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Creating a Fundraising Plan
Peggy M. Owens, CFRE
Sage Solutions Nonprofit Consulting, LLC
Objectives
Key components of an integrated fund development plan
The importance of individual giving
Obtain new ideas for successful fundraising
What Is Fundraising?Making friends for your organizationGetting the community behind your
mission It’s about your mission not money!“Fundraising is changing the world for
the better”
--Gail Perry
The Importance of Plans & Goals Abraham Lincoln
A goal properly set is halfway reached.
Mark Victor HansenBig goals get big results. No goals gets no results or somebody else's results.
Anthony RobbinsSetting goals is the first step in
turning the invisible into the visible.
Planning – The Process
Vision/Mission
Strategic Planning
Operational Planning
Developing A Diversified Fundraising Plan
Multiple Baskets
Fun Exercise!
Fundraising Plan
Worksheet
How much was charitable giving in 2011?
$307 Billion Given to Charity
0
10
20
30
40
50
60
70
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90
Sources of Charitable Gifts
Individuals 82%Foundations 13%Business 5%
Income Source: Individuals 82%
Making Friends for Your Community FoundationFundraising is relationship building
Identify Prospects
Invite, Educate and Involve
Cultivate
Ask for Support
Thank, Thank and Thank again
Stewardship
How do you identify and invite prospects?
How do you identify and invite prospects? Ask your board who they know
Send note from volunteer with newsletter or with event announcement
Tell your story to everyone!
Fundraising Begins with Awareness
Shout it from the mountain tops
Core MessageDelivered ConsistentlyMultiple Venues
Fun Exercise!
Fundraising Plan
Worksheet
How do you cultivate and educate your prospects and donors?
How do you cultivate and educate your prospects and donors? Tours of your office, programs or projects
House parties hosted by a board member or volunteers
Meetings to update on progress
Educational seminars
Fun Exercise!
Fundraising Plan
Worksheet
How do you ask for contributions?
Ladder of Effectiveness
Personal Solicitation Personal Letter and Phone Call Personal Letter Personal Phone Call w/follow-up letter Personal Phone Call
Use personal approach for $250+
Why do people give?
Enthusiasm
Recognition
Specific Request
Respond to a winning cause
Relationship
The #1 Reason People GiveThey are asked!
Fun Exercise!
Fundraising Plan
Worksheet
How do you thank people for their gifts?
How do you thank people for their gifts? Send a personalized thank you note
Call and thank them
Invite them to lunch
Donor appreciation event
Fun Exercise!
Fundraising Plan
Worksheet
Funding Vehicles
Earned Income Foundations Businesses/Corporations Special Events Government Major Gifts Capital Campaign Planned Giving
What does your plan look like?
Is it balanced?
Make your plan a reality for 2012!
Present the plan
Is it realistic?
What will you have to do to get buy-in?
What are YOUR next steps?
Questions?
Did you get your needs meet in today’s workshop?
Do it NOW!
