Creating Your Fundraising Strategy (CCDEA)

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Without a clear guide for diversified fundraising activities it is difficult to follow a path for success and convey needed fundraising efforts throughout your organization. Understanding various funding opportunities, the pros and cons of funding sources, and developing a plan will help to direct your efforts. Join in on a hands-on conversation about funding opportunities, best practices, and how these options fit within organizational sustainability.

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Creating Your Fundraising Strategy (CCDEA)

  1. 1. /AskEmilyD/emilydavisconsulting CREATING A FUNDRAISING STRATEGY Emily Davis, MNM Emily Davis Consulting May 6, 2014 #fundraising
  2. 2. /AskEmilyD/emilydavisconsulting GETTING STARTED •  Why plan? •  Who gets involved? •  What are the activities? •  Why is assessment important? •  What inventory do we need? •  How will we know success? #fundraising
  3. 3. /AskEmilyD/emilydavisconsulting WHY PLAN? •  Clear road map •  Lay foundation •  Share & increase investment •  Analyze capacity & leadership •  Research opportunities •  Set goals for measurement •  Increase revenue from diverse resources •  Increase return on investment (ROI) #fundraising
  4. 4. /AskEmilyD/emilydavisconsulting WHO GETS INVOLVED? •  Development Team •  Staff Leadership •  Program Team •  Marketing Staff •  Committee Members •  Board Members •  Volunteers •  Consultant(s) #fundraising
  5. 5. /AskEmilyD/emilydavisconsulting PLANNING ACTIVITIES 1.  Fundraising goals 2.  Assessment of resources 3.  Funding categories 4.  Funding strategies 5.  Positioning 6.  Implementation 7.  Evaluation 8.  Samples #fundraising
  6. 6. /AskEmilyD/emilydavisconsulting ORGANIZATIONAL ASSESSMENT •  Planning •  Leadership •  Volunteers •  Development staff •  Financial resources •  Donor research •  Situational analysis •  Environmental scan •  Competitive advantage •  Fundraising strategies •  Communications & outreach #fundraising
  7. 7. /AskEmilyD/emilydavisconsulting INVENTORY •  Budgets from last 3 yrs. •  Past fundraising plans •  3-year fundraising goals •  Fundraising history •  Strategic plan/SWOT •  Donor information •  Org structure, history & leadership •  Successes & challenges #fundraising
  8. 8. /AskEmilyD/emilydavisconsulting SUCCESS! •  Grow org’s visibility & capacity •  Expand funding base •  Measure success & challenges •  Unified strategy •  Increase investment •  Consistent core messaging •  More ambassadors #fundraising
  9. 9. /AskEmilyD/emilydavisconsulting “Vulnerability is the birthplace of creativity, innovation, and change.” ~ Dr. Brene Brown #fundraising
  10. 10. /AskEmilyD/emilydavisconsulting Fundraising Plan Components INTRODUCTION   STRATEGIES   IMPLEMENT   &  EVALUATE   SITUATIONAL   ANALYSIS   #fundraising
  11. 11. /AskEmilyD/emilydavisconsulting INTRODUCTION •  Mission & vision •  Organizational history •  Leadership •  Programs •  Strategic plan •  Current financial position •  Funding goals •  Positioning •  Assumptions for implementation •  Steps needed for future funding #fundraising
  12. 12. /AskEmilyD/emilydavisconsulting SITUATIONAL ANALYSIS •  Organizational assessment •  Stakeholder feedback •  Environmental scan •  Competitive advantage •  Fundraising history & trends •  Strategy screen #fundraising Recommendations SWOT External analysis Internal analysis
  13. 13. /AskEmilyD/emilydavisconsulting STRATEGIES & RECOMMENDATIONS •  Grow org’s visibility & capacity •  Expand funding base •  Measure success & challenges •  Unified strategy •  Increase investment •  Consistent core messaging •  More ambassadors #fundraising
  14. 14. /AskEmilyD/emilydavisconsulting FUNDING SOURCES •  Government •  Foundations •  Corporate Giving •  Board Giving •  Individuals •  Fees for Service •  Social Enterprise/ Earned Income •  Workplace Giving •  Religious Community •  Special Events •  Service Clubs •  Planned Giving •  Endowments •  Capital Campaigns •  Other #fundraising
  15. 15. /AskEmilyD/emilydavisconsulting #fundraising                           NEW DONORS direct mail, events ANNUAL DONORS Direct appeals, volunteer involvement MAJOR DONORS Personal asks Committee and board involvement PLANNED GIFTS Personal asks, personal involvement, Could be anyone!
  16. 16. /AskEmilyD/emilydavisconsulting ANSWER THESE QUESTIONS •  What are the current relationship(s) we have? •  What are our successes? •  What are our funding amounts? •  How much will we increase funding in yr 1, yr 2, yr 3? •  What resources will we use? •  What will our approach be? •  Specific examples #fundraising
  17. 17. /AskEmilyD/emilydavisconsulting POSITIONING •  Identity statement •  Core messaging •  Campaign messaging •  Marketing •  Outreach – analog & digital •  Branding •  Public relations •  Implementation #fundraising
  18. 18. /AskEmilyD/emilydavisconsulting MAKING IT ALL HAPPEN •  Key players (staff, volunteer, etc.) •  Leadership •  Clear & organized donor records •  Capacity analysis •  Realistic goals •  Relationships with donors •  Calendar •  Evaluate!! #fundraising
  19. 19. /AskEmilyD/emilydavisconsulting •  Case statement •  Summary page •  Calendar of activities •  Organizational structure •  Fundraising policies •  Budget(s) •  Professional development •  Descriptions – committee, volunteers, staff DOCUMENTS #fundraising
  20. 20. /AskEmilyD/emilydavisconsulting CASE STATEMENT •  3 – 5 pages •  Mission statement •  Quotes from community members •  Share programs •  Funding needs •  Accomplishments and successes •  Contact information •  Summary page: shorter version of case statement #fundraising
  21. 21. /AskEmilyD/emilydavisconsulting POLICIES •  Prospecting policies •  Cultivation & stewardship policies, processes •  Acknowledgement policies •  Database – gift entry and recording •  Ethical guidelines •  Sample of Nonprofit Fundraising Policies •  Gift Acceptance Policy #fundraising
  22. 22. /AskEmilyD/emilydavisconsulting •  Plan outline •  Created internally vs. consultant •  Work across skills, departments •  Build into existing plans •  Make your case internally #fundraising
  23. 23. /AskEmilyD/emilydavisconsulting #fundraising
  24. 24. /AskEmilyD/emilydavisconsulting RESOURCES •  Association of Fundraising Professionals •  The Foundation Center •  State Nonprofit Associations •  Chronicle of Philanthropy •  LinkedIn •  4Good #fundraising
  25. 25. /AskEmilyD/emilydavisconsulting MORE RESOURCES •  Basics in Developing Your Fundraising Plan •  Elements of a Fundraising Plan, Richard Male •  How to Develop a Fundraising Plan, Stonehill Consulting Group, LLC •  Fundraising Plan Outline, Emily Davis Consulting •  The Development Plan, Linda Lysakowski •  The Complete Guide to Fundraising Management, Stanley Weinstein #fundraising
  26. 26. /AskEmilyD/emilydavisconsulting Emily Davis, MNM Emily Davis Consulting (720) 515-0581 emily@emilydavisconsulting.com emilydavisconsulting.com emilydavisconsulting.com/blog #fundraising

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