This presentation provides a comprehensive framework for organizations to build a professional, successful, and sustainable fundraising operation. Drawing on COGEO's 7 Stages of a Tax-Exempt Organization, this workshop illustrates how fundraising and organizational development grow together. We detail the differences and requirements of both Annual Campaigns and Capital Projects and how these tactics will move your organization towards long-term financial diversity and security.

This action plan focuses on internal readiness and strategic planning to launch a professional fundraising program. Participants will work through a structured checklist covering key internal factors—from governance and human capital to essential data organization—that determine an organization’s ability to succeed in fundraising. This exercise ensures participants leave with a concrete roadmap - a 90 day action plan - to secure the internal resources needed to move their organization to the next stage.