A course for the new-to-intermediate development professional or volunteer designed to help maximize team involvement in the fundraising process…
… for even the most reluctant fundraiser.
including:
The Value of a Team Approach
Why Donors Give
How to Convince the Reluctant Fundraiser
How to Craft the Perfect Plan
9. Why a Team?
• Many roles to fill
• Not every approach is the same
10. Why a Team?
• Many roles to fill
• Not every approach is the same
• Transitions and turnover
11. Why a Team?
• Many roles to fill
• Not every approach is the same
• Transitions and turnover
• Addressing main fundraising pain points
12. Pain Points?
• Where does the buck stop?
• Disconnect between staff/volunteersLeadership
13. Pain Points?
• Where does the buck stop?
• Disconnect between staff/volunteersLeadership
• 80/20 rule
• Lack of preparationParticipation
14. Pain Points?
• Where does the buck stop?
• Disconnect between staff/volunteersLeadership
• 80/20 rule
• Lack of preparation
Participation
• All talk and no action
• Cyclical problem
Merry-Go-
Round
15. Pain Points?
• Where does the buck stop?
• Disconnect between staff/volunteersLeadership
• 80/20 rule
• Lack of preparationParticipation
• All talk and no action
• Cyclical problem
Merry-Go-
Round
• No room for spontaneity
• Burn-outWorkload
16. Who is on your team?
• Each member has a responsibility
• Approves strategic goals and budgetBoard
17. Who is on your team?
• Each member has a responsibility
• Approves strategic goals and budgetBoard
• Sets strategy
• Performs high end tasksCommittee
18. Who is on your team?
• Each member has a responsibility
• Approves strategic goals and budgetBoard
• Sets strategy
• Performs high end tasksCommittee
• Advises on trends
• Keeps the ball moving/recordsStaff
19. Who is on your team?
• Each member has a responsibility
• Approves strategic goals and budgetBoard
• Sets strategy
• Performs high end tasksCommittee
• Advises on trends
• Keeps the ball moving/recordsStaff
• Provide Perspective and Passion
• Can fill ad hoc rolesConstituents
24. Coaching, not directing
• Active listening
• Getting buy-in while brainstorming
solutions
• Follow up/Ask forward-thinking questions
25. Coaching, not directing
• Active listening
• Getting buy-in while brainstorming
solutions
• Follow up/Ask forward-thinking questions
• Know what you can/cannot control
26. Coaching, not directing
• Active listening
• Getting buy-in while brainstorming
solutions
• Follow up/Ask forward-thinking questions
• Know what you can/cannot control
• Avoid the Bright Shiny Object Syndrome
27. The Fundraising Process
• Gathering information
• Cultivation
• The ASK
• Follow up
• Moving them Up the Ladder
34. Fundraising ROI
Campaign Method Cost Per $
Raised
Capital Campaign/Major Gifts $.05 to $.10
Corporations and Foundations (Grant Writing) $.20
Direct Mail (Renewal) $.20
Planned Giving $.25
Benefit/Special Events $.50
Direct Mail (Acquisition) $1 to $1.25
35. How to coordinate?
• Needs of your team
• Needs of your donor
• The Fundraising Process
47. Revisiting our Pain Points
• Specific responsibilities
• FocusLeadership
• Buy in for owning solutions
• Incremental accomplishments = enthusiasmParticipation
• Focus on the future, get off perfection
• Productive questions/active listening
Merry-Go-
Round
• Put a pin in that bright-shiny thing (not saying
“no”)Workload
48. Next Steps
• Identify your team
• Orient your team to your organization
(Case)
• Orient your team to the fundraising
process
• Put together your plan
• Move forward in small increments
• Build from there
51. Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
52. Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
53. Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
54. Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
55. Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
56. Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
• Downloadable worksheets you can use
TODAY
57. Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
• Downloadable worksheets you can use
TODAY
58. Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
• Downloadable worksheets you can use
TODAY
• CFRE accreditation
59. Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
• Downloadable worksheets you can use
TODAY
• CFRE accreditation
= 6.25 continuing education credits
60. Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
• Downloadable worksheets you can use
TODAY
• CFRE accreditation
61. Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
• Downloadable worksheets you can use
TODAY
• CFRE accreditation
• Normally: $1,300
62. Fundraising for the New
Professional
• Five 75-minute sessions for the new ED or
Development Director
• Downloadable worksheets you can use
TODAY
• CFRE accreditation
• Normally: $1,300
• Today: $229
Stay until the end for my step-by-step guide and more
Who are we? (Poll) Professionals/Volunteers/Board/Other
Who am I? CFRE certified consultant, specializing in major gift and capital campaigns and the services that support them.
