The following checklists and tips cover a range of board and fund development, and facilitation areas and can be used for planning and discussion purposes.  Please feel free to download and share these tools:

Board Development


Fund Development


The following websites are Lisa’s favorites and offer guidance, information and connections. Please e-mail Lisa and share your favorite websites:

  • Association of Fundraising Professionals – fundraising profession’s premier international association; website is rich with tools, latest fund development trends and more.
  • BoardSource – everything you need to know and all the tools and techniques you’ll ever need around boards and board development.
  • The Center on Philanthropy at Indiana University – a great source of cutting-edge research and its practical applications, along with seminal trainings offered across the country.
  • Chronicle of Philanthropy
  • CompassPoint Nonprofit Services – a nonprofit that offering training in areas ranging from finance to fund development with a website rich in tools and resources.
  • Development Executives Roundtable – a friendly San Francisco professional association offering monthly educational luncheons and a variety of free professional resource and support groups.
  • Foundation Center – a national nonprofit with many regional offices offering soup to nuts information and many free trainings on foundation grant seeking and a host of other areas.
  • Grassroots Fundraising Journal – you’ll find just about everything you want to know about grassroots fundraising on this website, rich with back articles and training opportunities.
  • TechSoup – from choosing fundraising software to figuring out how to best use social networking, this is the site for you.