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Make a Great First Impression
Make a Diļ¬€erence
Charting Your
First 100 Days
Whether youā€™re a brand new development
director or a new fundraising executive director,
youā€™ll emerge from todayā€™s training with focus ā€”
and a plan for what to do now for the most
impact!
Handouts To
Implement What You
Learn Today
BONUS
Stay With Me
Until The End
Turn Oļ¬€ All
Distractions
Are You a Brand New
Nonprofit Development
Director Feeling Excited
(but Maybe a Little Bit
Scared) About Where To
Start?
You Feelā€¦
Your Text Here
Basics & More Fundraising has raised
hundreds of millions for students
and clients
Basics & More Fundraising has raised
hundreds of millions for students
and clients
Weā€™ve taught over 10,000 nonprofits
from around the world
Basics & More Fundraising has raised
hundreds of millions for students
and clients
Weā€™ve taught over 10,000 nonprofits
from around the world
I know the power of fundraising
systems and individual giving to
transform your nonprofit
Basics & More Fundraising has raised
hundreds of millions for students
and clients
Weā€™ve taught over 10,000 nonprofits
from around the world
I know the power of fundraising
systems and individual giving to
transform your nonprofit
And I believe strongly in you and
your good work
How can you steer clear of the
pitfalls of being the new kid on the
block and avoid the all too-
common syndrome of fundraiser
turnover in small organizations?
Stay tunedā€¦
Today youā€™ll discover how you can maximize the
potential of your first 100 days on the job, create
organizational change for the better, and instill
other members of your organization with a sense
of trust in you.
Today youā€™ll discover how you can maximize the
potential of your first 100 days on the job, create
organizational change for the better, and instill
other members of your organization with a sense
of trust in you.
You'll walk away from this training with a solid
plan to get up to speed quickly.
Today youā€™ll discover how you can maximize the
potential of your first 100 days on the job, create
organizational change for the better, and instill
other members of your organization with a sense
of trust in you.
You'll walk away from this training with a solid
plan to get up to speed quickly.
This webinar is geared toward new fundraising professionals,
new fundraising EDs, and consultants to nonprofits who want to
cut through the layers of complexity and develop a results-
driven fundraising plan FAST.
This webinar is geared toward new fundraising professionals,
new fundraising EDs, and consultants to nonprofits who want to
cut through the layers of complexity and develop a results-
driven fundraising plan FAST.
This webinar is geared toward new fundraising professionals,
new fundraising EDs, and consultants to nonprofits who want to
cut through the layers of complexity and develop a results-
driven fundraising plan FAST.
Youā€™ll discover, step-by-step, what metrics you
need to look at, how to put your best foot forward,
how to build your new organizationā€™s culture, and
most importantly, how to raise more money!
Poll
Youā€™re aā€¦
brand new development
director
job-hunting fundraiser
Photo byĀ Joseph ChanĀ onĀ Unsplash
Photo byĀ Eilis GarveyĀ onĀ Unsplash
*Underdeveloped:Ā  A National Study of Challenges Facing Nonprofit Fundraising.
57% of development directors working at
organizations with budgets under $1
million plan to leave their organizations
within one year.*
*Underdeveloped:Ā  A National Study of Challenges Facing Nonprofit Fundraising.
57% of development directors working at
organizations with budgets under $1
million plan to leave their organizations
within one year.*
27% of small shop fundraisers plan to
leave the field of development altogether,
compared to 11% of the development
directors at larger organizations.*
*Underdeveloped:Ā  A National Study of Challenges Facing Nonprofit Fundraising.
57% of development directors working at
organizations with budgets under $1
million plan to leave their organizations
within one year.*
27% of small shop fundraisers plan to
leave the field of development altogether,
compared to 11% of the development
directors at larger organizations.*
Burnout is aļ¬€ecting more than half of all
nonprofit employees. (source: GiveButter)
*Underdeveloped:Ā  A National Study of Challenges Facing Nonprofit Fundraising.
*Penelope Burk ofĀ Cygnus Applied Research
*Penelope Burk ofĀ Cygnus Applied Research
24 Months
*Penelope Burk ofĀ Cygnus Applied Research
18 Months
24 Months
16 Months*
*Penelope Burk ofĀ Cygnus Applied Research
18 Months
24 Months
Warning
ā€œIf you're proactive, you focus on
preparing. If you're reactive, you end
up focusing on repairing.ā€
JOHN C. MAXWELL
Letā€™s Get Started!
