This document provides an overview of practical steps for launching a fundraising program, including assessing readiness, setting goals and objectives, developing a tactical system, utilizing different donor segments, and leveraging new technologies like video and mobile. Key recommendations are to tell compelling stories, focus on user experience, and keep messaging short and simple given limited attention spans. Resources and contacts are provided for additional fundraising coaching and tools.

1. Fundraising Bootcamp
Practical Steps to Launch Your Program
Philanthropy Miami 2016
Philanthropy Reinvented

2. Your Drill Instructors
Rachel Ramjattan, CFRE
Founder & President
www.nonprofitplusteam.com
Contact Information
Rachel@Nonprofitplusteam.com
www.facebook.com/nonprofitplusteam
www.pinterest.com/rachelnpp
www.linkedin.com/in/rachelramjattan
@RachelNPP
Tracey Wiseman, CFRE
Founder & CEO
www.partner2impact.com
Contact Information
tracey@partner2impact.com
www.facebook.com/partner2impact
www.linkedin.com/in/traceywiseman
@partner2impact
John D. Saunders
Founder / Digital Marketing Strategist
www.5fourdigital.com
Contact Information
john@5fourdigital.com
www.facebook.com/5FourDigital
www.linkedin.com/in/johndavidsaunders
@johndsaunders

4. PART
Ready, Set … Wait!
Readiness and Infrastructure

5. How Much $ Do You Need?
Strategic plan informs Your Fundraising goals
No Strategic Plan?
Get Real Budget = Fundraising Goals

6. Assess Your Capacity
Count On Your Gold Bricks
Existing fundraising
plan
Current donor base
Solicitation materials
Experienced
fundraising personnel
Budget
Existing events and
campaigns
Champions
Donor database
Online giving
Social media
FREE Tool for Assessing Your Organization’s Fundraising Readiness
Institute for Conservation Leadership

7. Your Objectives
Needs
Objective Last Year This
Year
Change
Gross Revenue
# New Donors
# Renewed Donors
# Upgraded Donors
# New Volunteers
% Board Member Contributing
Average Gift Size
# Gifts
Capacity
Donors

8. Key Questions
● Database to manage relationships (CRM)?
● Easy to donate to your organization?
● Website mobile-friendly and optimized for SEO?
● Do you use email marketing tools?
● Is your staff trained?
● Are you measuring the right indicators?
● Provide crowdfunding opportunities?
● Which social media platforms?

9. Your Tactical System
Without one you’re dead!

10. Activities

11. Action Funnel = MORE $$$
Identify
Qualify
Steward
Communicate
Impact
Cultivate
Peer2Peer &
Crowdsourcing
Solicit new gifts
Online
Monthly Giving
Planned Giving
Major Gifts

12. Campaign Comparison
Event Staff
Hrs
Profit
w/o
labor
Profit
w labor
ROI %
w/o
labor
ROI %
w
labor
Profit/Hr
w/o
labor
Profit/Hr
w labor
Gala 1,000 25,000 -5,000 133% 95% $25 -$5
Year end
appeal
100 20,000 13,000 500% 312% $200 $130
Telephone 20 4,500 3,900 1,000% 128% $225 $195
Giving Day 80 9,000 6,600 1,000% 294% $112.50 $82.50
ROI % = Revenues/Expenses
Profit/Hr = Profit/Staff Hours
Return on Investment (ROI) Philanthropy Journal News: How to
Measure ROI Case Study: Event-based Fundraising, What’s the Real ROI?

13. PART
Boots on the Ground
Your Tin Cup

15. Your Fundraising Portfolio
Diversify

16. Know your Donors Well
Interest
Giving
History
Employer
Birthday
Relationships
Preferred Salutation
Donation Channel
WHO?
Individuals
Volunteers
Staff
Board Members
Businesses
Sponsors
HOW?
Newsletters ~ email
Speaking Engagements
Special Events ~ Friends
Volunteer Opportunities

17. Segmentation
SLICE Your Market
TIP: Download Bloomerang’s Ten Ways to Segment Donors
Donors:
Major
Mid-level
Recurring
1st-time
Lapsed
Prospects
Events
Sponsors
Online
Age
Gender
Program

18. Need a Plumber?
SYBUNT Some Year But Unfortunately Not This Year
LYBUNT Last Year But Unfortunately Not This Year

19. Nonprofits lose 6 donors for every 5 obtained
10% > donor retention = 200% increase in
lifetime value of donor database!
Fundraising
Effectiveness Project
Dr. Adrian Sargeant

22. PART
Fundraising in the Smartphone Era

24. 9sAVERAGE
ATTENTION
SPAN

26. How Do We Leverage the Limited Time
We’re Given?

27. Be Clear in Your Messaging
- Keep Messages Short & Sweet
- Use Clean, Hi-Res Images
- Incorporate Donation Tools

28. Tell a Story
- Great Stories Drive
Action
- Use Your Mission, Goals
& Values to Stay on
Track
- Use Humor & Visuals
- Stay Consistent

29. Focus on User Experience
- Website Design Should be
Clean & Easy to Read
- Make DONATION Button
Easy to Find
- Utilize Stripe / PayPal to
Accept Donations
- Photos of People (sponsors
helped)
- Donations to Date
- Pop Up

31. Video Will Be HUGE in 2016

33. Video Content
- Tell Your Story
- Expensive Equipment NOT Needed
- Use Cards to Spark Action
- Keep it Short (3 minutes)
- Testimonials
- Can Be Used in Multiple Instances
Podcast
Written Blog
Multiple Social Content

35. Video Content
- Facebook Video
Effective
Inexpensive
Direct Comparison w/YouTube
- YouTube Video
Spark Action
Link to Website
Optimize Listing

36. Resources
Idealware Donor Management Guide
Philanthropy Journal News: How to Measure ROI
Case Study: Event-based Fundraising, What’s the Real ROI?
Institute for Conservation Leadership
TIP: Download Bloomerang’s Ten Ways to Segment Donors
Fundraising Effectiveness Project Dr. Adrian Sargeant

37. 0-100 Real Quick Marketing Tools
www.bit.ly/smdlist100

38. Where do you go from here?
Ramp Up Your Fundraising!
Call Rachel or Tracey for 1 hour of FREE coaching
Invest in coaching sessions for your troops.
Annual plans and single-sessions available.
Rachel@nonprofitplusteam.com (954)618-8151
Tracey@partner2impact.com (312)576-1255

39. www.bit.ly/5FourDSub
For Free Lifetime Access to Our Online Course!

40. www.bit.ly/5FourDSub
For Free Lifetime Access to Our Online
Course!