THE WORKING LIBRARY
Take the work
with you.
Start from a finished example. Leave with your next action.
ALL TOGETHER / XLSXThe Fundraising Atlas WorkbookEight sheets · Filled examples, blank records and retention calculationsIncludes promises, donor welcomes, introductions, story briefs, retention counts, a sample donor-ID comparison and weekly capacity planning. The StartHere sheet explains how to use each one.
The messages and donor records are fictional examples. Replace them before use, and keep working records in your team’s approved system.
Choose one job
Who Promised What?
A complete handoff and delay email, with the original deadline kept visible.
The Second Gift Starts Here
A welcome email, a dated schedule and a handoff record.
One Introduction, Ready to Make
A permission request, introduction, receiving reply and pause message.
One Story, Ready to Send
A complete update, source checks, a request for missing facts and an editable template.
Before You Call Them Lapsed
A cohort comparison, a board-report paragraph and an investigation record.
Markdown guides open in a text editor. CSV records open in a spreadsheet. The interactive handoff and donor-list tools run in your browser; they do not send your entries to Gratona.
When choosing a CRM, take one of these exercises into each vendor demo and check what your team can complete. The nonprofit CRM comparison guide includes sample records, a vendor scorecard, and questions about migration and cost.