Congratulations, You've Taken The First Step In Building Your Fundraising Team
Before You Begin
First, bookmark this page.
You’ll be coming back to it often, and it’s the central hub for building your fundraising system.
This system is not passive.
Building your fundraising system will require thinking, decisions, and follow-through.
It demands your attention. That’s intentional.
To support you through that mental work, I’ve provided clear instructions at every stage to guide your thinking, help you build faster, and remove guesswork.
Use them fully.
Please do not skip any step.
Each step builds on the one before it. Skipping ahead will create confusion and gaps that make execution harder later.
If at any point execution feels difficult or unclear, reach out.
Email me directly at [email protected] and explain where you’re stuck.
Most importantly, congratulations.
You’ve taken the first real step toward building a fundraising system that works with structure, clarity, and intention instead of pressure and guesswork.
Take your time. Start at the beginning.
Important Instructions: Saving Your Forms
Before using any of the forms provided, you must first save your own copy.
Do not edit or alter the original form before saving a copy.
This is very important.
How to Save a Copy
Open the form using the link provided
Click “File” → “Make a copy” (or the equivalent option in your form tool)
Save the copy to your own account
Use only your saved copy going forward
Why This Matters
Saving a copy before making any edits ensures that:
all responses go directly to you
your organization’s information remains private
no data is shared with or visible to anyone else
you maintain full control of the form and its responses
If you edit the original form without saving a copy first, responses may not be routed correctly and could compromise your organization’s privacy.
Once you’ve saved your copy, you are free to customize it for your organization as needed.
Always work from your own saved version.