Templates

Privacy Impact Assessment Template: Download a set of screening questions which ICO have produced and are intended to help you decide whether you should carry out a Privacy Impact Assessment on your activity. Answering ‘yes’ to any of the questions is an indication that a PIA would be a useful exercise. You can expand on your answers as the project develops if you need to.


Prospect Research Solicitation Plan


Commercial Participator Agreement (3 Party):  Standard form of agreement between a charity, its trading company and a commercial participator



 Simple 2 Year Fundraising Strategy & Plan


Sample Timeline: Integrated Year-end Fundraising Campaign


Logo everyactionDon’t have a CRM database?  Download this excel spreadsheet that covers Donor Development Goals and Exploring Fundraising Opportunities which might be of use to you. You can expand the different sections to meet your charity’s individual needs.