Who are we? (Poll) Professionals/Volunteers/Board/Other
Why a team?
Why a team?
Reason 1: So many roles to fill – there’s a place at the table for everyone
Reason 2: Not every approach is the same
Reason 3: Transitions and turnover
Where do these volunteers come from?
Board
Constituents
Staff
Events
Pain point: Leadership
Pain point: Participation
Pain point: The merry-go-round
Pain point: Dampening enthusiasm
Pain point: Workload
Understanding donors – Reasons for giving
Understanding donors – What they respond to
Understanding donors – Why they do and don’t return
Understanding generational differences
Communication
Volunteerism
Philanthropy
The Nampa Civic Center story
The people on your fundraising team
The quiet leader
The hero
The big name
The housewife
The multitasker
The bull in the china shop
Modes of fundraising, ROI and approach to donors
Passive giving
Crowd Funding
Direct mail/Telethons
Events
Grants
Direct Asks
How to plan
Why plans fail
The plan – Goals
The plan – Objectives
The plan – Tactics
The plan – Timeline
The plan – Budget
The plan – Accountability
Stay until the end for free download
Why team leaders fail
My lecture from Charlie story
What I get from training
My Land Trust of the Treasure Valley story
Your full team – Roles and responsibilities: Staff
Your full team – Roles and responsibilities: Board
Your full team – Roles and responsibilities: Executive Director/CEO
Your full team – Roles and responsibilities: Community Members
Coaching – Active listening
Coaching – Getting buy-in for solutions
Coaching – Creating benchmarks
Coaching – Following up/Asking forward-thinking questions
Coaching – What to control/not to control
Coaching – Perfection paralysis
Coaching – The Bright, Shiny Object Syndrome
Revisiting the Pain point: Leadership
Revisiting the Pain point: Participation
Revisiting the Pain point: The merry-go-round
Revisiting the Pain point: Dampening enthusiasm
Revisiting the Pain point: Workload
What’s next? Call to action for everyone who works on a fundraising team.
What you get from my ecourse – Webinar sessions
What you get from my ecourse – Fundraising tools
What you get from my ecourse – CFRE accreditation
The board matrix
Questions
Why a team?
Reason 1: So many roles to fill – there’s a place at the table for everyone
Reason 2: Not every approach is the same
Reason 3: Transitions and turnover
Where do these volunteers come from?
Board
Constituents
Staff
Events
Pain point: Leadership
Pain point: Participation
Pain point: The merry-go-round
Pain point: Dampening enthusiasm
Pain point: Workload
Understanding donors – Reasons for giving
Understanding donors – What they respond to
Understanding donors – Why they do and don’t return
Understanding generational differences
Communication
Volunteerism
Philanthropy
The Nampa Civic Center story
The people on your fundraising team
The quiet leader
The hero
The big name
The housewife
The multitasker
The bull in the china shop
Modes of fundraising, ROI and approach to donors
Passive giving
Crowd Funding
Direct mail/Telethons
Events
Grants
Direct Asks
How to plan
Why plans fail
The plan – Goals
The plan – Objectives
The plan – Tactics
The plan – Timeline
The plan – Budget
The plan – Accountability
Stay until the end for free download
Why team leaders fail
My lecture from Charlie story
What I get from training
My Land Trust of the Treasure Valley story
Your full team – Roles and responsibilities: Staff
Your full team – Roles and responsibilities: Board
Your full team – Roles and responsibilities: Executive Director/CEO
Your full team – Roles and responsibilities: Community Members
Coaching – Active listening
Coaching – Getting buy-in for solutions
Coaching – Creating benchmarks
Coaching – Following up/Asking forward-thinking questions
Coaching – What to control/not to control
Coaching – Perfection paralysis
Coaching – The Bright, Shiny Object Syndrome
Revisiting the Pain point: Leadership
Revisiting the Pain point: Participation
Revisiting the Pain point: The merry-go-round
Revisiting the Pain point: Dampening enthusiasm
Revisiting the Pain point: Workload
What’s next? Call to action for everyone who works on a fundraising team.
