Creating a Resource Development Plan

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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

  1. 1. CREATING A RESOURCE DEVELOPMENT PLAN Emily Davis, MNM Emily Davis Consulting April 23, 2014
  2. 2. •  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
  3. 3. •  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
  4. 4. •  Development Team •  Staff Leadership •  Program Team •  Marketing Staff •  Committee Members •  Board Members •  Volunteers •  Consultant(s) WHO GETS INVOLVED
  5. 5. 1.  Fundraising goals 2.  Assessment of resources 3.  Funding categories 4.  Funding strategies 5.  Positioning 6.  Implementation 7.  Evaluation 8.  Appendices PLANNING ACTIVITIES
  6. 6. ORGANIZATIONAL ASSESSMENT •  Planning •  Leadership •  Volunteers •  Development staff •  Financial resources •  Donor research •  Situational analysis •  Environmental scan •  Competitive advantage •  Fundraising strategies •  Communications & outreach
  7. 7. •  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
  8. 8. •  Grow org’s visibility & capacity •  Expand funding base •  Measure success & challenges •  Unified strategy •  Increase investment •  Consistent core messaging •  More ambassadors SUCCESS!
  9. 9. “Vulnerability is the birthplace of creativity, innovation, and change.” ~ Dr. Brene Brown
  10. 10. Fundraising Plan Components INTRODUCTION   STRATEGIES   IMPLEMENT   &  EVALUATE   SITUATIONAL   ANALYSIS  
  11. 11. INTRODUCTION •  Mission & vision •  Organizational history •  Leadership •  Programs •  Strategic plan •  Current financial position •  Funding goals •  Positioning •  Assumptions for implementation •  Steps needed for future funding
  12. 12. SITUATIONAL ANALYSIS •  Organizational assessment •  Stakeholder feedback •  Environmental scan •  Competitive advantage •  Fundraising history & trends •  Strategy screen Recommendations SWOT External analysis Internal analysis
  13. 13. •  Sustainability needs diversity •  Successes & areas of improvement – be honest! •  Current funding breakdown •  Look for funding opportunities STRATEGIES & RECOMMENDATIONS
  14. 14. 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
  15. 15. •  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
  16. 16. •  Identity statement •  Core messaging •  Campaign messaging •  Marketing •  Outreach – analog & digital •  Branding •  Public relations •  Implementation POSITIONING
  17. 17. •  Key players (staff, volunteer, etc.) •  Leadership •  Clear & organized donor records •  Capacity analysis •  Realistic goals •  Relationships with donors •  Calendar •  Evaluate!! MAKING IT ALL HAPPEN
  18. 18. •  Case statement •  Summary page •  Calendar of activities •  Organizational structure •  Fundraising policies •  Budget(s) •  Professional development •  Descriptions – committee, volunteers, staff DOCS
  19. 19. •  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
  20. 20. •  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
  21. 21. •  Plan outline •  Created internally vs. consultant •  Work across skills, departments •  Build into existing plans •  Make your case internally
  22. 22. •  4Good •  Association of Fundraising Professionals •  The Foundation Center •  State Nonprofit Associations •  Chronicle of Philanthropy •  LinkedIn RESOURCES
  23. 23. 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
  24. 24. Emily Davis, MNM Emily Davis Consulting (720) 515-0581 emily@emilydavisconsulting.com emilydavisconsulting.com emilydavisconsulting.com/blog Facebook.com/emilydavisconsulting twitter.com/AskEmilyD linkedin.com/in/emilylariedavis

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