Sector track
K-12 & Independent Schools
Annual fund, auction, and capital work for independent, parochial, and charter schools.
- Independent schools
- Parochial & faith schools
- Charter networks
- PTOs & school foundations
Your donors are current parents on a tuition treadmill and alumni you barely know. The fund-a-need is your Super Bowl and re-enrollment season is your winter.
The curriculum, stage by stage
The full map is open: every module, every lesson. Free previews are marked; the rest opens with membership. Modules still in development are shown where they will land.
I Foundations typically years 0–2
Annual fund vs. tuition assistance vs. auction (untangling the money), and your first parent-giving campaign.
How Fundraising Works
The map you weren't given: where the money comes from, why people give, and what a development program is made of.
Your First Donor Conversations
Scripts, practice, and nerve for the conversations that fund your mission: discovery visits, thank-you calls, and your first ask.
The Annual Fund, Explained
Appeals, segments, and the giving calendar: how recurring annual revenue gets built, one season at a time.
Thank-Yous That Keep Donors
Retention is the cheapest money you raise. Build a gratitude system that runs even when you are slammed.
CRM Hygiene From Day One
Whatever system you inherited, make it trustworthy: clean records, simple codes, and reports you can stand behind.
Grant Writing 101: From LOI to Report
Find the right funders, write a fundable proposal, and report in a way that earns the second grant.
Your First Event: Purpose, Plan, and the Ask in the Room
What an event is for, the budget you can defend, the sponsor conversation, and the fund-a-need moment done without pressure. For the fundraiser who has just been handed the gala.
Working With Your Board (When You Are Not in Charge of It)
What a board is for, what to ask of it in year one, and how to brief a chair or committee without overstepping. For the fundraiser who reports to the ED and still needs the board to help.
Campaigns, Explained: What They Are and Your Part in One
Phases, gift tables, and the quiet phase, seen from the seat of a first-year fundraiser who will be asked to help. Enough to be useful in a campaign before you are asked to lead one.
Planned Giving Basics: Recognizing the Gift in Front of You
Bequests, beneficiary designations, and the signals a long-time donor sends; how to respond with gratitude and refer well. The gift most shops miss because nobody in year one was told to look.
Sector templates
Documents built for K-12 Schools shops, tailored to the sector's donors and calendar. These live in the Materials Library, alongside the rest members can download.
Train for K-12 Schools fundraising the way it works.
One membership opens every lesson, template, and worksheet in this track, and the other seven.
Become a member