1. Prepared by Cole Reese
11/14/2013

2. Week 1: Review of Fundraising
Basics & Principles
 The contemporary context for philanthropy and
fundraising
 The 90/10 Rule
 Prerequisites in fundraising success
 Influential factors in successful fundraising

3. Words of wisdom from the past
 A review of Rosso’s philosophy of fundraising
 “Fundraising is values-based; values must guide the
process”
 "fundraising is the gentle art of teaching people the joy
of giving“
 "The American spirit of giving is known and admired in
other nations“

4. Current state of the business
 Recovery from the recession has continued
 Technology is presenting new challenges and
opportunities in the nonprofit sector
 The Chronicle of Philanthropy shows that there has
been an increase in online giving
 Direct Mail responses continue to decline.

5. Week 2: Making the Case &
Marketing your Fundraising Efforts





Essential fundraising materials
An effective Case for Support
Mission Statements and Vision Statements
Presentation materials
Branding and messaging

6. The mission statement
 Your mission statement is your organization’s reason for
existence
 This should be a living, dynamic document that adjusts
to match the changing needs in your community
 You mission statement is also why your donors give to
the organization.

7. Marketing for nonprofits
 Marketing is not a four letter word for nonprofits
 Marketing allows your organization to connect with
the right crowd at the right time to make the right
statement

8. Week 3: Management Basics
 The total development plan
 Evaluation and analysis
 Efficiency and Effectiveness – models in strong
management
 Fundraising Modes

9. Staff Retention
 On average a fundraiser will only stay with an
organization for two years
 Turnover makes stewardship challenging, but
encourages good record keeping.

10. Week 4: Solicitation & Cultivation
Vehicles
 Giving Methodologies
 Development Departments
 Special Events

11. Special Events
 Types of events
 Cultivation
 Solicitation
 Stewardship
 Integrated

12. Week 5: Relationship Building &
Fundraising Ethics
 Stewardship
 Professional Ethics
 Tainted Money

13. Ethics in fundraising
 Ethics are what determine your integrity as a
professional, and what give donors the faith to invest
in your organization
 Ethics are the bedrock to a successful fundraising
operation

14. Stewardship
 Good stewardship is good business
 Stewardship is as much about the donor as it is about
the donation

15. Week 6: Organizational Issues
 Leadership
 Organizational Strengths & Weaknesses
 Budgeting / Overhead Costs
 Human Resources

16. Fundraising Costs
 Fundraising costs are an investment in the
organization, but this is not understood by all donors.
 Costs must be able to be justified

17. Budgeting/Overhead costs
 Organizations are incentivized by websites like
CharityNavigator.com to keep overhead costs low
 This does not always equate to good business, and can
result in deflated salaries

18. Week 7: Information Management
& Technology
 Record keeping
 Controls
 Establishing strategies and systems
 Donor confidentiality

19. Donor information
 With great power comes great responsibility. We
must hold our donors information with great
security
 Also- databases.

20. Being strategic about information
 Databases are key for managing information
effectively. Without databases we end up with
datasausage- results that taste good, but we don’t
know how we got there

21. Week 8: Giving Trends & Latest
Research
 Generational Changes
 Women as donors
 Ethnicity and giving
 High Net Worth Donors

22. What makes a good fundraiser?
 Ethics must be at the core of one’s existence. There is
too much money involved in this job to not have a
strong moral compass
 One must be able to ask in order to receive