What you get from my ecourse – Webinar sessions
What you get from my ecourse – Fundraising tools
What you get from my ecourse – CFRE accreditation
The board matrix
Questions
Why am I talking about a team approach to fundraising? When most organizations hire a fundraiser to take care of fundraising?
Reason 1: So many roles to fill – there’s a place at the table for everyone
Reason 2: Not every approach is the same
Reason 3: Transitions and turnover
Where do these volunteers come from?
Board
Constituents
Staff
Events
Pain point: Leadership
Pain point: Participation
Pain point: The merry-go-round
Pain point: Dampening enthusiasm
Pain point: Workload
Understanding donors – Reasons for giving
Understanding donors – What they respond to
Understanding donors – Why they do and don’t return
Understanding generational differences
Communication
Volunteerism
Philanthropy
The Nampa Civic Center story
The people on your fundraising team
The quiet leader
The hero
The big name
The housewife
The multitasker
The bull in the china shop
Modes of fundraising, ROI and approach to donors
Passive giving
Crowd Funding
Direct mail/Telethons
Events
Grants
Direct Asks
How to plan
Why plans fail
The plan – Goals
The plan – Objectives
The plan – Tactics
The plan – Timeline
The plan – Budget
The plan – Accountability
Stay until the end for free download
Why team leaders fail
My lecture from Charlie story
What I get from training
My Land Trust of the Treasure Valley story
Your full team – Roles and responsibilities: Staff
Your full team – Roles and responsibilities: Board
Your full team – Roles and responsibilities: Executive Director/CEO
Your full team – Roles and responsibilities: Community Members
Coaching – Active listening
Coaching – Getting buy-in for solutions
Coaching – Creating benchmarks
Coaching – Following up/Asking forward-thinking questions
Coaching – What to control/not to control
Coaching – Perfection paralysis
Coaching – The Bright, Shiny Object Syndrome
Revisiting the Pain point: Leadership
Revisiting the Pain point: Participation
Revisiting the Pain point: The merry-go-round
Revisiting the Pain point: Dampening enthusiasm
Revisiting the Pain point: Workload
What’s next? Call to action for everyone who works on a fundraising team.
What you get from my ecourse – Webinar sessions
What you get from my ecourse – Fundraising tools
What you get from my ecourse – CFRE accreditation
The board matrix
Questions
Why am I talking about a team approach to fundraising? When most organizations hire a fundraiser to take care of fundraising?
Reason 1: So many roles to fill – there’s a place at the table for everyone
Reason 2: Not every approach is the same
Reason 3: Transitions and turnover
Where do these volunteers come from?
Board
Constituents
Staff
Events
Pain point: Leadership
Pain point: Participation
Pain point: The merry-go-round
Pain point: Dampening enthusiasm
Pain point: Workload
Understanding donors – Reasons for giving
Understanding donors – What they respond to
Understanding donors – Why they do and don’t return
Understanding generational differences
Communication
Volunteerism
Philanthropy
The Nampa Civic Center story
The people on your fundraising team
The quiet leader
The hero
The big name
The housewife
The multitasker
The bull in the china shop
Modes of fundraising, ROI and approach to donors
Passive giving
Crowd Funding
Direct mail/Telethons
Events
Grants
Direct Asks
How to plan
Why plans fail
The plan – Goals
The plan – Objectives
The plan – Tactics
The plan – Timeline
The plan – Budget
The plan – Accountability
Stay until the end for free download
Why team leaders fail
My lecture from Charlie story
What I get from training
My Land Trust of the Treasure Valley story
Your full team – Roles and responsibilities: Staff
Your full team – Roles and responsibilities: Board
Your full team – Roles and responsibilities: Executive Director/CEO
Your full team – Roles and responsibilities: Community Members
Coaching – Active listening
Coaching – Getting buy-in for solutions
Coaching – Creating benchmarks
Coaching – Following up/Asking forward-thinking questions
Coaching – What to control/not to control
Coaching – Perfection paralysis
Coaching – The Bright, Shiny Object Syndrome
Revisiting the Pain point: Leadership
Revisiting the Pain point: Participation
Revisiting the Pain point: The merry-go-round
Revisiting the Pain point: Dampening enthusiasm
Revisiting the Pain point: Workload
What’s next? Call to action for everyone who works on a fundraising team.
