Without a clear guide for fundraising activities in your organization it is difficult to convey needed fundraising efforts throughout your organization, engaging all who are able and leveraging the most dollars for your organization.
Join Emily Davis, author of Fundraising and the Next Generation and President of Emily Davis Consulting to learn:
- Who to involve in the planning process;
- Steps to take to assess your organization, and;
- Essential elements of any fundraising plan.
9. • Why plan?
• Who gets involved?
• What are the activities?
• Why is assessment important?
• What inventory do you need?
• How will we know success?
GETTING STARTED
10. • Clear road map
• Lay foundation
• Share & increase investment
• Analyze capacity & leadership
• Research opportunities
• Set goals for measurement
• Increase revenue from
diverse resources
• Increase return on investment
(ROI)
WHY PLAN
11. • Development Team
• Staff Leadership
• Program Team
• Marketing Staff
• Committee Members
• Board Members
• Volunteers
• Consultant(s)
WHO GETS INVOLVED
20. • Sustainability needs
diversity
• Successes & areas of
improvement – be honest!
• Current funding breakdown
• Look for funding
opportunities
STRATEGIES & RECOMMENDATIONS
21. FUNDING SOURCES
• Government
• Foundations
• Corporate Giving
• Board Giving
• Individuals
• Fees for Service
• Social Enterprise/
Earned Income
• Workplace Giving
• Religious Community
• Special Events
• Service Clubs
• Planned Giving
• Endowments
• Capital Campaigns
• Other
22. • What are the current
relationship(s) we have?
• What are our successes?
• What are our funding amounts?
• How much will we increase funding
in yr 1, yr 2, yr 3?
• What resources will we use?
• What will our approach be?
• Specific examples
ANSWER THESE QUESTIONS
23. • Identity statement
• Core messaging
• Campaign messaging
• Marketing
• Outreach – analog & digital
• Branding
• Public relations
• Implementation
POSITIONING
24. • Key players (staff, volunteer,
etc.)
• Leadership
• Clear & organized donor
records
• Capacity analysis
• Realistic goals
• Relationships with donors
• Calendar
• Evaluate!!
MAKING IT ALL HAPPEN
25. • Case statement
• Summary page
• Calendar of activities
• Organizational structure
• Fundraising policies
• Budget(s)
• Professional development
• Descriptions – committee,
volunteers, staff
DOCS
26. • 3 – 5 pages
• Mission statement
• Quotes from community
members
• Share programs
• Funding needs
• Accomplishments and
successes
• Contact information
• Summary page: shorter version
of case statement
CASE STATEMENT
27. • Prospecting policies
• Cultivation & stewardship
policies, processes
• Acknowledgement policies
• Database – gift entry and
recording
• Ethical guidelines
• Sample of Nonprofit
Fundraising Policies
• Gift Acceptance Policy
FUNDRAISING PLAN
28. • Plan outline
• Created internally vs.
consultant
• Work across skills,
departments
• Build into existing plans
• Make your case internally
29.
30. • 4Good
• Association of Fundraising
Professionals
• The Foundation Center
• State Nonprofit Associations
• Chronicle of Philanthropy
• LinkedIn
RESOURCES
31. MORE RESOURCES
• Basics in Developing Your Fundraising Plan
• Elements of a Fundraising Plan, Richard Male
• How to Develop a Fundraising Plan, Stonehill
Consulting Group, LLC
• Fundraising Outline, Emily Davis Consulting
• The Development Plan, Linda Lysakowski
• The Complete Guide to Fundraising
Management, Stanley Weinstein