Tools

Maximizing Excellence, LLC is committed to helping organizations thrive. On this page you can explore a few of our available resources. We are here to assist you with determining what you want your goals to be and to help you to achieve them. Explore assessments, checklists, formulas, and more to help your nonprofit organization with capacity building, board and staff development, and resource development.

maxex-march2023-9088_WEB

For Capacity Building

components-icon-green

Components to Change

puzzle-icon-green

Leading by Mission Puzzle

mission-statement-icon-green

Mission Statement Checklist

For Board and Staff Development

communication-icon-green

Communication Triangle

directors-icon-green

Board Orientation Packet

Handouts Updated 2025 (100 x 100 px)

Philanthropy as a Competitive Advantage 

skills-icon-green

Board of Directors Skills Self-Assessment

skills-icon-green

Board Onboarding Checklist

directors-icon-green

Board of Directors Skills Summary

heart-icon-green

Philanthropic Culture Checklists

For Resource Development

pyramid-icon-green

Sustainability Pyramid

crafting-message

Crafting a Fundraising Message

heart-icon-green

Stewardship Visit Checklist

needvalue-icon-green

Need Value Differentiation

action-plan-icon-green

Message Flow

needvalue-icon-green

Digital Giving

fundraising-icon-green

Fundraising in Crisis Formula

skills-icon-green

Donor Loyalty Inventory

MaxEx-VerticalLogo-FullColorREVERSED

Reach out to learn more!

Scroll to Top