Developing Your Campaign Fundraising Plan hca webinar

Harney Coster & Associates Developing your Fundraising Plan @MatthewHarney matt@harneycoster.com 405-503-6258

Know the Rules
Oklahoma: www.ethics.state.ok.us
Texas: www.ethics.state.tx.us
California: www.sos.ca.gov
Pennsylvania: Bureau of Commissions, Elections and Legislation
@MatthewHarney matt@harneycoster.com 405-503-6258

Fundraising Methods
Direct Solicitation
Events
Direct mail & Online solicitation
Fundraising by Committee
Phone Banking & Telemarketing

Before you begin…
True understanding of political environment
Viability
Internalize candidate’s personal & professional history
Internalize your opponent’s history

Does my campaign need a Fundraising Plan?
Yes! Every campaign, regardless of size, must have a detailed, written fundraising plan.
Why?
Tangible
Monitor goals

Initial Steps
Enlist kitchen cabinet, most ardent supporters for Fundraising Committee
Grow your potential donor base
Access to those who would otherwise be untouched
General support goes viral

Maximize your Contacts
Create exhaustive list of candidate’s contacts
Collect as much contact info as possible-phone #s, email, mailing address, etc.
Debrief list
Adding code, ask amount, and notes

After debriefing your list:
Prioritize fundraiser event hosts
Group contacts by code
Analyze & research extended potential donor groups

Extended Donor Groups
Ideological: donors who support you because of advocacy for a particular cause
“ I’m not the other guy”/ax to grind: donors who support you because your opponent’s victory would negatively affect their interests
Unique Interest/Power: donors who support you advance their economic interest

Components of Fundraising Plan
Intro
Specify staffing and responsibilities
Brief summary of campaign finance laws & rules
List of event hosts
Logistics--scheduled call time, # of events, targeted groups, fundraising method outline, outstanding research, etc.
Calendar of Events
Campaign Budget
Monthly (weekly) fundraising goal schedule with itemized methods

Don’t forget to ask…
Has candidate been thoroughly debriefed? Has the fundraising committee been a part of the process or reviewed the results?
Is the campaign staff aware of reporting deadlines?
Has the treasurer or compliance officer been trained on all aspects of campaign compliance?
Has the campaign considered civic organizations and opinion leaders who are potentially supportive or sympathetic to candidate?

Developing Your Campaign Fundraising Plan hca webinar

by mattharney

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