Core Fundraising Functions

Get your team in order.

Make sure your fundraisers are hitting the mark – whether you’re a team of one or twenty.

No matter the size of your department, you need to be sure that the important things are getting done, everyone is working together, and you're not leaving money on the table. Out with information silos - in with interconnected fundraising.

This Excel template breaks down 32 tasks that are fundamental to a successful Development team, allowing you to designate team members and backups for each so your whole team can see the big picture.

What You'll Get

A straightforward sheet that breaks down everything your fundraising team needs to be doing along with who needs to be doing it. Keep your team on the same page with no information silos.

What You'll Learn

• What fundraising tasks are necessary for regulatory compliance
• How to best structure your team for success
• Which fundraising tasks should be completed by your team as a whole