BE A TRAILHEAD HOST · CIRCLE OF 100

Open a trail. Bring nine others.

A Trailhead Host commits one gift and gathers nine companions. We hand you the kit, the language, and a private dashboard to watch your circle close in real time. You don't have to know how to fundraise. You just have to be willing to invite.

~30
Minutes to Set Up
9
Invites to Send
1
Year of Global Health
WHAT A TRAILHEAD HOST DOES

Three things only. We handle the rest.

No fundraising experience required. No spreadsheets. No awkward asks. Just a willingness to invite people you already know to something that matters.

step 01

Commit your gift

Choose $100/mo or a one-time gift of $500+. Your gift is the first seat in your circle. It takes about 5 minutes.

~5 MIN
step 02

Invite nine companions

Use the templates and graphics we send you, or write your own. Most hosts fill their circle in 2–3 weeks. We'll help fill open seats from the waiting list if you need it.

~2 WEEKS
step 03

Show up at the gathering

Once a year, in person or online, we close one year of trail and open the next. You're named, recognized, and surrounded by your circle.

1 EVENING / YEAR
THE REAL MATH

You don't need to ask nine people. You need to talk to fifty.

Most circles fill from a list of 50 contacts. Here's the typical conversion pattern.

50
CONTACTS ON YOUR LIST
Family, friends, colleagues, fellow caregivers, alumni, neighbors. The full reachable network.
~25
RESPOND TO THE FIRST ASK
Half of the list won't see the message, won't open the email, or won't reply this week.
~15
SAY YES IN PRINCIPLE
"Tell me more." "Send me the link." "I'm interested."
9
JOIN YOUR CIRCLE
A full circle, ready for the year. The cadence (next section) closes the gap from interest to commitment.
CONTACTS 50 REPLIES ~25 INTERESTED ~15 JOIN 9
01

The list is not the goal.

Building the list is a separate task from inviting. Name 50 contacts before sending the first message: family, friends, colleagues, alumni, community.

02

Silence is not rejection.

~70% of "no replies" become "yeses" when you follow up the right way. People are busy, not opposed.

03

A "no" is information, not failure.

Every "not right now" is a person who knows about James Trail. They tell people. They come back next year. Track them.

THE CADENCE

Outreach is a campaign, not a single ask.

The hosts who close their circle have one thing in common: they don't stop after the first message. Here's the rhythm that works.

DAY 0 · INITIAL

The Personal Note

Send to 10-15 of your warmest contacts first. Personal — not blast. One paragraph, your voice, why this matters to you. Include the one-page invite as an attachment or link.

VIA: TEXT OR EMAIL · 1-ON-1
DAY 3 · BROAD CAST

The Wider Invitation

Send to the next 25-30 people. Same message structure, slightly less personalized. This is the "I'm doing something — want to join me?" cohort.

VIA: GROUP EMAIL · BCC · OR LINKEDIN POST
DAY 7 · SOCIAL

The Public Post

Instagram or Facebook story. Share the work, not the ask. "Why I'm hosting a Circle of 100 for James Trail" — your why, with a link.

VIA: INSTAGRAM · FACEBOOK · LINKEDIN
DAY 10 · GENTLE NUDGE

The "Just Checking In"

Follow up with anyone who hasn't replied to your Day 0 note. Critical step. "Hey — wanted to make sure my last note didn't get buried. No pressure, just wanted to share this thing I care about." This is where most circles fill.

VIA: SAME CHANNEL AS DAY 0 · ONE FOLLOW-UP ONLY
DAY 14 · UPDATE

The Progress Share

Post or message: "We're at 6 of 10 — three seats open." Social proof. Urgency. People who hesitated now see momentum.

VIA: SAME CHANNELS · SOCIAL OR GROUP EMAIL

What if the circle isn't full after the cadence?

Tell us. We add seats from the James Trail companion waiting list — people who've raised their hand for a circle but don't want to host one. Most circles close within 30 days. None stay open more than 60.

WHAT'S IN THE HOST KIT

Everything you need. Nothing you have to make.

