What You’ll Learn
- How to compile and organize your candidate’s existing contacts
- How to assess your campaign contacts’ giving capacity
- How to develop a strategy to raise money from each contact
Why This Is Important
It can be hard to know how to start raising money. Fundraising begins with the candidate’s network: family, friends, colleagues, and acquaintances. This course will give you the tools you need to start raising money and a knowledge of how to collect and organize data to allow your candidate to ask for donations effectively and efficiently.
Key Resources
- Guide to Compiling & Exporting Contacts
- Template Rolodex Spreadsheet
- Guide to Using the Campaign Rolodex Template
- State-Specific Sites for Researching Donors’ Giving Histories
- Rank Your Network Worksheet
- Compile Your List Activity Self-Assessment
Related Trainings
- Finding New Donors — Even if your candidate’s network is expansive, you’ll need to reach beyond it to find new donors they don’t know yet to cultivate. This course helps 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 and solicit donations in call time
- Managing Your Fundraising Data — This course explains how to keep the contact information and notes from conversations with donors organized and up to date
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