7 Steps to a Simple, Successful Fundraising Plan
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https://bloomerang.co/resources/webinars/ Sandy Rees, CFRE will show you seven simple steps to creating a written plan so you can raise all the money you need to fully fund your budget in the coming year. https://getfullyfunded.com/plan/
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7 Steps to a Simple, Successful Fundraising Plan
- 1. 7 Steps to a Simple, Successful Fundraising Plan 1/12/17 3pm Eastern The presentation will begin shortly.
- 2. 3 This presentation is being recorded! The recording and slides will be emailed to you. Please chat in any questions for our guest. We will answer them in the formal Q&A session at the end of the presentation. Follow along on Twitter with #Bloomerang @BloomerangTech. For best audio quality, dial in by phone. (check your email for dial-in info from ReadyTalk) Before we get started »
- 4. 3 Our guest presenter » Sandy Rees, CFRE @SandyRees • Founder and Chief Encouragement Officer, Get Fully Funded • CFRE since 2003 • Raised millions through grants, events, direct mail • Contributor to Fundraising Success Magazine • Platinum Author at ezinearticles.com • Board of Directors for Horse Haven of Tennessee
- 5. 7 Steps to a Simple, Successful Fundraising Plan Sandy Rees, CFRE Chief Encouragement Officer
- 6. You have a BIG vision and want a treasure map You’re in the right place
- 7. Not this:
- 8. 5 ways people get stuck with planning How to evaluate historical data 3 main goals you MUST include How to create an Impact Goal How to choose the right strategies for YOU What you’ll get today:
- 9. •Fundraising Coach •Trainer •Author •Animal Lover Me, Lucy, and Maggie About me
- 10. Here’s my story
- 11. Let’s jump in!
- 12. When you raise more money, You can change more lives. Truth #1:
- 13. Working from a PLAN makes fundraising easier. Truth #2:
- 14. 5 surprising reasons people don’t plan
- 15. 5 reasons people don’t plan: Should-ing
- 16. 5 reasons people don’t plan: Should-ing Perfectionism
- 17. 5 reasons people don’t plan: Should-ing Perfectionism Rigidity
- 18. 5 reasons people don’t plan: Should-ing Perfectionism Rigidity Inadequacy
- 19. 5 reasons people don’t plan: Should-ing Perfectionism Rigidity Inadequacy Imposter Syndrome
- 20. Big takeaway Done is better than perfect. Imperfect action will always win over inaction.
- 21. With a plan you’ll have Focus Productivity Confidence Leverage
- 22. 7 steps to a simple, successful fundraising plan
- 23. 7 steps to a fundraising plan: 1. Learn from the past 2. Shine a guiding beacon 3. Set 3 critical targets 4. Put on your Super Cape 5. Choose the right strategies 6. Write it down! 7. Course correct
- 24. Step 1: Learn from the past
- 26. Decide -- What’s our minimum ROI?
- 27. Decide -- What’s our minimum ROI? Break even
- 28. Look at each activity 1. Did we get our minimum ROI? 2. Can we improve it? 3. Has it run its course?
- 29. What should you KEEP? What should you TWEAK? What should you DUMP? Review your list and ask
- 30. Step 2: Shine a guiding beacon
- 32. What impact will your nonprofit have? For example, We’ll feed 10% more people this year. We’ll double the number of animals we save. Set an impact goal
- 33. Step 3: Set 3 critical targets
- 34. 3 critical targets 1. # dollars to raise
- 35. 3 critical targets 1. # dollars to raise 2. # donors to renew
- 36. 3 critical targets 1. # dollars to raise 2. # donors to renew 3. # donors to acquire
- 37. 3 critical targets 1. # dollars to raise 2. # donors to renew 3. # donors to acquire How is each fundraising strategy helping us reach these?
- 38. Step 4: Put on your Super Cape
- 40. Organizational assets Name recognition Strong brand Well-known leaders Broad-reaching or well-loved cause Great facility or location Big donor base Dedicated volunteer base
- 42. Step 5: Choose the right strategies
- 44. 3 tools to help you choose the right strategies
- 45. Tool #1: 1-10-1000 Rule 1 signature event
- 46. Tool #1: 1-10-1000 Rule 1 signature event 10 grants
- 47. Tool #1: 1-10-1000 Rule 1 signature event 10 grants 1,000 donors
- 48. Tool #2: 25% Limit No single revenue stream should make up more than 25% of total revenue grants 15% event 16% direct appeal 17% major gifts 21% sponsorships 11% monthly giving 20%
- 49. Tool #3: Type Balance Transactional Transformational Selling candy bars, T-shirts, & calendars Direct appeal Golf tournaments, walks, runs Monthly giving Live or silent auctions Sponsor a child/animal Major gifts Matching gifts
- 50. Step 6: Write it down!
- 51. If it’s not in writing, it’s not real!
- 52. Write it down!
- 54. Course correct How will you stay on track?
- 56. Grab this -- Get my “1 Page Quick-and-Simple Fundraising Plan” http://GetFullyFunded.com/Plan
- 58. Questions?
- 59. https://bloomerang.co/resources •Nonprofit Wrap-Up •Bloomerang TV •Bloomies •eBooks •Daily blog post •Weekly webinars •Templates •Guides
- 60. Our next free webinar » 3 Secrets to Raising Major Gifts You Can’t Survive Without Thursday, Jan. 26th, 2017 – 1:00pm Eastern Amy Eisenstein, ACFRE https://bloomerang.co/resources/webinars