Free Resources
Get the tools you need to keep your organization moving forward today!
We've compiled a list of tools for you to utilize depending on what you need. Have questions? Join us in our Private Facebook group where we talk about online fundraising and share the good, the bad and the ugly.
Download our Freebies
(Click Image to download PDF)
9 Ways for Non-Profits to Raise More Money Online
Website Monthly Maintenance Checklist
Tools of the Trade
Project Management
Trello
Beginner, Intermediate, Advanced
Trello is a kanban style program that is great for individual projects as well as team/client projects. You can invite people to individual boards so they only see what is relevant to them. It has lots of great options for “PowerUps” which is it's integration to things like Google Drive, Slack, Dropbox and so much more.
PROS
Really easy to learn and get started. Their inspiration page has tons of templates if you get stuck.
Cons
If you're managing a lot of different projects, you can't see the whole picture view of what's on your plate, only what's on a particular board. Also – if you like looking at things in different views, there aren't a lot of options here. Really just the card view and calendar view.
Pricing
lots of options with the Free version, to add more features it's $9.99/month per user (when paid annually)
Asana
Beginner, Intermediate, Advanced
Asana is another really popular choice for it's ease and flexibility. You can easily create templates for tasks that are repeated over and over and it also integrates into several different solutions.
PROS
It is a really robust platform with lots of options. It can be utilized in so many ways and support all different types of organizations. You can also create templates for tasks or events that you repeat.
Cons
It can be overwhelming to set up. Because there are so many tools inside the platform you can get overwhelmed with where to go and how to start.
Pricing
there is a great free option so you can try it before you fully commit. After that it's roughly $10.99/month per user (when paid annually).
ClickUp
Intermediate, Advanced
ClickUp is a newer platform that we personally use here at The First Click. It's really robust and has a lot of integrations. We love being able to see so many different views, create templates and have chat all within the same platform.
PROS
This can replace a lot of other platforms that your team might be using. You can view in kanban, list, and view certain projects or see what everyone has going on all at once. Chat functionality really works well to keep everyone on task and notified. We also love using goals to celebrate as a team when we reach certain metrics and also know when we might be falling behind. New features are being added weekly.
Cons
Because it's so robust it can take a bit longer to get onboarded. You have a lot of options for organization so we did have to play with it a few times before we found what worked for us. With so many changes happening all the time it is also sometimes hard to find things when they move.
Pricing
We have clients that have used the free version forever. Outside of that, at only $5/month per user (if paid annually) it's a really affordable program.
Email Marketing
ConvertKit
Beginner, Intermediate, Advanced
ConvertKit is great for creatives and people that want more of a plain text email creator. It features landing pages, opt-ins and has a great visual automation builder.
PROS
It's easy to use and has a very simple interface that you can onboard quickly. The plain text editor makes it fast and simple to create engaging emails. Automations are simple and easy to create as well.
Cons
Not the best platform for product or eCommerce based programs. Reporting also isn't as robust on regular plans and they do charge quite a bit more to have the added reporting.
Pricing
their free account allows you to take advantage of most of their features (except for automations and integrations). After that it's $25/month for up to 1,000 subscribers (when paid annually).
ActiveCampaign
Intermediate, Advanced
ActiveCampagin has a robust email marketing platform that can also include a robust CRM. The create numerous automation “recipes” that make it easy to set up your automations. It has great integrations with eCommerce and can be a great option if you're a product based business.
PROS
Their customer service is amazing and they provide a lot of levels of support and onboarding so you can have something set up and running quickly. Their reporting is robust and automations will save you and your team a lot of time.
Cons
If you're a smaller organization it might have more than what you need. Make sure you buy the plan that fits with where you're at so you don't pay for features you aren't using.
Pricing
pricing starts at $9/month (when paid yearly) for up to 500 contacts.
mailchimp
Beginner, Intermediate
MailChimp is an extremely robust platform. It has a visual drag and drop builder and offers automations, landing pages and forms. They also have a robust reporting.
PROS
The platform integrates with almost anything that you're using. The email builder is easy to use even if you aren't a designer. You can create several different types of automations and their eCommerce reporting/products are great.
Cons
It's a little clunky to use and their lists and tagging isn't easy to organize. It's also hard to navigate and find things at times. Also keep in mind that you pay for your subscribers based on how many lists you have. So one person on multiple lists will cost you for each list.
Pricing
they have a free account which doesn't allow use of many of the features. After that it is $9.99/month for up to 500 contacts.
Hosting
SiteGround
Beginner, Intermediate, Advanced
SiteGround offers hosting, WordPress hosting and cloud hosting. This means your website can grow with them and you won't have to change platforms. They also offer domain purchases, a CDN, and great security.
PROS
They have amazing customer service and are available via chat 24/7. For the non-tech people it's a great resource to keep your website up and running smoothly.
