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How to timeline for annual fund
The document outlines the steps for planning and executing a fundraising campaign. It details establishing goals with department leaders, forming committees to oversee the campaign, developing marketing materials, planning kickoff and victory events, holding monthly progress meetings, and recognizing volunteers. The overall process involves coordinating numerous volunteers and committees to successfully launch, implement, and celebrate the fundraising campaign.
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How to timeline for annual fund
- 1. By John Roland FundraisingExecutive jaroland74@yahoo.com Twitter @jaroland74 John Roland, @jaroland74 1
- 2. Meet individually withdepartment chairs/volunteer leaders to establish numerical fundraising goals and needs. Have a department-wide meeting with each department separately. ◦ ◦ ◦ ◦ Go over Campaign structure and timeline Request Volunteer Names & ideas (IC5 campaign) Decide their kickoff event Discuss volunteers, sponsors & ideas for campaign John Roland, @jaroland74 2
- 3. Meet with Advisory Committee/Boardof Directors. Explain campaign structure & timeline. Request volunteer names & ideas (IC5 campaign) Ask them to serve on the Steering Committee Request their assistance in local businesses participation ◦ Ask them about Vendor Campaign ◦ ◦ ◦ ◦ John Roland, @jaroland74 3
- 4. Ask volunteers outsideof Advisory Committee to serve on Steering Committee. ◦ Key organizational volunteers/top business leaders ◦ Committed to the mission of your organization. ◦ Positive attitudes and widely respected John Roland, @jaroland74 4
- 5. Write out listof names of potential volunteers collected so far. Meet with the Steering Committee ◦ Select over all Campaign Chair ◦ Select Department (Team) Chairs ◦ Approve Kickoff Ideas ◦ Select Kickoff event chairs ◦ Establish Regular meeting times & dates John Roland, @jaroland74 5
- 6. Meet with Marketing department ◦Campaign theme is selected and incorporated into campaign brochures, flyers, and recognition items. ◦ Marketing orders brochures, flyers, campaign recognition items. John Roland, @jaroland74 6
- 7. Follow up withSteering Committee ◦ Who has said yes/no to Team Chair positions. ◦ Who has said no and ask if they would serve in another capacity. John Roland, @jaroland74 7
- 8. Find sponsors forKickoff Party & Victory Party. Reserve location for Kickoff Party Set deadline for Team, Community, Student chairs to be selected. John Roland, @jaroland74 8
- 9. Meet individually withoverall Campaign Chair. ◦ Request they sponsor monthly report meetings. ◦ Development campaign theme & focus. ◦ Schedule, organize, and set dates for monthly report meetings. ◦ Reserve location for Victory Party. John Roland, @jaroland74 9
- 10. In aStaff meeting ◦ Present campaign theme, brochures, flyers, recognition items, timeline, etc. ◦ Ask for their donations & pledges to lead the way. ◦ Pass out campaign organizational chart with the names of the committed volunteers. John Roland, @jaroland74 10
- 11. Development press releases aboutthe campaign. Request as many opportunities as possible to tell the organizational story (Rotary, Kiwanis, Chambers, chur ches, radio interviews, etc) John Roland, @jaroland74 11
- 12. Confirm sponsors, location,food, activi ties of Kickoff party Meet with the Steering Committee ◦ Report the status of Kickoff events, volunteers, & structure in place. ◦ Ask for their donations & pledges to the campaign. John Roland, @jaroland74 12
- 13. Ask staff tovolunteer at Kickoff Party. Hold conference call with all volunteer chairs John Roland, @jaroland74 13
- 14. Meet with CampaignChair to go over Kickoff Party details & finalize campaign timeline. Start campaign weekly email report. John Roland, @jaroland74 14
- 15. Kickoff Party ◦ Programsprinted ◦ PowerPoint ready ◦ Name Tags created ◦ Directional signs located ◦ Extra Pledge Cards ◦ Pens, Calculators & other office supplies ◦ All prospects and volunteers called as a reminder John Roland, @jaroland74 15
- 16. Kickoff Party ◦ Finalrehearsal ◦ Room set up ◦ Final run through for Audio/Visual John Roland, @jaroland74 16
- 17. Kickoff Party ◦ Pledgescollected ◦ Results announced ◦ Volunteers excited and armed with names John Roland, @jaroland74 17
- 18. Monthly Report meeting held. Leaders recognized Teams encouraged Chairs called weekly. John Roland, @jaroland74 18
- 19. Monthly Report meeting held. Leaders recognized Teams encouraged Chairs called weekly. John Roland, @jaroland74 19
- 20. Monthly Report meeting held. Leaders recognized Teams encouraged Chairs called weekly. John Roland, @jaroland74 20
- 21. Monthly Report meeting held. Leaders recognized Teams encouraged Chairs called weekly. John Roland, @jaroland74 21
- 22. Location of VictoryParty confirmed. Staff recruited as volunteers. John Roland, @jaroland74 22
- 23. Monthly Report meeting held. Leaders recognized Teams encouraged Chairs called weekly. John Roland, @jaroland74 23
- 24. Victory Party organized Programsprinted PowerPoint ready Names tags created Directional signs located Extra pens, pledge cards, calculators, & office supplies. ◦ Call all prospects and volunteers as a reminder. ◦ ◦ ◦ ◦ ◦ John Roland, @jaroland74 24
- 25. Victory Party ◦ LeadersRecognized ◦ Teams Encouraged ◦ Marketing sends out press releases ◦ Hand written thank you notes sent out to everyone involved. John Roland, @jaroland74 25