A NOTE ON THIS FIELD GUIDE

Good intentions.
Kept promises.

Fundraising Atlas · Volume 01

A donor remembers the promise. Your whole team should be able to keep it.

Fundraising depends on relationships. Behind each one is work: a question to answer, an introduction to prepare, an update to verify, a commitment to carry through.

This field guide is for development directors and operations teams doing that work together. Each chapter starts with a familiar problem and ends with something you can use.

The Promise Relay: forwarding an attendance-figures request as a vague update loses its meaning. Carry the requested figures, the Friday deadline, and one accountable owner through each handoff. Programs verifies the count; operations records the result. If the count is unavailable, the owner sends a timing update. — FIG. 01.01 The Promise Relay. Carry the commitment, not just the message. Download the field note ↗

Five places to start.

Read from the beginning, or go straight to the work in front of you.

01Who Promised What?Give every promise an owner.↗02The Second Gift Starts HereMake the first gift a beginning.↗03One Introduction, Ready to MakeMake the handoff easy.↗04One Story, Ready to SendFrom program evidence to donor update.↗05Before You Call Them LapsedStart with the right cohort.↗

Make it useful this week.

Start with one relationship, one handoff or one report. Use the worked example, adapt the template, and give the next person what they need to act.

The guides draw on fundraising practitioners, research and operating practice. The tools are Gratona’s own adaptations. Every worked example is illustrative; the decisions remain yours.

THE COMPANION WORKBOOKYour field notes, ready to use.Promise register · Story brief · Weekly capacity↗