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Home » Blog » Hiring a fundraising consultant: Steps to get started
Hiring a fundraising consultant Steps to get started

Fundraising By Ashley Carroll | 8 min read

Hiring a fundraising consultant: Steps to get started

In this article

  • Elevate your fundraising efforts today 

Fundraising can be a daunting task for many nonprofits and organizations. With the right strategies and expert guidance, however, it can become a smooth and rewarding experience. One way to ensure your fundraising efforts are on point is by hiring a fundraising consultant.  

This is not a necessary hire that your organization needs to make to succeed, and fundraising consultants aren’t for everyone. You can still fulfill your fundraising mission and reach your goals without a fundraising consultant.  

If you are part of a small nonprofit struggling to meet your fundraising goals, with a mid-size organization looking to scale your fundraising efforts or are a large nonprofit aiming to optimize and refine your current strategies, this could be a great approach for you.  

In this blog, we’ll guide you through the world of fundraising consultants. You’ll discover what these experts do, how they can benefit your organization, and why investing in their services can lead to remarkable improvements in your fundraising outcomes. We’ve also included a list of top resources and websites to help you find the best fundraising consultant firms, tailored to organizations of every size. 

If your organization is facing stagnant growth, if you’re launching a new campaign, or if you simply want to ensure that your current efforts are as effective as possible, now is the perfect time to consider hiring a fundraising consultant. The earlier you bring in expert guidance, the better positioned you’ll be to succeed. 

Whether you are a small, mid-size or large nonprofit, you could benefit from hiring a fundraising consultant. Let’s jump in and explore the ins and outs of fundraising consultants, their importance, and how they can elevate your fundraising game.  

What is a fundraising consultant? 

A fundraising consultant is a professional expert who specializes in helping nonprofits and organizations plan and execute effective fundraising strategies. They offer fundraising consulting services, guiding you through the process of identifying potential donors, crafting compelling fundraising campaigns, and maximizing your fundraising potential.  

Fundraising is the lifeblood of any nonprofit. Without adequate funding, your organization can struggle to fulfill its mission and make the impact you envision. Fundraising consultants bring specialized knowledge and proven strategies to the table, helping you navigate the complexities of fundraising, avoid common pitfalls, and achieve your financial goals more efficiently.  

With their expertise, fundraising consultants for nonprofits can be invaluable assets, ensuring your fundraising efforts are efficient and successful. 

How would a fundraising consultant help your organization’s mission? 

Fundraising consultants bring a wealth of knowledge and experience to the table.  

Here’s how they can help your organization’s fundraising mission: 

  1. Strategic planning 
    A fundraising consultant can help develop a comprehensive fundraising strategy tailored to your organization’s specific needs and goals. They ensure that every aspect of your fundraising campaign is well-planned and executed. 
  1. Donor engagement
    Fundraising consultants know how to engage donors effectively. They can help you create personalized approaches to connect with your current and potential donors, ensuring long-term relationships and sustained support. 
  1. Campaign management
    From organizing events to managing online campaigns, fundraising consultants handle all aspects of your fundraising efforts. Their expertise ensures that your campaigns run smoothly and achieve the desired outcomes. 
Campaign management
  1. Training and development
    Fundraising consultants can train your team on the best practices in fundraising. This includes everything from donor communication to utilizing fundraising tools and technologies. 
  1. Evaluation and analysis
    After your fundraising campaigns, a fundraising consultant will help evaluate the results and provide insights for future improvement. This ensures that your organization continues to grow and improve its fundraising strategies. 
How to determine if your nonprofit or organization would benefit from hiring a fundraising consultant 

Not every organization may need a fundraising consultant, but here are some signs that indicate it might be beneficial for you: 

  1. Stagnant fundraising efforts
    If your fundraising efforts have plateaued and you’re struggling to reach your goals, it might be time to bring in a fundraising consultant. 
  1. Lack of expertise
    If your team lacks the necessary expertise in fundraising strategies and tools, a consultant can provide the knowledge and skills you need. 
  1. Limited resources
    Smaller nonprofits often have limited resources, and a fundraising consultant can help make the most of what you have, ensuring efficient and effective fundraising. 
  1. Major campaigns
    If you’re planning a major fundraising campaign or event, a consultant can help ensure its success with strategic planning and execution. 
  1. Donor retention issues
    If you’re struggling to retain donors, a fundraising consultant can help develop strategies to improve donor engagement and retention. 

