GUIDEBOOK

Fundraising 101

This guidebook is designed to give fundraisers a better understanding of how to strengthen their strategies to attract, cultivate, and retain donors over time. Download your copy to get tips and tricks, and start enhancing your development program today.

fundraising-guidebook-cover-lp

A guide for fundraising and development professionals

Gaining a strategic understanding of the overall "fundraising process" can help an organization map goals and activities to develop donor engagement, build lasting relationships, and gain financial support toward the cause it serves.

This guidebook will explore the fundraising cycle as well as the gift pyramid and serve as a how-to tool to help fundraisers enhance their development and fundraising programs.

What's inside

The backbone of any successful fundraising operation is gaining a strategic understanding of the overall fundraising process.

blue-checkmark Key principles of fundraising
blue-checkmark The fundraising cycle
blue-checkmark Questions to ask in each phase of the fundraising cycle
blue-checkmark Maximizing your fundraising
blue-checkmark Donor stewardship
blue-checkmark Types of gifts
blue-checkmark Segmenting donors

Who we are


Endowment and foundation investments serve an important purpose, and we don't take your goals lightly. With decades of experience working with non-profits, we understand the challenges you face and will surround you with the resources you need to succeed.

Get to know us

Follow us

We deliver our big ideas straight to your feed! Follow along for a variety of investment and personal finance insights, plus firm updates and community involvement.

Sign up to have new insights delivered directly to your inbox.

Subscribe