The Fundraiser’s Toolbox

You know that fundraising is hard work. To be successful you need to be well equipped to take on all its challenges. At SOFII, we thought you might like some help. So we’ve put together this fundraiser’s toolbox that we’ll be filling with essential examples, formats, articles, case studies, ideas and tips that we think every fundraiser should know about.

Direct mail clinic #6 – Tis the season

by Carolina Herrera

It’s time to talk about one of the most important appeals of the year! Whatever you call it – Holiday, Festive, Christmas or End of Year – the campaign you mail in December often makes up a big part of your annual income target. 

Read more

Direct mail clinic #7 – What is mezzo fundraising?

by Carolina Herrera

In this next instalment of the AOG direct mail clinic series, John Lepp wants to talk to you about your middle or mid value donors. These donors are so important to your organisation, and fundraisers shouldn’t fall into the trap of sending them a standard appeal. 

Read more

Direct mail clinic #8 – It’s called a ‘reply’ form for a reason

by Carolina Herrera

In this session, John looks at the anatomy of a great, well performing, reply form and the things that need to be on it to make it work.

Read more

Direct mail clin­ic #9 – How deep is your nerdiness?

by Carolina Herrera

Yes, John Lepp admits he’s a direct mail nerd. And now that he’s got that confession off his chest, he wants to share as many nerdy fundraising things as possible in this clinic. It’s full of tried and tested direct mail tricks.

Read more

Direct mail clin­ic #10 – The direct response super-hack

by Carolina Herrera

If you’re tired of telling stories from your chief executive or director’s point of view, then you need to watch this video. Because too often, the voices we use (and their tendency to speak professionally) can get in the way of our storytelling AND our fundraising. 

Read more

Direct mail clin­ic #11 – Thank you

by Carolina Herrera

Congratulations, you’ve made it to clinic #11. That means you have learned a lot about direct response. But as John says himself… this clinic is the most important one.

Read more

Special direct mail clinic – The one with Ken Burnett (on relationship fundraising!)

by Carolina Herrera

In this first special direct mail clinic, John Lepp welcomes Ken Burnett for a chat. Ken talks to you about his newly revised and third edition of Relationship Fundraising – and explains why the book is increasingly relevant to fundraisers today. This clinic really could help shape the future of your fundraising, enjoy!

Read more

Spe­cial direct mail clin­ic – The one with Rachel Zant (on feelings!)

by Carolina Herrera

In the next spe­cial direct mail clin­ic, John Lepp and Rachel Zant talk to you about the importance of infusing emotion in your appeals. Yes, this clinic explores all the feelings - from happy to sad and everything in between. If you want to ensure your appeals are emotive and effective in 2026, this is a great place to start. 

Read more

Spe­cial direct mail clin­ic – The one with Danielle Wallace (on typography!)

by Carolina Herrera

Join John Lepp and his guest Danielle Wallace to look at the weird and wonderful world of typography. In this special direct mail clin­ic, Danielle starts by calling typography the ‘unsung hero of direct mail’, before giving you some tips that will help ensure your donor actually reads what you’re sending them.

Read more

The IUCN and Lacoste: ‘Save Our Species’ partnership

by Manon Oliver

The results of this partnership speak for themselves. Funds raised – tick. Awareness raised – tick. Endangered species saved – tick. Keep reading to find out why Oxfam’s Manon Oliver admires what is a truly creative collaboration. 

Read more

As younger donors step up to donate, are charities ready for them?

by Anjali Bewtra

Younger donors are ready to give to charities, but delivering fundraising messages in the right way could make a big difference to if they choose your cause. Blue State’s Anjali Bewtra shares what fundraisers should consider when communicating with younger donors, as well as examples of charities that are already doing it well. 

Read more

The Wizard of Oz – key advice for legacy fundraisers

by Chris Millward

Join Chris Millward as he steps inside a classic film for take a walk along the ‘yellow brick road’. While doing so, he’ll take you on a journey towards legacy fundraising success.

Read more