Management of Frontline Fundraising

Management of Frontline Fundraising is designed to help fundraising team managers become stronger coaches, and and lead with more clarity and consistency. The program gives managers tools to boost individual and team performance by assessing strengths and skill gaps, and building and reinforcing a shared fundraising approach.

A 5-month engagement cycle infographic showing stages: assessment & planning, workshops & one-on-one coaching, and program assessment & sustainability, with markers at the beginning and end of the cycle.

    • Fundraising managers and supervisors 

    • Associate and assistant vice presidents 

    • Advancement leaders responsible for team performance 

    • Organizations strengthening management capacity 

    • How to coach fundraisers using shared language and process 

    • How to set and reinforce clear expectations 

    • How to evaluate portfolios and donor movement 

    • How to diagnose skill gaps and performance challenges 

    • How to coach and develop frontline gift officers to enhance productivity

    • How to asses gift officer’s frontline fundraising skills

    • How to define and implement a disciplined fundraising process across your team

    • Monthly workshops rooted in real management scenarios 

    • Applied coaching using participants’ teams and portfolios 

    • Practical tools for accountability and evaluation 

    • Provides managers with a clear coaching framework 

    • Reinforces shared expectations across teams 

    • Improves consistency in performance evaluation 

  • Measurable Impact

    • Stronger and more confident managers 

    • Clearer  expectations for frontline fundraisers 

    • Improved portfolio oversight 

    • More consistent fundraising performance 

Learn more about our results

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