WELCOME!6 Easy Steps to Creating a WrittenFundraising Plan, featuring Sandy Rees
Our Speaker          Sandy Rees, CFRE          Fundraising and Nonprofit Coach          AFP Master Trainer          Sandy ...
Why plan?• Go from reactive to proactive.• Provides a roadmap for your  fundraising.• Gets everyone on the same page.
Direction?If you don’t know where you’re going,   then any road will get you there.
6 Simple Steps to a Plan   1.   Identify your assets.   2.   Set your goals.   3.   Create a plan of action.   4.   Work t...
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 serv...
Evaluate the past•   How did it go last year?•   How about the years prior?•   What worked well?•   What didn’t?
Strategy               Last Year   Two Years Ago   Include in    Notes                                                   T...
Step 1Identify your assets
What are assets?Organizational assets are things you have going for you that make fundraising easier.Fundraising assets ra...
Organizational Assets•   Compelling mission•   Large public base of support•   Name recognition•   Well-known staff or Boa...
Fundraising assets• Great relationships with local  foundations• Solid direct mail program• High traffic to your website• ...
Choose assetsPick the ones you can best use to raise  money with this year.Start with what you know for sure. Then  fill i...
Summary Calendar       Grants   Events Direct   Major   Marktg Comm. other                       mail     giftsJanFebMarAp...
Step 2Set your goals
3 Fundraising Targets1. Number of dollars to raise2. Number of current donors to renew3. Number of new donors to acquire
Decide on strategiesWhich fundraising strategies will you use?• Grantwriting• Special events• Direct Mail• Major Gifts• On...
Make your goals SMART  S = Specific  M = Measurable  A = Attainable  R = Realistic  T = Timely
Good SMART examples• Increase our donor base by 10% by  December 31, 2012.• Recruit 2 new sponsors for our Golf  Tournamen...
Make sure it worksStrategy                  Goal   Dollars    #Renewed   # New                                 to raise   ...
Step 3Create a plan of     action
Start putting it together        Fundraising          Targets        Fundraising         Strategies          Action       ...
For example       1. Raise $100,000    2. Renew 65% of donors   3. Acquire 500 new donors     Raise $25,000 - grants.   Ra...
Strategy DetailsStrategy Descrip. Target     $ Goal   Cost?   Who will By                  Audience                    do?...
For exampleStrategy Descrip. Target                   $ Goal    Cost?    Who will By                  Audience            ...
Action StepsAction Step   Who will do it?   When will it   What resources                                happen         ar...
For exampleStrategy: Grant writingAction Step         Who will do it?   When will it        What                          ...
Marketing & Communications• Clearly identify your ideal donor  prospect• Choose the key messages to share• Choose marketin...
Marketing & CommunicationsStrategy Descrip. Target     Goal   Cost?   Who will By                  Audience               ...
Step 4Work the plan
Execute!
Step 5Monitor the plan
Regular reviewAt least monthly, review your plan to see  how you’re doing.Course-correct if needed
Monthly Checklist•   Total dollars•   Renewed donors•   New donors•   Goals
Planned vs actualReview each strategy and goal.Ask yourself• How are we doing versus what we  planned?• What do we need to...
Like this:   Ready    Aim    Fire    Aim    Fire
Step 6Celebrate!
Celebrate!Don’t forget to celebrate when things go well!
Tip!Focus on the fundraising activities that will give you the most “bang for the buck.”
Tip!Reduce the number of special events you host.
Tip!Individual donors are the largest source of  untapped potential.
Questions• Please type in chat at the bottom of the left hand  viewing pane.                            42
Contact Information• Connect with Sandy on her website, www.GetFullyFunded.com  or via email at sandy<at>GetFullyFunded<do...
Upcoming SlideShare
Loading in...5
×

6 Easy Steps to Creating a Written Fundraising Plan

14,959
-1

Published on

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 Comments
20 Likes
Statistics
Notes
No Downloads
Views
Total Views
14,959
On Slideshare
0
From Embeds
0
Number of Embeds
4
Actions
Shares
0
Downloads
497
Comments
2
Likes
20
Embeds 0
No embeds

No notes for slide

6 Easy Steps to Creating a Written Fundraising Plan

  1. WELCOME!6 Easy Steps to Creating a WrittenFundraising Plan, featuring Sandy Rees
  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 2
  3. Why plan?• Go from reactive to proactive.• Provides a roadmap for your fundraising.• Gets everyone on the same page.
  4. Direction?If you don’t know where you’re going, then any road will get you there.
  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 $ $
  9. Step 1Identify your assets
  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 assetsPick 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 giftsJanFebMarAprMayJunJulyAugSepOctNovDec
  15. Step 2Set your goals
  16. 3 Fundraising Targets1. Number of dollars to raise2. Number of current donors to renew3. Number of new donors to acquire
  17. Decide on strategiesWhich 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 worksStrategy Goal Dollars #Renewed # New to raise donors DonorsGrant writingSpecial eventsDirect mailMajor giftsOnline fundraisingOthers? Totals $
  21. Step 3Create a plan of action
  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 DetailsStrategy Descrip. Target $ Goal Cost? Who will By Audience do? when?GrantsEventsDirectmailMajorgiftsOnlinegivingOther?
  25. For exampleStrategy Descrip. Target $ Goal Cost? Who will By Audience do? when?Grants write Private $25,000 $0 Me deadlines grants foundationsEvents Fundraising Current and $10,000 $2,500 Me, Planning dinner prospective committee calendar donorsDirect mail Back to Current $10,000 $2,500 Me Sep 1 school donors appealMajor gifts Cultivate Current and $50,000 $0 Me, Board 2 each and ask for prospective month major gifts major donorsOnline Raise Current and $5,000 $0 Me Nov 1giving money prospective online donorsOther?
  26. Action StepsAction Step Who will do it? When will it What resources happen are needed?1.2.3.4.5.6.
  27. For exampleStrategy: Grant writingAction Step Who will do it? When will it What happen resources are needed?1. Research Me By March 1, 2012 timeopportunities2. Prioritize the Me By March 7, 2012 Timeopportunities3. Create a Me By March 10, 2012 Timedeadlinecalendar4. Write Me Before deadline timeproposals
  28. Marketing & Communications• Clearly identify your ideal donor prospect• Choose the key messages to share• Choose marketing & communications strategies to reach them
  29. Marketing & CommunicationsStrategy Descrip. Target Goal Cost? Who will By Audience do? when?WebsiteNewsletterPublicspeakingPressreleasesE-newsOther?
  30. Step 4Work the plan
  31. Execute!
  32. Step 5Monitor the plan
  33. Regular reviewAt least monthly, review your plan to see how you’re doing.Course-correct if needed
  34. Monthly Checklist• Total dollars• Renewed donors• New donors• Goals
  35. Planned vs actualReview each strategy and goal.Ask yourself• How are we doing versus what we planned?• What do we need to adjust?
  36. Like this: Ready Aim Fire Aim Fire
  37. Step 6Celebrate!
  38. Celebrate!Don’t forget to celebrate when things go well!
  39. Tip!Focus on the fundraising activities that will give you the most “bang for the buck.”
  40. Tip!Reduce the number of special events you host.
  41. Tip!Individual donors are the largest source of untapped potential.
  42. Questions• Please type in chat at the bottom of the left hand viewing pane. 42
  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 43
  1. A particular slide catching your eye?

    Clipping is a handy way to collect important slides you want to go back to later.

×