Do You Need a Development Audit?

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When is it time to bring in an outside professional to help assess your fundraising program? How do you know if your development efforts are in line with national averages? How do you measure success? How do you prove to your boss and your board that your efforts are paying off? This slide show outlines what is involved with a development audit, and why you might need one.

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Do You Need a Development Audit?

  1. 1. Measuring Success: The Development Audit Linda Lysakowski, ACFRE President, Linda Lysakowski, LLC Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  2. 2. Why is it Important to Evaluate your Development Program?  Funding sources expect more bang for their buck!  Boards have greater expectations!  Organizations often feel development is “dispensable.” Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  3. 3. How Do You Evaluate Success?  Development Audit  Self Evaluation Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  4. 4. What Needs to Be Evaluated?  Infrastructure:  Software  Policies and procedures  Case for support Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  5. 5. What Needs to Be Evaluated?  Donor Relations  Do you communicate with donors when you’re not asking for money?  Do you let donors know how their money was used?  Do you thank donors promptly and accurately?  Do you recognize donors in meaningful ways? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  6. 6. What Needs to Be Evaluated?  Awareness  Does your community know your organization?  Is the media aware of your organization?  What tools do you use to create awareness? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  7. 7. What Needs to Be Evaluated?  Development Program  Do you incorporate all types of fundraising?  Do you measure how successful each type of fundraising is?  Do you incorporate this analysis into your development plan? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  8. 8. What Needs to Be Evaluated?  Human Resources—do you have the right people in the right seats on the bus?  Board  Staff  Volunteers Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  9. 9. Infrastructure  Donor software:  Is your software doing what you need to have it do?  Web based or not?  Coding  Reporting  Staff training  Budget Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  10. 10. Infrastructure  Policies and Procedures  Gift acceptance policies  Investment policies  Office procedures for receiving, recording, reporting and acknowledging gifts  Development budget  Case for Support Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  11. 11. Awareness  Website  Social media  PR/development relationship  Media relations  Annual report  990 Form (U.S.) Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  12. 12. Fundraising Program  The integrated development program—don’t put all your eggs in one basket Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  13. 13. Fundraising Program  Grants  Special events  Direct response  Social media  Major gifts  Capital campaign  Planned giving Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  14. 14. Do Your Program Outcomes Fall Within Acceptable Standards?  Acquisition Mailings $1.25-$1.50 per $1 raised  Direct Mail Renewal $.20-.25 per $1 raised  Special Events $.50 per $1 raised  Foundation Proposals $.20 per $1 raised  Personal Solicitations $.10-.20 per $1 raised Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  15. 15. Constituencies  Are you reaching them all?  Individuals  Foundations  Corporations  Organizations Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  16. 16. Constituencies  How to reach individuals:  Direct response  Mail  Phone  Website  Social media  Events  In person: one-on-one Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  17. 17. Constituencies  How to reach foundations  Grant proposals  Personal contact  Trustee connections Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  18. 18. Constituencies  How to reach corporations  Proposals  Fact sheets  In person Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  19. 19. Constituencies  How to reach organizations  Speeches  Meetings Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  20. 20. Long Range Development Plans  Capital Needs  Endowment Needs Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  21. 21. Human Resources  Board  Staff  Volunteers Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  22. 22. Human Resources  Board:  Large enough?  Effectives?  Diverse? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  23. 23. Human Resources  Staff  Do you have enough people in development?  Do you provide training and support?  Do you invest in staff? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  24. 24. Human Resources  Volunteers  How do you involve volunteers in fundraising?  Do you provide training and support? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  25. 25. Assessing Current Development Programs  SWOT Analysis  Budget  Development Audit  Philanthropic Profile Assessment Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  26. 26. SWOT Analysis of Your Development Office  Strengths  Weaknesses  Opportunities  Threats Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  27. 27. Assessing Current Development Programs  Budget:  Who develops the fundraising budget?  Is it realistic?  Are you spending too much? Too little? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  28. 28. Assessing Current Development Programs  Philanthropic Profile Assessment: how do you rank? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  29. 29. Implementing and Evaluating the Fundraising Plan  Taking Ownership  What Happens When It Falls Apart  Measuring Success  Reporting Success Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  30. 30. Governance  Board size/make-up  Board contributions  Attendance/involvement  Board recruitment  Board education  Committee structure  Board self-assessment Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  31. 31. Staffing  Size of development staff  Staff duties  Organizational chart  Professional development  The 95/5 Rule Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  32. 32. Volunteers  Involving volunteers in  Planning  Cultivating  Soliciting  The development committee Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  33. 33. We Need a Development Audit, but……..  We can’t afford it (or can we afford not to?)  We don’t have the time.  We want to do it ourselves. Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  34. 34. Hiring a Consultant to Do the Audit  How much will it cost?  How long will it take?  What are the pros and cons?  What is the role of staff if we hire a consultant? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  35. 35. What can we evaluate ourselves?  Know your development history  Review your strategic plan and your development plan  Do a SWOT analysis Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  36. 36. Development History  Use your donor software to track all development events and activities:  Direct mail/telephone/Internet responses  Special events  Grant proposals  Major Gifts  Planned gifts  Capital Campaigns  Volunteer Results Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  37. 37. Review Your Strategic Plan  Have you included development strategies in the plan?  Are the goals realistic?  Is the development plan part of the strategic plan? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  38. 38. Review Your Development Plan  Were the planning goals based on past performance?  Were there too many goals/too few?  Did the entire development staff participate in the planning process?  Was the budget realistic?  Was the timeline realistic?  Were there sufficient human resources to implement the plan? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  39. 39. Tools to Help  Evaluation tool available at 4Good.org Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  40. 40. Remember  If you can’t measure it, you can’t manage it! Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  41. 41. Special Offer  15 % discount on my books, use the code: linda2014books at CharityChannel.com, ForTheGENIUS.com, or LindaLysakowski.com Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  42. 42. Thank You  Linda@LindaLysakowski.com  www.LindaLysakowski.com  www.cvfundraising.com  Check out The Fundraiser’s Private Vault ™ and the Fundraiser’s Personal Muse™ Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

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