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Planning your Planning your strategystrategy
Sean TrinerSean Triner© Pareto Fundraising 2008
Gives ModelGives Model
© Pareto Fundraising 2008
Source: Mal Warwick
My fundraising strategy driver
Growth? Stability?
Diversification? Other?
My fundraising strategy
targets
Next year
Three years / five years
Net / Gross / Return on
investment etc
© Pareto Fundraising 2008
My fundraising strategy
Because of the need to
diversify from our reliance
on events and corporates,
our plan is to keep the
income from those
secure, whilst investing
our surplus in a new
regular giving program.
We will also be investing
more in....
© Pareto Fundraising 2008
Data / information we
collected to come up with
that strategy
Corporate and events
have been growing, but
seem to be harder every
year and our demand for
services is greater. World
Vision seem to do well
from regular giving, and I
went to a training...
© Pareto Fundraising 2008
© Pareto Fundraising 2008
Planning
What is strategic?
What is tactical?
Why plan?
Pros and cons
Tools for planning
© Pareto Fundraising 2008
ANALYTICALANALYTICAL-Your Growth- Your donor
Behaviour-Used for targeting
ENVIRONMENTALENVIRONMENTAL-How much is given
- Growth- Competition
PERSONALPERSONAL-Transactions
- Legacy status- Pet name
STRATEGIC STRATEGIC DATADATA
- informs- informs
STRATEGIC STRATEGIC DATADATA
- informs- informs
TECHNICAL TECHNICAL DATADATA
- used- used
TECHNICAL TECHNICAL DATADATA
- used- used
© Pareto Fundraising 2008
ANALYTICALANALYTICAL-Your Growth- Your donor
Behaviour-Used for targeting
ENVIRONMENTALENVIRONMENTAL-How much is given
- Growth- Competition
PERSONALPERSONAL-Transactions
- Legacy status- Pet name
STRATEGIC STRATEGIC DATADATA
- informs- informs
STRATEGIC STRATEGIC DATADATA
- informs- informs
TECHNICAL TECHNICAL DATADATA
- used- used
TECHNICAL TECHNICAL DATADATA
- used- used
© Pareto Fundraising 2008
The danger of the anecdoteThe danger of the anecdote
© Pareto Fundraising 2008
The danger of the anecdoteThe danger of the anecdote
© Pareto Fundraising 2008
© Pareto Fundraising 2008
Individuals – Long term Individuals – Long term growthgrowth
Individuals – Long term Individuals – Long term growthgrowth
Bequests Bequests / /
LegaciesLegacies
Bequests Bequests / /
LegaciesLegaciesMajor Major
DonorsDonorsMajor Major
DonorsDonorsRegular Regular GivingGiving
Regular Regular GivingGiving
The Giving ConstituencyThe Giving ConstituencyThe Giving ConstituencyThe Giving Constituency
Overall Fundraising StrategyOverall Fundraising StrategyOverall Fundraising StrategyOverall Fundraising Strategy
ConsiderConsider
Corporate Corporate &&
EventsEvents
ConsiderConsider
Corporate Corporate &&
EventsEvents
ConsiderConsider
AssociationAssociations, groupss, groups
ConsiderConsider
AssociationAssociations, groupss, groups
GovernmentGovernmentGovernmentGovernment
Trusts & Trusts & foundationsfoundations
Trusts & Trusts & foundationsfoundations
© Pareto Fundraising 2008
© Pareto Fundraising 2008
© Pareto Fundraising 2008
Thank Thank youyou
© Pareto Fundraising 2008
V
The Pareto Group exists to make the world a better place, by expanding the not-for-profit sector's capacity worldwide to ensure as many beneficiaries are helped as possible.
We encourage you to share this document but do ask that should you decided to use any of the information in a presentation beyond your organisation that you first email us on [email protected]
© Pareto Fundraising 2008