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August 1, 2007
Introductions and Expectations Deborah Stanley, CFRE – President, The
NonProfit Resource Group 15 years corporate sales and marketing in
technology industry 7 years in the non-profit sector including
development, executive management and volunteer support
“around the table”
August 1, 2007
First things first…..
Who are you?? Mission Statement Why do you exist?
The “case” for support!
August 1, 2007
Determining the “plan”
Do you receive fees or contract funds? Dues or other?
Where do your contributions come from – individual, corporate, foundation, organizations, events, United Way?
Percents? History? Analysis? How do you figure this out??
August 1, 2007
Creating a fundraising plan
1. How much do you need to raise?
2. Where is it going to come from? Identify key donors in all areas Track and evaluate new prospective donors.
Make a goal of how many to add each month, year
3. Select and budget for the appropriate activities to reach all types of donors
August 1, 2007
The 55%
Tools Direct Mail – Annual Campaign Major Gift program
The Nifty 50 Newsletters and other communication tools Face to face ASK!!
August 1, 2007
Finally – Grants!
Develop a simple template Introduction – who are you and why are you
qualified? Problem statement Program Objectives Methods Evaluation Other sources of funding Budget
August 1, 2007
Tracking Success
Goal = $20K in grant funding
Average win rate: 27%
Average grant $: $2500
To reach our goal….
We need to have $65,000 in pending grant dollars.
August 1, 2007
Filling the pipeline
Identify the right funders Guidestar Foundation Center Grantmanship Center San Diego Foundation
Look at 990s to identify normal grant amount
Monthly goal = 3 grants per month for a total of $10,000 (more or less)
August 1, 2007
Sample Foundation Center FunderAbel-Weatherwax Foundation
c/o Merrill Lynch Trust Co.P.O. Box 1525, MSC 06-03Pennington, NJ 08534-1525Donor(s): Scott A. Weatherwax.Type of grantmaker: Independent foundation.Background: Established in 2000 in WA.Fields of interest: Community development.Geographic focus: WashingtonLimitations: Applications not accepted. Giving primarily in Aberdeen, WA. No grants to individuals.Application information: Contributes only to pre-selected organizations.Officer: Scott A. Weatherwax, Pres.Financial data: (yr. ended 08/31/04): Assets, $2,352,538 (M); expenditures, $116,386; total giving, $94,000; qualifyingdistributions, $95,861; giving activities include $94,000 for 2 grants (high: $54,000; low: $40,000).EIN: 912146653Last updated: 10/10/2005
August 1, 2007
The plan for the Amazing Agency Write 2 -3 grants per month Host 2 events per year Meet with 3 – 5 donors per month –
requesting $5k - $10K total each month Send two newsletters and three email blasts
for cultivation Hold a donor appreciation event each year as
the annual campaign kickoff.