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Assess the portfolio
Identify current revenue sources, donor relationships, pipeline and operational gaps.
Recruit fundraising leadership for the work ahead
Hire a Development Director by defining revenue responsibilities, donor strategy, team scope, systems, board partnership and the resources available to succeed.
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Employer action plan
01
Identify current revenue sources, donor relationships, pipeline and operational gaps.
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Clarify individual-giving ownership, team supervision, executive partnership and board engagement.
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Ask candidates to explain strategy, execution, learning and results in relevant fundraising contexts.
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Align expectations with staffing, systems, communications capacity and executive access.
What to prepare
Development Director titles vary. Candidates need to know whether the role leads a mature program, builds a function, manages a team, carries a personal portfolio or combines several responsibilities.
Align scope and decision makers.
Share a clear opportunity.
Use job-related evidence.
Prepare a supported start.
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Questions and answers
Look for relevant fundraising leadership, sound judgment, relationship management, planning, communication and evidence suited to the organization’s revenue model.
Provide a realistic role scope, transparent compensation, clear executive and board partnership, and enough resources to pursue the stated goals.
Design the role before you recruit
A strong Development Director search starts with the revenue model, not the title. Employers should distinguish between major gifts, annual giving, institutional giving, events, corporate partnerships, planned giving, campaign work and development operations. A candidate who has excelled in one model may not be the right match for another.
Clarify which revenue streams the Development Director is directly accountable for and which are shared with the CEO, Executive Director, board or other staff.
State whether the leader will personally qualify, cultivate, solicit and steward donors, and whether an established portfolio already exists.
Describe direct reports, database support, prospect research, communications resources, grant support and the CRM or donor system the team uses.
Interview with evidence
Interview questions should produce evidence about how the candidate thinks and operates. Ask for specific examples rather than general descriptions of fundraising philosophy.
Look for clear descriptions of the candidate’s role, the context they inherited, the strategy they chose, the relationships they managed, the systems they used and what changed as a result. Avoid over-weighting charisma when the role also requires disciplined planning, follow-through and operational leadership.
References can help confirm how the candidate works with donors, executives, peers and boards, how they handle pressure, and whether they build sustainable fundraising practices rather than relying on one-time wins.
Set the hire up to succeed
The strongest hire can struggle if expectations, access and resources are unclear. Before the Development Director starts, identify the relationships, information and decisions they will need early.
Review revenue history, donor segments, systems, campaigns and current commitments.
Build relationships with executive leadership, program leaders, board members and key donors.
Evaluate pipeline health, staffing, systems, communications support and near-term opportunities.
Agree on an achievable fundraising plan, reporting cadence and measures of success.