What you get from my ecourse – Webinar sessions
What you get from my ecourse – Fundraising tools
What you get from my ecourse – CFRE accreditation
The board matrix
Questions
Whether it’s one person or many who are contributing to the process, what I’ve found is there are pain points that correspond across the fundraising continum.
Pain point: Leadership
Pain point: Participation
Pain point: The merry-go-round
Pain point: Dampening enthusiasm
Pain point: Workload
Understanding donors – Reasons for giving
Understanding donors – What they respond to
Understanding donors – Why they do and don’t return
Understanding generational differences
Communication
Volunteerism
Philanthropy
The Nampa Civic Center story
The people on your fundraising team
The quiet leader
The hero
The big name
The housewife
The multitasker
The bull in the china shop
Modes of fundraising, ROI and approach to donors
Passive giving
Crowd Funding
Direct mail/Telethons
Events
Grants
Direct Asks
How to plan
Why plans fail
The plan – Goals
The plan – Objectives
The plan – Tactics
The plan – Timeline
The plan – Budget
The plan – Accountability
Stay until the end for free download
Why team leaders fail
My lecture from Charlie story
What I get from training
My Land Trust of the Treasure Valley story
Your full team – Roles and responsibilities: Staff
Your full team – Roles and responsibilities: Board
Your full team – Roles and responsibilities: Executive Director/CEO
Your full team – Roles and responsibilities: Community Members
Coaching – Active listening
Coaching – Getting buy-in for solutions
Coaching – Creating benchmarks
Coaching – Following up/Asking forward-thinking questions
Coaching – What to control/not to control
Coaching – Perfection paralysis
Coaching – The Bright, Shiny Object Syndrome
Revisiting the Pain point: Leadership
Revisiting the Pain point: Participation
Revisiting the Pain point: The merry-go-round
Revisiting the Pain point: Dampening enthusiasm
Revisiting the Pain point: Workload
What’s next? Call to action for everyone who works on a fundraising team.
What you get from my ecourse – Webinar sessions
What you get from my ecourse – Fundraising tools
What you get from my ecourse – CFRE accreditation
The board matrix
Questions
Pain point: Leadership
Pain point: Participation
Pain point: The merry-go-round
Pain point: Dampening enthusiasm
Pain point: Workload
Understanding donors – Reasons for giving
Understanding donors – What they respond to
Understanding donors – Why they do and don’t return
Understanding generational differences
Communication
Volunteerism
Philanthropy
The Nampa Civic Center story
The people on your fundraising team
The quiet leader
The hero
The big name
The housewife
The multitasker
The bull in the china shop
Modes of fundraising, ROI and approach to donors
Passive giving
Crowd Funding
Direct mail/Telethons
Events
Grants
Direct Asks
How to plan
Why plans fail
The plan – Goals
The plan – Objectives
The plan – Tactics
The plan – Timeline
The plan – Budget
The plan – Accountability
Stay until the end for free download
Why team leaders fail
My lecture from Charlie story
What I get from training
My Land Trust of the Treasure Valley story
Your full team – Roles and responsibilities: Staff
Your full team – Roles and responsibilities: Board
Your full team – Roles and responsibilities: Executive Director/CEO
Your full team – Roles and responsibilities: Community Members
Coaching – Active listening
Coaching – Getting buy-in for solutions
Coaching – Creating benchmarks
Coaching – Following up/Asking forward-thinking questions
Coaching – What to control/not to control
Coaching – Perfection paralysis
Coaching – The Bright, Shiny Object Syndrome
Revisiting the Pain point: Leadership
Revisiting the Pain point: Participation
Revisiting the Pain point: The merry-go-round
Revisiting the Pain point: Dampening enthusiasm
Revisiting the Pain point: Workload
What’s next? Call to action for everyone who works on a fundraising team.
