There's no better way to start 2011 than by having a strong fundraising plan in place to get you where you want to go. Unfortunately, some of us are so busy fundraising that we feel like we don’t have time to plan. But in the long run, this only costs us more time (and money!). In this webinar, you will start to win back some of your lost time by learning how to create a strategic fundraising plan for your organization. We will go over the internal and external factors to consider when creating your plan, the financial information you need to gather and analyze, how to develop your goals, and the key components of each fundraising strategy. All participants will receive a customizable planning worksheet after the session to share with your full staff and board and complete your organization’s fundraising plan.

1. Get 2011 Started Right:
10 Steps to Creating a Fundraising Plan
Tina Cincotti
Use Twitter Hashtag #npweb
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2. Helping ordinary people raise extraordinary amounts for nonprofits is all we do, and we love it.
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3. Today’s Speaker
Tina Cincotti
Founder - Funding Change
Hosting: Sam Frank, Synthesis Partnership

7. Why do I need this plan again…?

8. Who’s part of this process?

9. Ten Steps To
Creating Your
2011 Fundraising
Plan

10. Step One: Gather info on past fundraising
Year Year
Last Last Current Current Next Next
Before Before
Source Last’s Last’s
Year’s
Income
Year’s
Expense
Year’s
Income
Year’s
Expense
Year’s
Income
Year’s
Expense
Income Expense
Ind. donors
-- Total donor $
-- Direct mail
-- Events
-- “Major” gifts
-- Membership
-- Online
-- __________
Bequests
Earned income
Government
Corporations
Foundations
TOTALS

11. Step Two: Analyze past efforts
Look at your current strategies.
Consider…
 What generates the largest share of revenue?
 Which sources are most reliable?
 Where is the most potential for growth?
 Which areas are not producing?
 Where can you use more volunteers/board?

12. Step Three: Evaluate current climate
Internal Factors External Factors

13. Step Four: Who’s on your team?
Who? How many? How could they help?
Board members
Staff
Volunteers
Key donors
Org. allies
Who else?

14. Step Five: Set your goals
Two types of goals:
1. Strategic
• Non-monetary goals
2. Financial
• How much you will raise from
each source

15. Step Six: Decide on your activities
Financial/ Donor
Solicitation Relations
Acquire
Renew
Upgrade

16. Step Six: Decide on your activities
Financial/ Donor
Solicitation Relations
Acquire
Renew
Upgrade

17. Step Seven: Create a timeline
Financial/Solicitation Donor Relations
One-Time Year Round One-Time Year Round
Jan
Feb
March
April
May
June
July
August
Sept
Oct
Nov
Dec

18. Step Eight: Fill in the details
Strategy: ____________________________________
Projected income (gross): ______________
Total cost / expenses: ______________
Net income after expenses: ______________
Other goals that this strategy will meet: ____________
Number of staff/volunteers needed: _______________

19. Step Eight: Fill in the details
Deadline Task/s Who’s
Responsible?

20. Step Eight: Fill in the details
Expense Amount/ Notes
Cost
Staff time
Consultant/Services
Design
Printing
Postage
Travel/Transportation
Food
Other:
TOTAL

21. Step Nine: Put it all together
Strategy Goal/s Audience Description When Who Cost
End-of-year $5,000 Current Direct mail Letter Staff writes $650 for
appeal donors, allies appeal with hits end letter, does postage
from partner phone calls 1-2 Oct; calls mailing. Board &
orgs weeks after. begin of assists with printing
Nov. calls.
House $10,000 Current Series of house Through Staff finds Minimal
parties from 5 prospects, parties hosted by out the hosts, provides
parties active donors, board members year support,
(approx. contacts of or donors monitors gifts,
$2k each) host does TYs. Host
does invites,
turnout, food.
Board attends.
TOTAL Projected Net Income = TOTAL
GOAL: Goal minus Cost COST:

22. Step Ten: Decide what to evaluate
Aside from how much you raise, how
do you measure your success?
• # of donors who gave last year & give again
• # of volunteers/board involved in fundraising
• # of first-time donors who give 2nd gift
• # of donors/projects who attends events
• # of new donors acquired
• # of supporters who increase their gift

23. Step Ten: Decide what to evaluate
How can you measure the success of
your donor relations?
• How often donors refer others to you
• Frequency of contact without asking for gift
• Amount of personalization in mailings, etc.
• Level of donor-initiated contact with you
• How well your communications write the
donor into the story, speak to the donor

25. Want more free fundraising advice?
Sign up for my monthly e-newsletter…
Subscribe at
www.fundingchangeconsulting.com

26. Thank you for spending your valuable
time with me today!
Please stay in touch. -- Tina
617-477-4505
tina@fundingchangeconsulting.com
TinaFCC on Twitter

27. Find the listings for our current season of webinars
and register at
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Chris Dumas
Chris@NonprofitWebinars.com
707-812-1234
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