Resources

Playbooks, guides, templates, and much more to help you grow

Planning

Fund Management Maturity Model

Roadmap for nonprofits to advance fund management practices.

Report

Global Benchmarking Survey Results 2025

Insights from annual Fund Management survey.

Course

Fund Management Masterclass

Peer-led learning experience for fund management.

Guide

Fund Management Playbook

Editable templates and a step-by-step best practices guide.

Tools to help you in your work

Guides & Playbooks

Guide

Mission to Metrics: A Primer in Adv. Operations KPIs

Track performance in advancement operations.

Guide

Fund Metrics Cheat Sheet

Reference for key fund health and engagement metrics.

Guide

Build it or Buy it: A Tech Strategy Guide

Decide whether to build or buy advancement tech.

Training

How Endowments and Current-use Funds Work

Editable training doc to share with your team.

Planning & Templates

Planning

Impact Reporting Checklist

Essential steps to prepare for impact reporting.

Template

Donor Engagement 2026 Calendar

Plan stewardship touchpoints and milestones.

Template

Executive Case for Support

Get leadership on board with better fund management.

Planning

Impact Report Canvas

Plan impact reports ahead and avoid deadline stress.

Extended Reading: Industry Articles

PARTNER: DRG

Endowed Fund Compliance

Plan and report with confidence while safeguarding donor intent.

OP-ED

The Death of Advancement Services

Why traditional advancement services are fading...and what’s next.

INDUSTRY RESEARCH

Trust in Civil Society Report 2023

Key insights on public trust in nonprofits and civil society.

PARTNER: ALEX HAAS

Fundraising Counsel: Endowment Compliance Audits

Strengthen accountability and compliance through expert audits.

OP-ED

The True Cost of Manual Work

Manual processes drain resources, uncover the hidden costs.

PARTNER: BWF

Donor Experience in your Fundraising Program

Proven strategies for building meaningful donor experiences.

Guide

AHP Standards Manual

Your go-to reference for consistent, reliable fundraising practices.

PARTNER: CASE

Fund Management Roundtable Key Findings

Highlights and insights from leaders shaping fund management.

Turn every dollar in to impact

Schedule a call and let's discuss how FundMiner can help.

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