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How to Plan Your
Fundraising
When Your Nonprofit is New and the World is in Crisis
You’re in
the right
place…
Your nonprofit is new (or
newish) and
Fundraising seems
overwhelming right now
You have no idea where to
start
You don’t want to be
insensitive that some people
have lost their jobs
And, you want to stop this…
What
you’ll get
today:
How to set goals for your
first year of fundraising
What kind of fundraising
you should do (and what
to avoid)
How to create a
manageable 90-Day Action
Plan
About me --
 Fundraising Coach
 Trainer
 Blogger
 Animal lover
me and Lucy
Where I learned it was…
Today…
Let’s talk about…
fundraising!
When you raise more money,
you can change more lives
fundraising is Easier when
you have a
Special challenges for
new nonprofits…
 No historical data -> no idea what works
Special challenges for
new nonprofits…
 No historical data -> no idea what works
 Tough to budget revenue
Special challenges for
new nonprofits…
 No historical data -> no idea what works
 Tough to budget revenue
 Lack of fundraising skill/knowledge slows you
down
Special challenges for
new nonprofits…
 No historical data -> no idea what works
 Tough to budget revenue
 Lack of fundraising skill/knowledge slows you
down
 Lack of helpful volunteers/Board members
Things were hard enough,
but now…
The key to success
Keep looking for options when you run into
roadblocks or feel stuck.
Step 1: Set 2 Goals
How much do you need?
You need 2 goals:
1. How many will you serve?
2. What will that cost?
Figure it out:
 Start by planning programs for the year
 What that will cost? (direct program costs)
 How much do you need to run your nonprofit
this year? (administrative and fundraising costs)
 Add those two together
 THAT’S how much you need to raise
Step 2: Choose Strategies
Choose
fundraising
that
Plays to your strengths
Gets you the MOST bang for the
buck
Is “rinse and repeatable”
Builds your donor family
Helps you take big steps toward
your $$ goal
Fundraisers vs Fundraising
Fundraisers Fundraising
One-off activities Part of an overall
plan
All about the money All about the
relationship
Transactional Transformational
Focus is right now Focus is longer-term
Common First activities:
 Bake sales
 Car washes
 Spaghetti dinners
 T-shirt sales
 Candy-bar sales
Common First activities:
 Bake sales
 Car washes
 Spaghetti dinners
 T-shirt sales
 Candy-bar sales
What do these have in common?
These can be unprofitable
at first…
 GoFundMe
 Grants
 “Rich people”
 Self-funding
 Social media
What to focus on first for
best results
 Building your supporter family
What to focus on first for
best results
 Building your supporter family
 Small, specific online campaigns
What to focus on first for
best results
 Building your supporter family
 Small, specific online campaigns
 Monthly giving
Step 3: chunk it up and write
it down!
90-Day Action Plan
Why 90
days?
Things change fast!
Easier to focus on a
small chunk
Faster adjustments
Planning tips
 Schedule backwards
Planning tips
Schedule backwards
 Start with the actual date
 What needs to happen the day before?
 What needs to happen the day before that?
 Keep going until you get to the date you need
to start thinking/planning
Planning tips
 Schedule backwards
 Sticky note method
Planning tips
 Schedule backwards
 Sticky note method
 Decide What, Who, and When
Planning tips
 Schedule backwards
 Sticky note method
 Decide What, Who, and When
 Build in accountability
Now what?
Grab the download

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