Is the organization planning a major capital expansion in the future?
What can it do to build on current management and/or Board strengths?
How does fundraising and events enhance or detract from your mission?
Donor Pyramid Planned Gifts Capital Donor Project Donor Renewed Donor Newly Acquired Donor Patrons & Board Contacts Planned Giving Capital Campaigns Annual Fund Personal Solicitation Phone Solicitation
Prospect Migration Capacity Initial Relationship Education Solicitation Gift
Campaign Gifts Amount Raised Cost Donor Direct Mail Acquisition: Low revenue comprised of many small gifts. Renewals, Phonathons: Many donors, slight increase in gift sizes. Upgraded Gifts: Selected donors upgrade gift sizes through one-on-one contact . Major Gifts: Gift size increases; cultivation time increases; number of donors decreases Campaign Gifts: Very few donors, very large gifts Comparative Costs and Returns of Interdependent Fundraising Methods
Stages of Building a Philanthropic Board “ Giving is important.” “ I will give.” “ I will give again (annually).” “ I will be an ambassador… I will advocate the organization to others.” “ I will ask others to give.” “ I will ask others to become involved.” Ambassador Donor Advocate Volunteer
Analysis Plan Implement Evaluate Ideal for Consultant Ideal for Staff Ideal for Consultant Planning Stages
Consultant Outsource Staff Campaign Study Campaign Counsel Evaluation Grant Writing Interim Staffing Analysis & Planning Ongoing Board Development Donor Cultivation Gift Acknowledgement Corporate/Foundation Relations Small Events & Appeals Direct Mail Telemarketing Galas Fundraising Tactics
Cost Estimates by Activity Cost Spectrum High ($1.50) Medium Low ($.12) Acquisition Mailings Special Events Telemarketing Direct Mail (Existing Donors) Sponsorships Planned Giving Major Gifts Capital Campaigns