add up
- Trustees and board members who ask for fundraising plans and need to understand the numbers
- Volunteer committees running a charity quiz, gala, walk or fun day
Probably not for you if…
- Organisations looking mainly for institutional grants: The Grant Lifecycle Kit covers those
- Anyone expecting a set amount to be raised: results depend on your cause, supporters and work
- Large professional conferences or volunteer-run public festivals, which have their own Bodhih kits
Built by trainers, tested in real rooms.
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
From here to using it in three steps
- STEP 1
Tap Get the kit
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
- STEP 2
Download instantly
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
- STEP 3
Open the first tool
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
Plan it, ask well, thank fast
Open the Start-here map, spend your first hour on Settings, Plan and your last ten gifts, and send one overdue thank-you today. Whether you begin with the workbook or the case for support, every file you need for the next campaign or event is already in the kit.
Personal licence for the buyer's own use (and use with your own team or clients where the kit says so). Please don't share or resell the files. Team and company licences: solutions@bodhih.com.
What buyers say
No ratings yet. Only people who have bought this kit can rate it - every buyer gets a one-click rating link a couple of days after their purchase.
The Bodhih family, when you are ready for more
The Nonprofit Board Governance Pack
Run a nonprofit board that works.
The Volunteer Programme Kit
Recruit, place, train, support and keep volunteers.
The Monitoring, Evaluation and Impact Report Kit
Show what your programmes change.
AssessAll
250+ AI-graded assessments to measure skills and earn verified credentials.
Jobulary
Individual development plans that start from evidence and stay yours.
Bodhih Training
Run this topic as a live workshop for your team, in person or online.
Pewple
Book a vetted coach for career, leadership or communication. Pay per session.
Bodhih.org pathways
Certification pathways in Applied AI, Workplace English and management.
The Fundraising Campaign and Event Kit: FAQs
Read the free guideAlready bought? Resend my linkCan I use this with my staff, volunteers and trustees?
Yes. The personal licence covers use within your own organisation, including sharing the forms, templates and print pack with your staff, volunteers and board. For several organisations or a network of branches, ask about a company or multi-site licence at solutions@bodhih.com.
Does it work in my country?
The method works anywhere: plans, cases, campaigns, break-even, thanking and retention are universal. The dated country sheet covers donor tax relief, receipts, raffle rules and fundraising codes for the UK, US, Canada, India, Australia, Singapore, Kenya, Nigeria and South Africa in general terms. Laws change, so always check your regulator, local authority and adviser.
Is this legal or tax advice?
No. It is educational and practical. Fundraising regulation, tax relief, raffle law, data protection and safeguarding rules differ by country and change, so the kit keeps specifics in one dated sheet and tells you who to check with. Templates are starting points for your board and adviser to formalise.
How do I work out break-even for a fundraising event?
Subtract any agreed cash sponsorship from your fixed costs, then divide by the ticket price minus the cost per head, and round up. The calculator does this for six ticket prices at once and shows what happens if fewer people come. Leave raffle, auction and donations out of break-even.
How quickly should I thank a donor?
Within 48 hours, personally, with the receipt separate or below the thanks. Larger gifts get a phone call as well. The Gifts sheet flags any gift that passes your target, and the message library has the words.
Will this kit help us raise more money?
It gives you a method and tools that many organisations use to plan, ask and thank well, but it cannot promise any amount. Results depend on your cause, your supporters, your timing and your work.
Does it cover grants and the volunteer programme?
No. Institutional grants belong to The Grant Lifecycle Kit, and recruiting and keeping volunteers all year belongs to The Volunteer Programme Kit. This kit covers individuals, local businesses, community fundraising, events and event-day volunteers.
How should we use AI for appeals and thank-yous?
For drafts, plain-language checks and ideas, never for final decisions. The prompt pack has 30 prompts and a strict rule: a person checks every fact and story, and identifiable donor data never goes into an unapproved tool.
How can I measure my starting point?
AssessAll offers related assessments, sold separately: Three Rooms: Donor, Team and Board (donor stewardship judgment), the Business Storytelling Work Sample and Prospecting Discipline. They can show where you or your team start before you use the kit.
How do I turn what I learn into a development plan?
Jobulary explains how to set goals you actually reach with the WOOP method, which pairs a wish and an outcome with the obstacle and a plan. It is a useful way to turn the kit's 30/60/90 day plan into personal goals for you or your team.
How much does The Fundraising Campaign and Event Kit cost?
₹999 including 18% GST for buyers in India, or $29 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How do I get the files after paying?
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
What software do I need?
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Can I get a refund?
Because it is a digital download, kits are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Can my company buy this for a team?
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