How to hire a fundraising consultant: 5 easy steps 

Hiring a fundraising consultant might seem like a daunting task, but it can be simplified with these five easy steps: 

  1. Identify your needs
    Determine what specific areas of fundraising you need help with. This will guide you in finding a consultant with the right expertise. 
  1. Research potential consultants
    Look for fundraising consultants with a proven track record in your sector. Read reviews, check references, and evaluate their past successes. 
  1. Interview candidates
    Conduct interviews with potential consultants to gauge their understanding of your needs, their approach, and their compatibility with your organization’s culture. 
  1. Check references
    Speak with previous clients of the consultants to get an idea of their effectiveness and professionalism. 
  1. Set clear expectations
    Once you’ve chosen a consultant, outline your goals, timelines, and expectations clearly. This ensures both parties are on the same page and can work effectively together. 
How to hire a fundraising consultant 5 easy steps

7 Top resources to help you find the right consultant firms  

Here’s a list of 7 top resources and websites to help you find the best fundraising consultant firms for organizations of all sizes. Plus, we’ve included some handy tips on how to vet and choose the perfect consulting partner for your needs. Let’s get started!  

  1. 1. Association of Fundraising Professionals (AFP)
    Website: afpglobal.org
    Offers a directory of consultants and firms specialized in fundraising. Membership may be required for access to full resources. 
  2. CharityChannel
    Website: charitychannel.com
    Features a directory of consultants and firms, articles, and forums for nonprofit professionals. 
  3. The NonProfit Times
    Website: thenonprofittimes.com
    Publishes an annual list of top nonprofit consultants and firms, along with relevant articles and resources. 
  4. Consultants Collective
    Website: consultantscollective.org
    Provides a searchable database of nonprofit consultants, including reviews and ratings from clients. 
  5. GrantSpace by Candid
    Website: grantspace.org
    Offers resources on finding and selecting consultants, including a directory and guidance documents. 
  6. Nonprofit Expert
    Website: nonprofitexpert.com
    Features a list of recommended consultants and firms, along with tips and best practices for working with consultants. 
  7. The Chronicle of Philanthropy
    Website: philanthropy.com
    Offers articles, lists, and resources related to nonprofit consultants and fundraising strategies. 

Using these resources will help you find and choose the right fundraising consultant firm for your nonprofit organization. 

Innovative platforms like RallyUp can help you achieve new heights in fundraising success 

When it comes to organizing your next fundraiser, with or without the help of a fundraising consultant, consider using RallyUp.com. RallyUp’s customizable Fundraising Activities (Raffles, Sweepstakes, Events, A-Thons, and Online Stores to name a few) can be combined into a single Experience. These unique Experiences act as magnets for donors, attracting both new and existing supporters. Unlike other platforms, RallyUp helps combat donor fatigue with creative out-of-the-box fundraisers, ensuring your fundraising efforts stand out and remain effective.  

Elevate your fundraising efforts today 

Hiring a fundraising consultant can be a game-changer for your nonprofit organization, no matter its size. With the right expert by your side, you can transform daunting fundraising challenges into rewarding opportunities. From crafting effective strategies to executing successful campaigns, these professionals provide the guidance and support needed to elevate your fundraising game.  

Investing in a fundraising consultant is an investment in your organization’s future. By leveraging their expertise, you can secure the funding necessary to advance your mission and make a greater impact in your community.  

Remember, there are many ways to approach your fundraising journey, and hiring a consultant may not be for your organization. You can absolutely succeed in reaching your goals without a consultant!  

However, if you are interested and ready to take this next step, use the resources and tips provided in this blog to find the perfect fundraising consultant for your nonprofit. With the right partner, you’ll be well-equipped to achieve your financial goals and drive your organization towards a brighter, more impactful future. 

Thank you for reading, and here’s to your fundraising success! 

Start fundraising today the perfect way.
Let’s go!

About the Author

Ashley Carroll

Ashely Carroll is a Fundraising Specialist at RallyUp. Ashley has dedicated her career to helping charities and causes she cares about. After working in nonprofit education for a decade, she joined RallyUp. As a Fundraising Specialist, she loves hearing people's stories and helping their organizations thrive. Ashley’s here to make sure everyone is comfortable and confident using the RallyUp software and getting the most out of every fundraiser!

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