6 Easy Steps to Creating a Written Fundraising Plan
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Many nonprofits struggle to create a fundraising plan and put it in writing, yet the benefits are tremendous. A written plan shifts you from being reactive and dealing with the crisis of the day to being proactive and working purposefully toward the results you want. In this session, you’ll learn how to follow 6 simple steps to put together a written plan for raising the money you need in the coming year.
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6 Easy Steps to Creating a Written Fundraising Plan
- 1. WELCOME! 6 Easy Steps to Creating a Written Fundraising Plan, featuring Sandy Rees
- 2. Our Speaker Sandy Rees, CFRE Fundraising and Nonprofit Coach AFP Master Trainer Sandy specializes in helping nonprofit organizations raise money, develop their Boards, and ensure the success of their missions. She is the creator of Get Fully Funded , a system for fundraising, you can learn more at www.getfullyfunded.com. Sandy has authored numerous publications including her latest “Get Fully Funded”, "Fundraising Buffet" and "Simple Success Fundraising Plan.“ She is a frequent contributor to Advancing Philanthropy and Inside Fundraising Success magazines Graduate of Tennessee Technological University 2
- 3. Why plan? • Go from reactive to proactive. • Provides a roadmap for your fundraising. • Gets everyone on the same page.
- 4. Direction? If you don’t know where you’re going, then any road will get you there.
- 5. 6 Simple Steps to a Plan 1. Identify your assets. 2. Set your goals. 3. Create a plan of action. 4. Work the plan. 5. Monitor the plan. 6. Celebrate!
- 6. How much $ do you need? Before we start to plan, you need to know how much money you need. What will it take to deliver service this year?
- 7. Evaluate the past • How did it go last year? • How about the years prior? • What worked well? • What didn’t?
- 8. Strategy Last Year Two Years Ago Include in Notes This Year’s Plan? Grants $ $ Special Events $ $ Direct Mail $ $ Major Gifts $ $ Monthly Giving $ $ Lapsed Donors $ $ Online Giving $ $ Memberships $ $ Corporate sponsorships $ $ Product sales $ $ Other $ $ Total $ $
- 9. Step 1 Identify your assets
- 10. What are assets? Organizational assets are things you have going for you that make fundraising easier. Fundraising assets raise good money for your nonprofit.
- 11. Organizational Assets • Compelling mission • Large public base of support • Name recognition • Well-known staff or Board members • Great facility • Others?
- 12. Fundraising assets • Great relationships with local foundations • Solid direct mail program • High traffic to your website • Successful signature special event • Something else?
- 13. Choose assets Pick the ones you can best use to raise money with this year. Start with what you know for sure. Then fill in the rest.
- 14. Summary Calendar Grants Events Direct Major Marktg Comm. other mail gifts Jan Feb Mar Apr May Jun July Aug Sep Oct Nov Dec
- 15. Step 2 Set your goals
- 16. 3 Fundraising Targets 1. Number of dollars to raise 2. Number of current donors to renew 3. Number of new donors to acquire
- 17. Decide on strategies Which fundraising strategies will you use? • Grantwriting • Special events • Direct Mail • Major Gifts • Online fundraising • Others?
- 18. Make your goals SMART S = Specific M = Measurable A = Attainable R = Realistic T = Timely
- 19. Good SMART examples • Increase our donor base by 10% by December 31, 2012. • Recruit 2 new sponsors for our Golf Tournament by October 1, 2012.
- 20. Make sure it works Strategy Goal Dollars #Renewed # New to raise donors Donors Grant writing Special events Direct mail Major gifts Online fundraising Others? Totals $
- 21. Step 3 Create a plan of action
- 22. Start putting it together Fundraising Targets Fundraising Strategies Action Plans
- 23. For example 1. Raise $100,000 2. Renew 65% of donors 3. Acquire 500 new donors Raise $25,000 - grants. Raise $50,000 - major gifts. Raise $25,000 – individual donors (event, direct mail, online giving) Action Plans
- 24. Strategy Details Strategy Descrip. Target $ Goal Cost? Who will By Audience do? when? Grants Events Direct mail Major gifts Online giving Other?
- 25. For example Strategy Descrip. Target $ Goal Cost? Who will By Audience do? when? Grants write Private $25,000 $0 Me deadlines grants foundations Events Fundraising Current and $10,000 $2,500 Me, Planning dinner prospective committee calendar donors Direct mail Back to Current $10,000 $2,500 Me Sep 1 school donors appeal Major gifts Cultivate Current and $50,000 $0 Me, Board 2 each and ask for prospective month major gifts major donors Online Raise Current and $5,000 $0 Me Nov 1 giving money prospective online donors Other?
- 26. Action Steps Action Step Who will do it? When will it What resources happen are needed? 1. 2. 3. 4. 5. 6.
- 27. For example Strategy: Grant writing Action Step Who will do it? When will it What happen resources are needed? 1. Research Me By March 1, 2012 time opportunities 2. Prioritize the Me By March 7, 2012 Time opportunities 3. Create a Me By March 10, 2012 Time deadline calendar 4. Write Me Before deadline time proposals
- 28. Marketing & Communications • Clearly identify your ideal donor prospect • Choose the key messages to share • Choose marketing & communications strategies to reach them
- 29. Marketing & Communications Strategy Descrip. Target Goal Cost? Who will By Audience do? when? Website News letter Public speaking Press releases E-news Other?
- 30. Step 4 Work the plan
- 31. Execute!
- 32. Step 5 Monitor the plan
- 33. Regular review At least monthly, review your plan to see how you’re doing. Course-correct if needed
- 34. Monthly Checklist • Total dollars • Renewed donors • New donors • Goals
- 35. Planned vs actual Review each strategy and goal. Ask yourself • How are we doing versus what we planned? • What do we need to adjust?
- 36. Like this: Ready Aim Fire Aim Fire
- 38. Celebrate! Don’t forget to celebrate when things go well!
- 39. Tip! Focus on the fundraising activities that will give you the most “bang for the buck.”
- 40. Tip! Reduce the number of special events you host.
- 41. Tip! Individual donors are the largest source of untapped potential.
- 42. Questions • Please type in chat at the bottom of the left hand viewing pane. 42
- 43. Contact Information • Connect with Sandy on her website, www.GetFullyFunded.com or via email at sandy<at>GetFullyFunded<dot>com • Connect with Sage – Email nps <at> sage <dot> com – Download the presentation and handouts from www.slideshare.net/sagenonprofit – Read our blog, http://www.SageWords.net. – Like us on Facebook, http://www.facebook.com/sagenonprofit – Follow us on Twitter, http://www.twitter.com/sagenonprofit – Join the discussion in our group on LinkedIn. – Watch and follow on YouTube, http://www.youtube.com/user/SageNonprofit – Pin with us on www.Pinterest.com/SageNonprofit 43