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Leadership Saratoga: Diversified Fund Planning
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Leadership Saratoga: Diversified Fund Planning

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Does your organization have diversified funding strategies? Do you have plans that guide those strategies? Without a clear guide for fundraising activities in your organization it is difficult to …

Does your organization have diversified funding strategies? Do you have plans that guide those strategies? 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. Learn basics of how a plan can make a significant difference in raising more funds for your organizational mission. Discuss diversified fund strategies, planning activities, plan elements, and fundraising policies.

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  • 1. PLANNING FOR DIVERSIFIED FUNDING Leadership Saratoga Emily Davis, MNM EDA Consulting LLC November 6, 2012 @edaconsulting
  • 2. WHAT IS THE MOST COMMON REASON THAT PEOPLE DO NOT GIVE MONEY TO YOUR ORGANIZATION?edaconsulting.org Diversified Fund Planning 2
  • 3. MOTIVATIONS TO GIVE• ••• •• •• • •• • *Adapted from Major Gifts by Julia Ingraham Walkeredaconsulting.org Diversified Fund Planning 3
  • 4. 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!edaconsulting.org Diversified Fund Planning 4
  • 5. GETTING STARTEDedaconsulting.org Diversified Fund Planning 5
  • 6. WHY PLAN? • • • • • • • •edaconsulting.org Diversified Fund Planning 6
  • 7. ORGANIZATIONAL ASSESSMENT         edaconsulting.org Diversified Fund Planning 7
  • 8. WHO GETS INVOLVED?• •• •• •• •edaconsulting.org Diversified Fund Planning 8
  • 9. THE TEAM: BOARD•••••edaconsulting.org Diversified Fund Planning 9
  • 10. THE TEAM: STAFF••••••edaconsulting.org Diversified Fund Planning 10
  • 11. THE TEAM: VOLUNTEERS & CURRENT DONORS•••••edaconsulting.org Diversified Fund Planning 11
  • 12. "VULNERABILITY IS THEBIRTHPLACE OF CREATIVITY,INNOVATION, AND CHANGE." - Dr. Brene Brownedaconsulting.org Diversified Fund Planning 12
  • 13. QUESTIONS?edaconsulting.org Diversified Fund Planning 13
  • 14. Fundraising goals Assessment of resources Funding categories Funding strategies Positioning Implementation Evaluation Appendices THE FUNDRAISING PLANedaconsulting.org Diversified Fund Planning 14
  • 15. INVENTORY••••••••edaconsulting.org Diversified Fund Planning 15
  • 16. SAMPLE FUNDRAISING PLANedaconsulting.org Diversified Fund Planning 16
  • 17. SECTION 1: OVERVIEW• •• •• •• ••• • edaconsulting.org Diversified Fund Planning 17
  • 18. SECTION 2: FUNDING STRATEGY••••••edaconsulting.org Diversified Fund Planning 18
  • 19. SECTION 3: FUNDING CATEGORY RECOMMENDATIONS• •• •• •• •• •• •• •edaconsulting.org Diversified Fund Planning 19
  • 20. ANSWER THESE QUESTIONS•••••••edaconsulting.org Diversified Fund Planning 20
  • 21. SECTION 4: POSITIONING••••••••edaconsulting.org Diversified Fund Planning 21
  • 22. SECTION 5: IMPLEMENTATION••••••••edaconsulting.org Diversified Fund Planning 22
  • 23. APPENDICES • • • • • • • •edaconsulting.org Diversified Fund Planning 23
  • 24. CASE STATEMENT••••••••edaconsulting.org Diversified Fund Planning 24
  • 25. FUNDRAISING POLICIES•••••••edaconsulting.org Diversified Fund Planning 25
  • 26. SUCCESS!•••••••edaconsulting.org Diversified Fund Planning 26
  • 27. •••••edaconsulting.org Diversified Fund Planning 27
  • 28. QUESTIONSedaconsulting.org Diversified Fund Planning 28
  • 29. RESOURCES•••••••edaconsulting.org Diversified Fund Planning 29
  • 30. MORE RESOURCES••••••edaconsulting.org Diversified Fund Planning 30
  • 31. THANK YOU! Emily Davis, MNM www.edaconsultingcafe.org/blog EDA Consulting LLC Boulder, CO http://twitter.com/edaconsulting (303) 652-7536 emily@edaconsulting.org www.facebook.com/edaconsulting www.edaconsulting.org http://www.linkedin.com/in/edaconsu ltingedaconsulting.org Diversified Fund Planning 31 31

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