Cons
We don't really have any. This is our preferred platform and they've done great for us.
Pricing
it will vary depending on the different products you purchase but hosting starts at $6.99/month for 1 website.
FlyWheel
Beginner, Intermediate, Advanced
Flywheel is a hosting company geared towards WordPress websites. They also have staging features and free demo sites.
PROS
Easy to use dashboard makes it easy for beginners to get started and has all the features you'll need as your website grows. They will also help you with migrating your site over from your existing hosting company (similar to SiteGround).
Cons
You can't purchase your domain through the platform so you'll have to purchase that somewhere else. You'll also need to ensure that your SSL certificate is purchased through that same company.
Pricing
Plans start at $23/month (when purchased annually) for 1 website.
WP Engine
Beginner, Intermediate, Advanced
WP Engine is a popular hosting platform that is robust. They will assist you with the maintenance of your website as well. Their platform is designed around agility, performance, intelligence and integrations.
PROS
Updates your WordPress software automatically. It also has great staging areas for testing plugins and themes. With a free 60-day trial you can get a good idea of the platform fore you comment. They also have great customer service.
Cons
This is definitely not the cheapest platform to use. For beginners especially, one of the other platforms might be a better place to start.
Pricing
Plans start at $25/month (when billed annually) for one website.
GoDaddy
Beginner, Intermediate, Advanced
GoDaddy is definitely an industry leader. They offer a full suite of products and you can do everything from purchase your domain to building your website and managing email all inside GoDaddy.
PROS
It's one stop shopping for everything your business needs.
Cons
They have terrible customer service. Their pricing is also a bit misleading. You'll have to pay for each additional service, including your SSL certificate, which can get costly.
Pricing
This varies greatly depending on the products and services you purchase. For WordPress hosting it starts at $6.99/month (when you purchase annually).
Video Recording/Broadcasting
Zoom
Beginner, Intermediate, Advanced
Zoom is a video conferencing platform that has many uses. We use it for croup coaching, Podcast recording, Live Q&As and more. You can also add on a Webinar option for an additional monthly fee.
PROS
Zoom is a versatile tool that you can use for virtual meetings, training sessions and anything else you need to do online. It's easy to use and has great chat functionality as well as polls for webinars and Q&A sessions. We love it for podcast recording becuase you have the ability to record separate audio files for each person.
Cons
Zoom has come under fire for their security issues earlier this year. While this has been fixed it can sometimes be goofy when you log into meetings. You also have to make sure you're paying attention to the links for rooms you've created so you all end up in the same place.
Pricing
Zoom is free for up to 100 participants and 30 minutes. For added features, it's $149.90/year.
Demio
Beginner, Intermediate, Advanced
Demio is a webinar platform. It has a beautiful interface that allows for interaction with your attendees in chat. You can also easily upload your presentation or share your screen in conjunction with your video.
PROS
Easy to use and set up. It gives you great analytics and interaction with your attendees. You can also automate reminder emails to your audience to increase the percentage of those that show up.
Cons
You do have the option to customize the look and feel of the room and your emails but it's really limited. You may want to automate in your email software as opposed to Demio.
Pricing
$34/month when paid annually for a 50-attendee room.
Loom
Beginner, Intermediate, Advanced
Loom allows you to record screen shares. It can be great to record tutorial videos for onboarding new employees or to provide additional customer support. You can also use it to record yourself and easily share thank you videos to donors. If you pay for it you can also add calls-to-action and custom branding.
PROS
When you download the Chrome plugin or if you use Google for your email, it's a one-click step to get started. Recording is very easy and the links embed beautifully in email. You'll also get notification when someone has viewed your video to help you with follow up.
Cons
It takes a couple of times to get comfortable with the settings to get the videos that you want.
Pricing
You can record up to 100 5-minute videos for free. If you need added features or longer legnth it starts at $8/month (when builled annually).
Stock Photos
Pexels
Beginner, Intermediate, Advanced
Pexels curates stock photos and videos by curators. You can search for photos you need and pick the ones, license-free, that match your brand.
PROS
They have a wide variety of images that you can use royalty-free. They also have stock video.
Cons
We like to scroll down a little bit and not use the top image so that our images aren't as commong on other websites and social media.
Pricing
Free
Unsplash
Beginner, Intermediate, Advanced
Unsplash is free stock-photography uploaded through creators.
PROS
Easy to search for what you need. New images are added regularly. They also show related images that might make sense for what you're looking for.
Cons
Similar to Pexels, it might not be quite as brand friendly as doing your own photoshoot.
Pricing
Free
Kaboompics
Beginner, Intermediate, Advanced
Kaboompics offers free stock photography that can be searched for by horizontal or vertical. You can also search by colors.
