Does your organization have diversified funding strategies? Do you have plans that guide those strategies? Without a clear guide for fundraising activities in your organization it is difficult to convey needed fundraising efforts throughout your organization, engaging all who are able and leveraging the most dollars for your organization. Learn basics of how a plan can make a significant difference in raising more funds for your organizational mission. Discuss diversified fund strategies, planning activities, plan elements, and fundraising policies.

1. PLANNING FOR DIVERSIFIED
FUNDING
Leadership Saratoga
Emily Davis, MNM
EDA Consulting LLC
November 6, 2012
@edaconsulting

2. WHAT IS THE MOST COMMON REASON THAT
PEOPLE DO NOT GIVE MONEY TO YOUR
ORGANIZATION?
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3. MOTIVATIONS TO GIVE
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*Adapted from Major Gifts by Julia
Ingraham Walker
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4. NEW DONORS
direct mail, events
ANNUAL DONORS
Direct appeals, volunteer
involvement
MAJOR DONORS
Personal asks
Committee and board
involvement
PLANNED GIFTS
Personal asks, personal
involvement,
Could be anyone!
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5. GETTING STARTED
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6. WHY PLAN?
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7. ORGANIZATIONAL ASSESSMENT
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8. WHO GETS INVOLVED?
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9. THE TEAM: BOARD
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10. THE TEAM: STAFF
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11. THE TEAM: VOLUNTEERS &
CURRENT DONORS
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12. "VULNERABILITY IS THE
BIRTHPLACE OF CREATIVITY,
INNOVATION, AND CHANGE."
- Dr. Brene Brown
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13. QUESTIONS?
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14. Fundraising goals
Assessment of resources
Funding categories
Funding strategies
Positioning
Implementation
Evaluation
Appendices
THE FUNDRAISING PLAN
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15. INVENTORY
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16. SAMPLE FUNDRAISING PLAN
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17. SECTION 1: OVERVIEW
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18. SECTION 2: FUNDING STRATEGY
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19. SECTION 3: FUNDING CATEGORY
RECOMMENDATIONS
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20. ANSWER THESE QUESTIONS
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21. SECTION 4: POSITIONING
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22. SECTION 5: IMPLEMENTATION
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23. APPENDICES
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24. CASE STATEMENT
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25. FUNDRAISING POLICIES
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26. SUCCESS!
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28. QUESTIONS
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29. RESOURCES
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30. MORE RESOURCES
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31. THANK YOU!
Emily Davis, MNM www.edaconsultingcafe.org/blog
EDA Consulting LLC
Boulder, CO http://twitter.com/edaconsulting
(303) 652-7536
emily@edaconsulting.org
www.facebook.com/edaconsulting
www.edaconsulting.org
http://www.linkedin.com/in/edaconsu
lting
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