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Intro to Fundraising Planning

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Intro to Fundraising Planning

  1. 1. Introduction to Fundraising Planning ! Andrea Snyder Grants Collection
  2. 2. What You Will Learn Today <ul><li>An overview of how to develop a fundraising plan, including: </li></ul><ul><li>Conducting an assets inventory </li></ul><ul><li>Developing a case statement </li></ul><ul><li>Setting realistic fundraising goals </li></ul><ul><li>Diversifying funding partners </li></ul><ul><li>Preparing a fundraising plan and timetable </li></ul>
  3. 3. Why Plan? <ul><li>Helps you set priorities </li></ul><ul><li>Increases board involvement </li></ul><ul><li>Assists in diversifying your fundraising vehicles </li></ul><ul><li>Limits crisis fundraising </li></ul>
  4. 4. Source: Nonprofit Almanac 2008 National Center for Charitable Statistics, the Urban Institute Other Income 2.9% Fees for Services and Goods 70.3% Private Contributions 12.3% Government Grants 9.0% Investment Income 5.4% Sources of Revenue for Reporting Public Charities
  5. 5. Securing Your Organization’s Financial Stability
  6. 6. A Step-by-Step Approach to Fundraising Planning <ul><li>1. Presenting a strong mission statement and vital programs </li></ul><ul><li>2. Conducting an assets inventory for your organization </li></ul><ul><li>3. Creating a dynamic case statement </li></ul><ul><li>4. Setting realistic fundraising goals </li></ul><ul><li>5. Diversifying funding mix for your organization </li></ul>
  7. 7. A Step-by-Step Approach to Fundraising Planning, <ul><li>6. Formulating strategies for raising money from individual donors </li></ul><ul><li>7. Formulating strategies for raising money from institutions </li></ul><ul><li>8. Putting the fundraising plan/calendar together </li></ul><ul><li>9. Making the approach/Building relationships </li></ul><ul><li>10. Monitoring and evaluating your fundraising effort </li></ul>
  8. 8. Presenting a Strong Mission Statement and Vital Programs
  9. 9. Conducting an Assets Inventory for Your Organization
  10. 10. Assess Strengths in the Following Areas: <ul><li>Program </li></ul><ul><li>Board and staff </li></ul><ul><li>Organizational </li></ul><ul><li>Funding </li></ul>
  11. 11. Establishing Your Case for Support <ul><li>The reasons why your organization both needs and merits philanthropic support </li></ul><ul><li>Case statement includes: </li></ul><ul><ul><li>Mission and values </li></ul></ul><ul><ul><li>Programs and services </li></ul></ul><ul><ul><li>Accomplishments </li></ul></ul><ul><ul><li>Plans for the future </li></ul></ul><ul><ul><li>Budget needs </li></ul></ul>
  12. 12. Setting Fundraising Goals <ul><li>Why set fundraising goals? </li></ul><ul><li>Communication </li></ul><ul><li>Motivation </li></ul><ul><li>Internal planning </li></ul><ul><li>Types of fundraising goals </li></ul><ul><li>Annual </li></ul><ul><li>Program </li></ul><ul><ul><li>Unit-of-service </li></ul></ul>
  13. 13. Securing Your Organization’s Financial Stability
  14. 14. Diversifying Funding Mix for Your Organization <ul><li>Which funding partners do you currently have? </li></ul><ul><li>Which funding partners are viable for your funding mix? Which partners will provide long-term security? </li></ul><ul><li>What level of support can you expect from each partner? </li></ul><ul><li>How much time and money will it take to secure additional partners? </li></ul>
  15. 15. Putting the Fundraising Plan/ Calendar Together <ul><li>Set a goal for each revenue strategy </li></ul><ul><li>Think through the details: who, when, what, where, and how. </li></ul><ul><li>Create a chart or narrative description outlining the details </li></ul>
  16. 16. Monitoring and Evaluating Your Fundraising Efforts <ul><li>Was the money raised worth the expenditure of time and effort? </li></ul><ul><li>Laying the groundwork for next year </li></ul>
  17. 17. Review: Strategic Fundraising— The Steps to Success <ul><li>Identify your organization’s strengths and assets </li></ul><ul><li>Create a case statement </li></ul><ul><li>Set realistic fundraising goals </li></ul><ul><li>Diversify funding mix for your organization </li></ul><ul><li>Put together a fundraising plan and timetable </li></ul><ul><li>Evaluate strategies to lay the groundwork for future fundraising </li></ul>
  18. 18. For More Information <ul><li>Resource list is available at </li></ul><ul><li>http://foundationcenter.org/course_ materials/free_training/ </li></ul>
  19. 19. Andrea Snyder Grants Collection Enoch Pratt Free Library State Library Resource Center [email_address] (410)396-5320 twitter: grants_pratt

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