PROS
For branding, you can see the colors associated with the images and keep things looking consistent. You can also download the images in various sizes.
Cons
We don't have any cons here!
Pricing
Free
Adobe Stock
Beginner, Intermediate, Advanced
Adobe Stock offers paid stock images, videos, 3D images and more.
PROS
Because it's paid, you get access to a more diverse set of images. This means you'll get better images to suit the needs of your organization.
Cons
Keep your images organized so you know what you have access to. Because you only get so many per month (depending on your plan) you'll want to think about what you need to make the right decisions.
Pricing
First month is free. Then it's $29.99/month for 10 assets/month (when purchased annually).
Graphic Design
Fiverr
Beginner, Intermediate, Advanced
fiverr is a marketplace for creatives. You can search for the services that you need and find a freelancer for your project.
PROS
fiverr is a great way to keep things moving at a lower cost than hiring an agency. It gives you full control over your budget and timeline.
Cons
You'll want to be really clear with what you're looking for before hiring someone. You'll also want to know exactly what the deliverables are that you're looking for.
Pricing
Varies depending on the project and the person you hire.
Canva
Beginner, Intermediate, Advanced
Canva allows you to create amazing designs for social media, presentations, posters, etc. They have amazing templates for you to start from and can work with your branding to keep things consistent.
PROS
Easy to use! The templates they have will get you started and going right away. They also have collaboration tools so your whole team can work on documents in real time and have the most recent version to use.
Cons
Takes a little bit of time to understand the best way to maximize Canva. But you can get started right away and see results with even the littlest amount of tech or design skills.
Pricing
You can do a lot with their free plan. Otherwise, it's $119.40 per year for the Pro plan which has added benefits.
99designs
Beginner, Intermediate, Advanced
99designs is a platform that has people competing for your designs.
PROS
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Cons
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Pricing
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Creative Market
Beginner, Intermediate, Advanced
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PROS
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Cons
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Pricing
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Online Fundraising
GiveWP
Beginner, Intermediate, Advanced
GiveWP provides beautiful donation pages that allow for different experiences. They are perfect for monthly recurring donations, credit card fee capturing and so much more. They can also integrate directly into your WordPress website so it's a seamless interaction for your donors.
PROS
the pages look beautiful and because you integrate it right into your website you can clearly define your misson and where those dollars are going. The forms are also customizable so you can get the information you need from your donors.
Cons
It doesn't require some coding to get things exactly how you want but you can do a whole lot without it.
Pricing
They do have a Free option which is pretty limited. Otherwise it starts at $199 annually. We recommend the Plus plan so you can capture recurring monthly donors.
Give Lively
Beginner, Intermediate, Advanced
GiveLively is a FREE platform to help non profits with online and offline fundraising. They are supported by outside finances which allows them to create a robust platform for free. They offer online fundrasiers, ticketing, text to donate, and more.
PROS
This is one stop shopping for you to get access to all the tools you'll need for your fundraising efforts. And it's FREE!
Cons
Can't really think of any at this point. It's worth a shot to try it out and see how it operates for your organization.
Pricing
Free
Online Courses/Digital Products
LifterLMS
Beginner, Intermediate, Advanced
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PROS
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Cons
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Pricing
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Kajabi
Beginner, Intermediate, Advanced
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PROS
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Cons
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Pricing
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Teachable
Beginner, Intermediate, Advanced
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PROS
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Cons
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Pricing
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Shopping Cart
SamCart
Beginner, Intermediate, Advanced
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PROS
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Cons
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Pricing
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ThriveCart
Beginner, Intermediate, Advanced
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PROS
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Cons
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Pricing
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WooCommerce
Beginner, Intermediate, Advanced
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PROS
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Cons
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Pricing
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Organization
Google Drive
Beginner, Intermediate, Advanced
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PROS
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Cons
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Pricing
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Website
Divi
Beginner, Intermediate, Advanced
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PROS
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Cons
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Pricing
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WordPress
Beginner, Intermediate, Advanced
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PROS
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Cons
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Pricing
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SquareSpace
Beginner, Intermediate, Advanced
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PROS
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Cons
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Pricing
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Wix
Beginner, Intermediate
Wix is a drag and drop visual website builder that is super easy if you're not someone that codes or is a designer. They have a lot of templates that are easy and ready to go. It is an all in one platform so it's one stop shopping for all your website needs.
Pros
If you need to get something up fast it works great. With all their templates you don't need to be a designer and can have something beautiful up and ready to be seen quickly.
Cons
When working with templates there are limited customizations you can make. Some have also shared that it has a lower load time, especially on mobile, than some of the other builders.
Pricing
There is a free option, it shows Wix ads. Pricing starts at $14/month and includes your domain free for 1 year, Free SSL certificate and 3GB of space + more.
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