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Tag: checklist

The Essential Year-End Fundraising Checklist

November 7, 2023 Dan Reed

Even if you’re behind on planning your year-end fundraising campaign, you can keep your efforts on track and raise critical funds when it counts the most. Here’s a checklist to help you achieve your year-end goals.

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Develop Structure for Your First Contact With a Donor

October 3, 2022 Richard Perry
donor

If you’re a frontline fundraiser, you know that phone call or meeting where you are talking to the donor live really matters. Here is an easy-to-use checklist that ensures you won’t miss a step when talking to the donors on your caseload.

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