You’ve crafted your new case for support. You’ve organized your list. Now it’s time to bring them together into an engagement plan for the coming months.

All fundraising starts with a list. When your list is organized, it becomes simple to provide your donors the best possible experience throughout the year—and inspire them to stay engaged and giving. Use this step-by-step guide to get organized and get going!

Your case for support is how you introduce supporters to your organization, move them to deepen their engagement, and ultimately join your mission through giving. This Aperio Workbook will take you step by step through the process of finding your organization’s why and building your new case for support to ensure you are relevant today.

Hiring a fundraiser? Use this template as a jumping off point for crafting job description for any frontline fundraisers whose primary responsibility will be to work with a portfolio of high-potential prospects—e.g., a major gifts officer, corporate fundraiser, or foundation fundraiser.

Events can be important to an organization, but they are expensive. It is critical to take time regularly to assess performance and set goals. In this Aperio Guide, you’ll find factors to consider, as well as two tools to use in your planning: a Strategic Event Planner and Multi-Year Event Evaluation Tool.