PLANNING FOR DIVERSIFIED       FUNDING     Leadership Saratoga      Emily Davis, MNM     EDA Consulting LLC      November ...
WHAT IS THE MOST COMMON REASON THAT            PEOPLE DO NOT GIVE MONEY TO YOUR                     ORGANIZATION?edaconsul...
MOTIVATIONS TO GIVE•                                       •••                                       ••                   ...
NEW DONORS                                                   direct mail, events                                          ...
GETTING STARTEDedaconsulting.org   Diversified Fund Planning   5
WHY PLAN? • • • • • • • •edaconsulting.org    Diversified Fund Planning   6
ORGANIZATIONAL ASSESSMENT                                                                                            ...
WHO GETS INVOLVED?•                                      ••                                      ••                       ...
THE TEAM: BOARD•••••edaconsulting.org       Diversified Fund Planning   9
THE TEAM: STAFF••••••edaconsulting.org       Diversified Fund Planning   10
THE TEAM: VOLUNTEERS &                  CURRENT DONORS•••••edaconsulting.org    Diversified Fund Planning   11
"VULNERABILITY IS THEBIRTHPLACE OF CREATIVITY,INNOVATION, AND CHANGE."                    - Dr. Brene Brownedaconsulting.o...
QUESTIONS?edaconsulting.org     Diversified Fund Planning   13
Fundraising goals                        Assessment of resources                              Funding categories          ...
INVENTORY••••••••edaconsulting.org    Diversified Fund Planning   15
SAMPLE FUNDRAISING PLANedaconsulting.org   Diversified Fund Planning   16
SECTION 1: OVERVIEW•                                         ••                                         ••                ...
SECTION 2: FUNDING STRATEGY••••••edaconsulting.org   Diversified Fund Planning   18
SECTION 3: FUNDING CATEGORY                 RECOMMENDATIONS•                                  ••                          ...
ANSWER THESE QUESTIONS•••••••edaconsulting.org   Diversified Fund Planning   20
SECTION 4: POSITIONING••••••••edaconsulting.org     Diversified Fund Planning   21
SECTION 5: IMPLEMENTATION••••••••edaconsulting.org   Diversified Fund Planning   22
APPENDICES   •   •   •   •   •   •   •   •edaconsulting.org     Diversified Fund Planning   23
CASE STATEMENT••••••••edaconsulting.org       Diversified Fund Planning   24
FUNDRAISING POLICIES•••••••edaconsulting.org         Diversified Fund Planning   25
SUCCESS!•••••••edaconsulting.org    Diversified Fund Planning   26
•••••edaconsulting.org   Diversified Fund Planning   27
QUESTIONSedaconsulting.org    Diversified Fund Planning   28
RESOURCES•••••••edaconsulting.org    Diversified Fund Planning   29
MORE RESOURCES••••••edaconsulting.org       Diversified Fund Planning   30
THANK YOU!    Emily Davis, MNM                  www.edaconsultingcafe.org/blog   EDA Consulting LLC        Boulder, CO    ...
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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 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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Transcript of "Leadership Saratoga: Diversified Fund Planning"

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