Capacity Building FInancial Development


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

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Capacity Building FInancial Development

  1. 1. Capacity Building
  2. 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. 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. 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. 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. 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. 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. 8. Community Readiness Assessment
  9. 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. 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. 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. 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. 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. 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. 15. Strategic Planning (Cont.) <ul><li>Historical Analysis of Where We'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. 16. <ul><li>What are our SWOT?  </li></ul><ul><ul><li>Strengths, Weaknesses, Opportunities and Threats </li></ul></ul>
  17. 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. 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. 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>