Event Planning Essentials Toolkit

Focus:

Plan and host a simple, stress-free fundraising event that builds real momentum for your mission.

 

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Released the first week of the month.

Related Templates

Events Essentials Template Pack

Event Marketing Plan Template

Break down your event promotion into manageable steps. Includes a timeline, messaging checklist, and suggested outreach channels.

Hosting a Small Fundraising Event Checklist

Covers everything from confirming your venue to prepping your team. Stay on track with a 4-week and 1-week countdown version.

Event Day-of Checklist

A step-by-step run-of-show checklist so you know what’s happening, when, and who’s responsible—no surprises!

Post-Event Donor Follow-Up Template

Includes customizable thank-you language and invitation to deepen the relationship. Use for donors, volunteers, or sponsors.

Event Communications Script Pack

Included Scripts:

Save-the-Date Email
→ Sent 3–4 weeks before the event
→ “We’d love to see you there!”

Formal Event Invitation Email
→ Sent 2 weeks out
→ With RSVP instructions or link

Reminder Email
→ Sent 1–2 days before event
→ “Can’t wait to see you tomorrow!”

Post-Event Thank-You Email
→ Sent within 48 hours
→ With appreciation and next steps

Creator Notes

These templates are designed for beginner-to-intermediate nonprofit founders who are hosting events with minimal staff and budget.

Tools are modular—you can use one or all depending on event size.

Designed with a “build-your-own-event” feel so founders don’t feel locked into a certain type of event or format.

Bonus for All Access Members: Sponsorship Starter Pack

 

Most founders assume sponsorships are only for galas and golf tournaments, but your small event is just as worthy. You just need the right language and simple tools.

This Sponsorship Starter Pack makes it easy to pitch your event to potential sponsors, offer meaningful benefits, and keep them coming back year after year.

✅ What’s Inside:

  • Sponsorship Interest Email Script
    A short, friendly email you can send to local businesses to gauge interest before creating a full proposal.

  • Basic Sponsorship Proposal Template
    A 1-page editable outline that includes mission, event overview, sponsor benefits, and a call to action.

  • Sponsor Benefit Menu
    A customizable list of sponsor recognition options so founders can confidently offer tiered or à la carte options.

  • Sponsor Thank-You Email Template
    A simple, professional message to close the loop and build long-term relationships after the event.

How to Use It:
Send the interest email, customize the proposal with your event details, and offer your sponsors real value in exchange for their support. Designed for founders who need quick wins with minimal effort.

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Released the second week of the month.

Related Guides

📘Planning a Small Nonprofit Fundraising Event 

Standard and All Access Members

Planning a fundraising event doesn’t have to mean late nights, big budgets, or spreadsheets you’ll never finish. This guide walks you through how to host a simple, effective event that matches your goals and capacity. Whether you’re organizing a small gathering, a virtual Q&A, or a mission-driven fundraiser, this step-by-step guide helps you choose the right format, plan without overwhelm, and actually enjoy the process. Designed for founders doing it all—with real-life tips and clear next steps.


📘 Advanced Event Planning Strategies for Small Nonprofits

 All Access Members

Already hosted a few events and want to do more with them? This expanded guide goes beyond logistics and dives into strategy. Learn how to craft a donor-focused experience, build event sponsorships without a corporate partner list, and create follow-up systems that turn first-time attendees into long-term supporters. If you’re ready to move from “let’s get through this event” to “let’s use this to grow our base,” this one’s for you.

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Released the last week of the month.

Masterclass

🎓 Masterclass: Plan a Small Fundraising Event That Actually Works

Live on July 31, 2025 at 2 pm via Zoom | Replay available Aug 1 

Standard and All Access

Think you need a gala to raise money? Think again. In this practical, founder-friendly masterclass, you’ll learn how to plan a small, impactful fundraising event from start to finish—without spreadsheets, burnout, or a big team. We’ll cover how to choose the right event for your goal, create a simple promotion timeline, and design an experience that feels personal (not pressured). Perfect for founders doing it all or anyone planning their first or second event.

You’ll walk away with:

  • A clear event goal and success benchmark

  • A plug-and-play plan you can adapt to any format

  • Simple follow-up strategies to turn attendees into supporters

Whether you’re weeks away or just starting to think about your first event, this masterclass will help you feel confident, prepared, and in control.

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Standard and All Access Members

July’s AI Kit

🤖 AI Kit: Event Promo + Follow-Up Toolkit

Theme Alignment: July – Event Planning Essentials

Use AI to take the pressure off your event communications. This month’s AI Kit includes plug-and-play prompts and tools to help you draft compelling event invitations, social media promos, and donor follow-ups—in minutes, not hours. Whether you’re promoting a casual meet-and-greet or a virtual fundraiser, this kit gives you a fast way to write clear, engaging content that gets people to show up—and support.

What’s Inside:

  • 📝 Mini SOP: Using AI to write event invites + follow-up emails

  • 💬 Prompt Templates:
    → Write an event invitation that matches your tone
    → Create a 3-post social media promo series
    → Draft a post-event thank-you with a soft ask

  • ⚡ Fast-Action Tool: 30-Minute Event Promotion Generator

Write less. Save time. Get back to the mission.

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