What you get from my ecourse – Webinar sessions
What you get from my ecourse – Fundraising tools
What you get from my ecourse – CFRE accreditation
The board matrix
Questions
Pain point: Leadership
Pain point: Participation
Pain point: The merry-go-round
Pain point: Dampening enthusiasm
Pain point: Workload
Understanding donors – Reasons for giving
Understanding donors – What they respond to
Understanding donors – Why they do and don’t return
Understanding generational differences
Communication
Volunteerism
Philanthropy
The Nampa Civic Center story
The people on your fundraising team
The quiet leader
The hero
The big name
The housewife
The multitasker
The bull in the china shop
Modes of fundraising, ROI and approach to donors
Passive giving
Crowd Funding
Direct mail/Telethons
Events
Grants
Direct Asks
How to plan
Why plans fail
The plan – Goals
The plan – Objectives
The plan – Tactics
The plan – Timeline
The plan – Budget
The plan – Accountability
Stay until the end for free download
Why team leaders fail
My lecture from Charlie story
What I get from training
My Land Trust of the Treasure Valley story
Your full team – Roles and responsibilities: Staff
Your full team – Roles and responsibilities: Board
Your full team – Roles and responsibilities: Executive Director/CEO
Your full team – Roles and responsibilities: Community Members
Coaching – Active listening
Coaching – Getting buy-in for solutions
Coaching – Creating benchmarks
Coaching – Following up/Asking forward-thinking questions
Coaching – What to control/not to control
Coaching – Perfection paralysis
Coaching – The Bright, Shiny Object Syndrome
Revisiting the Pain point: Leadership
Revisiting the Pain point: Participation
Revisiting the Pain point: The merry-go-round
Revisiting the Pain point: Dampening enthusiasm
Revisiting the Pain point: Workload
What’s next? Call to action for everyone who works on a fundraising team.
What you get from my ecourse – Webinar sessions
What you get from my ecourse – Fundraising tools
What you get from my ecourse – CFRE accreditation
The board matrix
Questions
Where does this team come from? Answer: from the inside out. And since many of them already fill a primary roll, you can see why the old adage “many hands make light work” applies here.
Board
Committee
Staff
Constituents
Where do these volunteers come from?
Board
Committee
Staff
Constituents
Where do these volunteers come from?
Board
Committee
Staff
Constituents
Where do these volunteers come from?
Board
Committee
Staff
Constituents
If you’re thinking of your fundraising committee as a team, then you need to think of yourself as it’s coach, rather than it’s director.
Coaching – Active listening
Coaching – Getting buy-in for solutions
Coaching – Creating benchmarks
Coaching – Following up/Asking forward-thinking questions
Coaching – What to control/not to control
Coaching – Perfection paralysis
Coaching – The Bright, Shiny Object Syndrome
Coaching – Active listening – Not thinking of the next thing you’re going to say
Coaching – Getting buy-in for solutions- Coming up with solutions helps you get buy in
Coaching – Creating benchmarks – Celebrate incremental success
Coaching – Following up/Asking forward-thinking questions – “What might happen?” instead of “Why did that happen?” One is forward, the other is backward
Coaching – What to control/not to control – Work within the skill set of the individual
Coaching – Perfection paralysis – Recognize it. “By definition, it is not possible for everyone to be above the average” – Jim Collins, Good to Great
Coaching – The Bright, Shiny Object Syndrome – Recognize people will want to fixate on the logo. Procrastination
Coaching – Active listening – Not thinking of the next thing you’re going to say
Coaching – Getting buy-in for solutions- Coming up with solutions helps you get buy in
Coaching – Creating benchmarks – Celebrate incremental success
Coaching – Following up/Asking forward-thinking questions – “What might happen?” instead of “Why did that happen?” One is forward, the other is backward
Coaching – What to control/not to control – Work within the skill set of the individual
Coaching – Perfection paralysis – Recognize it. “By definition, it is not possible for everyone to be above the average” – Jim Collins, Good to Great
