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Dear “Seeking Help” Colleague,
Whether
you work within a large organization or a small project, there will
come a time when you may want outside fundraising expertise to help
you with a capital campaign, launch an annual giving appeal, provide
a fresh planning perspective, convince leadership of a certain course
of action, etc. To ensure you get what you pay for, the person you
work with ideally should have had a minimum of 5 – 7 years
professionally raising funds within a social-profit organization.
In addition to this experience advice, we wanted to provide you
with some rudimentary information related to the following …
What Can a Fundraising Consultant Do for You
Locating Fundraising Consultants
Hiring
the Right Consultant
Do
you have questions about using a consultant to help you raise funds?
Contact us through LEADline@CampaignConsultation.com
for more information. You can still access previous issues
of On-the-Go eTA by clicking on the title at the right.

What
Can a Fundraising Consultant Do for You?
If
you do decide to hire a consultant, you should be prepared to work
very hard. Consultants don’t do the work for you. They guide
and direct you to do the work so that you will be able to grow and
be successful after they leave. Here are some ways a consultant
can help you:
-
Provide a Development Audit to let you know where your staff and
systems strengths and weaknesses lie.
- Draft
a Fundraising Action Plan to set budgeted goals and keep your
fundraising making actual objectives.
- Work
with you, your staff and volunteers to draft language for a Case
for Support, solicitation letters, foundation grants, etc.
- Advise
and assist on site when you and volunteers are beginning a new
fundraising project such as an annual fund campaign, planned giving
effort, a fundraising special event, etc.
- Help
refine your board and other volunteer fundraisers’ involvement
in fundraising and create strategies for recruiting and training
new membership.
- Work
with you to understand and if feasible, create a Marketing Plan
so that your initiative gets noticed in a positive way that would
attract donors.
- Plan
and manage a Capital Campaign.
- Conduct
a Feasibility Study to determine the communities’ readiness
to support such a campaign at the amount you need.
-
Help you identify major gift prospects and then guide you through
the steps necessary to cultivate a prospective donor toward making
that gift.
- Provide
research resources to help you gain information about the donor
prospects you have identified.
-

Locating
Fundraising Consultants
When
you are ready to hire a consultant, seek out fundraising expertise
from such sources as …

Hiring
the Right Consultant
Since
there is no “one-size-fits all”, it’s important
to find the fundraising consultant who is right for your organization
or program.
Keep
in mind, that the consultant is there to keep you on task and to
grow your group’s capacity in fundraising. They are not the
“hired solicitor” who will share their contacts and
make the solicitations. You, staff and fundraising volunteers can
expect to continue researching prospects, cultivating, preparing
for solicitation and making the actual “ask”. The fundraising
consultant will help you and your fundraising volunteers work more
successfully to reach higher goals.
The
right consultant is someone who adheres to the “Donor Bill
of Rights” attested to by the more than 50,000 members of
the Association of Fundraising Professionals. Within the document
is the disallowance of consultant fees accepted based on a percentage
of funds raised. Reasoning is that the organization limits its ability
to meet mission needs by not having an annual budget line item dedicated
to the cost of raising resources from diversified sources. In addition,
the risk to donors and your mission is too great by someone doing
or saying just about anything to increase their income if based
upon how much they raise.
Keep
your consultant and tasks perking along by signing a clearly written
Memorandum of Understanding that describes the scope of work, amount
of time allocated, cost, etc. before beginning the work. While contracts
can be terminated under the proper legal conditions, it is costly
in terms of time and your fundraising initiative when a relationship
is not successful. Click
here for more details on hiring the right consultant
for you program.

Let
us know
Have
you used a consultant to help you raise funds for your program?
Contact
us at LEADline@CampaignConsultation.com
(LEADline
is sponsored by the Corporation for National and Community Service
through its Resource & Fund Development Initiative.) We would
be happy to answer questions or to give you more support.
Thank you for your interest in On-The-Go eTA, We encourage you to
send
this and other issues of OTG eTA to friends and colleagues
who would benefit from the information. Also, if you’re on
information-overload, you may request email
removal. Otherwise OTG e-TA will be back
soon with another edition.

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