Planning Your Strategy

1,529 views

Published on

Published in: News & Politics
0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total views
1,529
On SlideShare
0
From Embeds
0
Number of Embeds
120
Actions
Shares
0
Downloads
33
Comments
0
Likes
1
Embeds 0
No embeds

No notes for slide
  • An exercise to prove donors don’t care about Cost of Fundraising
  • Planning Your Strategy

    1. 1. Planning your strategy Sean Triner © Pareto Fundraising 2008
    2. 2. Pareto Fundraising <ul><li>Please DO NOT copy and paste elements, or rip off this presentation without due credit to Pareto Fundraising including a link to us. </li></ul><ul><li>Please. </li></ul><ul><li>Thank you. </li></ul>© Pareto Fundraising 2008
    3. 3. Gives Model <ul><li>Source: Mal Warwick </li></ul>© Pareto Fundraising 2008
    4. 4. <ul><li>My fundraising strategy driver </li></ul><ul><li>Growth? Stability? Diversification? Other? </li></ul>My fundraising strategy targets Next year Three years / five years Net / Gross / Return on investment etc © Pareto Fundraising 2008
    5. 5. <ul><li>My fundraising strategy </li></ul><ul><li>Because of the need to diversify from our reliance on events and corporates, our plan is to keep the income from those secure, whilst investing our surplus in a new regular giving program. We will also be investing more in.... </li></ul>© Pareto Fundraising 2008
    6. 6. <ul><li>Data / information we collected to come up with that strategy </li></ul><ul><li>Corporate and events have been growing, but seem to be harder every year and our demand for services is greater. World Vision seem to do well from regular giving, and I went to a training... </li></ul>© Pareto Fundraising 2008
    7. 7. © Pareto Fundraising 2008 Planning What is strategic? What is tactical? Why plan? Pros and cons Tools for planning
    8. 8. © Pareto Fundraising 2008
    9. 9. STRATEGIC DATA - informs TECHNICAL DATA - used © Pareto Fundraising 2008 <ul><li>ANALYTICAL </li></ul><ul><li>Your Growth </li></ul><ul><li>Your donor </li></ul><ul><li>Behaviour </li></ul><ul><li>Used for targeting </li></ul><ul><li>ENVIRONMENTAL </li></ul><ul><li>How much is given </li></ul><ul><li>Growth </li></ul><ul><li>Competition </li></ul><ul><li>PERSONAL </li></ul><ul><li>Transactions </li></ul><ul><li>Legacy status </li></ul><ul><li>Pet name </li></ul>
    10. 10. STRATEGIC DATA - informs TECHNICAL DATA - used © Pareto Fundraising 2008 <ul><li>ANALYTICAL </li></ul><ul><li>Your Growth </li></ul><ul><li>Your donor </li></ul><ul><li>Behaviour </li></ul><ul><li>Used for targeting </li></ul><ul><li>ENVIRONMENTAL </li></ul><ul><li>How much is given </li></ul><ul><li>Growth </li></ul><ul><li>Competition </li></ul><ul><li>PERSONAL </li></ul><ul><li>Transactions </li></ul><ul><li>Legacy status </li></ul><ul><li>Pet name </li></ul>
    11. 11. The danger of the anecdote © Pareto Fundraising 2008
    12. 12. The danger of the anecdote © Pareto Fundraising 2008
    13. 13. © Pareto Fundraising 2008
    14. 14. Individuals – Long term growth Bequests / Legacies Major Donors Regular Giving The Giving Constituency Overall Fundraising Strategy © Pareto Fundraising 2008 Consider Corporate & Events Consider Associations, groups Government Trusts & foundations
    15. 15. Balance © Pareto Fundraising 2008
    16. 16. © Pareto Fundraising 2008
    17. 17. Thank you © Pareto Fundraising 2008 V
    18. 18. The Pareto Group exists to make the world a better place, by expanding the not-for-profit sector's capacity worldwide to ensure as many beneficiaries are helped as possible. We encourage you to share this document but do ask that should you decided to use any of the information in a presentation beyond your organisation that you first email us on [email_address] © Pareto Fundraising 2008

    ×