The Six Steps of Building a
Successful Fundraising
Department
Where Weā€™re Going:
01 02 03 04 05 06 07
Culture
Where Does the
Money Come From?
$484.85 Billion
Source: GivingUSA
In 2021, Americans Gave $484.85
Billion To Charity A 4.0% Increase Over
2020.
$484.85 Billion
Source: GivingUSA
Source: GivingUSA
Factoring in bequest gifts,
individual giving accounts for
76% of all philanthropic giving
in the United States.
An important part of your new
job involves getting everyone on
the same page. You need to
educate board and staļ¬€ (and,
yes, your ED) to the facts behind
sustainable fundraising.
In the handoutsā€¦
YOUR PHOTO HERE
530px x 750px
YOUR PHOTO HERE
530px x 750px
Integrate a short training
into every staļ¬€ and board
meeting.
YOUR PHOTO HERE
530px x 750px
Integrate a short training
into every staļ¬€ and board
meeting.
Schedule regular ā€˜Thank-a-
Thons with board and staļ¬€
YOUR PHOTO HERE
530px x 750px
Integrate a short training
into every staļ¬€ and board
meeting.
Schedule regular ā€˜Thank-a-
Thons with board and staļ¬€
Shadow a member of your
program staļ¬€
YOUR PHOTO HERE
530px x 750px
Integrate a short training
into every staļ¬€ and board
meeting.
Schedule regular ā€˜Thank-a-
Thons with board and staļ¬€
Shadow a member of your
program staļ¬€
What are some other ways?
ā€œDaring leadership is
ultimately about
serving other people,
not ourselves. Thatā€™s
why we choose courage.
BRENƉ BROWN
Discoveryā€¦
02
Where Weā€™re Going:
Culture
01 02 03 04 05 06 07
Discovery
Add 1-2 sentences here for
each pillar.
01
Materials Youā€™ll
Need To Start
Gatheringā€¦
Begin Gatheringā€¦
Your organizationā€™s written case for
support
Begin Gatheringā€¦
Your organizationā€™s written case for
support
Your organizationā€™s Gift Acceptance Policy
Begin Gatheringā€¦
Your organizationā€™s written case for
support
Your organizationā€™s Gift Acceptance Policy
Past few years of annual reports, donor
newsletters, impact reports
Begin Gatheringā€¦
Your organizationā€™s written case for
support
Your organizationā€™s Gift Acceptance Policy
Past few years of annual reports, donor
newsletters, impact reports
A breakdown of revenue, by source, over
the past three years
Begin Gatheringā€¦
Your organizationā€™s written case for
support
Your organizationā€™s Gift Acceptance Policy
Past few years of annual reports, donor
newsletters, impact reports
A breakdown of revenue, by source, over
the past three years
Any grants applied for/received
Begin Gatheringā€¦
Your organizationā€™s written case for
support
Your organizationā€™s Gift Acceptance Policy
Past few years of annual reports, donor
newsletters, impact reports
A breakdown of revenue, by source, over
the past three years
Any grants applied for/received
A fundraising plan, if available (as well as a
strategic plan if recent)
Begin Gatheringā€¦
And Moreā€¦
Do you market planned giving to your
donors; how?
And Moreā€¦
Do you market planned giving to your
donors; how?
Samples of direct mail, hard or electronic
copies of email campaigns, your
organizationā€™s thank you letter/receipt
And Moreā€¦
Do you market planned giving to your
donors; how?
Samples of direct mail, hard or electronic
copies of email campaigns, your
organizationā€™s thank you letter/receipt
What database are you using
And Moreā€¦
Do you market planned giving to your
donors; how?
Samples of direct mail, hard or electronic
copies of email campaigns, your
organizationā€™s thank you letter/receipt
What database are you using
How are you measuring social media
ROI? Engagement, reach, # of email
subscribers? Same with events.
And Moreā€¦
Do you market planned giving to your
donors; how?
Samples of direct mail, hard or electronic
copies of email campaigns, your
organizationā€™s thank you letter/receipt
What database are you using
How are you measuring social media
ROI? Engagement, reach, # of email
subscribers? Same with events.
