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You have the meeting. Now you need a plan.
You want to explain your work without spending the whole conversation presenting. You need to know which questions to ask, how to introduce the funding need, and what to say when the person needs more time. This kit walks you through that preparation using your actual meeting, funding opportunity, and relationship.
What you will create
What is inside
An eight-page editable workbook includes meeting preparation questions, a 30-minute conversation guide, a reusable one-sheet template, a completed fictional example, an ask builder, guidance for common responses, five adaptable messages, and a meeting record.
An accompanying eight-slide Canva template gives you editable presentation prompts and speaker notes. Use the slides that help the conversation; you do not need to present the whole deck.
How to use it
Complete the meeting brief for one resource partner.
Draft the one-sheet and specific invitation.
Rehearse the conversation, then prepare the next-step message.
You can communicate a real funding need while making room to understand the other person’s interests, questions, and decision process. The kit helps you prepare for both sides of the conversation.
Is this the right starting point?
Choose this kit if you have a meeting on the calendar, an introduction in progress, or a conversation that needs a clearer next step. If you need to decide whom to approach and how the work fits into a broader fundraising plan, start with the Fundraising Action Plan or the Complete Fundraising Toolkit.
Common questions
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No. The one-sheet and presentation prompts help you create a first version using your own information.
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Yes. The guide helps you choose the next step appropriate to the relationship. A first meeting may focus on learning and permission to continue.
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This is a self-guided resource. Personal help is available through the Fundraising Strategy Intensive.
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No. It helps you prepare and communicate clearly; the resource partner makes their own decision.