Role track
Lead Fundraiser
You own the money-raising operation so the candidate's fundraising time goes only where it is irreplaceable. No prior fundraising experience required — you follow the system and never let an ask die of neglect.
Who this is
The person who owns the pipeline.
The prospect list, the follow-up, the events, the candidate's call sheets. Organized, persistent, comfortable asking. A campaign where fundraising has no owner caps out at whatever the candidate can squeeze between everything else.
What you own
- The prospect list and pipeline — every potential donor, staged and tracked
- Follow-up. A "yes" is not a deposit; a "maybe" becomes a "yes" on the second touch
- Candidate call time — you build the call sheets and pre-write the ask amounts
- Fundraising events, from house parties to meet-and-greets
What you do not own
The books, the bank account, and the filings — that is the Treasurer. You bring the money in; the treasurer handles it correctly. And the top asks themselves belong to the candidate. You make them happen.
Your curriculum
Fundraising
Your home function. Goal-setting, ask tiers, the pipeline, call time, events, online giving.
Compliance & Finance
Contribution limits, what must be captured on every gift, what you can and cannot accept.
Donor relations
Thank-yous, updates, and the year-round relationship that makes the next ask easier.
Your first week
- Read the Fundraising playbook end to end.
- Build the prospect list with the candidate: every network, tiered by likely capacity.
- Set the fundraising goal from the budget, cross-checked against a comparable past race.
- Stand up the pipeline tracker and call-time sheets with pre-written ask amounts.
- Book the candidate's first protected call-time blocks.
- Confirm with the Treasurer how every gift gets recorded.
Your tools
- Call-Time Tracker — call sheets with pre-written asks
- Contacts to Outreach and Donations — the pipeline, no double data entry
- Contribution Tracker — shared with the Treasurer
- Fundraising Plan template
Ready to own the pipeline?
Tell us what you are drawn to and we will connect you with the right campaign.