How do you evaluate the success of your
fundraising program?
And Moreā€¦
Whatā€™s Your
Budget?
Where Weā€™re Going:
Culture
Discovery
Meet & Greet
01 02 03 04 05 06
Iā€™m also going to
recommend that you
begin to meet one-on-
one with staļ¬€, board
members, and select
volunteersā€¦
Some Suggested Questions
How long have you worked here? What
is most meaningful to you about the
work you do?
Some Suggested Questions
How long have you worked here? What
is most meaningful to you about the
work you do?
What do you think our biggest strengths
are? Weaknesses? Opportunities?
Some Suggested Questions
How long have you worked here? What
is most meaningful to you about the
work you do?
What do you think our biggest strengths
are? Weaknesses? Opportunities?
What if MacKenzie Scott gave us a grant
of one million dollars tomorrow? How
many people could we help?
(Envisioning the future)
Some Suggested Questions
How long have you worked here? What
is most meaningful to you about the
work you do?
What do you think our biggest strengths
are? Weaknesses? Opportunities?
What if MacKenzie Scott gave us a grant
of one million dollars tomorrow? How
many people could we help?
(Envisioning the future)
What are some of our organizationā€™s best
stories?
Some Suggested Questions
How long have you worked here? What
is most meaningful to you about the
work you do?
What do you think our biggest strengths
are? Weaknesses? Opportunities?
What if MacKenzie Scott gave us a grant
of one million dollars tomorrow? How
many people could we help?
(Envisioning the future)
What are some of our organizationā€™s best
stories?
Some Suggested Questions
Suggested Questions
CONTINUEDā€¦
What inspires you to come to work every
day?
Suggested Questions
CONTINUEDā€¦
What inspires you to come to work every
day?
What about our internal culture? Are our
staļ¬€ and board generally supportive of
philanthropy?
Suggested Questions
CONTINUEDā€¦
What inspires you to come to work every
day?
What about our internal culture? Are our
staļ¬€ and board generally supportive of
philanthropy?
Do you have any ideas for future
fundraising initiatives?
Suggested Questions
CONTINUEDā€¦
What inspires you to come to work every
day?
What about our internal culture? Are our
staļ¬€ and board generally supportive of
philanthropy?
Do you have any ideas for future
fundraising initiatives?
Do you have any ideas to share on
potential funders? Can you tell me about
them?
Suggested Questions
CONTINUEDā€¦
Do your board members contribute
financially?
Where Weā€™re Going:
Culture
Discovery
Meet & Greet
Your Data
01 02 03 04 05 06 07
ā€œRemember, data is not just the
street signs, it is the GPS.ā€
POOJA AGNIHOTRI
Data Digging
How many active donors (those who
have given in the past 12 months) do
you have?
Data Digging
How many active donors (those who
have given in the past 12 months) do
you have?
How many lapsed donors (those who
have given in the last 13-24 months,
but not more recently) do you have?
Data Digging
How many active donors (those who
have given in the past 12 months) do
you have?
How many lapsed donors (those who
have given in the last 13-24 months,
but not more recently) do you have?
Take a look at donor loyalty.
Data Digging
How many active donors (those who
have given in the past 12 months) do
you have?
How many lapsed donors (those who
have given in the last 13-24 months,
but not more recently) do you have?
Take a look at donor loyalty.
How many active donors have a last
gift of $250 to $499? How many have a
last gift of $500 or more?
Data Digging
Data Digging
CONTINUED
How many monthly donors do you have?
How much revenue do you receive from
them each month?
Data Digging
CONTINUED
How many monthly donors do you have?
How much revenue do you receive from
them each month?
What is your organizationā€™s major gift
threshold ā€” and how many of those
donors do you have? How much revenue
do you receive from them annually?
Data Digging
CONTINUED
How many monthly donors do you have?
How much revenue do you receive from
them each month?
What is your organizationā€™s major gift
threshold ā€” and how many of those
donors do you have? How much revenue
do you receive from them annually?
How many bequest gifts have you
received in the past 3 years? Average size?
Data Digging
CONTINUED
How many monthly donors do you have?
How much revenue do you receive from
them each month?
What is your organizationā€™s major gift
threshold ā€” and how many of those
donors do you have? How much revenue
do you receive from them annually?
How many bequest gifts have you
received in the past 3 years? Average size?
