Fundraising / Retail Fundraising

UDARTA Field Guide on Fundraising 

Toolkit
Intermediate Atma, Giving Together Foundation

The UDARTA Field Guide on Fundraising is a practical toolkit for nonprofits of all sizes, with explainer guides, frameworks, ready-to-use templates & trackers, and planning tools you can adapt to your context.

Built on the UDARTA Everyday Giving study, India’s first collaborative research on everyday giving, this guide helps organisations build sustainable fundraising systems, deepen relationships with everyday givers, and turn one-time donors into long-term champions.

As per the study, 96% of Indian nonprofits who raise funds from everyday givers say it is worth it. The hard part is building systems that make it last. This guide shows you how. 

The Fundraising Field Guide includes eight toolkits covering the entire donor journey, from acquisition to retention to championing:

  1. Network Mapping: Identifying and mapping organisational connections to uncover potential supporters.
  2. Donor Database: Capturing and organising donor information to support engagement and retention.
  3. Segmentation and Profiling: Understanding donor groups and tailoring communication strategies for stronger engagement.
  4. Storytelling Bank: Capturing and organising stories that demonstrate impact and build trust.
  5. Communications Calendar: Planning consistent donor communication with donors throughout the year.
  6. Donor Engagement Dashboard: Tracking and analysing donor interactions to support decision making
  7. Supporter-Led Fundraising: Enabling supporters to raise funds through their own networks using structured tools and guidance.
  8. Getting Your Team Onboard: Building organisational buy-in for consistent and proactive donor engagement.

This resource is recommended for fundraisers, nonprofit leaders, programme managers, communications teams, and organisations seeking to strengthen everyday giving and build sustainable fundraising systems.


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