Cover image for Team-based fundraising step by step : a practical guide to improving results through teamwork
Team-based fundraising step by step : a practical guide to improving results through teamwork
Carlson, Mim, 1950-
Personal Author:
First edition.
Publication Information:
San Francisco, CA : Jossey-Bass, [2000]

Physical Description:
xix, 119 pages ; 28 cm.
Added Author:
Format :


Call Number
Material Type
Home Location
Item Holds
HV41.2 .C376 2000 Adult Non-Fiction Non-Fiction Area-Oversize

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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
* 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.

Author Notes

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.

Table of Contents

List of Worksheetsp. xi
Prefacep. xiii
Acknowledgmentsp. xvii
The Authorsp. xix
Part 1 Creating the Fundraising Team
1 Why a Team Approach Is Neededp. 3
2 Agreeing on a Team Approachp. 9
3 Forming the Leadership Groupp. 18
4 Putting Together the Rest of the Teamp. 26
Part 2 Getting the Team Ready
5 Focusing the Teamp. 37
6 Setting Fundraising Goals and Objectivesp. 48
7 Training the Teamp. 57
Part 3 The Team in Action
8 Identifying Potential Donorsp. 67
9 Cultivating Donors with Good Communicationp. 74
10 Asking for a Giftp. 85
11 Saying Thank You and Providing Stewardshipp. 91
Part 4 Charting Your Progress as a Team
12 Evaluating the Progress and Health of Your Teamp. 103
Conclusionp. 112
Bibliographyp. 115
Indexp. 117