When was your last data audit?
Data Digging
CONTINUED
What is your organizationā€™s
donor retention rate?
This means that if 100 donors
give to your organization in a
given year, then only about
40 of those donors will give
again the following year.
This means that if 100 donors
give to your organization in a
given year, then only about
40 of those donors will give
again the following year.
The higher your retention
rate (aim for 60% and higher),
the more successful (and less
expensive) your fundraising
becomes
This means that if 100 donors
give to your organization in a
given year, then only about
40 of those donors will give
again the following year.
The higher your retention
rate (aim for 60% and higher),
the more successful (and less
expensive) your fundraising
becomes
Online only donors have
much lower retention rates
Where Weā€™re Going:
Culture
Discovery
Meet & Greet
Your Data
Your Ask/Thank/Report Systems
01 02 03 04 05 06
Is having a strong base of general operating
support important for your nonprofit?
Your organizationā€™s individual fundraising program
(raising money from individuals) should form the
crux of your fundraising eļ¬€orts.
While you canā€™t discount other forms of
fundraising, such as grants, government contracts,
or events, for most nonprofits, general operating
support (individual fundraising) is the very best
kind of funding.
Allow me to walk you
through a short storyā€¦
This is one donorā€™s storyā€¦
This is where you will
declare your ONE THING for
your overall webinar
training. This one thing will
drive your pillars to come.
Meet Aimee.
Her dog, Max
Her dog, Max
Watching ā€œGreat British Bakeoļ¬€,ā€
ā€œEuphoria,ā€ and her secret guilty pleasure,
Hallmark movies
Her dog, Max
Watching ā€œGreat British Bakeoļ¬€,ā€
ā€œEuphoria,ā€ and her secret guilty pleasure,
Hallmark movies
Travel with her niece
Her dog, Max
Watching ā€œGreat British Bakeoļ¬€,ā€
ā€œEuphoria,ā€ and her secret guilty pleasure,
Hallmark movies
Travel with her niece
Theater
Her dog, Max
Watching ā€œGreat British Bakeoļ¬€,ā€
ā€œEuphoria,ā€ and her secret guilty pleasure,
Hallmark movies
Travel with her niece
Theater
Music
Her dog, Max
Watching ā€œGreat British Bakeoļ¬€,ā€
ā€œEuphoria,ā€ and her secret guilty pleasure,
Hallmark movies
Travel with her niece
Theater
Music
Cooking and entertaining
Her dog, Max
Watching ā€œGreat British Bakeoļ¬€,ā€
ā€œEuphoria,ā€ and her secret guilty pleasure,
Hallmark movies
Travel with her niece
Theater
Music
Cooking and entertaining
Hiking
Her dog, Max
Watching ā€œGreat British Bakeoļ¬€,ā€
ā€œEuphoria,ā€ and her secret guilty pleasure,
Hallmark movies
Travel with her niece
Theater
Music
Cooking and entertaining
Hiking
Reading
Sheā€™s Also a Donor
Sheā€™s Also a Donor
A Regular Donor
Sheā€™s Also a Donor
A Regular Donor
A monthly Donor
Sheā€™s Also a Donor
A Regular Donor
A monthly Donor
A Major Donor
Sheā€™s Also a Donor
A Regular Donor
A monthly Donor
A Major Donor
Andā€¦
Vacationed in Peru
Vacationed in Peru
Helped plan her nieceā€™s
wedding
Vacationed in Peru
Helped plan her nieceā€™s
wedding
She took a French pastry
making class
Vacationed in Peru
Helped plan her nieceā€™s
wedding
She took a French pastry
making class
She made a $10,000 gift to
a local arts organization
Add 1-2 sentences here for
each pillar.
01
All you need to do is make giving to your
organization ridiculously easy and
nurture the relationship.
What Is The Simple
Development Systemsā€™
Fundraising Model?
Your organizationā€™s
ā€œAsk/Thank/Report/
Repeatā€ donor
communications model
is the engine behind
your fundraising.
Lucas van Oort Unsplash
Itā€™s Simple.
