Many nonprofits struggle to create a fundraising plan and put it in writing, yet the benefits are tremendous. A written plan shifts you from being reactive and dealing with the crisis of the day to being proactive and working purposefully toward the results you want. In this session, you’ll learn how to follow 6 simple steps to put together a written plan for raising the money you need in the coming year.
2. Our Speaker
Sandy Rees, CFRE
Fundraising and Nonprofit Coach
AFP Master Trainer
Sandy specializes in helping nonprofit organizations
raise money, develop their Boards, and ensure the
success of their missions. She is the creator of Get
Fully Funded , a system for fundraising, you can learn
more at www.getfullyfunded.com.
Sandy has authored numerous publications including
her latest “Get Fully Funded”, "Fundraising Buffet" and
"Simple Success Fundraising Plan.“ She is a frequent
contributor to Advancing Philanthropy and Inside
Fundraising Success magazines
Graduate of Tennessee Technological University
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3. Why plan?
• Go from reactive to proactive.
• Provides a roadmap for your
fundraising.
• Gets everyone on the same page.
5. 6 Simple Steps to a Plan
1. Identify your assets.
2. Set your goals.
3. Create a plan of action.
4. Work the plan.
5. Monitor the plan.
6. Celebrate!
6. How much $ do you need?
Before we start to plan, you need to know
how much money you need.
What will it take to deliver service this
year?
7. Evaluate the past
• How did it go last year?
• How about the years prior?
• What worked well?
• What didn’t?
8. Strategy Last Year Two Years Ago Include in Notes
This Year’s
Plan?
Grants $ $
Special Events $ $
Direct Mail $ $
Major Gifts $ $
Monthly Giving $ $
Lapsed Donors $ $
Online Giving $ $
Memberships $ $
Corporate sponsorships $ $
Product sales $ $
Other $ $
Total $ $
10. What are assets?
Organizational assets are things you have
going for you that make fundraising
easier.
Fundraising assets raise good money for
your nonprofit.
11. Organizational Assets
• Compelling mission
• Large public base of support
• Name recognition
• Well-known staff or Board members
• Great facility
• Others?
12. Fundraising assets
• Great relationships with local
foundations
• Solid direct mail program
• High traffic to your website
• Successful signature special event
• Something else?
13. Choose assets
Pick the ones you can best use to raise
money with this year.
Start with what you know for sure. Then
fill in the rest.
14. Summary Calendar
Grants Events Direct Major Marktg Comm. other
mail gifts
Jan
Feb
Mar
Apr
May
Jun
July
Aug
Sep
Oct
Nov
Dec
16. 3 Fundraising Targets
1. Number of dollars to raise
2. Number of current donors to renew
3. Number of new donors to acquire
17. Decide on strategies
Which fundraising strategies will you use?
• Grantwriting
• Special events
• Direct Mail
• Major Gifts
• Online fundraising
• Others?
18. Make your goals SMART
S = Specific
M = Measurable
A = Attainable
R = Realistic
T = Timely
19. Good SMART examples
• Increase our donor base by 10% by
December 31, 2012.
• Recruit 2 new sponsors for our Golf
Tournament by October 1, 2012.
20. Make sure it works
Strategy Goal Dollars #Renewed # New
to raise donors Donors
Grant writing
Special events
Direct mail
Major gifts
Online fundraising
Others?
Totals $
22. Start putting it together
Fundraising
Targets
Fundraising
Strategies
Action
Plans
23. For example
1. Raise $100,000
2. Renew 65% of donors
3. Acquire 500 new donors
Raise $25,000 - grants.
Raise $50,000 - major gifts.
Raise $25,000 – individual donors
(event, direct mail, online giving)
Action Plans
24. Strategy Details
Strategy Descrip. Target $ Goal Cost? Who will By
Audience do? when?
Grants
Events
Direct
mail
Major
gifts
Online
giving
Other?
25. For example
Strategy Descrip. Target $ Goal Cost? Who will By
Audience do? when?
Grants write Private $25,000 $0 Me deadlines
grants foundations
Events Fundraising Current and $10,000 $2,500 Me, Planning
dinner prospective committee calendar
donors
Direct mail Back to Current $10,000 $2,500 Me Sep 1
school donors
appeal
Major gifts Cultivate Current and $50,000 $0 Me, Board 2 each
and ask for prospective month
major gifts major donors
Online Raise Current and $5,000 $0 Me Nov 1
giving money prospective
online donors
Other?
26. Action Steps
Action Step Who will do it? When will it What resources
happen are needed?
1.
2.
3.
4.
5.
6.
27. For example
Strategy: Grant writing
Action Step Who will do it? When will it What
happen resources
are needed?
1. Research Me By March 1, 2012 time
opportunities
2. Prioritize the Me By March 7, 2012 Time
opportunities
3. Create a Me By March 10, 2012 Time
deadline
calendar
4. Write Me Before deadline time
proposals
28. Marketing & Communications
• Clearly identify your ideal donor
prospect
• Choose the key messages to share
• Choose marketing & communications
strategies to reach them
29. Marketing & Communications
Strategy Descrip. Target Goal Cost? Who will By
Audience do? when?
Website
News
letter
Public
speaking
Press
releases
E-news
Other?
43. Contact Information
• Connect with Sandy on her website, www.GetFullyFunded.com
or via email at sandy<at>GetFullyFunded<dot>com
• Connect with Sage
– Email nps <at> sage <dot> com
– Download the presentation and handouts from
www.slideshare.net/sagenonprofit
– Read our blog, http://www.SageWords.net.
– Like us on Facebook,
http://www.facebook.com/sagenonprofit
– Follow us on Twitter, http://www.twitter.com/sagenonprofit
– Join the discussion in our group on LinkedIn.
– Watch and follow on YouTube,
http://www.youtube.com/user/SageNonprofit
– Pin with us on www.Pinterest.com/SageNonprofit
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