The moment you commit, we email you a kit with templates, graphics, and access to your private circle dashboard. Pick what you need, ignore what you don't.

PDF

The One-Page Invite

Customizable PDF with your circle name and your photo. Print it, text it, email it. The story is already written.

SCRIPT

Talking Points

What to say at dinner. What to text. How to answer "why now" and "what does my money do?" Honest scripts, never salesy.

.DOCX

Email & Text Templates

Pre-written invitations for every audience: close friends, colleagues, family, your alumni network. Just paste and personalize.

PNG / 1080

Social Share Graphics

Instagram, LinkedIn, and Stories sets — pre-branded, with your circle name. Drop in, post, done.

LIVE

Your Circle Dashboard

A private link where you watch your circle close in real time. Who's joined. Who's pending. What to do next.

DIRECT

A Direct Line to Meredith

Stuck? Need a story idea? Want a co-host call? Email or text Meredith directly — hosts always get a real reply.

YOUR PRIVATE DASHBOARD

Watch your circle close in real time.

The moment a friend joins, your dashboard updates. No checking spreadsheets. No nagging Meredith. Just a quiet, live view of your trail filling in.

circle.jamestrail.org/marler-circle
LIVE
YOUR CIRCLE
The Marler Circle
Hosted by D. & R. Marler · started May 2026
7 / 10 seats
3 SEATS OPEN · 1 PENDING INVITE
COMPANIONS
DM
D. & R. Marler (host)
IN
SA
Sarah A.
IN
MJ
Michael J.
IN
TK
Tara K.
IN
JB
Jason B.
IN
EM
Elena M.
IN
RP
Rev. Patterson
SENT 2D
+
Open seat
—
+
Open seat
—
+
Open seat
—
YOUR CIRCLE THIS YEAR
$7,200
of $12,000 committed
CAMPAIGN-WIDE
$47,200
of $120,000 · 39 of 100 companions
+ Resend Pending Invite
↗ Share Circle Link
THE CAMPAIGN, LIVE

All ten circles. One trail.

Five circles are open. Five are forming. Be one of the ten Trailhead Hosts who carry this year of JT Med across Cuba, Kenya, India, and Mexico.

$47,200 / $120,000
39 of 100 companions in
$0 $30K $60K $90K $120K · GOAL
UPDATED 14 MINUTES AGO
"
I thought I'd be terrible at this. I'm not a fundraiser. But the invite was already written, my friends actually wanted to be asked, and the dashboard made me feel like I wasn't doing it alone. Our circle closed in eleven days.
D. Marler
TRAILHEAD HOST · THE MARLER CIRCLE
HOST QUESTIONS

The honest answers.

Q.How much time does this really take?
About 30 minutes to set up your circle (gift + kit + share). Then 15 minutes a week for 2-3 weeks while you invite friends. Then once a quarter you'll get a one-page trail report. Once a year, the gathering. That's it.
Q.What if I don't know nine people who'd give?
Most hosts say this and then close their circle in two weeks. Your nine don't all need to be best friends or wealthy — they need to be people who'd say yes to something good if you asked. We can also fill open seats from a waiting list of companions looking for a circle. Your circle will close.
Q.Can my company host a circle?
Yes — it's one of our favorites. Your company is the Trailhead Host. You invite team members, partners, or clients as companions. We send a co-branded invite kit. Talk to us about matching gifts too.
Q.What happens if a companion can't pay?
Their seat goes back to the waiting list, and we re-fill it. You're not on the hook financially for anyone else's gift. Hosts only commit their own.
Q.What does the annual gathering actually look like?
A simple meal, a short program — stories from JT Med teams in Cuba, Kenya, India, and Mexico, plus what's next year. Hosts and companions in person or on livestream. Around two hours. Held the same weekend as The HIKE.
Q.Do I get a tax-deductible receipt?
Yes. James Trail is a registered 501(c)(3). Annual giving statements are issued every January.
DON'T OVERTHINK IT

Just start.

Most hosts say yes before they feel ready. The kit, the dashboard, and the team are waiting. Your circle is, too.