With A Twist
With A Twist
Donor Feedback &
Engagement
Your Ask
ā€œOur spring appeal is
crushing it. We raised more
than our budgeted goal for
the entire campaign in the
first 10 daysā€¦ā€
Mandy Fischer
INTERVALE CENTER
Your Thank You
https://sofii.org/article/sample-thank-you-letters-for-you-to-swipe
"Those Who Received the Thank-
You Gave on Average $45.32
More Than Those Who Did Not
Receive the Thank-You"
Learning To Say
Thank You | The Role
Of Donor
Acknowledgements
ā€œThe good feeling of ā€˜thank
youā€™ lasts for 2.5 months.ā€
DR. JEN SHANG
ā€œā€¦itā€™s rude not to acknowledge every gift. And
while at it to reassure the donor that itā€™s been
put to the use intended. Only a fool is
persistently rude, particularly as our business is
building relationships for profit. But itā€™s a real
fool who throws away money. The simple fact is
that an appropriate thank-you letter is perhaps
the best fundraising opportunity of all.ā€
KEN BURNETT
Your Report
How are you showing the IMPACT
your supporterā€™s gift makes
possible?
One-page Impact
Update
One-page Impact
Update
Your donor newsletter
with a personal note
One-page Impact
Update
Your donor newsletter
with a personal note
A personal thank you/
update call
An impact email or
series of emails
Your Annual Report
YOUR PHOTO HERE
530px x 750px
Rinse And
Repeat
ā€œSo, Pam, what does
that actually look
like?
Photo byĀ Efe KurnazĀ onĀ Unsplash
Sample Donor Comms Plan 1
Sample Donor Comms Plan 2
Sample Donor Comms Plan
What Channel Who Frequency
Multichannel campaign
DM, Email,
Social Segmented 6
Thank Youā€™s Email, DM Segmented 6
Print Donor Newsletter DM Donors Only 4
Annual Report DM, Email
Donors/
Funders
every other
year
ā€œJust becauseā€ Thank You Email All Emails TBD
Monthly Giving Ask DM Targeted 1
Monthly Giving Ask Email Segmented 3
E-Newsletter Email All Emails 12
Where Weā€™re Going:
01 02 03 04 05 06 07
Culture
Discovery
Meet & Greet
Your Data
Your Ask/Thank/Report Systems
Your Fundraising
Plan
All Too Trueā€¦
In 2020 Barbara Oā€™Reilly, CFRE, and Dr.
Adrian Sargeant conducted a survey
on the topic of fundraising planning.
Results found that those
organizations having a written
fundraising plan far out-performed
those without a plan.
In 2020 Barbara Oā€™Reilly, CFRE, and Dr.
Adrian Sargeant conducted a survey
on the topic of fundraising planning.
Results found that those
organizations having a written
fundraising plan far out-performed
those without a plan.
One of the most critical factors in
whether a plan was actually
implemented or not was the
organizationā€™s culture.
Planā€¦
ā€œYour Fundraising Plan is your
commitment to your organization,
your community, and your donors on
how youā€™ll fulfill your mission.ā€
T. CLAY BUCK, CFRE
Create S.M.A.R.T. Goals
ā€œDouble our monthly donors
in 2022.ā€
ā€œDouble our monthly donors by
November of 2022 by way of one direct
mail campaign, three digital
campaigns, and adding ā€˜donate
monthlyā€™ buttons to all email
communications.ā€
Maybe You Feel
Alone In Your
Work
Steve Halama Unsplash
What would it feel like to work in an organization where
everyone understood that fundraising truly is everyoneā€™s
responsibilityā€¦and entered into it joyfully? What would it
be like to work with board members who were passionate
and engaged - and eager to do whatever you asked of
them?
www.philanthropy-institute.org.uk
www.philanthropy-institute.org.uk
One of the most critical factors in
whether a plan was actually
implemented or not was the
organizationā€™s culture.
www.philanthropy-institute.org.uk
In the handoutsā€¦
ā€œIt is amazing what you can accomplish with an attitude adjustment.
In addition to including a ā€œculture of philanthropyā€ one pager with
board and staļ¬€ expectations in every new staļ¬€ and Board
orientation packet, we do a COP training for board and staļ¬€ each
year, and we constantly stress that development is a mission-aligned
program of the organization.
As a result, everyone at theĀ Intervale CenterĀ is a great ambassador
who can articulate a case for giving.
