Team-Based Fundraising Step by Step: A Practical Guide to Improving Results Through Teamwork / Edition 1

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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.

Thispractical, 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
* Checklists
* Worksheets
* 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.

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Product Details

  • ISBN-13: 9780787943677
  • Publisher: Wiley, John & Sons, Incorporated
  • Publication date: 3/20/2000
  • Edition description: 1 ED
  • Edition number: 1
  • Pages: 144
  • Product dimensions: 8.25 (w) x 11.00 (h) x 0.31 (d)

Meet the Author

MIM CARLSON is author of the best-selling Winning Grants Step by Step. She is a nationally recognized trainer and consultant in the field of organizational redevelopment. In addition to running a private consulting practice, Carlson is a contract consultant with the CompassPoint Services in San Francisco. She is also adjunct faculty at the University of San Francisco and California State University, Hayward.Formerly known as the Support Centers of America, CompassPoint Services is a highly-regarded national nonprofit organization which provides invaluable support and training to grassroots nonprofit organizations throughout the United States. Each year, their training programs reach over 25,000 nonprofit managers, staff, and board members. For more than two decades, SCA's workshops, clinics, and consultations have taught the art of writing effective grant proposals.

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Read an Excerpt


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.

Organizing the Team

Step One: Agreeing on a team approach
Step Two: Forming the leadership group
Step Three: Building the fundraising team

Preparing the 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

Taking Action

(All these steps usually occur simultaneously.)
Step Seven: Identifying potential donors
Step Eight: Cultivating donors
Step Nine: Asking for contributions
Step Ten: Recognizing donors

Evaluating Progress

Step Eleven: Evaluating team progress and health

January 2000 Mim Carlson
Kensington, California

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Table of Contents

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.
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