Keeping Your Development Team Strong: A Case Study in Retention

When Ellen* became chief development officer for a performing arts center with a $20 million annual budget, she inherited a talented, high-performing fundraising team. The organization’s donor base was broad and loyal, built over decades of consistent outreach. Major gifts were coming in steadily, annual gala proceeds were up, and the grants pipeline was robust.

But within her first six months, Ellen saw a troubling trend: turnover. First, a promising mid-level gifts officer accepted a position at another nonprofit that offered a slightly higher salary. Then, a grant writer left for a corporate communications role that promised remote work flexibility. Shortly after, the events coordinator resigned, citing burnout after years of back-to-back fundraising seasons.

Ellen knew that recruiting new talent was time-consuming and costly. Each departure disrupted donor relationships, slowed fundraising momentum, and placed extra stress on remaining team members. She realized the key wasn’t just hiring well—it was keeping the people she already had.

Why Retention Matters and Where to Begin

Head of Consulting and Principal Jake Muszynski observes, “Retention is an industry-wide challenge. For nonprofits of all sizes, retaining the development team is not simply an HR concern—it’s a strategic priority. Fundraising is built on relationships. Every time a staff member leaves, institutional knowledge walks out the door, and donor trust can be shaken.” Replacing that connection can take years, and in the nonprofit sector, high turnover can quickly lead to stalled revenue growth. 

In his work with organizations all over the country, Jake frequently shares best practices to help organizations retain their team members. He encourages leaders to understand why employees leave and invest in proactive measures that will encourage valuable team members to remain with the organization: “To minimize turnover and support stability on your staff, your nonprofit needs to be a place where people want to work; in other words, a workplace that meets a range of needs and responds to employees’ career goals.” 

When organization leaders understand each team member’s perspective on their job and their career aspirations, they can use those insights to:

  • Invest in professional development that is meaningful to employees 
  • Create an internal culture that normalizes work/life flexibility
  • Establish routines that recognize employee contributions and celebrate achievements
  • Cultivate a more vibrant organization-wide culture of philanthropy

Understanding Your Team

The first step to retaining your team costs nothing and can be taken immediately. Jake points out some practical considerations: “You need to form an understanding of how your team members feel about their jobs. How do you find out? Ask. Schedule conversations that explore both good news and bad news aspects of working in your organization. Obviously, employees need to feel safe sharing their opinions. You can’t be thin-skinned.”

In Ellen’s case, she began by conducting a development team retention audit. She held one-on-one conversations with each staff member to understand what was working for them—and what wasn’t. She also reviewed salary benchmarks for similar organizations, examined workload distribution, and evaluated professional development opportunities across the department.

Through this process, Ellen discovered that the compensation her organization offered was competitive, but her staff said they felt stretched thin. Most of them expressed a need for more flex time to handle daily activities like picking children up from school or running important errands. Some said they wanted more consistent feedback on their performance and wanted more chances to grow professionally and advance within the organization. Even more concerning, many reported feeling isolated from other departments and the broader mission of the organization.

Implementing Retention Strategies

With a little research, leaders can determine whether the salaries they offer are commensurate with comparable nonprofits, but compensation is not the only way to retain team members. Workplace norms play a big role in retention. Many organizations now offer employees more flexibility and autonomy. Find out what changes to workload or office norms would mean the most to your staff.  

Jake also encourages leaders to speak with their boards about investing in retention: “Organizations shouldn’t wait until people are resigning to think about retention. The best time to invest in your team is before there’s a problem. When leaders commit to their staff’s growth and wellbeing, they’re not only keeping employees—they’re building a resilient future for the mission.”

The business leaders on Ellen’s board strongly believe that strategic investments reap greater returns; consequently, their usual debates are not about whether to invest, but rather how. After a lively discussion, Ellen’s board helped her hammer out a four-part retention strategy:

  1. Invest in Career Growth
    Ellen created a professional development budget with funding earmarked for each member of her team. She worked with each staff member to develop a personalized growth plan.
  2. Balance Workloads and Increase Flexibility
    Ellen restructured assignments to prevent burnout. She established mandatory “no meeting” focus days and implemented hybrid and remote work models for staff whose roles allowed for that flexibility. She also began sending out monthly anonymous surveys to monitor staff morale.
  1. Recognize and Celebrate Achievements
    The development department started to hold quarterly “impact sessions” where fundraising wins were shared with the entire organization—connecting staff efforts directly to mission outcomes. Individual achievements, from closing a major gift to exceeding an event goal, were publicly recognized.
  1. Cultivate an Organization-Wide Culture of Philanthropy Ellen also worked with leadership and program staff to embed fundraising into the fabric of the organization. She coordinated a series of interdepartmental discussions on the role that every nonprofit employee or volunteer plays in supporting philanthropy. From program staff offering excellent customer service to instructors leading school groups to board members deliberating on governance, Ellen wanted everyone connected to the performing arts center to know they were trusted and empowered to play their unique role in the fundraising that makes their mission possible. This consciousness-raising exercise broadened the development team’s base of support and reduced their sense of isolation.

