Your financial plan should consist of four parts:
Summary – List fundraising programs
Narrative – a detailed description of each program
Calendar – event dates, literature drops and deadlines
Job Descriptions – should be written for each member of
Appoint a Finance Committee that will be
responsible for planning and orchestrating a
successful fundraising plan.
The head of your Finance Committee should be:
an individual with a high profile in the community
has the ability to implement the finance plan and solicit
Why People Give
Access - Challengers don’t have it
Ideology – Strong believers in conservative
principles or fearful of liberal agenda
Peer Influence – People who know and like you
How do I get donors to give
Regardless of how the request is made, remember to convey three things to
Urgency: A donation is needed as soon as possible
Specificity: Outline how the Committee spends its money. It is
important to demonstrate that the committee has its spending
priorities in place
Electability: Tell them why you can win if you have the proper
One Size Does Not Fit All
Friends and Family
Direct Mail Donors
Where Do I Find Potential
Friends and Family
The Rolodex Strategy:
Groups where you will have the most success:
Family, colleagues and friends
Vendors (if applicable)
College Alumni Lists
Where Do I Find Potential
Previous donors to Republican candidates, PACs, and causes
Note: Committees can legally obtain lists of donors to Massachusetts
state candidates and committees at the Office of Campaign and
Professional Organization Member lists (AMA, Chambers, NFIB,
Petition Signers (Tax Rollback, Marriage Amendment, Local Petitions)
Important part of your effort to raise capital
Recruited through personal solicitation of:
Town Committee Chairman
Local Republican elected officials
Establish levels of club Target individuals to be new
membership: major donors.
Local business owners
Active Members $50
Silver Elephants $100 Major donors to Republican
Golden Elephants $500 candidates
Diamond Elephants $1,000 Current donors who could
move up to a higher level
Try to find some connection between a member of the Finance
Committee and the prospective major donor
Set up a meeting where you outline the campaigns goals and plan for
Demonstrate the impact their contribution will make on the campaign’s
Successful Solicitation of Major
Be optimistic, sincere and excited about the campaign
An investment in a better future based on his/her values &
Be Flexible. Close the deal when you sense the person is
Look at the situation from the potential donor’s point of
Communicate on their level
Tell them how the money will be used
Ask for names of other people who might be interested in
Make these donors a part of your campaign
Keep them informed of your progress and
Solicit their input throughout the campaign
These donors can help you expand your
Who Should be Mailed?
List of local active donors compiled by the Committee
Registered Republicans in your community
Targeted groups – use VoterVault for this
Who Should Sign It?
Local Republican elected official
Why are you running?
What is planned for the coming election cycle?
Watch your spelling/grammar!
Establish a realistic target figure to be raised (after
expenses) and work backward from there.
Secure a speaker for your event
Where possible, look to utilize donated space and
Groups and PACs
Solicit Donations From:
Like Minded Political Action Committees (PACS) i.e.
NFIB, NRA, GOAL, CLT
Approach these groups as you would Major Donors
Over-sympathize with your prospect. Never
begin with, “I know it’s a lot to ask, but…”
Leave without a firm commitment or a check
Campaign Finance Rules
The Massachusetts Office of Campaign & Political Finance
(OCPF) is the body that regulates your committee’s financial
They exist to assist Party committees, PACs, and candidates in
adhering to the finance laws that the legislature enacts.
Resources are readily available for you to stay in compliance
with campaign finance laws.
Visit their website at: www.state.ma.us/ocpf for more details.
Some Quick Points:
Government employees may neither solicit donations, nor
may their name ever appear on an invitation for a
fundraising event - not even if donations are merely
A donor may contribute up to $500 to a local candidate
You must report the name and address of every contributor
whose annual contributions are more then $50.
You must report the employer & occupation for every
contributor whose annual contributions are more then