How to Hire a Fundraising Consultant | 5 Crucial Steps

Finding a Fundraising Consultant

Whether you’re launching a capital campaign, reevaluating your fundraising strategy, or looking to build capacity, a fundraising consultant should be part of your plan. Check out these important steps to follow when finding the best consultant for your nonprofit’s needs.

2. Pick a consultant who can meet your team at its fundraising experience level.

Once you’ve compiled a list of the top fundraising consultants to choose from, it’s time to narrow your options. The best way to do so? Identify which fundraising consultants are prepared to meet your nonprofit at its fundraising experience level.
Hire a fundraising consultant who can address your nonprofit
This means that the firm has a history of working with nonprofits with a similar fundraising track record as yours. While many fundraising consultants will accept clients who are new to fundraising or have many years of experience, it’s best to pick a partner who actually knows how to meet your team where you are.

When it comes to newer nonprofits or those with a modest fundraising experience, your organization should look for a consultant who advertises that they can help build fundraising capacity. Some key capacity building techniques are:

  • Growing the fundraising goal of your annual fund.
  • Building a large prospect list using a prospect research database.
  • Planning mini-campaigns to help boost the success of larger fundraising projects.

Small to mid-sized nonprofits should focus heavily on maximizing the gifts you receive, building your supporter base, and expanding fundraising options. Pick a consultant experienced with the prospect research process in order to achieve this.

For a more experienced nonprofit, you’ll want a consultant who values the history of your organization and has a track record of working with robust nonprofits. You should choose a fundraising consultant with:

  • Proven experience working with nonprofit organizations that have a similar fundraising capacity as yours.
  • Recommendations from nonprofits of a similar scale as yours.
  • A long history serving nonprofits as a firm.

Fundraising Consultant Best Practice | Planning a capital campaign? Your team should hire a fundraising consultant to guide the way. Check out our top strategies for hiring a fundraising consultant for capital campaigns to learn how you can make the most of this partnership.

3. Choose a consultant who is the best fit for your team.

Finally, after building a list of the top fundraising consultants and refining the contenders, it’s time to pick your top choice (or choices).
Choose an all-around best-fit fundraising consultant to hire for the job.
At this stage, you’ll want to select your best-fit fundraising consultant as well as 3-5 backup options. Your final selections should meet some at least the following criteria:

  • Do they have experience with nonprofits in your sector? Your team should be confident that the fundraising consultant you choose understands the realities of your sector and has experience building successful campaigns for nonprofits like yours.
  • Do they have experience working in your region? While your consultant doesn’t need to be based in your region or even have worked with nonprofits in your region, they should have a record of adapting to diverse regional fundraising needs.
  • Do they seem like a good cultural fit? You’ll want to pick a fundraising consultant who aligns with your nonprofit’s culture. This is a subjective metric to analyze, but the entire process will go over more smoothly if your fundraising consultant fits in with your team.

Once you’ve narrowed your options, create an official list of your favorite prospects. You’ll reach out to your top pick first and then the backup options if your initial proposal falls through.

Remember: you may not realize until you’ve reached out to a consultant whether or not they’re actually a good fit for your needs.

Because of this, always remain open to reevaluate your top choices as the hiring process gets into full gear. You can always regroup before the contract is signed if you realize you need to go in a different direction.

Fundraising Consultant Best Practice | One way to test the waters with a fundraising consultant? Hire them for an à la carte fundraising feasibility study before you sign on for a longer engagement.

Hiring a Fundraising Consultant

Finding a fundraising consultant is just half the battle. Now that you’ve selected your top choice (and backup options), it’s time to reach out and make your proposal. Check out these tips for finalizing the hiring process and securing your partnership.

4. Reach out to your top-choice fundraising consultant.

Once you’ve chosen your preferred fundraising consultant, your nonprofit will need to formally reach out to the firm to initiate your partnership.

Something important to remember at this stage is that most fundraising consultants don’t simply partner with any nonprofit that requests their assistance: they make a strategic decision to accept or deny your Request for Proposal.

A Request for Proposal is a document outlining key facts about your organization so the consultant can make an informed decision about your partnership. You’ll want to include things like:

  • A history of your nonprofit.
  • An outline of your past fundraising campaigns.
  • Details on the kinds of service you’re looking for.

Once you send this request, the fundraising consultant will either develop a proposal or turn your team down. If they decide against pursuing a relationship, they may offer some helpful details as to why they aren’t interested. Many consultants will reject partnerships if they think your team isn’t a good fit or that they aren’t the right partner for your needs.

Hire a fundraising consultant who presents the most compelling and knowledgeable proposal for your campaign.

For consultants who decide to send over a proposal, they’ll created a detailed document outlining their understanding of your nonprofit’s needs and a step-by-step plan for how they’ll address them.

After receiving their formal RFP, your nonprofit will evaluate the proposal and finalize the partnership. This final stage will include:

  • Conducting interviews. Your team should always meet in person or speak over the phone with your fundraising consultant. There’s a lot you might not be able to gauge about a firm on paper that can be crucial to the success of your partnership.
  • Evaluating their presentation. Meet with the firm (or set up a video chat) where they formally present their proposal. Your team will then convene to evaluate their plan and decide if they’re the right partner with whom to move forward.
  • Signing your contract. The process won’t be over until your team negotiates and signs a contract for the partnership. You’ll want to thoroughly understand their terms, agree to a timeline for their services, and be sure that they are being transparent.

Fundraising Consultant Best Practice | Still looking for fundraising consultant recommendations? Visit Double the Donation for their list of the top fundraising consultants that your team can consider.

5. Consider Averill Fundraising Solutions to be your partner.

Averill Fundraising Solutions is a full-service fundraising consulting firm with over 75 years of experience.

If your nonprofit is looking for a true partner in fundraising, consider our team when hiring your next fundraising consultant.

We provide nonprofits like yours with fundraising counsel, strategic direction, and institutional capacity building through the following key services:

  • Campaign Direction
  • Campaign Planning
  • Feasibility Studies
  • Annual Fund Direction
  • Embedded Staffing
  • Leadership Learning
  • Executive Search

Our flexible model follows a standard of industry-leading best practices to meet your needs while maximizing your return on investment.

We’ve helped raise over $3,000,000,000 for nonprofits in every sector: faith based institutions, educational organizations, healthcare nonprofits, and more.

Fundraising Consultant Best Practice | For more information on partnering with Averill Fundraising Solutions, contact us.

Additional Resources

Hiring a Capital Campaign Consultant

Find out what you should know about hiring a capital campaign consultant.

Are you looking to partner with a fundraising consultant for your next capital campaign?

Check out our top strategies for hiring a capital campaign consultant.

Capital Campaign Consultants

Learn what you need to know about capital campaign consultants.

There’s a lot to learn when choosing a capital campaign consultant.

Check out DonorSearch’s top tips for finding the right partner for your campaign.

Fundraising Consultant Fees

Find out the fees associated with hiring a fundraising consultant.

Partnering with the right fundraising consultant can be pricey.

Check out our guide to fundraising consultant fees to get ahead.

Check out our top capital campaign consultant hiring strategies.