The Fundraising Team Toolkit — $149
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 ministry champions to make introductions, support conversations, and follow through. A self-guided toolkit for Christian nonprofits and ministries 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.
Start where your need is most immediate.
A meeting is coming up: prepare with the Meeting Kit first.
You need a plan: start with the funding target and relationship map.
You need help carrying the work: use the Team Toolkit to assign support.
The three-page start-here guide provides a suggested four-week implementation sequence, a shared working plan, and a readiness review. Reuse your funding target and case for support across the tools so you do not duplicate work.
One process for the work ahead.
You need a fundraising plan and the materials to carry it out. This collection brings the core tools together so your funding goal, message, conversations, and team responsibilities support the same effort.
Everything included:
The Fundraising Action Plan — a goal, priority relationships, messages, and a 90-day calendar ($299)
The Resource Partner Meeting Kit — a meeting brief, one-sheet, presentation, ask, and follow-up ($79)
The Fundraising Team Toolkit — roles, introduction requests, agendas, and a shared tracker ($149)
A start-here implementation guide
Total purchased separately: $527. Complete Toolkit: $449 — save $78.
Common questions
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The core products are the same. The collection combines them at a lower total price and adds the implementation guide.
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No. It is designed for independent use. The Fundraising Strategy Intensive includes the collection and personal guidance.
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No. Begin with the tools needed for your next action and refine the rest as you learn.
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No. The tools let one person hold several responsibilities while making ownership and follow-up visible.
The Complete Fundraising Toolkit — $449
Need help with the whole fundraising process? Build the plan, prepare the conversations, and equip your team.
Get all three self-guided products in a connected sequence for Christian nonprofits and ministries. Work from your funding need through resource partner outreach, meeting preparation, and team follow-through.
Need your board and team to help with fundraising? Give them a clear role and a next step they can carry out.
The Fundraising Team Toolkit — $149
Equip your board, staff, and ministry champions to make introductions, support conversations, and follow through. A self-guided toolkit for Christian nonprofits and ministries ready to share the work of fundraising.
[BUTTON: Equip my fundraising team — $149]
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 table, so you can use one shared document or move the fields into your existing team system.
How to use it
- Bring the funding need and deadline to a team kickoff.
- Assign responsibilities based on willingness, relationships, and available time.
Give each person a specific action, supporting materials, and a due date.
Use the weekly review to resolve obstacles and agree on next steps.
Who it is for
Choose this toolkit if the founder 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 connects practical fundraising with Gospel-centered stewardship and generosity principles.
Common questions
Does everyone have to ask for money? No. People can introduce, host, listen, prepare materials, record next steps, and share updates. The responsibility map makes those contributions specific.
Does this replace our fundraising plan? 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.
Is this a software system? No. It is an editable workbook with tracking tables, scripts, and meeting tools.
Does the price include a facilitated team session? No. This is self-guided. The Fundraising Strategy Intensive is the option for personal help.
[BUTTON: Equip my fundraising team — $149]