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Creating a Fundraising Strategy
The document outlines a comprehensive fundraising strategy, emphasizing the importance of planning, assessing resources, and setting measurable goals. It identifies key participants involved in the process and details planning activities, organizational assessments, and various funding sources. Additionally, it provides insights on positioning, messaging, and evaluating the success of fundraising initiatives.
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Creating a Fundraising Strategy
- 1. /AskEmilyD/emilydavisconsulting CREATING A FUNDRAISING STRATEGY EmilyDavis, MNM Emily Davis Consulting May 6, 2014 #fundraising
- 2. /AskEmilyD/emilydavisconsulting GETTING STARTED • Whyplan? • Who gets involved? • What are the activities? • Why is assessment important? • What inventory do we need? • How will we know success? #fundraising
- 3. /AskEmilyD/emilydavisconsulting WHY PLAN? • Clearroad map • Lay foundation • Share & increase investment • Analyze capacity & leadership • Research opportunities • Set goals for measurement • Increase revenue from diverse resources • Increase return on investment (ROI) #fundraising
- 4. /AskEmilyD/emilydavisconsulting WHO GETS INVOLVED? • Development Team • Staff Leadership • Program Team • Marketing Staff • Committee Members • Board Members • Volunteers • Consultant(s) #fundraising
- 5. /AskEmilyD/emilydavisconsulting PLANNING ACTIVITIES 1. Fundraisinggoals 2. Assessment of resources 3. Funding categories 4. Funding strategies 5. Positioning 6. Implementation 7. Evaluation 8. Samples #fundraising
- 6. /AskEmilyD/emilydavisconsulting ORGANIZATIONAL ASSESSMENT • Planning • Leadership • Volunteers • Development staff • Financial resources • Donor research • Situational analysis • Environmental scan • Competitive advantage • Fundraising strategies • Communications & outreach #fundraising
- 7. /AskEmilyD/emilydavisconsulting INVENTORY • Budgets fromlast 3 yrs. • Past fundraising plans • 3-year fundraising goals • Fundraising history • Strategic plan/SWOT • Donor information • Org structure, history & leadership • Successes & challenges #fundraising
- 8. /AskEmilyD/emilydavisconsulting SUCCESS! • Grow org’svisibility & capacity • Expand funding base • Measure success & challenges • Unified strategy • Increase investment • Consistent core messaging • More ambassadors #fundraising
- 9. /AskEmilyD/emilydavisconsulting “Vulnerability is the birthplaceof creativity, innovation, and change.” ~ Dr. Brene Brown #fundraising
- 10. /AskEmilyD/emilydavisconsulting Fundraising Plan Components INTRODUCTION STRATEGIES IMPLEMENT & EVALUATE SITUATIONAL ANALYSIS #fundraising
- 11. /AskEmilyD/emilydavisconsulting INTRODUCTION • Mission &vision • Organizational history • Leadership • Programs • Strategic plan • Current financial position • Funding goals • Positioning • Assumptions for implementation • Steps needed for future funding #fundraising
- 12. /AskEmilyD/emilydavisconsulting SITUATIONAL ANALYSIS • Organizationalassessment • Stakeholder feedback • Environmental scan • Competitive advantage • Fundraising history & trends • Strategy screen #fundraising Recommendations SWOT External analysis Internal analysis
- 13. /AskEmilyD/emilydavisconsulting STRATEGIES & RECOMMENDATIONS • Groworg’s visibility & capacity • Expand funding base • Measure success & challenges • Unified strategy • Increase investment • Consistent core messaging • More ambassadors #fundraising
- 14. /AskEmilyD/emilydavisconsulting FUNDING SOURCES • Government • Foundations • Corporate Giving • Board Giving • Individuals • Fees for Service • Social Enterprise/ Earned Income • Workplace Giving • Religious Community • Special Events • Service Clubs • Planned Giving • Endowments • Capital Campaigns • Other #fundraising
- 15. /AskEmilyD/emilydavisconsulting #fundraising NEW DONORS direct mail, events ANNUAL DONORS Direct appeals, volunteer involvement MAJOR DONORS Personal asks Committee and board involvement PLANNED GIFTS Personal asks, personal involvement, Could be anyone!
- 16. /AskEmilyD/emilydavisconsulting ANSWER THESE QUESTIONS • What are the current relationship(s) we have? • What are our successes? • What are our funding amounts? • How much will we increase funding in yr 1, yr 2, yr 3? • What resources will we use? • What will our approach be? • Specific examples #fundraising
- 17. /AskEmilyD/emilydavisconsulting POSITIONING • Identity statement • Core messaging • Campaign messaging • Marketing • Outreach – analog & digital • Branding • Public relations • Implementation #fundraising
- 18. /AskEmilyD/emilydavisconsulting MAKING IT ALLHAPPEN • Key players (staff, volunteer, etc.) • Leadership • Clear & organized donor records • Capacity analysis • Realistic goals • Relationships with donors • Calendar • Evaluate!! #fundraising
- 19. /AskEmilyD/emilydavisconsulting • Case statement • Summary page • Calendar of activities • Organizational structure • Fundraising policies • Budget(s) • Professional development • Descriptions – committee, volunteers, staff DOCUMENTS #fundraising
- 20. /AskEmilyD/emilydavisconsulting CASE STATEMENT • 3– 5 pages • Mission statement • Quotes from community members • Share programs • Funding needs • Accomplishments and successes • Contact information • Summary page: shorter version of case statement #fundraising
- 21. /AskEmilyD/emilydavisconsulting POLICIES • Prospecting policies • Cultivation & stewardship policies, processes • Acknowledgement policies • Database – gift entry and recording • Ethical guidelines • Sample of Nonprofit Fundraising Policies • Gift Acceptance Policy #fundraising
- 22. /AskEmilyD/emilydavisconsulting • Plan outline • Created internally vs. consultant • Work across skills, departments • Build into existing plans • Make your case internally #fundraising
- 23.
- 24. /AskEmilyD/emilydavisconsulting RESOURCES • Association of FundraisingProfessionals • The Foundation Center • State Nonprofit Associations • Chronicle of Philanthropy • LinkedIn • 4Good #fundraising
- 25. /AskEmilyD/emilydavisconsulting MORE RESOURCES • Basicsin Developing Your Fundraising Plan • Elements of a Fundraising Plan, Richard Male • How to Develop a Fundraising Plan, Stonehill Consulting Group, LLC • Fundraising Plan Outline, Emily Davis Consulting • The Development Plan, Linda Lysakowski • The Complete Guide to Fundraising Management, Stanley Weinstein #fundraising
- 26. /AskEmilyD/emilydavisconsulting Emily Davis, MNM EmilyDavis Consulting (720) 515-0581 emily@emilydavisconsulting.com emilydavisconsulting.com emilydavisconsulting.com/blog #fundraising