Diversify Your Fundraising: Worksheets


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Diversify Your Fundraising, at introduction to fundraising planning. Worksheets that will help you to take stock of your strengths. An Assets Inventory from the Foundation Center Cleveland.

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Diversify Your Fundraising: Worksheets

  1. 1. Introduction to Fundraising Planning: Taking Stock of Your StrengthsAn Assets InventoryValues, Vision, and Mission1. What values do you hold that you associate with your organization?2. How would the world be different on the day that you could say that your mission is accomplished?3. What is the mission of your organization?Accomplishments4. What are your ongoing core projects or programs and what are the results or outcomes that you can point to as a result of these efforts? Projects/Programs Results/Outcomes a. b. c. d.5. What are the core competencies (e.g., skills and abilities) that enable your organization to succeed in these efforts--personal or organizational or both?6. How do you endeavor to measure your effectiveness? (e.g., statistics; letters of appreciation, testimonials, assessments by outside bodies, awards and honors, etc.)7. Do you attract any media visibility? If yes, in which media outlets? © The Foundation Center
  2. 2. Board and Staff History8. What are some of the key qualifications and talents of your past and current board members and staff?9. Have board or staff members received any recognition of their talents and contributions?10. What percentage of your board members make financial contributions to your organization?Organizational History11. How long has your organization been in existence?12. What distinguishes your past work from that of similar organizations? List the specific ways in which your work differs from theirs.13. What recognition has your organization as a whole received since its inception? (e.g., invitations to speak at conferences, workshops, public rallies, and legislative hearings; certificates of commenda- tion; quotations in scholarly or popular journals and magazines; letters of appreciation; etc.)Funding History14. Name the institutions that support your work. a. Foundations: b. Corporations and businesses: c. Religious sources: d. Associations of individuals: e. Others (e.g., labor unions, federations, governmental agencies, etc):15. How many individuals pay dues, make contributions, or do both to support your work? What percentage renew their support each year?16. How diversified is your financial base? For example, how many different sources extend support to you? What percentage of your total income does each comprise?Other:
  3. 3. Introduction to Fundraising PlanningSelecting Prospective Funding Partners (This worksheet is designed to help you identify your strongest potential supporters. The best strategy is to identify your entire array of partners before you pursue any single one on your prospect list.) Assessing Chances of Support Sources Very Good Possible Unlikely Unknown 1. Individuals: a. New Donors b. Renewing Donors c. Upgrading Donors Fundraising Strategies: i. Face-to-face solicitation ii. Personal letter iii. Telephone iv. Direct mail v. Internet (e.g. Web site, electronic newsletter) vi. Special Events d. Other: Memberships 2. Foundations a. Community foundations b. Local grantmakers c. National foundations 3. Business and Corporations a. Neighborhood stores b. Banks, utility companies, department stores, etc. c. Corporations with headquarters or facilities in your community d. Large national corporations e. Multinational companies © The Foundation Center
  4. 4. Assessing Chances of SupportSources Very Good Possible Unlikely Unknown4. Government (grants and contracts) a. Local government units b. State government units c. Federal government units5. Religious Institutions a. Individual churches, temples, and other faith communities b. Metropolitan and regional religious/ecumenical bodies d. Religious federated organizations e. National religious bodies f. International structures6. Federated Fundraising Organizations a. United Way b. Other community chests c. Alternative funds7. Associations of Individuals a. Neighborhood/community- based associations b. City/State-wide associations c. National associations8. Labor Unions a. Local/state-wide unions b. National unionsDon’t forget potential EARNED INCOME sources a. Products/Store b. Web site c. Facility rental e. Fee for service © The Foundation Center
  5. 5. Introduction to Fundraising PlanningCase Study: Youth for Community Action Summary of Fundraising StrategyIndividual Supportersa. 20 Large contributions @ $250.00/eachInstitutional Supportersa. Foundationsb. Corporations and businessesc. Governmentd. Other: In-Kind Contribution from Organization 7Membership Programa. 50 Memberships @ $50.00Other Fundraising Supporta. 3 Special events @ $1,000.00Earned Income © The Foundation Center
  6. 6. Person To be $ Projection Tasks & Activities responsible completed by Jan. Feb. Mar. Apr. May Jun. Subtotals Individual Fundraising 1. Large Donor Contributions all On-going $100.00 $100.00 $250.00 $250.00 $250.00 $250.00 $1,000.00 2. 3. Institutional Fundraising 1. Grant 1 JFC 9/30 $10,000.00 $10,000.00 2. Grant 2 JFC 12/31 $10,000.00 $10,000.00 Introduction to Fundraising Planning 3. Corporations & businesses SHU On-going $1,750.00 $1,750.00 4. Government or School District JEJ 3/1 5. In-kind from Organization JEJ On-going $1,250.00 $1,250.00 $1,250.00 $1,250.00 $1,250.00 $1,250.00 $7,500.00© The Foundation Center 6. Membership Program 1. Membership Fees SHU 1/31 & 6/30 $750.00 $500.00 $1,250.00 Special Events 1. Special Event JEJ 6/16 $1,000.00 $1,000.00 Fundraising Calendar (January–June) Earned Income 1. Fees for Camp Subtotals: $11,250.00 $1,250.00 $2,250.00 $11,500.00 $3,250.00 $3,000.00 $32,500.00 Case Study: Youth for Community Action
  7. 7. In-kind from Organization© The Foundation Center Fundraising Calendar (July–December) Earned Income 1. Fees for Camp 7/1 $5,000.00 $5,000.00 Subtotals: $10,500.00 $12,500.00 $4,000.00 $1,750.00 $3,500.00 $4,250.00 $35,500.00 Grand Total: $68,000.00