2. Plan of Action 4 Part Approach - 3 Training Tracks - Quarterly Plan - SMART Goals - Assessments and adjustments
3. DEA vs. DM What the position is now Where the position can go
4. DEA Duties Track all contributions in SalesForcedatabase Support ED and Board in administrative management of Adult Trip to Guatemala, Major Donor event, auction, and general contributions Assist ED in grant writing preparation Assist in developing P.R. including but not limited to quarterly newsletter and monthly e-newsletters, press releases and brochures Supervise and coordinate development interns Coordinate ED’s schedule, communications, meeting and project preparation Organization Description
6. Funding Growth Track all contributions in SalesForce database and train others to use software efficiently Manage fundraising events and campaigns along with the ED. Grant research and proposals Identify new sponsors and donors, then create lasting relationships that produce more funding and donations
7. Outreach/PR Stay current on community issues and events that can effect funding Create outreach events including partners and sponsors appreciation Showcase outcomes of donations to donors- Numbers of schools built, Trip to Guatemala, Testimonials from volunteers, staff, students and Guatemala residents. Work on local press releases and social media donations and outreach
8. Event Planning In-kind gifts – how they work for the development process- printing, event materials, auction tools Coordinate volunteers and staff to allow smooth event flow Make schedules and arrangements in venues, partners, and sponsors Follow up with donor and sponsor appreciation
9. Development Outline a communications plan that can be used by volunteers and staff to properly thank and work with donors on various projects Develop relationships with community members and organizations such as City council and Chamber of commerce and other groups Work with ED, and Staff to communicate on recognizing the needs of GV. Continue education and learning in the Development field- conferences and literature
10. Ongoing Training Along with the quarterly plan, three tracks of training will also be followed in order to reach transition
13. 1st Quarter - Immersion Initial Training, familiarize with Staff, Board and Volunteers SalesForce mastery and training sessions Intense familiarity of operations of GV-Trips, leadership programs. ED and begin to focus on development practices
14. Immersion Network with other organizations. Set up meet and greets like a Seattle PI big blog meet up. Work with ED to map out and distinguish new fundraising appeals and possible donors and look at yearend totals Create and implement an end of year call to action email and mail fundraising campaign.
17. Second Quarter- Action Set goals for the new year. Work with Finance and Administration Manager to calculate finances and 990. Work on grants and researching new opportunities
18. Second Quarter cont. Implementing in-kind gifts and Press releases and social media strategy Connect with schools and libraries for outreach Media meet-ups and outreach
21. Third Quarter - Events Fiesta de Guatemala Auction-Sponsor call to action, donor correspondence, Work with Development volunteers to process donations Correspond with new potential donors, attend outreach events
22. Third Quarter- Events Event planning and preparation Volunteer coordination for event and ticket sales Seek in-kind donations and sponsorships that can be cultivated for event needs
25. Fourth Quarter- Total Package Manage incoming funds from fundraising events and other donations Independent planning for new fundraising approaches Create a smooth process of fundraising and donor recordkeeping and acknowledgements
26. Fourth Quarter- Total Package Trips and events planning- focusing on public outreach Research new outreach portals, create new partnerships Attend other organization event and network to cultivate new donors representing GV
31. How to Achieve Funding. Assessment - Use current GV donor list and search out new and potential donors. Enroll board members to help point out new areas of funding and new prospects to turn to. Be the first point of contact and try to engage new prospects to come to an event or to learn more about what GV is up to. Look at their history as an organization and try to find donors that have an interest in the mission, and that can intron bring in more donors. Cultivation - Build relationships with these new donors and with older donors. Constantly make contact and let the donors know how their contribution has made a difference. Social media and newsletters are great to achieve this. Research donors and find out as much as possible about their giving patterns and where they are coming from. Renew old donors by making contact again through mail or email. Make the relationships with the donors as personal as possible. Solicitation - This should be done once a relationship has been established. Once you truly get the mission across, the donor and potential donor should feel moved and want to donate to GV. If working with corporate and business sponsors, it is important to write letters and showcase how the funding or gifts will be used. It is also good to get the Board and staff involved in outreach and really getting the GV point across. Acknowledgement- This is essential to maintain and attaining donors. After a gift or donation has been made, acknowledgment and thanks is very important. Thank you correspondence should be sincere and as personal as possible. If done with sincerity and creativity, donors will feel appreciated and can in turn provide more funding and draw in more prospects.
32. Steps to Achieve Funding- Process- Mission Statement (purpose of existence) Organizational Goals and Objectives (responsibilities) Outcomes & Results to Share (results of existence) Compile Stories based on Outcomes/Results (provide reasons to donate) Gather Facts and Identify Constituencies (gift/donor history, constituency list) Solicit Feedback from Sample Constituents (host focus groups, interviews, etc.) Develop a Fundraising Committee (if needed) Develop Gift Range Charts (identifies the number of contacts required to meet specific dollar goals) Develop Strategies for Connecting/Contacting Each Source (direct mail, phone-a-thons, special events, personal contacts, etc.) Identify Resources Required for Fund Development (expenses, promotional items, quantities, volunteers, board involvement, etc.) Vehicles for Accepting Gifts (cash, credit, pledges, internet, planned giving, etc.) Acknowledgement (thank you) Record keeping (data on donors, levels, etc.) Evaluation (review dollars raised, process, etc.)
