The Nonprofit Show

Joint Fundraising That Actually Works: For Collab Events and Small Teams

Julia Patrick and Tony Beall | Fundraiser's Friday Season 5 Episode 163

Joint fundraising: bold idea, complicated feelings. On this Fundraisers Friday, Julia C. Patrick and Tony Beall swap real-world stories and field notes on how small and midsize nonprofits can team up without tripping over turf, lists, or logistics. Julia sets the table with a grin—“They’re super tricky, they’re very interesting, and I think there’s a lot of fear around it”—then Tony gets granular on where collaboration actually shines: events. Think shared strengths: one NPO’s marketing mojo plus another’s room-flow wizardry equals a stronger guest experience and better net for all.

The throughline is alignment. Serve the same community—youth, seniors, cancer journeys, pets—so the purpose reads as one chorus, not competing solos.

Contracts keep friendships friendly. Spell everything out in an MOU (Memorandum of Understanding) or partnership agreement: shared costs, who fronts deposits, marketing responsibilities, volunteer management, night-of logistics, and—vital—who’s the fiscal agent. As Tony puts it, “It’s just a reminder that we are running a business.” Marketing lists stay private; attendee lists can be shared with explicit consent at registration. Afterward, leverage an event page for social recaps while each org pushes post-event notes to its own supporters.

Courage shows up at the recap table. Schedule a quick postmortem to capture wins, gaps, and “never again” insights while memories are fresh. Sometimes the bravest answer is one-and-done: celebrate the success and move on. Julia’s take on reality checks lands with a smile and a nod to capacity: big hearts are fantastic, but bandwidth pays the bills!!

 #TheNonprofitShow #NonprofitFundraising #Collaboration

 

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