Creating a Resource Development Plan

CREATING A RESOURCE DEVELOPMENT PLAN

Emily Davis, MNM Emily Davis Consulting

April 23, 2014

•  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

•  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

•  Development Team •  Staff Leadership •  Program Team •  Marketing Staff •  Committee Members •  Board Members •  Volunteers •  Consultant(s)

WHO GETS INVOLVED

1.  Fundraising goals 2.  Assessment of resources 3.  Funding categories 4.  Funding strategies 5.  Positioning 6.  Implementation 7.  Evaluation 8.  Appendices

PLANNING ACTIVITIES

ORGANIZATIONAL ASSESSMENT

•  Planning •  Leadership

•  Volunteers

•  Development staff

•  Financial resources

•  Donor research

•  Situational analysis •  Environmental scan

•  Competitive advantage

•  Fundraising strategies

•  Communications & outreach

•  Budgets from last 3 yrs. •  Past fundraising plans •  3-year fundraising goals •  Fundraising history •  Strategic plan/SWOT •  Donor information •  Org structure, history &

leadership •  Successes & challenges

INVENTORY

•  Grow org’s visibility & capacity

•  Expand funding base •  Measure success &

challenges •  Unified strategy •  Increase investment •  Consistent core messaging •  More ambassadors

SUCCESS!

“Vulnerability is the birthplace of creativity,

innovation, and change.”

~ Dr. Brene Brown

Fundraising Plan

Components

INTRODUCTION  

STRATEGIES  

IMPLEMENT  &  EVALUATE  

SITUATIONAL  ANALYSIS  

INTRODUCTION

•  Mission & vision •  Organizational

history •  Leadership •  Programs

•  Strategic plan

•  Current financial position

•  Funding goals •  Positioning

•  Assumptions for implementation

•  Steps needed for future funding

SITUATIONAL ANALYSIS

•  Organizational assessment

•  Stakeholder feedback

•  Environmental scan

•  Competitive advantage

•  Fundraising history & trends

•  Strategy screen Recommendations

SWOT

External analysis

Internal analysis

•  Sustainability needs diversity

•  Successes & areas of improvement – be honest!

•  Current funding breakdown •  Look for funding

opportunities

STRATEGIES & RECOMMENDATIONS

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

•  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

•  Identity statement •  Core messaging •  Campaign messaging •  Marketing •  Outreach – analog & digital •  Branding •  Public relations •  Implementation

POSITIONING

•  Key players (staff, volunteer, etc.)

•  Leadership •  Clear & organized donor

records •  Capacity analysis •  Realistic goals •  Relationships with donors •  Calendar •  Evaluate!!

MAKING IT ALL HAPPEN

•  Case statement •  Summary page •  Calendar of activities •  Organizational structure •  Fundraising policies •  Budget(s) •  Professional development •  Descriptions – committee,

volunteers, staff

DOCS

•  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

•  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

•  Plan outline •  Created internally vs.

consultant •  Work across skills,

departments •  Build into existing plans •  Make your case internally

•  4Good •  Association of Fundraising

Professionals •  The Foundation Center •  State Nonprofit Associations •  Chronicle of Philanthropy •  LinkedIn

RESOURCES

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

Emily Davis, MNM Emily Davis Consulting

(720) 515-0581 emily@emilydavisconsulting.com

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