Deciding To Bring In A Fund-Raising Consultant

Where to start in choosing a raising money expert can be an overwhelming assignment. Following the tips underneath will direct you in pursuing the best decision for your gathering place.

1. WHEN SHOULD YOUR CONGREGATION USE A PROFESSIONAL FUND-RAISING CONSULTANT?

a. For an exceptional mission: capital, gift, obligation retirement
b. To assist with sending off another mission, assuming that a gathering place has never done this
c. To survey the suitability of the gathering place raising money limit – Campaign Evaluation Study and Campaign Plan advancement.

2. HOW DOES YOUR SYNAGOGUE LEADERSHIP GO ABOUT SELECTING THE RIGHT CONSULTANT?

a. Audit wellspring of names from:
– References from the public and territorial URJ workplaces
– Other gathering place suggestions
– Your nearby expert gathering pledges organization/affiliation

b. Two sorts of counseling firms to browse:
– General guidance and exhortation
– Full assistance firm: counsel and mission execution

c. The most effective method to choose who to pick:
– What sort of involvement and aptitude do you want?
– Great “shiduch” between the advisor and the hierarchical culture of the gathering place.
– Is the individual adaptable and accessible?
– How can he connect with your Board, Rabbi and the participation?

d. Cost of interview:
– In light of the time it takes to finish the work and level of expert mastery.
– Governing set of principles: The National Society of Fund-raising Executives disapproves of rate expenses.

e. Limiting the field:
– Try not to attempt to get the advisorĀ fundraising for nonprofit organizations to characterize what you really want
– Characterize your own goals obviously
– Lead individual meetings prior to choosing

3. HOW Might THE SYNAGOGUE LEADERSHIP BEST WORK WITH A CONSULTANT?

a. How a specialist can help your gathering place crusade:

– Give experienced gathering pledges direction and heading
– Foster explicit methodologies
– Help persuade and prepare your lay chiefs
– Can tell the Board things that the expert staff can’t
– Can loan insight and objectivity to the raising money process

b. What an expert can’t do:

– Can’t make a temple mission where there is none
– Can’t bring a rundown of contacts and givers
– Can’t play out the job that the Board should fill: go about as friend good examples for the enrollment
– Shouldn’t request solely without lay administration

c. The place of worship’s liability:

– Frankly, open, and legitimate in the whole determination process
– Offer the participation of the Board and the Rabbi
– Treat the venture in a serious way
– Be accessible to the specialist
– Fulfill time constraints and give the data required
– Have an unmistakable comprehension of jobs and tasks

4. HOW DO YOU EVALUATE THE WORK OF THE CONSULTANT

a. Did you achieve what you set off to do?

– Were gathering pledges objectives met?
– Did your advisor satisfy the particulars of the agreement and was the work achieved in a productive way?
– Did the specialist function admirably with the Board and the Rabbi?
– Could you rehire this individual for another place of worship crusade?