In 30 seconds share • Name, role? • What do you want to get from this session? 2
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
PurposefulMeaningful.Intentional.Full of determination.
PlanningThe process of settinggoals,developing strategies,and outlining tasksand schedulesto accomplish thegoals.
If struggling were the way to getthere, we’d all be there by now. 7
Where’s Your Plan? Tell us about YOUR annualfundraising plan.
Purposeful Planning Four steps to a successful fundraising plan: 1. Plan 2. Plan 3. Plan 4. Work
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
Communication 46% of donors stop giving for reasons connected to “a failure to communicate.” ~ Penelope Burk & Cygnus Applied Research
Purposeful PlanningCase for giving:How do we help people?Who do we help?What are our vital services?What is our track record?
Purposeful PlanningCase for giving:Our plans for the future?How do we use our money?Why do we deserve your support?
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