Andrea’s Fundraising Toolkit
The pipeline tracker and weekly meeting agenda that make fundraising feel less like a scramble — and more like a well-oiled machine.
This bundle gives you two tools Andrea uses to bring order and predictability to development work: a weighted pipeline tracker so you always know where you
actually stand, and a weekly meeting agenda that keeps
everything moving. Whether you're a development director
managing a full team or an ED doing it yourself, these are the
building blocks of a fundraising system that doesn't keep
you up at night.
From the Helia Library — based on the article Fundraising That Runs Itself (Almost), from our Coffee Chat with Andrea Chen.
What's Inside
Start with the pipeline tracker — it's the foundation. The meeting agenda is how you actually use it.
01 — Pipeline Tracking Template
A weighted pipeline spreadsheet that calculates your real forecasted revenue — not just your total asks outstanding. Use it before your first weekly meeting to see where you actually stand against your goal.
02 — Weekly Development Meeting Agenda
The five-part agenda Andrea uses every week to keep prospects moving, catch problems early, and make sure nothing slips. Reach for this once your pipeline is set up and you're ready to run a consistent review rhythm.
When resources and templates aren’t enough
These tools will help you figure out where AI fits in your work and how to use it well. What they can't do is help you think through AI strategy at the organizational level, navigate the equity implications for your specific context, or build more complex systems for your team. If you're thinking beyond personal productivity — or if you've tried this and still feel stuck — that's usually where having a thought partner makes a real difference.
Not sure where to start? Book 30 minutes with Helia and we'll help you figure out what kind of support might actually be useful.
If you want help with your fundraising system
Andrea Chen works with organizations through The Helia Collective to build development systems that feel less like a scramble and more like a well-oiled machine.
She's a good fit if:
Your fundraising feels frantic and you want it to feel predictable
You have a pipeline but you're not weighting it — so you don't actually know what you have
You're not sure if your goal is the right number, or how to break out restricted vs. unrestricted
You want help building the weekly meeting rhythm that keeps everything moving
You need to expand your networks and relationships to reach your target donors
Ready to talk? → Book a free 30-minute call with Andrea or email her at andrea.i.chen@gmail.com with "Helia Help" in the subject line.
Not sure Andrea's the right fit? Book 30 minutes with Helia and we'll help you figure out who in our Collective might be.
Take what's helpful and make it your own.
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