This document discusses purposeful planning for fundraising. It emphasizes the importance of having an annual fundraising plan with clear goals and strategies. The plan should cause organizations to really know their key donors, share clear messaging, set measurable goals and hold people accountable. It also stresses the need for purposeful and planned communication with donors on topics like the case for giving, where funds will go, and the problems the organization helps solve. The document provides tips for setting individual donor income goals and measuring the success of the fundraising plan and communication efforts. It encourages taking action and following through on the plan.

1. Purposeful Planning

2. In 30 seconds share
• Name, role?
• What do you want to get from this session?
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3. Lori L. Jacobwith
• 20+ years as a communication
strategist & fundraising coach
• Measurable: Helped
organizations raise over $100
million in last 10 years.
• Impact: My work creates
environments where people find
ease in their work with, and their
conversations about money.
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4. Where we are heading today

5. Purposeful
Meaningful.
Intentional.
Full of determination.

6. Planning
The process of setting
goals,
developing strategies,
and outlining tasks
and schedules
to accomplish the
goals.

7. If struggling were the way to get
there, we’d all be there by now.
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8. Where’s Your Plan?
Tell us about
YOUR annual
fundraising plan.

9. Purposeful Planning
Four steps to a
successful
fundraising plan:
1. Plan
2. Plan
3. Plan
4. Work

10. Purposeful Planning
Create an annual plan that
causes you to:
• Really know key donors
• Share clear messages
• Set goals and then hold
yourself & others accountable
• Continually invite participation

11. Communication
46% of donors stop
giving for reasons
connected to
“a failure to
communicate.”
~ Penelope Burk & Cygnus Applied Research

12. Purposeful Planning
Case for giving:
How do we help people?
Who do we help?
What are our vital
services?
What is our track record?

13. Purposeful Planning
Case for giving:
Our plans for the future?
How do we use our money?
Why do we deserve your
support?

14. Purposeful Planning

15. Where does the money go?

16. Purposeful Planning
What is the problem
you help solve?
What’s missing in
your programs and
services?

17. Purposeful Planning
Sources of Funding

18. Purposeful Planning

19. Purposeful Planning

20. Money moves toward boldness and
clarity of communication
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21. Money Conversation
Fundraising is a call
to conversation and
to relationship.
Not just a
transactional act.

22. NEED exists when
something is missing

23. Purposeful Planning
TOO MUCH TO DO.

24. Purposeful Planned Communication
1. How often?
2. Topic/purpose?
3. Who is the messenger?
4. Is it a call to action or a cultivation
communication?

25. Purposeful Planning

26. Purposeful Planning
Set individual donor income goals*:
1. 60% of your income should come
from 10% of your donors (Major donors)
2. 20% of your fundraising should
come from 20% of your donors
(Habitual donors giving via retention strategies)
3. Remaining 20% from 70% of donors.
(1st time donors via acquisition strategy)
*From How to Develop a Fundraising Plan - www.worc.org

27. Purposeful Planning

28. Purposeful Planning
Measures of success

29. Purposeful Planning

30. Purposeful Planning

31. Taking Action
Do or do not,
there is no try.
~ Jedi master, Yoda

32. Where to Focus?
Create an annual plan that
causes you to:
• Really know key donors
• Share clear messages
• Set goals and then hold
yourself & others accountable
• Continually invite participation

33. Purposeful Planning
What is your next
action?
By when will you
begin?

34. Greatness is not a function of circumstance.
Greatness it turns out, is largely a matter of
conscious choice & discipline .
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35. Connecting with Lori
Blog and monthly e-Newsletter
Membership – special offer
Key Note & Breakout Sessions
Customized Fundraising Action
Planning Sessions
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36. Thank you!
Lori Jacobwith
lori@LoriJacobwith.com
www.LoriJacobwith.com
952- 949-2105
http://twitter.com/LJacobwith