The Six Functions of Successful Fundraising

Atlas Liberty Forum

International Fundraising Workshop

Fundraising Functional Flow Chart

Fundraising Functional Flow Chart

1. Strategy Planning

2. Goals, Goals Management

3. Research and Records Management

4. Cultivation and Solicitations Strategy Management

5. Gift Decision

6. Stewardship, Follow Up, Cultivation Continuation Phase

Fundraising Flow Chart

Gift Pledge

Turn Down

Donor

Gift Decision

Situation Analysis Market ResearchIdentify

Critical Issues & Goals & Objectives

Create Plan

DefineTarget Markets

SegmentTarget Markets

Board, Senior Management, Development

Strategic Planning

Determine Total Dollar Needs

Break into Gift Amount Segments

Create Prospect & Gift Pyramid

Development

Identify Prospect

Create Record Research Assessment

Goals, Goals Management

Research and Records Management

Case Statement

Major Gifts

Direct Marketing

Current Operations

Strategy

Senior Management & Development

Segment

Special GiftsStrategy

Assign Cultivation & Solicitation

(Cultivation)Direct Marketing

EndowmentStrategy

GeneralStrategy

Marketing & Development

(Cultivation)Website

(Cultivation)Events

(Cultivation)Personal Meeting

Cultivation and Solicitation Strategy

(Ask)Letter

(Ask)Direct Marketing

(Ask)Website

(Ask)Personal Meeting

(Ask)Phone

(Ask)Proposal

Gift Pledge

Turn Down

Donor

Gift Decision

Prepare Case Statement

Create Promotional

Materials

Internal Feedback

Development

Identify Prospect

Create Record Research Assessment

Further Assessment

Goals, Goals Management

Research and Records Management

Gift Pledge

Turn Down

Donor

Gift Decision

Record Gift Acknowledge Advise Solicitors

Development

Recognize and Report

Update Cultivation

Strategy

Spin Off New Prospects

Solicitor

Board

Management

Staff

Volunteers

Senior Management & Development

Marketing & Development

Stewardship, Follow Up, Cultivation Continuation Phase

Contact Us

P.O. Box 7475Arlington, VA 22207

Phone: (877) 528-5775Fax: 703-528-3311

12 South Fifth StreetGeneva, IL 60134

Phone: (630) 208-9700Fax: 630-208-1499