The Materials Library

130 templates, worksheets, guides, and case studies from across the curriculum (searchable and filterable), plus sector packs built for each track.

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The shelfCore library

130

templates, worksheets & guides

+ 8 sector packs

This is members-only material.

Every document in the library is included with membership. Browse the full inventory below.

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Sector packs

Documents purpose-built for your sector's donors. Each track ships with its own pack, and every vertical has a full document library of 10+ sector-specific templates and policies, each with its legal and ethical guardrails.

Faith-Based

Annual Offertory & Stewardship Campaign Plan
Pledge / Commitment Card & Intent Form
Recurring-Tithe (Sustainer) Setup & Enrollment Guide

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Higher Ed

Annual Fund Appeal Calendar & Segmented Solicitation Plan (12-Month)
Reunion Class-Gift Committee Volunteer Kit
Senior Class Gift & Student Philanthropy Program Guide

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K-12 Schools

Annual Fund Appeal Calendar & Segmented Solicitation Plan (12-Month)
Reunion Class-Gift Committee Volunteer Kit
Senior Class Gift & Student Philanthropy Program Guide

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Healthcare

Grateful Patient Program Charter & Operating Framework
HIPAA-Compliant Patient Data-Use & Referral Workflow (Clinical-to-Development Firewall)
Physician & Clinician Partnership Briefing (Engagement Without Referral Incentives)

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Arts & Culture

Membership Program Tiers & Benefits Guide (with Tax-Deductible Split Worksheet)
Subscriber Renewal Series (Performing Arts)
Single-Ticket-to-Member Conversion Playbook

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International NGOs

Child Sponsorship Enrollment & First-Year Communication Kit
Emergency-to-Sustainer Conversion Email & SMS Series
Rapid-Response Disaster & Emergency Appeal Template

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Human Services

Year-End Appeal Series Playbook (5-Touch Sequence)
Monthly Partner Sustainer Program Launch Kit
Seasonal-to-Recurring Conversion Campaign Worksheet

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Environment

Monthly Sustainer Program Blueprint (Conservation 'Balance Sheet' Build)
Rapid-Response ('Rage Donor') Emergency Appeal Template
Moment-Cohort Onboarding & Retention Series (First 90 Days)

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Browse every material

The full inventory from the core curriculum. Filter by what you need, where you are, and the topic, then open any material to see what’s inside and download it.

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