We love our donors, and they love us.ā€Ø
Our ED is a committed and wonderful fundraiser. We are achieving
incredible success; with a very busy two weeks left,Ā we expect to
exceed our community fundraising targets by at least 10% again this
year.ā€
Mandy Fischer
INTERVALE CENTER
ā€œBut, Pam, what
about raising
money??? My
organization wants
results NOW!ā€
If youā€™ve got a monthly giving
program, growing it quickly
with a dedicated monthly
giving campaign is one of your
easiest wins
If youā€™ve got a monthly giving
program, growing it quickly
with a dedicated monthly
giving campaign is one of your
easiest wins
Empower your supporters to
raise money on your behalf
If youā€™ve got a monthly giving
program, growing it quickly
with a dedicated monthly
giving campaign is one of your
easiest wins
Empower your supporters to
raise money on your behalf
Add a campaign
If youā€™ve got a monthly giving
program, growing it quickly
with a dedicated monthly
giving campaign is one of your
easiest wins
Empower your supporters to
raise money on your behalf
Add a campaign
Consider surveying part of your
donor base
My First Job
My First Job
Major donors were ignored.
My First Job
Major donors were ignored.
Not a single foundation grant proposal had been written in five years.
My First Job
Major donors were ignored.
Not a single foundation grant proposal had been written in five years.
The organization had memberships with a number of key community
organizations, yet hadnā€™t had any contact in years. The businessman
who had spearheaded the capital campaign had died and none of the
records from that campaign were available to me.
My First Job
Major donors were ignored.
Not a single foundation grant proposal had been written in five years.
The organization had memberships with a number of key community
organizations, yet hadnā€™t had any contact in years. The businessman
who had spearheaded the capital campaign had died and none of the
records from that campaign were available to me.
The organizationā€™s fundraising appeal had not only been on a five-
year decline, because it had been outsourced to a number of diļ¬€erent
mail houses, it had also angered a number of locals due to
duplications and the perceived cost.
My First Job
Major donors were ignored.
Not a single foundation grant proposal had been written in five years.
The organization had memberships with a number of key community
organizations, yet hadnā€™t had any contact in years. The businessman
who had spearheaded the capital campaign had died and none of the
records from that campaign were available to me.
The organizationā€™s fundraising appeal had not only been on a five-
year decline, because it had been outsourced to a number of diļ¬€erent
mail houses, it had also angered a number of locals due to
duplications and the perceived cost.
Our donor base was dying.
And then I did one of the smartest things Iā€™ve ever
done and something that I continue to do to this day.Ā 
And then I did one of the smartest things Iā€™ve ever
done and something that I continue to do to this day.Ā 
And then I did one of the smartest things Iā€™ve ever
done and something that I continue to do to this day.Ā 
After querying our database for 20 loyal donors who
had given over $250 a year during the past five years, I
wrote a simple letter of introduction asking why they
had supported the organization.Ā  I sent it out, along
with a brief survey and a stamped, self-addressed
envelope.
And then I did one of the smartest things Iā€™ve ever
done and something that I continue to do to this day.Ā 
After querying our database for 20 loyal donors who
had given over $250 a year during the past five years, I
wrote a simple letter of introduction asking why they
had supported the organization.Ā  I sent it out, along
with a brief survey and a stamped, self-addressed
envelope.
And then I did one of the smartest things Iā€™ve ever
done and something that I continue to do to this day.Ā 
After querying our database for 20 loyal donors who
had given over $250 a year during the past five years, I
wrote a simple letter of introduction asking why they
had supported the organization.Ā  I sent it out, along
with a brief survey and a stamped, self-addressed
envelope.
Eighteen responded.Ā  Several sent in checks, although
I hadnā€™t asked for money.Ā  Three became major donors.
Less than two years later, we received our first bequest
gift in the form of a check for $250,000.
And then I did one of the smartest things Iā€™ve ever
done and something that I continue to do to this day.Ā 
After querying our database for 20 loyal donors who
had given over $250 a year during the past five years, I
wrote a simple letter of introduction asking why they
had supported the organization.Ā  I sent it out, along
with a brief survey and a stamped, self-addressed
envelope.
Eighteen responded.Ā  Several sent in checks, although
I hadnā€™t asked for money.Ā  Three became major donors.
Less than two years later, we received our first bequest
gift in the form of a check for $250,000.
ā€œI just started as the Development Director in March.