Jake adds that “Recognizing and celebrating development team wins is one of the most important things a leader can do to help team members feel valued. As a bonus, sharing the development team’s milestones with the organization also fed into Ellen’s broader goal of creating a more robust culture of philanthropy. It acknowledged the contributions of development staff and raised general awareness of the importance of philanthropy to the mission.”  

The Results

Within a year, staff turnover dropped significantly. The monthly surveys consistently indicated that Ellen’s staff was feeling a greater sense of contentment at work. Major gift revenue increased—partly, Ellen thought, because donor relationships were no longer disrupted by staff departures. Though the concrete effects of promoting a culture of philanthropy would be hard to track, Ellen could see that it was boosting morale and supporting the organization’s long-term success.

At the end of the day, retaining a development team in the current environment is about more than paychecks—it’s about creating a workplace where fundraisers can see themselves thriving long-term. For nonprofits, investing in retention is not a cost—it’s a growth strategy.

Partner with Us

Is staff turnover holding your organization back? Are you unsure about how to attract and retain valuable development staff? Do you sometimes worry that your team is burned out? CFA can help you resolve these questions and more. Contact CFA today.

*Disclaimer: Client confidentiality is paramount in our work with each and every organization. The story in this article is fiction, based on real situations drawn from CFA’s broad experience serving nonprofit organizations.


Leslie Cronin, Senior Manager of Strategic Communications

Leslie Cronin comes to Creative Fundraising Advisors with broad experience in education and nonprofits. Early in her career, she taught English, composition, and creative writing at selective independent schools, colleges, and universities. In 2005, she became Senior Development Writer at the Museum of Fine Arts, Houston, overseeing all aspects of communication coming out of the museum’s development department including exhibition descriptions, grant applications, correspondence with major donors, acknowledgements, and event invitations.

Leslie later brought her experience in education and fundraising to a new role, serving first as board member and then vice president of the board of an independent school in Houston, Texas. During her tenure, she was instrumental in the formulation of the school’s 20-year plan, including its successful accreditation as an International Baccalaureate institution. She worked closely with a wide variety of consultants on urban planning, architecture, and a fundraising feasibility study. Her insight into the client experience helps her every day in her work for CFA.

As Senior Manager of Strategic Communications, Leslie helps CFA’s clients shape their campaigns for maximum impact and results by leading case development workshops, writing compelling case summaries, and crafting powerfully persuasive campaign collateral. Additionally, Leslie manages CFA’s brand voice by developing content for the firm’s resource library and overseeing the editorial calendar. 

Leslie believes nonprofits have the power to change the world. In crafting cases for support, she writes as a committed advocate for each client and their goals. Leslie holds two Masters degrees, one an MFA from the Iowa Writers’ Workshop, the other an MA in English Literature from Temple University. She is mother to two grown children, a voracious reader, and an amateur equestrian. She lives on Cape Cod with her husband, author Justin Cronin, and their rescue dog, Lonesome Dove.

A Closer Look at the Campaign Quiet Phase

At CFA, we believe successful campaigns are driven by big ideas. At their core, campaigns are encapsulated in relationships and numbers, artfully woven together, and informed by data and intuition.

While each phase of a campaign serves an important purpose – laying the groundwork, gathering critical information, and engaging donors – the campaign quiet phase is a distinct inflection point in a campaign during which the art and science behind transformational campaigns comes fully into view.

THE IMPORTANCE OF QUIET PHASES

Also known as the “silent phase” of a campaign, quiet phases are often when the most significant work takes place. Quiet phases are uniquely important for several reasons:

  1. Momentum – Quiet phases are a focused yet flexible point in a campaign centered on building buy-in and securing early commitments from lead donors to set the tone for the campaigns’ success by inspiring gifts at similar levels and encouraging other donors to follow suit.
  2. Refinement – Quiet phases allow organizations to fine-tune their strategies, goals, and case for support based on insights gathered from major donors and stakeholders, enhancing the effectiveness of the public campaign.
  3. Financial Foundation – Quiet phases ensure a solid financial base by securing a substantial portion of the fundraising goal before launching publicly, increasing confidence and credibility, and motivating additional participation. 

Quiet phases are not exclusive to capital campaigns, and serve a critical purpose during endowment and comprehensive campaigns as well. The quiet phase sets the stage for a successful campaign by securing a number of lead gifts from a small set of close and active donors. These gifts comprise the top of a campaign’s giving pyramid and chart the course toward the most important number associated with any campaign: the fundraising goal.  

