Resources & Downloads
Getting you started
Wether you’re a funder or charity, beginner or seasoned professional, we can all use guidance in a new arena. We’ve gathered some of our most useful resources and tools to help you get where you need to go.
Event announcement
Corporate Partnerships Masterclass
In partnership with F&P, we’re thrilled to bring this masterclass to Melbourne on Wednesday 29th of April, 9:30–12:30pm.
At the 2025 F&P (Fundraising & Philanthropy) Big4 Sydney Conference, Equitable Philanthropy CEO Catherine Brooks and Gill Whelan, General Manager of the DECJUBA Foundation and Tank Foundation, delivered a Corporate Partnerships Masterclass that generated strong requests for a repeat.
Whether you’re new to corporate partnerships or a seasoned practitioner, you’ll walk away with practical insights and tools to build partnerships that are bolder, deeper, and built to last.
Beyond Sponsorship: Building Brave, Valued-Aligned Partnerships That Last.
Key Resources
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Fundraising & Supporter Engagement Calendar
A twelve month calendar with easy-to-follow monthly steps to help you create better supporter engagements
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Due Diligence Checklist
The critical questions we ask to assess a charity’s readiness for major philanthropic investment.
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Building Financial Confidence in Nonprofit Leaders
An overview of our course helping nonprofit leaders understand finances, funding, and better decision-making.
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Presenting Your Research in Ways Funders Understand
An overview of our course helping researchers communicate their work clearly and confidently to funders.
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AI Funding Course
A downloadable overview of our tailored workshop for CEOs, executives and board directors on how AI is reshaping fundraising and what you need to know
AI Resources
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AI Fundraising Workbook
A workbook of AI tasks highlighting the beneficial role AI can have in fundraising
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AI Prompt Writing Techniques
A guide to improving your prompts and achieving better outputs from AI
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Supercharge your Fundraising with AI
Tools, Templates & Policy Tips to Work Smarter and Build Stronger Donor Relationships
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Pressing:on Podcast
On Leveraging Al to help Charities become Findable and Fundable
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Article: The Disruptors
Technologies to watch in fundraising.
If you’re not an F&P member you can start a free 21-day trial.
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AI Funding Course
A downloadable overview of our tailored workshop for CEOs, executives and board directors on how AI is reshaping fundraising and what you need to know
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AI Checklist and Policy Guide
AI in Fundraising:
Free Resource for the Not-for-Profit Sector -
AI-Note Taking Policy for Board Meetings
A practical template to guide the safe and ethical use of AI tools for board meeting documentation.
Sector Insights
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Ethical Gifting Policy Template
An adjustable template to support the development of your own ethical gifting policy
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Article: Women’s Collective Giving
Why women’s collective giving is a great growth opportunity in fundraising
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Events Toolkit
Smart Event Fundraising: A Toolkit for Purpose-Led Organisations.
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Leading with Purpose Whitepaper
Leadership lessons from the front line of the not-for-profit sector
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Transitioning to Social Enterprise
Strategic guide for transitioning a For-Profit company into a Social Enterprise.
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Faith, Finances, & Fundraising Whitepaper
Managing Donations, Bequests and Deductibility in Australian Religious Institutions
Webinar
AI in Fundraising – Navigating the Tech Transformation
Catherine, in conjunction with The Institute of Community Directors Australia (ICDA), recently hosted a thought-provoking webinar, Artificial Intelligence in Fundraising: Navigating the Tech Transformation. Catherine highlighted how AI is an active force reshaping fundraising, and explored both the benefits of AI, such as improved personalisation, efficiency, and revenue growth, and the challenges it raises for ethics, privacy, bias, and governance.
Listen now
We recently featured on the wonderful podcast, pressing:on.
Listen below or head over to Spotify to catch the episode.
