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Creating Your Fundraising Strategy (CCDEA)
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Creating Your Fundraising Strategy (CCDEA)

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Without a clear guide for diversified fundraising activities it is difficult to follow a path for success and convey needed fundraising efforts throughout your organization. Understanding various …

Without a clear guide for diversified fundraising activities it is difficult to follow a path for success and convey needed fundraising efforts throughout your organization. Understanding various funding opportunities, the pros and cons of funding sources, and developing a plan will help to direct your efforts. Join in on a hands-on conversation about funding opportunities, best practices, and how these options fit within organizational sustainability.


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  • 1. /AskEmilyD/emilydavisconsulting CREATING A FUNDRAISING STRATEGY Emily Davis, MNM Emily Davis Consulting May 6, 2014 #fundraising
  • 2. /AskEmilyD/emilydavisconsulting GETTING STARTED •  Why plan? •  Who gets involved? •  What are the activities? •  Why is assessment important? •  What inventory do we need? •  How will we know success? #fundraising
  • 3. /AskEmilyD/emilydavisconsulting WHY PLAN? •  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) #fundraising
  • 4. /AskEmilyD/emilydavisconsulting WHO GETS INVOLVED? •  Development Team •  Staff Leadership •  Program Team •  Marketing Staff •  Committee Members •  Board Members •  Volunteers •  Consultant(s) #fundraising
  • 5. /AskEmilyD/emilydavisconsulting PLANNING ACTIVITIES 1.  Fundraising goals 2.  Assessment of resources 3.  Funding categories 4.  Funding strategies 5.  Positioning 6.  Implementation 7.  Evaluation 8.  Samples #fundraising
  • 6. /AskEmilyD/emilydavisconsulting ORGANIZATIONAL ASSESSMENT •  Planning •  Leadership •  Volunteers •  Development staff •  Financial resources •  Donor research •  Situational analysis •  Environmental scan •  Competitive advantage •  Fundraising strategies •  Communications & outreach #fundraising
  • 7. /AskEmilyD/emilydavisconsulting INVENTORY •  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 #fundraising
  • 8. /AskEmilyD/emilydavisconsulting SUCCESS! •  Grow org’s visibility & capacity •  Expand funding base •  Measure success & challenges •  Unified strategy •  Increase investment •  Consistent core messaging •  More ambassadors #fundraising
  • 9. /AskEmilyD/emilydavisconsulting “Vulnerability is the birthplace of creativity, innovation, and change.” ~ Dr. Brene Brown #fundraising
  • 10. /AskEmilyD/emilydavisconsulting Fundraising Plan Components INTRODUCTION   STRATEGIES   IMPLEMENT   &  EVALUATE   SITUATIONAL   ANALYSIS   #fundraising
  • 11. /AskEmilyD/emilydavisconsulting INTRODUCTION •  Mission & vision •  Organizational history •  Leadership •  Programs •  Strategic plan •  Current financial position •  Funding goals •  Positioning •  Assumptions for implementation •  Steps needed for future funding #fundraising
  • 12. /AskEmilyD/emilydavisconsulting SITUATIONAL ANALYSIS •  Organizational assessment •  Stakeholder feedback •  Environmental scan •  Competitive advantage •  Fundraising history & trends •  Strategy screen #fundraising Recommendations SWOT External analysis Internal analysis
  • 13. /AskEmilyD/emilydavisconsulting STRATEGIES & RECOMMENDATIONS •  Grow org’s visibility & capacity •  Expand funding base •  Measure success & challenges •  Unified strategy •  Increase investment •  Consistent core messaging •  More ambassadors #fundraising
  • 14. /AskEmilyD/emilydavisconsulting 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 #fundraising
  • 15. /AskEmilyD/emilydavisconsulting #fundraising                           NEW DONORS direct mail, events ANNUAL DONORS Direct appeals, volunteer involvement MAJOR DONORS Personal asks Committee and board involvement PLANNED GIFTS Personal asks, personal involvement, Could be anyone!
  • 16. /AskEmilyD/emilydavisconsulting ANSWER THESE QUESTIONS •  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 #fundraising
  • 17. /AskEmilyD/emilydavisconsulting POSITIONING •  Identity statement •  Core messaging •  Campaign messaging •  Marketing •  Outreach – analog & digital •  Branding •  Public relations •  Implementation #fundraising
  • 18. /AskEmilyD/emilydavisconsulting MAKING IT ALL HAPPEN •  Key players (staff, volunteer, etc.) •  Leadership •  Clear & organized donor records •  Capacity analysis •  Realistic goals •  Relationships with donors •  Calendar •  Evaluate!! #fundraising
  • 19. /AskEmilyD/emilydavisconsulting •  Case statement •  Summary page •  Calendar of activities •  Organizational structure •  Fundraising policies •  Budget(s) •  Professional development •  Descriptions – committee, volunteers, staff DOCUMENTS #fundraising
  • 20. /AskEmilyD/emilydavisconsulting CASE STATEMENT •  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 #fundraising
  • 21. /AskEmilyD/emilydavisconsulting POLICIES •  Prospecting policies •  Cultivation & stewardship policies, processes •  Acknowledgement policies •  Database – gift entry and recording •  Ethical guidelines •  Sample of Nonprofit Fundraising Policies •  Gift Acceptance Policy #fundraising
  • 22. /AskEmilyD/emilydavisconsulting •  Plan outline •  Created internally vs. consultant •  Work across skills, departments •  Build into existing plans •  Make your case internally #fundraising
  • 23. /AskEmilyD/emilydavisconsulting #fundraising
  • 24. /AskEmilyD/emilydavisconsulting RESOURCES •  Association of Fundraising Professionals •  The Foundation Center •  State Nonprofit Associations •  Chronicle of Philanthropy •  LinkedIn •  4Good #fundraising
  • 25. /AskEmilyD/emilydavisconsulting 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 Plan Outline, Emily Davis Consulting •  The Development Plan, Linda Lysakowski •  The Complete Guide to Fundraising Management, Stanley Weinstein #fundraising
  • 26. /AskEmilyD/emilydavisconsulting Emily Davis, MNM Emily Davis Consulting (720) 515-0581 emily@emilydavisconsulting.com emilydavisconsulting.com emilydavisconsulting.com/blog #fundraising