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Without a clear guide for fundraising activities in your organization it is difficult to convey needed fundraising efforts throughout your organization, engaging all who are able and leveraging the most dollars for your organization. Join Emily Davis, author of Fundraising and the Next Generation and President of Emily Davis Consulting to learn: - Who to involve in the planning process; - Steps to take to assess your organization, and; - Essential elements of any fundraising plan.
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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
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twitter.com/AskEmilyD
linkedin.com/in/emilylariedavis