Coaching – The Bright, Shiny Object Syndrome – Recognize people will want to fixate on the logo. Procrastination
Coaching – Active listening – Not thinking of the next thing you’re going to say
Coaching – Getting buy-in for solutions- Coming up with solutions helps you get buy in
Coaching – Creating benchmarks – Celebrate incremental success
Coaching – Following up/Asking forward-thinking questions – “What might happen?” instead of “Why did that happen?” One is forward, the other is backward
Coaching – What to control/not to control – Work within the skill set of the individual
Coaching – Perfection paralysis – Recognize it. “By definition, it is not possible for everyone to be above the average” – Jim Collins, Good to Great
Coaching – The Bright, Shiny Object Syndrome – Recognize people will want to fixate on the logo. Procrastination
Coaching – Active listening – Not thinking of the next thing you’re going to say
Coaching – Getting buy-in for solutions- Coming up with solutions helps you get buy in
Coaching – Creating benchmarks – Celebrate incremental success
Coaching – Following up/Asking forward-thinking questions – “What might happen?” instead of “Why did that happen?” One is forward, the other is backward
Coaching – What to control/not to control – Work within the skill set of the individual
Coaching – Perfection paralysis – Recognize it. “By definition, it is not possible for everyone to be above the average” – Jim Collins, Good to Great
Coaching – The Bright, Shiny Object Syndrome – Recognize people will want to fixate on the logo. Procrastination
Coaching – Active listening – Not thinking of the next thing you’re going to say
Coaching – Getting buy-in for solutions- Coming up with solutions helps you get buy in
Coaching – Creating benchmarks – Celebrate incremental success
Coaching – Following up/Asking forward-thinking questions – “What might happen?” instead of “Why did that happen?” One is forward, the other is backward
Coaching – What to control/not to control – Work within the skill set of the individual
Coaching – Perfection paralysis – Recognize it. “By definition, it is not possible for everyone to be above the average” – Jim Collins, Good to Great
Coaching – The Bright, Shiny Object Syndrome – Recognize people will want to fixate on the logo. Procrastination
Who are we? (Poll) Professionals/Volunteers/Board/Other
Understanding donors – Reasons for giving (we’ll talk about generational giving, research in giving)
Understanding donors – What they respond to (we’ll talk about return on investment)
Understanding donors – Why they do and don’t return
Understanding donors – Reasons for giving (we’ll talk about generational giving, research in giving)
Understanding donors – What they respond to (we’ll talk about return on investment)
Understanding donors – Why they do and don’t return
Long the maxim of the fundraising community, since it was published in 2003, the first research on donor behavior of its kind.
Assignment to a specific program, project or initiative more narrow in scope than the mission of the Nonprofit.
Before the next ask, is appraised of what their gift helped accomplish
Understanding generational differences – In Chronicle of Philanthropy this month
Boomers – Idealistic, willing to give unrestricted gifts. Highest percentage of households with $100k income (33%), most $100k gifts come from here (40%). Average gift per household: $241
Gen X – Skeptical, results oriented, most pressed for time. Highest number of members of this generation volunteer (29%), average gift per household: $196
Millennials – Optimistic, likely to give restricted gifts, digital natives. Represent 8% of all giving, but 11% of all gifts over $100k, so don’t discount this group.
Understanding generational differences – In Chronicle of Philanthropy this month
Boomers – Idealistic, willing to give unrestricted gifts. Highest percentage of households with $100k income (33%), most $100k gifts come from here (40%). Average gift per household: $241
Gen X – Skeptical, results oriented, most pressed for time. Highest number of members of this generation volunteer (29%), average gift per household: $196
Millennials – Optimistic, likely to give restricted gifts, digital natives. Represent 8% of all giving, but 11% of all gifts over $100k, so don’t discount this group.
