Fayruz Benyousef Consulting

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General Resources

Directions: Click the download button to open a preview page of each resource. On that preview page, click the blue “USE TEMPLATE” button in the top-right corner to open the resource in Google Docs and start customizing it to your needs! It can be exported as a Word document, a PDF, or printed.

Templates contain our logo as a placeholder. When using them, please feel free to remove the FBC logo and insert your organization’s logo in its place. Highlighted content will also need to be personalized for your unique project.

NEW CLIENT CHECKLIST: A list of documents and resources for FBC to learn about you and your organization.

OVERVIEW OF ENGAGEMENT DELIVERABLES: A template to manage timelines and expectations for our work deliverables.

ROLES AND RESPONSIBILITIES – BOARD & PROFESSIONAL TEAM: An outline of the projected commitments (both tasks and time) for board members, professional team members, and the FBC team.

SAMPLE TEAM MEETING AGENDA: An outline for a standing weekly or monthly meeting agenda.

SAMPLE MEETING NOTES TEMPLATE: A template that provides structure to capture the core discussion points and the follow-up action items for all meeting participants.

We believe in methods (and intuition).

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Thank you!

We hope these resources can help you start thinking about how to bring your dreams to life.

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CAPITAL CAMPAIGN READINESS QUESTIONNAIRE

Are you ready for a Capital Campaign? Take FBC’s quiz to determine if your organization is ready. Also included in the questionnaire is suggested reading to further equip nonprofit organizations that are considering a major gift initiative.

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INSIGHT FOR MAJOR GIFT PROGRAMS

In times of economic uncertainty, we have seen a shift in major giving trends. FBC polled over 100 philanthropists both in Texas and throughout the nation to understand their approach to giving in the current economy. Utilize their insight to further your major gift program.

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A FUNDRAISING WORKBOOK FOR UNCERTAIN TIMES

When was the last time you reassessed your personal goals and those of your organization? Clear thinking has never been more important and you may now have the time to do it. Let FBC be your guide as you take time to complete this complimentary Fundraising Workbook for Uncertain Times.