The “Lean” Fundraising Model: How to Raise Major Dollars with few staff

by | Aug 4, 2020 | Learning Edge Blog, News

Jennifer Filla
Jim Rees

Like most of us, Jim Rees tumbled into fundraising unexpectedly. Unusually, Jim embraced his fundraising duties with gusto! At a time when video cameras were not an everyday item, he courageously jumped in front of the camera to practice his fundraising presentation and he and his wife reviewed his performance.

With that much drive and determination, it’s no surprise that he has been able to engage volunteers widely and persuade top donors to open up their networks to achieve campaign goals.

You’ll have to listen to the podcast for more about his success with volunteers and what role prospect research played, but I will share one quote from Jim that every front-line fundraiser needs to understand and embrace in order to achieve success.

“In fundraising you have to deal with a lot of failure. But it’s okay. It’s part of the strategy. And you have to approach people honestly and ask them for support and be grateful for them even if they are not able to help you.”

When I asked Jim about resources to share, he surprised me again. He indicated that although technical and industry learning is important, he recommends that fundraisers include resources that inspire them. For example, one of his colleagues reads the Bible every day. Staying inspired and energized is important for fundraising success.

Resources Mentioned

Words from happy Researchers

Success Stories

I love your Master Class format – small group, clearly defined curriculum, solid professional information and resources and focus on discussion.  But most importantly I was impressed and delighted to see that you incorporated an additional and extremely practical layer of knowledge, through hands on experience with tools (pivot tables) or resources (Candid).  This adds real value to the educational experience you offer.

Betsy Mehlman

2020-Master Class

Jen’s course on insider stock and compensation was informative, interesting, and well-thought out. Jen broke down the complicated material into digestible pieces. She showed us resources that I use in my day-to-day research that I wouldn’t have otherwise known about. Jen is always quick to respond and has been helpful even after the class has ended. She answers questions thoroughly and is always pleasant.

I was able to take what I learned from the course and present the material to our front-line fundraisers. One fundraiser told me after my presentation that she discovered one of her donor’s compensation was much higher than she thought. So, already, this information has come in handy! Thanks again Jen!

Kim Anthony, San Francisco CA

Insider Stock and Compensation

The Capacity Rating Workshop was really useful. I was new to the prospect research field when I took the workshop, so it helped to demystify capacity ratings for me. The online classroom provided a great forum for interaction with the other participants and for a robust exchange of ideas. Beyond that though, Jen shared a wealth of information and resources about capacity ratings and other important aspects of prospect research. I highly recommend this workshop whether you’re new to the field or have years of experience in our profession.

David Lloyd, Prospect Research Professional, San Francisco, CA

Capacity Rating Workshop

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