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. As competition for donors’ dollars continues to increase, attitudes of givers change and tactics and methods for attaining fundraising goals evolve, the selection of counsel has a dramatic impact on your organization for several years to come.

At Alexander Haas, our team has been where you are – on the decision-side of the table. From our personal experience, and review of several guidebooks and authorities on the topic of selecting counsel, we created this playbook as a guide to your selection process.

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

  1. Identifying Potential Counsel Partners
  2. Preliminary Screening
  3. The Request for Proposal Process
  4. Checking References
  5. Face to Face Meeting
  6. Final Selection and Notification

Feel free to reach out to us at any point for more information.