Many nonprofits struggle to create a fundraising plan and put it in writing, yet the benefits are tremendous. A written plan shifts you from being reactive and dealing with the crisis of the day to being proactive and working purposefully toward the results you want. In this session, you’ll learn how to follow 6 simple steps to put together a written plan for raising the money you need in the coming year. We'll look at the main components you must include while keeping your focus on building donor relationships. We’ll cover goal setting (using SMART goals), action plans, and ways to keep your plan on track, plus you’ll get some worksheets and checklists that will make the process easy. Takeaways Understand the process for creating a written plan How to set SMART goals Use worksheets and checklists to make the process simple Target Audience: While this presentation is appropriate for all levels of experience, it will be most helpful for those newer to the profession. Don't forget to claim your free gift from Sandy at www.getfullyfunded.com/freegiftfromsandy: "Best Fundraising Worksheets" and a sample fundraising plan.
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1. Six Simple Steps toCreating a WrittenFundraising PlanSandy
Rees, Fundraising Coach
2. The fundraising plan is a blueprintfor success. 3. A plan
Moves you from reactive to proactive. Provides a roadmap for your
fundraising. Gets everyone on the same page. 4. Yep, got a plan and
its in writing! I have a plan, but its in my head Plan? What plan?
5. Direction?If you dont know where youre going, then any road will
get you there. 6. 6 Simple Steps to a Fundraising Plan1.Identify
your assets.2.Set your goals.3.Create a plan of action.4.Work the
plan.5.Monitor the plan.6.Celebrate! 7. How much money do you
need?Ask yourself, What will it take to deliver servicethis year?
8. Yes, down to the penny We have a ballpark amount We just raise
whatever we can then figure out howto spend it 9. Evaluate the past
How did it go last year? What about the previous years? What worked
well? What didnt work? 10. Strategy Last Year Two Years Ago Include
inThis YearsPlan?NotesGrants $ $Special Events $ $Direct Mail $
$Major Gifts $ $Monthly Giving $ $Lapsed Donors $ $Online Giving $
$Memberships $ $Corporatesponsorships$ $Product sales $ $Other $
$Total $ $ 11. Step 1Identify your assets. 12. What are
assets?Organizational assets are things you have goingfor you that
make fundraising easier.Fundraising assets raise good money for
yournonprofit. 13. Organizational Assets Compelling mission Large
public base of support Name recognition Well-known staff or Board
members Great facility Others? 14. Fundraising assets Great
relationships with donors High traffic to your website Large list
of responsive supporters Something else? 15. Choose assetsPick the
ones you can best use to raise moneywith this year. 16. Summary
CalendarGrants Events Direct mail Major gifts Marketing Comm.
OtherJanFebMarAprMayJunJulyAugSepOctNovDec 17. Step 2Set your
goals. 18. 3 Fundraising Targets1.Number of dollars to
raise2.Number of current donors to renew3.Number of new donors to
acquire 19. Yep, we are We need to 20. Decide on strategiesWhich
fundraising strategies will you use? Grant writing Special events
Direct Mail Major Gifts Online fundraising Others? 21. Make sure it
worksStrategy Goal Dollarsto raise# RenewedDonors# NewDonorsGrant
writingSpecial eventsDirect mailMajor giftsOnline
fundraisingOthers?Totals $ 22. Step 3Create a plan of action. 23.
Start putting it together 24. For example 25. Strategy
DetailsStrategy Description TargetAudience$ Goal Cost? Who
willdo?Bywhen?GrantsEventsDirectmailMajorgiftsOnlinegivingOther?
26. For exampleStrategy Description TargetAudience$ Goal Cost? Who
willdo?Bywhen?Grants Write grants Privatefoundations$25,000 $0 Me
DeadlinesEvents FundraisingdinnerCurrent
andprospectivedonors$10,000 $2,500
Me,committeePlanningcalendarDirectmailBack
toschoolappealCurrentdonors$10,000 $2,500 Me Sep
1MajorgiftsCultivateand ask formajor giftsCurrent
andprospectivemajor donors$50,000 $0 Me, Board 2
eachmonthOnlinegivingRaise moneyonlineCurrent
andprospectivedonors$5,000 $0 Me Nov 1Other? 27. Action StepsAction
Step Who will do it? When will ithappen?What resourcesare
needed?1.2.3.4.5.6. 28. For exampleStrategy: Grant writingAction
Step Who will do it? When will it happen Whatresources areneeded?1.
ResearchopportunitiesMe By May 1, 2013 Time2. Prioritize
theopportunitiesMe By May 7, 2013 Time3. Create a
deadlinecalendarMe By May 10, 2013 Time4. Write proposals Me Before
deadline Time 29. Step 4Work the plan. 30. Step 5Monitor the plan.
31. Yep, we are We need to 32. Regular reviewAt least monthly,
review your plan to see how youre doing.Course-correct if needed.
33. Monthly Checklist Total dollars Renewed donors New donors Goals
34. Planned versus actualReview each strategy and goal.Ask
yourself: How are we doing versus what we planned? What do we need
to adjust? 35. Like this: 36. Step 6Celebrate when things go well!
37. Tip!Focus on the fundraising activities that will give you
themost bang for the buck. 38. Tip!Individual donors are the
largest source of untappedpotential. 39. Tip!Focus on what your
donors and supporters are interested in,not what your nonprofit
needs. 40. Download todays worksheets
atwww.GetFullyFunded.com/FreeGiftFromSandy 41. Connect with
me!Sandy Rees, CFREFundraising
Coachsandy@GetFullyFunded.comwww.GetFullyFunded.comwww.Facebook.com/GetFullyFundedwww.Twitter.com/SandyRees
