What You’ll Learn
- Compile and organize your candidate’s existing contacts
- Assess campaign contacts’ giving capacity
- Develop a solicitation strategy for each contact
Why This Is Important
Where does fundraising even start? With your candidate’s network — all their family, friends, colleagues, and acquaintances. This course will give you the tools you need to do your job: collect and organize all their data to allow your candidate to ask them for donations effectively and efficiently.
Key Resources
- Guide to Compiling & Exporting Contacts
- Template Rolodex Spreadsheet
- Guide to Using the Campaign Rolodex Template
- Rank Your Network Worksheet
- Compile Your List Activity Self-Assessment
- Nicole Strong’s Campaign Rolodex Spreadsheet
Related Trainings
- Finding New Donors — Even if your candidate’s network is expansive, you’ll need to reach beyond it to finding new donors they don’t yet know and cultivating them. This course will help you identify those prospects
- Preparing for Call Time — Once you’ve researched the potential donors in your candidate’s network, it’s time to reach out to them and solicit donations in call time
- Managing Your Fundraising Data — This course will help you keep the contact information and notes from conversations with donors organized and up to date
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