The Development Plan

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Learn how to craft your development plan, why it is important, and who should be involved in creating it.

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The Development Plan

  1. 1. Linda Lysakowski, ACFRE President, Linda Lysakowski, LLC Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  2. 2. Why Plan  Knowing where you are  Knowing where you’re going  Kn0wing how to get there  Keep from getting sidetracked Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  3. 3. Where is Your Organization Now?  Birth  Youth  Midlife  Maturity Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  4. 4. Where is Your Development Program Now?  Birth  Youth  Midlife  Maturity Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  5. 5. Who Should Be Involved in the Planning Process  Development Staff  Non Development Staff  Board  Development Committee  Consultants Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  6. 6. The Four Steps of Fundraising That Should be Included in Your Plan  Remember that the goal of all fundraising activities should be to move donors up the donor pyramid. Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  7. 7. Identifying—Making Connections  Every board member, staff member, and volunteer has a sphere of influence Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  8. 8. Cultivating  One-on-one activities  Cultivation events Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  9. 9. Soliciting  Making in-person visit, phone calls , or direct response contacts with potential donors, funders Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  10. 10. Stewardship  The last step in the first gift, and the first step in the next gift  The one thing donors want most!  It costs six times as much to find a new donor than to retain a current donor! Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  11. 11. So, what does an effective development office need?  Infrastructure  Human resources  Commitment Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  12. 12. Infrastructure  Software Needs  Policies  Procedures  The Development Budget  Case for Support Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  13. 13. Do We Need Donor Software? Yes! Because you need:  Personalized appeals  Accurate recording and reporting  Donor history  Donor preferences  Acknowledgment  Specialized functions Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  14. 14. Policies & Procedures  Gift Acceptance Policies  Recognition Policies  Investment Policies  Office Procedures Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  15. 15. Procedures  Who receives gifts?  How do you acknowledge gifts?  Who signs thank you letters? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  16. 16. Budget  Personnel  Professional Development  Software and Equipment  Dues and Publications  Office Supplies  Communications  Seed Money for Events Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  17. 17. The Case: Another Definition Internal Case (aka „the case‟) “The internal case is a „data base,‟ a compilation of information that will support the preparation of various documents and publications that will explain the organization‟s work.” Source: Henry A Rosso Achieving Excellence in Fundraising Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  18. 18. Why are ethics important? The Donor Bill of Rights/Codes of Ethics/Standards Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  19. 19. Diversify, diversify, diversify…… What does your “pie” look like? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  20. 20. The 95/5 Rule and what it means for fundraisers Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  21. 21. Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  22. 22. SETTING GOALS  Monetary and non-monetary goals  The first year is the hardest  Look at past history  Consider percentage of increase goals  Participation goals  Plan your time—remember the 95/5 rule!  Don’t forget objectives and action steps Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  23. 23. The reasons many plans sit on a shelf  The right people were not involved  Action steps are not in place:  Who is responsible?  How much will it cost/raise?  When is it going to be comleted?  Evaluation systems are not in place Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  24. 24. What should your plan look like?  Goals  Objectives  Action steps are not in place:  Who is responsible?  How much will it cost/raise?  When is it going to be completed? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  25. 25. What should your plan look like? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity Description Responsibility Income Expenses Start Date End Date Goal A Objective 1 Tasks 1.1 1.2 1.3 1.4 1.5 1.6 Objective subtotal
  26. 26. Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  27. 27. Assessing Current Fundraising Programs  SWOT Analysis  History  Development Audit  Philanthropic Profile Assessment Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  28. 28. 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
  29. 29. Tools to Help  www.4Good.org  Special events evaluation  Board evaluation tools  Case statement checklist  Are You Ready for a Capital Campaign?  The Fundraiser’s Private Vault™ Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  30. 30. Special Offers  Special Quick and Dirty Development Audit $750 if completed by June 30, 2014  15% discount of Fundraising for the GENIUS, 2nd edition—use discount code linda2014books at ForTheGENIUS.com or LindaLysakowski.com Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  31. 31. Contact Linda  www.LindaLysakowski.com  Linda@LindaLysakowski.com  702-892-0955 Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

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