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Capacity Building FInancial Development
Capacity Building FInancial Development
Capacity Building FInancial Development
Capacity Building FInancial Development
Capacity Building FInancial Development
Capacity Building FInancial Development
Capacity Building FInancial Development
Capacity Building FInancial Development
Capacity Building FInancial Development
Capacity Building FInancial Development
Capacity Building FInancial Development
Capacity Building FInancial Development
Capacity Building FInancial Development
Capacity Building FInancial Development
Capacity Building FInancial Development
Capacity Building FInancial Development
Capacity Building FInancial Development
Capacity Building FInancial Development
Capacity Building FInancial Development
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Capacity Building FInancial Development

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From one of our presentations to improve an organization\'s fundraising process

From one of our presentations to improve an organization\'s fundraising process

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  • 1. Capacity Building
  • 2. Assessment of <ul><li>Internal capacity for fundraising </li></ul><ul><li>Capacity to attract external support, </li></ul><ul><li>Current revenue portfolio </li></ul><ul><li>Fundraising history </li></ul><ul><li>Infrastructure and current and future needs; </li></ul><ul><li>Volunteer leadership </li></ul><ul><li>Case for Support </li></ul>
  • 3. Determine <ul><li>How to package current and future programs for donor-friendly solicitations </li></ul><ul><li>Constituent base </li></ul><ul><li>Public relations and marketing activities; </li></ul><ul><li>Staffing </li></ul><ul><li>Technology needs </li></ul><ul><li>Communications vehicles </li></ul>
  • 4. Development of a Comprehensive Development Plan <ul><li>Specific action steps to help you establish a comprehensive and sustainable </li></ul><ul><li>fundraising program. </li></ul>
  • 5. Development Plan <ul><li>Conduct 10 to 15 interviews with external constituencies; </li></ul><ul><li>Coordinate with key staff and volunteers to translate your long-range plan to your annual development and marketing activities; </li></ul><ul><li>  </li></ul><ul><li>Develop fundraising strategies to include an Annual Campaign, Corporate and Foundation Gifts, Special Events, Major Giving and Planned Giving; </li></ul><ul><li>  </li></ul><ul><li>Assess the organization’s current and potential donors and prospects in all categories and make recommendations for new prospects; </li></ul><ul><li>  </li></ul><ul><li>Outline a plan to target major gifts and to increase unrestricted giving, including development of “donor clubs;” </li></ul><ul><li>  </li></ul>
  • 6. Development Plan <ul><li>Make recommendations for solicitation of specific individual, corporate and foundation donors, including suggested dollar goals and assignments. </li></ul><ul><li>Provide guidance on the proper structure of the organization to enhance capacity building and prepare for an endowment campaign;  </li></ul><ul><li>Make recommendations regarding marketing, including creating a collective identity for the organization’s components; </li></ul><ul><li>Make recommendations and assist in developing additional fundraising materials indicated by the assessment, to include development of a Case for Support, or Case Statement;   </li></ul><ul><li>Provide a proposed budget for recommended development plan; and </li></ul><ul><li>Provide a calendar of annual fundraising activities to incorporate public relations and marketing activities; donor and prospect communications vehicles; direct mail; acquisition, if ecessary; and to include regular activities for donor cultivation. </li></ul>
  • 7. Outcome <ul><li>Your presentation will include specific observations and recommendations of both internal and external constituencies; a complete annual plan with timelines and accountabilities; and a development budget that will provide a basis for estimating costs associated with annual development activities. </li></ul>
  • 8. Community Readiness Assessment
  • 9. <ul><li>Personal interviews, focus groups and surveys of the organization’s constituents </li></ul><ul><li>Analysis of responses to the questions we ask: we provide our observations and conclusions based on those questions </li></ul><ul><li>A detailed timetable based on what is needed to conduct a successful campaign for each and every month—from day one until the campaign is concluded. </li></ul><ul><li>We recommend a campaign approach for the organization to adopt. An outlined phased approach in which the nonprofit adopts certain giving levels and giving categories for the fundraising. </li></ul><ul><li>We recommend a specific organizational chart that reflects learning from the assessment and that is unique to the dynamics of the particular nonprofit organization. </li></ul><ul><li>Fourth, we give back confidential recommendations on potential leaders, which builds a new inventory of potential leadership for the organization’s fundraising efforts. </li></ul><ul><li>A confidential list of potential donors who were identified in the interview process, including a guide on how the interview participants appraised those potential donors . This list of potential donors who have been appraised is meant to assist in supporting the goal that we are recommending. </li></ul>
  • 10. Strategic Planning <ul><li>Review/Draft Mission </li></ul><ul><li>Review/Draft Vision Statement </li></ul><ul><li>Review/Develop Statement of Core Values </li></ul>
  • 11. Recognition of the Need <ul><li>Is the Organization Thriving or Struggling? </li></ul><ul><li>When was the Last Plan Developed? </li></ul><ul><li>How was it Monitored? </li></ul><ul><li>Are Board and Staff on the Same page? </li></ul><ul><li>What are the Fundraising Needs? </li></ul>
  • 12. Identifying the Scope <ul><li>Survival Mode? </li></ul><ul><li>Are There Organizational Mandates? </li></ul><ul><li>By-Laws </li></ul><ul><li>Board Roles/Expectations </li></ul><ul><li>Are There Specific Issues? </li></ul><ul><li>Broad vs. Narrow </li></ul>
  • 13. <ul><li>Mission Review </li></ul><ul><li>What is the Reason You Exist? </li></ul><ul><li>What Makes You Unique? </li></ul><ul><li>What Creates the Passion in Your Organization? </li></ul><ul><li>What is Your Impact? </li></ul><ul><li>Concise </li></ul>
  • 14. <ul><li>Environmental Factors </li></ul><ul><li>Perceived vs. Real </li></ul><ul><li>External </li></ul><ul><li>Internal </li></ul><ul><li>What Does it Mean? </li></ul>
  • 15. Strategic Planning (Cont.) <ul><li>Historical Analysis of Where We&apos;ve Been </li></ul><ul><li>vs. Where We Are Now? </li></ul><ul><li>What does the Organization look like? </li></ul><ul><li>Membership, mission activities, programs, facilities, operations, budget, etc.? </li></ul>
  • 16. <ul><li>What are our SWOT?  </li></ul><ul><ul><li>Strengths, Weaknesses, Opportunities and Threats </li></ul></ul>
  • 17. <ul><li>SWOT </li></ul><ul><li>Strengths/Weaknesses/Opps/Threats </li></ul><ul><li>Flushing Out Process </li></ul><ul><li>Prioritize </li></ul><ul><li>Consensus </li></ul>
  • 18. <ul><li>Who are our current and potential partners in the community? </li></ul><ul><li>Who are the individuals/groups who have an affinity to the Organization? </li></ul><ul><li>Who can/should bring resources to us? </li></ul>
  • 19. Strategic Plan (Cont.) <ul><li>Critical Issues and broad Strategic Goals </li></ul><ul><li>Timelines </li></ul><ul><li>Accountabilities </li></ul><ul><li>Executive Summary for public distribution </li></ul><ul><li>  </li></ul>

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