Fundraising is a Team Effort (General Nonprofit) _ Abby Skeans.png
Fundraising is a Team Effort (General Nonprofit) _ Abby Skeans.png

Fundraising is a Team Effort (General Nonprofit)

$149.00

Need your board and team to help with fundraising? Give them a clear role and a next step they can carry out.

Equip your board, staff, and volunteers to make introductions, support conversations, and follow through. A self-guided toolkit for nonprofit founders and leaders ready to share the work of fundraising.

Need your board and team to help with fundraising? Give them a clear role and a next step they can carry out.

Equip your board, staff, and volunteers to make introductions, support conversations, and follow through. A self-guided toolkit for nonprofit founders and leaders ready to share the work of fundraising.

Turn “we should help” into specific action

Your team may care deeply about the mission and still be unsure how to contribute. Broad requests to “help with fundraising” leave people guessing about what to say, whom to contact, and how much time the work will take. This toolkit helps you match people with useful responsibilities and establish a simple rhythm for staying accountable.

What your team will create

  • A responsibility map with one accountable owner for recurring tasks.

  • Specific participation requests suited to each person’s capacity.

  • Introduction messages that make the purpose of the conversation clear.

  • A shared action tracker and short meeting agendas.

What is inside

The six-page editable workbook includes a team diagnostic, responsibility matrix, completed example, participation conversation script, introduction messages, a 45-minute kickoff agenda, a 20-minute weekly review agenda, a reusable meeting record, and a shared action tracker.

You also receive guidance for overdue tasks, appreciation, onboarding new participants, and a monthly review. The tracker is an editable Word table, so you can use one shared document or move the fields into your existing team system.

How to use it

  1. Bring the funding need and deadline to a team kickoff.

  2. Assign responsibilities based on willingness, relationships, and available time.

  3. Give each person a specific action, supporting materials, and a due date.

  4. Use the weekly review to resolve obstacles and agree on next steps.

Who it is for

Choose this toolkit if the one leader is carrying too much, your board wants clearer guidance, or follow-up regularly falls through the cracks. It works with a small team; one person may hold several roles. Every resource supports practical fundraising through clear communication, respect for resource partners, and consistent follow-through.

Common questions

  • No. People can introduce, host, listen, prepare materials, record next steps, and share updates. The responsibility map makes those contributions specific.

  • No. It helps your team carry out a plan. If the target, priority relationships, and calendar are still unclear, pair it with the Fundraising Action Plan.

  • No. It is an editable workbook with tracking tables, scripts, and meeting tools.

  • No. This is self-guided. The Fundraising Strategy Intensive is the option for personal help.

Equip my fundraising team — $149