Campaign Quiet Phase Gifts Table

CFA Senior Manager of Campaigns Anne Spears brings over a decade of fundraising experience, offering strategic guidance to organizations throughout each stage of their campaigns and supporting progress toward their campaign goals. According to Anne, “The quiet phase serves as a litmus test for a campaign’s vision and case for support. It provides sure footing for a fundraising team and the campaign while building buy-in and deeply engaging donors closest to the organization.”

Identifying donors to include in the quiet phase relies on fundraising intuition validated by prospect research and the campaign’s feasibility study. Anne recommends starting with the first donors that come to mind before even looking at a donor list. Donors at the top of a campaign pyramid will require in-depth prospect research to inform the appropriate ask amount, which is not often realistic for the majority of a campaign’s prospects.

Cultivating transformational gifts from lead donors requires significant time. The quiet phase allows fundraisers to focus on these close and critical donors while offering a period of flexibility in the campaign’s early development. The nature and tone of conversations with donors during this stage are inherently different, allowing more time and space to test ideas and ask for advice before goals, vision, and timeline are fully established and publicly announced. “Without a quiet phase dedicated to individually engaging these major donors early on, they are much less inclined to give at their full capacity,” shares Anne. 

“Giving Inspires Giving”

The quiet phase also enables fundraisers to gain experience in the art of asking for large investments. “These will be your friendliest donors with the strongest affinity for your organization,” Anne states. Cultivation conversations with these close donors becomes an exercise in articulating the campaign’s vision and goals while asking insightful questions. Soliciting transformational gifts also comes down to knowing when the time is right to make “the ask.” 

Significant contributions secured in the quiet phase can have a multiplying effect as a campaign gets underway. “Giving inspires giving,” comments Anne. “Donors are more likely to give meaningful gifts when others are giving at similar levels, and early gifts help to set the bar for future gifts.”

Hybrid Quiet Phases

The form and function of the campaign quiet phase is inherently exclusive because it focuses on a small set of high-capacity donors; a factor that is often necessitated by the limitations of a fundraising team’s capacity to equally and deeply engage donors at all giving levels. As a result, organizations seeking to align their campaigns with organizational values of equity and inclusivity can find the quiet phase to be problematic.

While some organizations may consider skipping the quiet phase in favor of a fully public campaign, CFA often advises organizations to take a hybrid approach by conducting a more inclusive feasibility process and identifying a few lead gifts following the feasibility study that can build confidence and catalyze additional giving as the public phase gets underway. 

Regardless of the phase in which these early conversations and campaign commitments take place, they become an important source of validation by increasing donor confidence, motivating additional support, and building a solid foundation for a successful campaign.


CONTACT US

Campaigns are an extensive undertaking that require a balance of organizational strategy, experience, and stamina. At CFA, we have partnered with more than 50 organizations throughout the planning, execution, and sustaining of transformative campaigns. If your organization is interested in support to launch a successful campaign, contact CFA today to explore how we can help.


Anne Spears, Senior Manager of Campaigns

An experienced fundraiser with over a decade of experience in education, religious, and social service based nonprofit fundraising, Anne is passionate about the work being done by nonprofit organizations. She is energized and inspired by working side by side with our nonprofit partners as a project manager for fundraising campaigns.

Most recently Anne was the Director of Development at the Episcopal Diocese of West Texas where she oversaw a multitude of initiatives including capital campaigns for Diocesan camp facilities from the South Texas Coast to the Colorado Rockies, campaigns to assist asylum seekers traveling from Mexico to the U.S., and consulted with the 87 Diocesan churches regarding their fundraising needs. 

Previously Anne was the Chief Development Officer for Ascension DePaul Services of San Antonio and the Development Coordinator at St. Thomas Early Learning Center in College Station, Texas. She also worked for the State of Montana as a social services specialist serving indigenous and rural populations.

Anne has a B.S. in Sociology, a M.S. in Family and Child Studies, along with a Master of Public Administration. She also is a Certified Fundraising Executive (CFRE). Anne lives in San Antonio, Texas, with her husband and three children.

Email Anne


Kendall Carlson, Content Writer

A frequent contributor to CFA’s digital content, Kendall Carlson has spent her career advancing nonprofit organizations across the Twin Cities. With 16 years of experience, Kendall brings a balance of strategic and operational leadership spanning fundraising, program development, evaluation, and strategic planning. Most recently, Kendall served as Development and Communications Director at Hired, where she diversified revenue for the organization’s $11M budget and increased individual giving by 60%, led a rebrand, and launched an organization-wide data for impact initiative. Prior to Hired, Kendall served at Greater Twin Cities United Way, where she led an advancement strategy team to increase investment and engagement from the organization’s top corporate and major donors.  Kendall is known as a strategic, solution-oriented leader with a high capacity for detail and commitment to quality. She launched her consulting practice, Luminate Consulting, in 2022 to bring her skills in fundraising and program strategy to nonprofits seeking sustainable growth.