WHEN SHOULD YOUR
CONGREGATION USE AN OUTSIDE FUND-RAISING CONSULTANT?
-
For a special
campaign - capital/endowment/debt retirement, etc.
-
To help launch a new
development program - deferred giving.
-
To assess the
viability of the synagogue fund-raising capacity - Feasibility Study or
Campaign Plain development.
HOW DOES YOUR
SYNAGOGUE LEADERSHIP GO ABOUT SELECTING THE RIGHT CONSULTANT?
-
Review source of
names from:
-
References from the
National & Regional service offices.
-
Other synagogue
recommendations in your area.
-
Your local
professional fund-raising network/association.
-
Several types of
consulting firms to choose from:
-
How to decide who
to choose:
-
What kind of experience and expertise do you
need?
-
Good "shiduch"
between the consultant and the organizational culture.
-
Is the individual
flexible and available when needed?
-
How does he
relate to your Board, Rabbi and staff?
-
Cost of
consultation:
-
Narrowing the
field:
-
Do not try to
get the consultant to define what you need.
-
Define your own
objectives clearly.
-
Conduct personal
interviews before requesting proposals.
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