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Ops & Asks

The Musings Of A Houston Fundraiser

  • Writer's pictureJuliana M. Weissbein CFRE

Recommended Reading: An Executive's Guide to Fundraising Operations

Updated: Aug 25, 2023

A must read for those looking to enhance their backend systems and processes.


We all know that the success of our fundraising efforts is rooted in the cultivation of authentic and positive relationships with our donors. But effective moves management ultimately lies in the quality of an organization's fundraising operations. So what is a frontline fundraiser to do? How do we know if our work is functioning as efficiently as possible? How much time (and revenue!) are we losing if it's not?

As frontline fundraisers we can quickly become mired in details, especially without the right systems and evaluation strategies. We require the necessary tools to manage even the most complex aspects of our operations while maintaining our focus on the bottom line. An Executive's Guide to Fundraising Operations helps us work smarter, not harder and presents the essential framework to improve and innovate our development operations. The Guide's clear, step-by-step guidance covers crucial responsibilities including program support, technology applications, data maintenance, gift processing, reporting and analytics, and compliance.

Author and widely regarded development leader Christopher Cannon provides invaluable resources to boost your fundraising operations, with discussion of topics including:

  • A framework for assessing the efficiency of operational activities.

  • The responsibilities of a fundraising operations team.

  • Connecting operations to programs and integrating fundraising teams.

  • Tools and calculators for fundraising executives to gauge success.

This book serves as a straightforward guide to the principles of effective fundraising operations, An Executive Guide to Fundraising Operations provides fundraisers with easy-to-understand approaches to evaluate and address fundraising operations needs and opportunities. This guide simplifies and focuses on the analysis of problems and needs, allowing a quick return to fundraising.

Regardless of your position within an organization, this book will help you better appreciate the theory and application of effective fundraising operations.

No matter how your nonprofit refers to fundraising operations, the truth is most fundraisers struggle with evaluating their operational issues. Regardless of your position in the organization, this book will help you better appreciate the theory and application of effective fundraising operations and will help you better utilize this organizational asset. Filled with case studies, best practices, and helpful evaluation tools, this guide demystifies this crucial department within fundraising, offering solutions for some of the most vexing operations dilemmas.


Juliana M. Weissbein, CFRE is a respected leader and decision influencer in regard to fundraising operations best practices. With over a decade of experience, Juliana thrives on professional growth, team success, measurable results, and inspiring fundraisers to utilize data-based strategies. Juliana currently serves as the Associate Director of Development Operations at Planned Parenthood Federation of America. She is an AFP Global Board Member, AFP Global's 2019 Outstanding Young Professional Fundraiser and is a member of the AFP Global Women's Impact Initiative. Juliana is immediate past chair of the AFP New York City chapter’s Emerging Leaders Committee and currently serves on the chapter’s board chairing their mentorship program. She resides in Houston, TX and never turns down a good kombucha.


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