Campaign Fundraising Pocket Playbook
5 Courses
Description
Fundraising decides whether your campaign can afford the staff, ads, and mail it needs to win. Still, most first-time candidates and treasurers have never actually built a fundraising operation from scratch. This learning plan pulls together the essentials:
Staying compliant with your state's campaign finance laws
Building a donor list from your candidate's existing network
Researching donors and building a call sheet
Walking through a hard ask without doubting yourself
Whether you're opening a campaign bank account for the first time or dialing your first fundraising call, these campaign guides take under 10 minutes and give you the scripts and structure to do it right from day one.
Inside, you'll find a five-step process for turning a candidate's phone, email, and social contacts into an organized donor list, plus the exact anatomy of a call sheet that turns a cold call into a warm one. We break down all nine steps of a hard ask, from the opening line to the follow-up thank-you, and include a hands-on recording exercise for building confidence before your candidate ever picks up the phone. Round it out with a plain-language breakdown of campaign finance compliance, and your team has run the full fundraising playbook in under an hour.
Learning Plan Outline
5 Courses | 8min Average Time
Course Description
Campaign finance violations can sink a campaign before it even gets off the ground, but the rules are manageable once you know where to look. This microlearning breaks down exactly how to build a compliant campaign from day one, covering which laws apply to your race, where to find the right resources, and the mistakes that trip up first-time candidates and staff.
Follow a 5-step action plan: identify your governing bodies, review your state's campaign finance laws, build your reporting calendar, set up your infrastructure (bank account, EIN, treasurer), and draft your compliance plan. Along the way, you'll also cover contribution limits, in-kind donations, and the most common compliance mistakes campaigns make, so your team builds good habits instead of cleaning up problems later.
Finish in about 10 minutes, then use the linked state-by-state resource guide and sample compliance plan to put your plan into action.
