A Guide to Selecting Fundraising Counsel 

The decision to engage outside counsel is an important step for your organization. 

You are entering into what will be a long-term relationship with a partner to attain an important, likely crucial, goal. At Alexander Haas, our team has been where you are – on the decision-side of the table. From our personal experience, we created this playbook as a guide to your selection process.  

Inside, you will find information on the 6 crucial steps to selecting counsel: 

  • Identifying Potential Counsel Partners
  • Preliminary Screening 
  • The Request for Proposal Process
  • Checking References
  • Face to Face Meeting 
  • Final Selection and Notification