Kalik & Associates will be responsible for training fundraising staff, as necessary. We are willing to cover any of the following topics based on the current needs and experience level of finance staff.

  • Basics of Fundraising
  • Making an Ask
  • Creation of a Finance Plan
  • Call Time
  • Event Planning & Execution
  • Direct Mail Fundraising
  • Online Fundraising
  • Finance Committees
  • PAC Fundraising
  • Compliance
  • Creation of Job Descriptions/Roles & Responsibilities for Finance Staff

In addition to providing training on the specific items above, we will continue to be a resource for the continuing professional development of the fundraising staff. We will have regular check-in calls along with providing the following support:

  • Review of Finance Plan;
  • Creation of deadlines and schedule for fundraising;
  • Editing of fundraising correspondence (if necessary);
  • Assist with hiring of fundraising related vendors, including digital, compliance, database, etc.;
  • Call time troubleshooting;
  • Any miscellaneous items related to the fundraising operation.