This document provides guidance on developing an effective fundraising plan. It recommends enlisting a fundraising committee and thoroughly researching potential donor groups. The plan should include an introduction, staff responsibilities, fundraising methods and goals, and a calendar of fundraising events. It also stresses the importance of complying with campaign finance laws and ensuring the candidate, committee, and staff are all informed and prepared for fundraising.

1. Harney Coster & Associates Developing your Fundraising Plan @MatthewHarney matt@harneycoster.com 405-503-6258

2. Know the Rules Oklahoma: www.ethics.state.ok.us Texas: www.ethics.state.tx.us California: www.sos.ca.gov Pennsylvania: Bureau of Commissions, Elections and Legislation @MatthewHarney matt@harneycoster.com 405-503-6258

3. Fundraising Methods Direct Solicitation Events Direct mail & Online solicitation Fundraising by Committee Phone Banking & Telemarketing @MatthewHarney matt@harneycoster.com 405-503-6258

4. Before you begin… True understanding of political environment Viability Internalize candidate’s personal & professional history Internalize your opponent’s history @MatthewHarney matt@harneycoster.com 405-503-6258

5. Does my campaign need a Fundraising Plan? Yes! Every campaign, regardless of size, must have a detailed, written fundraising plan. Why? Tangible Monitor goals @MatthewHarney matt@harneycoster.com 405-503-6258

6. Initial Steps Enlist kitchen cabinet, most ardent supporters for Fundraising Committee Grow your potential donor base Access to those who would otherwise be untouched General support goes viral @MatthewHarney matt@harneycoster.com 405-503-6258

7. Maximize your Contacts Create exhaustive list of candidate’s contacts Collect as much contact info as possible-phone #s, email, mailing address, etc. Debrief list Adding code, ask amount, and notes @MatthewHarney matt@harneycoster.com 405-503-6258

8. After debriefing your list: Prioritize fundraiser event hosts Group contacts by code Analyze & research extended potential donor groups @MatthewHarney matt@harneycoster.com 405-503-6258

9. Extended Donor Groups Ideological: donors who support you because of advocacy for a particular cause “ I’m not the other guy”/ax to grind: donors who support you because your opponent’s victory would negatively affect their interests Unique Interest/Power: donors who support you advance their economic interest @MatthewHarney matt@harneycoster.com 405-503-6258

10. Components of Fundraising Plan Intro Specify staffing and responsibilities Brief summary of campaign finance laws & rules List of event hosts Logistics--scheduled call time, # of events, targeted groups, fundraising method outline, outstanding research, etc. Calendar of Events Campaign Budget Monthly (weekly) fundraising goal schedule with itemized methods @MatthewHarney matt@harneycoster.com 405-503-6258

11. Don’t forget to ask… Has candidate been thoroughly debriefed? Has the fundraising committee been a part of the process or reviewed the results? Is the campaign staff aware of reporting deadlines? Has the treasurer or compliance officer been trained on all aspects of campaign compliance? Has the campaign considered civic organizations and opinion leaders who are potentially supportive or sympathetic to candidate? @MatthewHarney matt@harneycoster.com 405-503-6258