Harney Coster & Associates Developing your Fundraising Plan @MatthewHarney  matt@harneycoster.com  405-503-6258
Know the Rules <ul><li>Oklahoma:  www.ethics.state.ok.us </li></ul><ul><li>Texas:  www.ethics.state.tx.us </li></ul><ul><l...
Fundraising Methods <ul><li>Direct Solicitation </li></ul><ul><li>Events </li></ul><ul><li>Direct mail & Online solicitati...
Before you begin… <ul><li>True understanding of political environment </li></ul><ul><li>Viability </li></ul><ul><li>Intern...
Does my campaign need a Fundraising Plan? <ul><li>Yes!  Every campaign, regardless of size, must have a detailed, written ...
Initial Steps <ul><li>Enlist kitchen cabinet, most ardent supporters for Fundraising Committee </li></ul><ul><ul><li>Grow ...
Maximize your Contacts <ul><li>Create exhaustive list of candidate’s contacts </li></ul><ul><ul><li>Collect as much contac...
After debriefing your list: <ul><li>Prioritize fundraiser event hosts </li></ul><ul><li>Group contacts by code </li></ul><...
Extended Donor Groups <ul><li>Ideological:  donors who support you because of advocacy for a particular cause </li></ul><u...
Components of Fundraising Plan <ul><li>Intro </li></ul><ul><li>Specify staffing and responsibilities </li></ul><ul><li>Bri...
Don’t forget to ask… <ul><li>Has candidate been thoroughly debriefed?  Has the fundraising committee been a part of the pr...
Upcoming SlideShare
Loading in …5
×

Developing Your Campaign Fundraising Plan hca webinar

1,157 views

Published on

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

Published in: News & Politics
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
1,157
On SlideShare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
17
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide
  • Texas Ethics Commission: No contribution limits for non-judicial candidates. Must be from a permissible source (not corporate or labor union checks). Moratorium during leg session, plus 20 days before and 30 days after. Up to $100 cash. California SoS: Different amount for state legislative, statewide non-Governor, and Governor Pennsylvania Bureau of Commissions, Elections and Legislation: No contribution limit for candidates. No corporate contributions. Up to $100 cash.
  • It’s not good enough to simply know where you’re going. You must know how you’re going to get there. Your fundraising plan, in many ways, is the map to your destination. It doesn’t matter if you’re running for President or your local school board, you need a concrete fundraising plan. The tangibility allows the candidate, spouse, kitchen cabinet, campaign manager, finance director, and even volunteers to rally around a common vision.
  • Most easily organized via spreadsheet. Whether you can gather contact info right away or not until later, it must ultimately join the de-briefing data. This serves as the foundation of your fundraising plan. While there will ultimately more donors down the road, this is your starting place. Code-most notable association to candidate or $ committee member Ask amount-always overestimate potential. Notes-any background info.
  • Developing Your Campaign Fundraising Plan hca webinar

    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

    ×