The Nampa Civic Center story – What was cool about this moment was not only was it a cool story about a donor, but obviously the person doing the asking was very moved, and the person hearing this had her own “ah-ha” moment: not only is the mindset of the donor important, but also the mindset of the asker. Anything is possible, and the person doing the ask stands to gain a great deal as well.
This is where understanding your team and understanding your donors converge.
Modes of fundraising, ROI and approach to donors
Passive giving
Crowd Funding
Direct mail/Telethons
Events
Grants
Direct Asks
Modes of fundraising, ROI and approach to donors
Passive giving
Crowd Funding
Direct mail/Telethons
Events
Grants
Direct Asks
How to plan
Why plans fail
The plan – Goals
The plan – Objectives
The plan – Tactics
The plan – Timeline
The plan – Budget
The plan – Accountability
How to plan
Why plans fail
The plan – Goals – A broad, primary outcome
How to plan
Why plans fail
The plan – Goals
The plan – Strategy – The approach you take to achieve the goal
How to plan
Why plans fail
The plan – Goal
The Plan – Strategy
The plan – Objectives – A measurable step to achieve a strategy
How to plan
Why plans fail
The plan – Goals
The plan – Objectives
The plan – Tactics – A tool you use to achieve an objective
How to plan
Why plans fail
The plan – Goals
The plan – Objectives
The plan – Tactics
The plan – Timeline
The plan – Budget
The plan – Accountability
How to plan
Why plans fail
The plan – Goals
The plan – Objectives
The plan – Tactics
The plan – Timeline
The plan – Budget
The plan – Accountability
How to plan
Why plans fail
The plan – Goals
The plan – Objectives
The plan – Tactics
The plan – Timeline
The plan – Budget
The plan – Accountability
How to plan
Why plans fail
The plan – Goals
The plan – Objectives
The plan – Tactics
The plan – Timeline
The plan – Budget
The plan – Accountability
How to plan
Why plans fail
The plan – Goals
The plan – Objectives
The plan – Tactics
The plan – Timeline
The plan – Budget
The plan – Accountability
Revisiting the Pain point: Leadership
Revisiting the Pain point: Participation
Revisiting the Pain point: The merry-go-round
Revisiting the Pain point: Workload
What’s next? Call to action for everyone who works on a fundraising team.
What’s next? Call to action for everyone who works on a fundraising team.
What you get from my ecourse – Webinar sessions
What you get from my ecourse – Fundraising tools – The Board Matrix
What you get from my ecourse – CFRE accreditation
What you get from my ecourse – Webinar sessions
What you get from my ecourse – Fundraising tools – The Board Matrix
What you get from my ecourse – CFRE accreditation
What you get from my ecourse – Webinar sessions
What you get from my ecourse – Fundraising tools – The Board Matrix
What you get from my ecourse – CFRE accreditation
What you get from my ecourse – Webinar sessions
What you get from my ecourse – Fundraising tools – The Board Matrix
What you get from my ecourse – CFRE accreditation
What you get from my ecourse – Webinar sessions
What you get from my ecourse – Fundraising tools – The Board Matrix
What you get from my ecourse – CFRE accreditation
What you get from my ecourse – Webinar sessions
What you get from my ecourse – Fundraising tools – The Board Matrix
What you get from my ecourse – CFRE accreditation
What you get from my ecourse – Webinar sessions
What you get from my ecourse – Fundraising tools – The Board Matrix
What you get from my ecourse – CFRE accreditation
What you get from my ecourse – Webinar sessions
What you get from my ecourse – Fundraising tools – The Board Matrix
What you get from my ecourse – CFRE accreditation
What you get from my ecourse – Webinar sessions
What you get from my ecourse – Fundraising tools – The Board Matrix
What you get from my ecourse – CFRE accreditation
What you get from my ecourse – Webinar sessions
What you get from my ecourse – Fundraising tools – The Board Matrix
What you get from my ecourse – CFRE accreditation
What you get from my ecourse – Webinar sessions
What you get from my ecourse – Fundraising tools – The Board Matrix
What you get from my ecourse – CFRE accreditation
What you get from my ecourse – Webinar sessions
What you get from my ecourse – Fundraising tools – The Board Matrix
What you get from my ecourse – CFRE accreditation