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A Tailored Fundraising Plan
Becca Merrell, CFRESteve WillmontMarch 11, 2015
May 15,
Our Objectives Today
To build your knowledge base about fundraising
To review fundraising options and best fit for you
To understand a fundraising calendar To evaluate your current fundraising
plan To leave with action steps
Successful Fundraising
CompellingCase forSupport
Cultivated Motivated Field of Donors Volunteer Leadership
3
Overview
Types of Fundraising
Types of Fundraising
Direct Mail/Internet Giving/Text/Phone/Social MediaSolicit a gift – connect donor with organization
Annual – fits into donor’s yearly budgetingModest giftsShould not be the only outreach#Giving TuesdayPhone – need a connection
Ideas?
5
Types of Fundraising
MembershipBuilds a stronger connection
Annual – fits into donor’s yearly budgetingCreates a sense of belongingConnects those who are in it for the long runInvites participation through exclusive
“members only” activities
Ideas?
6
Types of Fundraising
EventsMeet social needs
Make friends and raise dollarsGives organization a signatureAttracts donors and volunteers (may not have
longevity)Can be cost ineffective and labor intensiveShould fit mission
Ideas?
7
Types of Fundraising
Personal SolicitationsResults in significant gifts
Grows relationshipHonors the donorCost effectiveCan be part of annual drive or campaign
Ideas?
8
Types of Fundraising
Planned GiftsResults in legacy gifts
Grows relationshipFor an engaged donor – typically not first giftAllows donors to do something more
significantBoard members should be asked – past and
present
Ideas?
9
Types of Fundraising
What’s right for you?What fits your organization’s culture?What is your best fundraising tool currently?
What is the mix that will build relationships?What do you need to add to your mix?
What are the tools you need and how can you secure them?
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Pyramid of Giving
Planned Gifts
Capital & Special Gifts
Special Events
Direct Mail/Internet/ Phone
$$$$$$$$$$$$$$
$$$$$$$$$$
$$$$$$
$
$100,000 & up
$10,000 & up
$1,000 – $10,000
Under $1,000
Illustrates what typically might be found in a “mature” fund development program
Overview
Assessing Your Fundraising
Assessing Your Fundraising
Fundraising AssessmentYour own analysis of fundraising methodsReality checkLook for trends and anomaliesWhere are the opportunities?
13
Assessing Your Fundraising
Ask the question: Where do we want to be in 3 years?
Determine a specific plan to make that happen.Big visions attract volunteers and donorsStretch your goals…your board…yourselfDevelop fundraising budget and goals based on
assessmentReevaluate as you go alongTake advantage of changes in the environment
14
Assessing Your Fundraising
Use a process that fits your organization SWOT Analysis
StrengthsWeaknessesOpportunitiesThreats
15
Overview
Your Fundraising Calendar
Mapping Out The Year
Fundraising Plan is the Road Map Include preparation & follow-up timeWork around the “rocks in the road”
Create a task forceKeep it smallInvite engagement – when it is our plan we care if it
works…if it is your plan we are not invested
17
Mapping Out The Year
Include local hotspotsFestivals – be part of them or avoid themCheck community calendars for conflicts, especially
with larger nonprofits Take advantage of prime time
End of year givingSeasonal highlights
18
Sample Calendar
ACTION ITEMS
What’s the mix you want? SWOT or Assessment Categories and Numbers Calendar Highlights Recruiting a Task Force
20
Thank You &See You March 18th!