Building, Leading, and Retaining a High-Performance Frontline Fundraising Team

Last updated April 18, 2022

Course Length

4h 16m

Last Updated

April 18, 2022

Building, Leading, and Retaining a High-Performance Frontline Fundraising Team

Last updated April 18, 2022

Increase fundraising capacity by building a more effective team.


A new generation of frontline fundraisers who have different values and needs, combined with a rapidly changing social environment and labor market, are making the task of selecting, developing, and retaining fundraising teams more difficult than ever. Yet we know that our ability to sustainably raise fundraising revenue year after year depends on having skilled and high-performing fundraising talent. By fostering committed teams as well as supporting the growth and development of individual employees, you can improve overall fundraising performance and create the type of impact that our institutions, donors and employees all aspire to.

Join us for this one-day virtual conference that will focus on how you can increase fundraising capacity by focusing on how to build, lead, and retain a high-performing frontline fundraising team. Through a blend of individual and group activities, our expert faculty will share key strategies on how to develop a healthy team culture and establish career paths for your early pipeline fundraisers. Best practices in performance management consulting and how to partner with academic leaders in their fundraising efforts will also be explored and discussed during this live event.

For additional training on how you can improve your fundraising capacity by building an effective team, register for Retain Frontline Fundraisers by Fostering Inclusive Practices

Who should attend?

This conference is for Associate Vice Presidents, Executive Directors, and Directors of Development who supervise a frontline fundraising team. If you want to improve the culture and retention of your team and your institution’s fundraising goals, this program is for you.


Tuesday, June 28, 2022

11:00 a.m. – 5:00 p.m. | Eastern TIme

Welcome & Opening Remarks

11:00 – 11:15 a.m. ET


Trends in Recruiting and Retention Strategies & Tactics

11:15 – 11:45 p.m. ET
In this opening discussion, you will learn how frontline fundraisers are being aggressively recruited, with opportunities for higher salaries and better work-life flexibility both inside and outside of higher ed. Participants will then be introduced to new approaches to help address this current reality while also being given the chance to consider new approaches.


Developing a Healthy Team Culture

11:45 a.m. – 12:30 p.m. ET
The health and well-being of your team members is of the utmost importance for not only retention efforts, but for total dollars raised as well. Learn how you can get the best out of your frontline fundraisers by developing a culture that is aligned with your mission, has clear expectations, and empowers your team to lead and make decisions.


Short Break

12:30 – 12:45 p.m. ET


Creating Career Paths for New Frontline Fundraisers

12:45 – 1:30 p.m. ET
Young fundraisers want to see a path forward. By creating a clear-cut, individualized career path that is focused on early pipeline fundraisers, you can better ensure that your newest team members feel that the institution is committed to their professional development and growth, reinforcing their commitment to your larger fundraising goals.


Long Break

1:30 – 2:00 p.m. ET


Leading and Managing a Remote Team

2:00 – 2:30 p.m. ET
When accomplished effectively, the impact of remote work on team culture can contribute greatly toward a more positive environment. By having leadership exemplify how remote work can lead to better productivity, you will be able to retain the team you build for the long haul.


Partnering with Academic Partners in Fundraising Efforts

2:30 – 3:30 p.m. ET
Your frontline fundraising team is often not the only one on campus, especially in a decentralized campus environment. With fundraising units across the institution, it is increasingly necessary to collaborate with academic partners to improve their understanding of philanthropy and the skills required to be a successful fundraiser. You will acquire the skills for creating smarter partnerships with academic leaders, so that your overall strategy for institutional fundraising goals will be more coherent and effective.


Short Break

3:30 – 3:45 p.m. ET


Performance Management Coaching

3:45 – 4:45 p.m. ET
Measuring the performance of your team and the individuals on it can go beyond treating metrics and data as the end-all be-all within a performance review. The fact is, some new frontline fundraisers can develop a fear around what the metrics say about their fundraising efforts, undermining performance. By coaching your team in the qualitative skills and competencies they should be honing, you can instill the long-term thinking so necessary for great fundraisers to have.


Speaker Q&A Panel & Closing Remarks

4:45 – 5:00 p.m. ET