The Helia Library
Every challenge you're facing, someone has navigated before. Get going today with our practical tools, honest insights, and real stories from humans who've been there — all designed to help you move from stuck to solution.
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Worksheet: Integration into Organizational Practices “The Where”
Establish internal systems, staffing, and rhythms needed to sustain your fundraising plan.
Worksheet: 1-Year & 90-Day Objectives & Key Results Worksheet “The When”
Translate strategic priorities into clear and actionable 12-month and 90-day objectives and key results (OKRs).
Worksheet: Stakeholder & Pipeline Mapping “The Who”
Clarify the landscape of current and potential supporters—individual, institutional, and network-based—and organize them into actionable tiers for strategic engagement.
How to Create a Customized Organizational GPT in ChatGPT
Want to create a GPT that actually works the way you do? This guide by Natalie Bergstrasser walks you through how to build a custom ChatGPT tailored to your team’s tone, strategy, and real-world use cases.
The Finding Funders Guide: How to Use ChatGPT to Find New Philanthropic Funders
Looking for new funders, but not sure where to start? This step-by-step guide by Natalie Bergstrasser shows you how to use ChatGPT to generate a strategic, organized funder list tailored to your organization’s funding goals.
Worksheet: Campaign Design
Co-design 2–3 fundraising campaigns that align with your vision, activate your network, and build from internal strengths.
How to Build a Leveling Framework Using AI
Stop reinventing the wheel when it comes to performance clarity. Use AI to help you build Rachel's proven leveling framework approach!
Brand Story Machine - DIY Style
Shannon’s created a starter Brand Story Machine DIY kit - take 10ish minutes to answer the questions (ChatGPT style) and further define who you are + what you’re all about!
The Helia Collective’s AI GUIDE: How to Segment Your Market 10 Different Ways (David deSouza's Wisdom!)
A simple starter guide for organizations who've found their groove but need to understand their customers better
The Messy Middle Marketing Playbook
A guide for organizations working to make our world a little better that have found their groove but need to scale systematically
The Above-the-Fold Website Conversion Checklist
Your above-the-fold content — what people see on their phone or screen before scrolling — determines whether visitors engage or leave. This checklist gives you the essential elements that convert browsers into supporters, participants, or customers.
From Scattered to Clear: How to define who you are (and why it matters!) in 90 minutes
What if the most powerful business tool—clarity about who you are and why it matters—didn't have to be gatekept behind huge budgets?
Nancy’s Questions to Find Your PERFECT Coach Match
Nancy offers these questions to help guide you as you interview potential coaches. As Nancy shares, you’d never try on just one pair of pants - you need to try a few to find the pair that feel exactly right! Do the same with the coach.
At the core, trust yourself. You’ll know - and these questions will help guide you to exactly where you want to be!
Nancy’s Delegation Asssessment
Take this quick assessment - answer with your first thought - and get a sense of how well you’re building and leading your teams AND where you’re unable and/or unwilling to share your power.
Understanding where you are is often the first and most important step to unlocking possibilities!
From 'I Don't Have Time for AI' to “Hold My Beer” - Building AI Fundraising How-To's to Share with Everyone
When a client specifically asked Natalie to use ChatGPT to complete a 30-day, $4M grant, she went from a reluctant skeptic to someone building templates and how-to guides for others.
Nina’s People Manager Job Description
Welcome to managing people! You might be new to managing employees and people management is a big job. Although every team will have their own best practices around management, here’s a general set of guidelines about managing people and what’s expected of that role (including some required things!). Saying the unsaid things!!!!