Lori Jacobwith Purposeful Planning HFH March2011

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Slides from Purposeful Planning breakout session at HFH MN statewide conference, March 11, 2011.

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Lori Jacobwith Purposeful Planning HFH March2011

  1. 1. Purposeful Planning
  2. 2. In 30 seconds share • Name, role? • What do you want to get from this session? 2
  3. 3. Lori L. Jacobwith • 20+ years as a communication strategist & fundraising coach • Measurable: Helped organizations raise over $100 million in last 10 years. • Impact: My work creates environments where people find ease in their work with, and their conversations about money. 3
  4. 4. Where we are heading today
  5. 5. PurposefulMeaningful.Intentional.Full of determination.
  6. 6. PlanningThe process of settinggoals,developing strategies,and outlining tasksand schedulesto accomplish thegoals.
  7. 7. If struggling were the way to getthere, we’d all be there by now. 7
  8. 8. Where’s Your Plan? Tell us about YOUR annualfundraising plan.
  9. 9. Purposeful Planning Four steps to a successful fundraising plan: 1. Plan 2. Plan 3. Plan 4. Work
  10. 10. Purposeful Planning Create an annual plan that causes you to: • Really know key donors • Share clear messages • Set goals and then hold yourself & others accountable • Continually invite participation
  11. 11. Communication 46% of donors stop giving for reasons connected to “a failure to communicate.” ~ Penelope Burk & Cygnus Applied Research
  12. 12. Purposeful PlanningCase for giving:How do we help people?Who do we help?What are our vital services?What is our track record?
  13. 13. Purposeful PlanningCase for giving:Our plans for the future?How do we use our money?Why do we deserve your support?
  14. 14. Purposeful Planning
  15. 15. Where does the money go?
  16. 16. Purposeful Planning What is the problem you help solve? What’s missing in your programs and services?
  17. 17. Purposeful Planning Sources of Funding
  18. 18. Purposeful Planning
  19. 19. Purposeful Planning
  20. 20. Money moves toward boldness andclarity of communication 20
  21. 21. Money Conversation Fundraising is a call to conversation and to relationship. Not just a transactional act.
  22. 22. NEED exists whensomething is missing
  23. 23. Purposeful Planning TOO MUCH TO DO.
  24. 24. Purposeful Planned Communication 1. How often? 2. Topic/purpose? 3. Who is the messenger? 4. Is it a call to action or a cultivation communication?
  25. 25. Purposeful Planning
  26. 26. Purposeful PlanningSet individual donor income goals*:1. 60% of your income should come from 10% of your donors (Major donors)2. 20% of your fundraising should come from 20% of your donors (Habitual donors giving via retention strategies)3. Remaining 20% from 70% of donors. (1st time donors via acquisition strategy) *From How to Develop a Fundraising Plan - www.worc.org
  27. 27. Purposeful Planning
  28. 28. Purposeful Planning Measures of success
  29. 29. Purposeful Planning
  30. 30. Purposeful Planning
  31. 31. Taking Action Do or do not, there is no try. ~ Jedi master, Yoda
  32. 32. Where to Focus? Create an annual plan that causes you to: • Really know key donors • Share clear messages • Set goals and then hold yourself & others accountable • Continually invite participation
  33. 33. Purposeful PlanningWhat is your nextaction?By when will youbegin?
  34. 34. Greatness is not a function of circumstance.Greatness it turns out, is largely a matter ofconscious choice & discipline . 34
  35. 35. Connecting with Lori Blog and monthly e-Newsletter Membership – special offer Key Note & Breakout Sessions Customized Fundraising Action Planning Sessions 35
  36. 36. Thank you! Lori Jacobwith lori@LoriJacobwith.com www.LoriJacobwith.com 952- 949-2105 http://twitter.com/LJacobwith

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