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"Although nonprofits have adopted a team approach in program delivery and even management, many nonprofits have not used this same successful approach in fundraising. This friendly guide argues for creating a fundraising team that involves board members, executive staff, line staff, and volunteers and gives examples of how such teams can operate effectively. Along the way, the author makes fundraising seem less mysterious and intimidating, and lead the reader to feel confident and enthusiastic about creating a successful fundraising team—no small achievement."
—Jan Masaoka, executive director, CompassPoint Services
Many nonprofits rely on a lone staff member or volunteer to raise the money they need to sustain or grow their programs. In this insightful resource, leading fundraiser Mim Carlson presents a practical approach to involving the entire organization in fundraising. In doing so, she helps board members, executive directors, and development directors turn their staff and volunteers into a cohesive team with clearly defined goals, specific roles, joint accountability, diverse talents and skills, and strong leadership.
In Team-Based Fundraising Step by Step, Carlson draws on popular team-building theory and successful techniques—as well as on her years of fundraising experience—to offer a fresh framework for helping teams become more unified in their fund development activities. She argues that individuals who act alone cannot make the most of fundraising strategies and instead advises readers to include the board of directors, the executive director, staff, and other volunteers in strategic planning and development.
This practical, step-by-step guide shows readers how to develop and implement a whole-organization approach. Providing both a rationale for this novel approach and illustrations of how it has produced successful results, Carlson offers important tools for effective collaboration:
- Detailed implementation strategies
- Sample forms
- Summaries of roles and responsibilities
At last, nonprofit managers, board members, development professionals, and fundraisers at all levels of experience have a dynamic guide to making the most of fundraising opportunities through effective collaboration.
THE YEARS AHEAD will bring new and exciting challenges for nonprofits in the area of fundraising. Wise nonprofits are already studying trends in fund development and revising how they manage their fundraising efforts.
Step One: Agreeing on a team approach
Step Two: Forming the leadership group
Step Three: Building the fundraising team
Step Four: Focusing the team with a vision and mandate
Step Five: Developing the fundraising plan (goals and objectives)
Step Six: Training the team to fundraise
Step Eleven: Evaluating team progress and health
January 2000 Mim Carlson
Part One: Creating the Fundraising Team.
1. Why a Team Approach Is Needed.
2. Agreeing on a Team Approach.
3. Forming the Leadership Group.
4. Putting Together the Rest of the Team.
Part Two: Getting the Team Ready.
5. Focusing the Team.
6. Setting Fundraising Goals and Objectives.
7. Training the Team.
Part Three: The Team in Action.
8. Identifying Potential Donors.
9. Cultivating Donors with Good Communication.
10. Asking for a Gift.
11. Saying Thank You and Providing Stewardship.
Part Four: Charting Your Progress as a Team.
12. Evaluating the Progress and Health of Your Team.
Resource One: Selecting and Recruiting Board Members.
Resource Two: Team Growth Stages.