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Developing Your Campaign Fundraising Plan

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Matt Harney of Harney Coster & Associates presents "Developing Your Campaign Fundraising Plan."

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Developing Your Campaign Fundraising Plan

  1. 1. Harney Coster & Associates Developing your Fundraising Plan @MatthewHarney matt@harneycoster.com 405-503-6258
  2. 2. Know the Rules <ul><li>Oklahoma: www.ethics.state.ok.us </li></ul><ul><li>Texas: www.ethics.state.tx.us </li></ul><ul><li>California: www.sos.ca.gov </li></ul><ul><li>Pennsylvania: Bureau of Commissions, Elections and Legislation </li></ul>@MatthewHarney matt@harneycoster.com 405-503-6258
  3. 3. Fundraising Methods <ul><li>Direct Solicitation </li></ul><ul><li>Events </li></ul><ul><li>Direct mail & Online solicitation </li></ul><ul><li>Fundraising by Committee </li></ul><ul><li>Phone Banking & Telemarketing </li></ul>@MatthewHarney matt@harneycoster.com 405-503-6258
  4. 4. Before you begin… <ul><li>True understanding of political environment </li></ul><ul><li>Viability </li></ul><ul><li>Internalize candidate’s personal & professional history </li></ul><ul><li>Internalize your opponent’s history </li></ul>@MatthewHarney matt@harneycoster.com 405-503-6258
  5. 5. Does my campaign need a Fundraising Plan? <ul><li>Yes! Every campaign, regardless of size, must have a detailed, written fundraising plan. </li></ul><ul><li>Why? </li></ul><ul><li>Tangible </li></ul><ul><li>Monitor goals </li></ul>@MatthewHarney matt@harneycoster.com 405-503-6258
  6. 6. Initial Steps <ul><li>Enlist kitchen cabinet, most ardent supporters for Fundraising Committee </li></ul><ul><ul><li>Grow your potential donor base </li></ul></ul><ul><ul><li>Access to those who would otherwise be untouched </li></ul></ul><ul><ul><li>General support goes viral </li></ul></ul>@MatthewHarney matt@harneycoster.com 405-503-6258
  7. 7. Maximize your Contacts <ul><li>Create exhaustive list of candidate’s contacts </li></ul><ul><ul><li>Collect as much contact info as possible-phone #s, email, mailing address, etc. </li></ul></ul><ul><ul><li>Debrief list </li></ul></ul><ul><ul><ul><li>Adding code, ask amount, and notes </li></ul></ul></ul>@MatthewHarney matt@harneycoster.com 405-503-6258
  8. 8. After debriefing your list: <ul><li>Prioritize fundraiser event hosts </li></ul><ul><li>Group contacts by code </li></ul><ul><li>Analyze & research extended potential donor groups </li></ul>@MatthewHarney matt@harneycoster.com 405-503-6258
  9. 9. Extended Donor Groups <ul><li>Ideological: donors who support you because of advocacy for a particular cause </li></ul><ul><li>“ I’m not the other guy”/ax to grind: donors who support you because your opponent’s victory would negatively affect their interests </li></ul><ul><li>Unique Interest/Power: donors who support you advance their economic interest </li></ul>@MatthewHarney matt@harneycoster.com 405-503-6258
  10. 10. Components of Fundraising Plan <ul><li>Intro </li></ul><ul><li>Specify staffing and responsibilities </li></ul><ul><li>Brief summary of campaign finance laws & rules </li></ul><ul><li>List of event hosts </li></ul><ul><li>Logistics--scheduled call time, # of events, targeted groups, fundraising method outline, outstanding research, etc. </li></ul><ul><li>Calendar of Events </li></ul><ul><li>Campaign Budget </li></ul><ul><li>Monthly (weekly) fundraising goal schedule with itemized methods </li></ul>@MatthewHarney matt@harneycoster.com 405-503-6258
  11. 11. Don’t forget to ask… <ul><li>Has candidate been thoroughly debriefed? Has the fundraising committee been a part of the process or reviewed the results? </li></ul><ul><li>Is the campaign staff aware of reporting deadlines? </li></ul><ul><li>Has the treasurer or compliance officer been trained on all aspects of campaign compliance? </li></ul><ul><li>Has the campaign considered civic organizations and opinion leaders who are potentially supportive or sympathetic to candidate? </li></ul>@MatthewHarney matt@harneycoster.com 405-503-6258

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