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 [email protected]
emilydavisconsulting.com emilydavisconsulting.com/blog
Facebook.com/emilydavisconsulting
twitter.com/AskEmilyD
linkedin.com/in/emilylariedavis
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