Presented by Susan Black, M.A., CFRE
Factor Key Ideas
Financial Stability • No leaky buckets!
• Make the tough decisions
Board Capacity/
Preparedness
Diverse, ...
Nonperforming boards are . . . Performing boards are . . . What to do about it
Well-meaning “do-nothings” with no
connecti...
Factor Your Current Rating
My organization is fiscally sound (programs are
self-sufficient/operating in the black).
Board ...
Factor Key Ideas
A strategic plan No plan = a ship without a rudder
Annual fundraising plan • Include all primary fundrais...
•  Brief history
•  Mission statement/primary goal
•  Primary goal
•  Vision and impact statements
•  Values
•  Program de...
Factor Your Current Rating
The organization has a strategic plan that has
been updated in the last 3 years.
The board and ...
Factor Key Ideas
Annual Gifts • Probably already doing them
• Remember retention is the key
Corporation and Foundation Giv...
Factor Your Current Rating
We have at least two annual giving vehicles.
We have fewer than 4 events per year.
We have at l...
Factor Key Points
A well-crafted message If no one understands what you do or
why it matters, they won’t give
Communicatio...
Factor Your Current Rating
The organization has regular communications with its
donors through newsletters or other public...
Help! They Want Me To Fundraise!
Help! They Want Me To Fundraise!
Help! They Want Me To Fundraise!
Help! They Want Me To Fundraise!
Help! They Want Me To Fundraise!
Help! They Want Me To Fundraise!
Help! They Want Me To Fundraise!
Help! They Want Me To Fundraise!
Help! They Want Me To Fundraise!
Help! They Want Me To Fundraise!
Help! They Want Me To Fundraise!
Help! They Want Me To Fundraise!
Help! They Want Me To Fundraise!
Help! They Want Me To Fundraise!
Help! They Want Me To Fundraise!
Help! They Want Me To Fundraise!
Help! They Want Me To Fundraise!
Help! They Want Me To Fundraise!
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Help! They Want Me To Fundraise!

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In this hands-on session, Susan Black, CFRE will show you the key building blocks of a successful fundraising program and identify specific steps you can take to implement one in your organization.

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Help! They Want Me To Fundraise!

  1. 1. Presented by Susan Black, M.A., CFRE
  2. 2. Factor Key Ideas Financial Stability • No leaky buckets! • Make the tough decisions Board Capacity/ Preparedness Diverse, passionate, articulate, generous, big picture people CEO Capability/ Connectedness • The face of your organization • Understand his/her role Development staff capability Trained, passionate Backroom operations Procedures, processes, equipment/materials
  3. 3. Nonperforming boards are . . . Performing boards are . . . What to do about it Well-meaning “do-nothings” with no connections People of influence and affluence Create board governance committee; create a trustee prospect list; begin replacing members slowly as seats become open; identify a champion/ leader to attract new blood. All one race, gender, sexual orientation, age, religion, or political persuasion; no consumers Diverse with at least one consumer Complete a board matrix; governance committee targets prospects. Not sure exactly what the organization does or how it helps the community and can’t explain it to others Ambassadors capable of articulating the mission and vision to the community. Provide the correct language and helpful collaterals; train members on programs at each meeting; require volunteering in programs. Bogged down in day-to-day operations; long, tedious meetings Steering the ship, focusing on big picture issues; sixty- to ninety-minute meetings, often using a consent agenda Conduct board training; use a consent agenda; use committee meetings between full board meetings to complete action items. Not giving personally or asking others to give and don’t feel like they know how Embracing their fundraising role Conduct board fundraising training; empower development staff to guide/ prod board members.
  4. 4. Factor Your Current Rating My organization is fiscally sound (programs are self-sufficient/operating in the black). Board members can accurately articulate the mission, vision, and major programs of the organization if asked. The president/CEO/executive director serves on boards/committees or participates in other volunteer duties as a representative of the agency. There is a sufficient budget for development activities. The chief development staff person has sufficient experience and/or training in professional fundraising. 3=Yes!; 2=Sort Of; 1=Not so much; 0= Dream on
  5. 5. Factor Key Ideas A strategic plan No plan = a ship without a rudder Annual fundraising plan • Include all primary fundraising vehicles • Involve the CEO • Review and update annually A Case for Support • Document of Documents • Everyone singing from the same sheet of music
  6. 6. •  Brief history •  Mission statement/primary goal •  Primary goal •  Vision and impact statements •  Values •  Program description Basic organizational information •  Objectives and outcomes •  Evaluation measures Logic Model Elements Needs statement Financial information Leadership information
  7. 7. Factor Your Current Rating The organization has a strategic plan that has been updated in the last 3 years. The board and staff agree on the fundraising vehicles to be used to achieve the fundraising goals. There is a formalized fundraising plan projecting one to three years that utilizes the agreed-upon fundraising vehicles. The organization has an organizational case for support. 3=Yes!; 2=Sort Of; 1=Not so much; 0= Dream on
  8. 8. Factor Key Ideas Annual Gifts • Probably already doing them • Remember retention is the key Corporation and Foundation Giving • Research those that are tied to your mission • Use board contacts Major Gifts • Closely tied to the donor’s passion • Involve multiple decision makers Planned Gifts • Do what you can whenever you can
  9. 9. Factor Your Current Rating We have at least two annual giving vehicles. We have fewer than 4 events per year. We have at least one major donor. We regularly ask donors to remember us in their will or estate plans. 3=Yes!; 2=Sort Of; 1=Not so much; 0= Dream on
  10. 10. Factor Key Points A well-crafted message If no one understands what you do or why it matters, they won’t give Communication plan • Create a calendar • Use fundraising goals as the driver Effective communication vehicles • Tailor to your donors and their interests using multiple touchpoints • Consider your time and capability
  11. 11. Factor Your Current Rating The organization has regular communications with its donors through newsletters or other publications, email, social media, phone contact, or in person. The organization participates in community relations activities, such as fairs, festivals, event sponsorships, civic group speaking engagements, and other related activities, on a regular basis. The organization conducts its own community relations event (special event designed to reach out to the community or provide education/information to the community.) 3=Yes!; 2=Sort Of; 1=Not so much; 0= Dream on

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