Ā 
I borrowed your letter (with some tweaking) and added a
short questionnaire. I sent out a lot more than just 20 letters ā€“
I mailed 86 letters on June 21st, but it was well worth it. To
date I have received 33 envelopes ā€“ and Ā I say envelopes and
not responses because one just had a check without a
questionnaire! Thatā€™s a 38% return! Out of the 33 envelopes,
30 mailed back questionnaires and 8 mailed checks totaling
$1,175 (the highest check being $500). Iā€™ve attached a copy of
my letter. Thank you for your advice. My boss was SHOCKED!
He had no idea that I sent anything out, but he was extremely
happy that I did!ā€
Cindy Timmerman
ā€œJust wanted to pop in to say the results
of my introduction letter
andĀ shortĀ survey have been great!
Out of the 70 mailing pieces I have
gotten 20 responsesĀ andĀ  checks
totaling $500!ā€
Sara
Letā€™s Recapā€¦
Begin by taking steps to create
your healthy organizational
culture
Letā€™s Recapā€¦
Begin by taking steps to create
your healthy organizational
culture
Discovery
Letā€™s Recapā€¦
Begin by taking steps to create
your healthy organizational
culture
Discovery
Meet and Greet
Letā€™s Recapā€¦
Begin by taking steps to create
your healthy organizational
culture
Discovery
Meet and Greet
Review your data
Letā€™s Recapā€¦
Begin by taking steps to create
your healthy organizational
culture
Discovery
Meet and Greet
Review your data
Your ā€œAsk/Thank/Reportā€ Systems
Letā€™s Recapā€¦
Begin by taking steps to create
your healthy organizational
culture
Discovery
Meet and Greet
Review your data
Your ā€œAsk/Thank/Reportā€ Systems
Your Fundraising Plan
Letā€™s Recapā€¦
Is that all?
ā€œNever ask anyoneā€™s permission
to lead. Just lead.ā€
Kamala Harris
ā€œEvent Catering taught me project
management. Planning, implementation,
problem solving on the fly, team work and the
satisfaction of getting the behind the scenes
details right so the customer experience was
smooth & pleasant.ā€
DENISA CASEMENT
ā€œUnderstanding emotion & motivation,
how to work as a team, the importance
of language . . . Show me a theater
veteran & Iā€™ll show you someone
intrinsically well trained and ready to be
a fundraiser.ā€
T. CLAY BUCK
ā€œJournalist. You learn great
interviewing skills, plus the writing
and editing practice. You have to get
out and talk to people you donā€™t
know. Or we did in my day!ā€
LISA M. CHMIOLA, CFRE
ā€œLet me put it this way: I have an
extensive collection of nametags and
hairnets. Working in the service
industry really cemented for me that
teams make leaders, not the other way
round. The strongest leaders tend to be
appointed *by* teams, not *to* them.ā€
BROCK WARNER, CARE
ā€œRestaurant serving. Learned how to
treat people well, have grace under
pressure, mitigate a bad experience and
work as a cohesive team. Despite still
having nightmares about forgetting to
bring water to table seven all these years
later, it was a fantastic training ground!ā€
EMILY DAWSON
ā€œFor the world is in a bad state, but everything will become still worse unless each of us
does his best.ā€ ā€•Ā Viktor E. Frankl
Email: pamela@pamelagrow.com
LinkedIn: linkedin.com/in/pamelagrow/
Twitter: twitter.com/PamelaGrow
Website: pamelagrow.com
Connect!
thefundraisingcalendar.com
Add content here to
further teach the lesson
of your Pillar.
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BloomerangChartingYourFirst100Days.08.25.22-compressed.pdf

  • 1. Make a Great First Impression Make a Diļ¬€erence Charting Your First 100 Days
  • 2. Whether youā€™re a brand new development director or a new fundraising executive director, youā€™ll emerge from todayā€™s training with focus ā€” and a plan for what to do now for the most impact!
  • 3. Handouts To Implement What You Learn Today BONUS Stay With Me Until The End
  • 5. Are You a Brand New Nonprofit Development Director Feeling Excited (but Maybe a Little Bit Scared) About Where To Start?
  • 7.
  • 8. Basics & More Fundraising has raised hundreds of millions for students and clients
  • 9. Basics & More Fundraising has raised hundreds of millions for students and clients Weā€™ve taught over 10,000 nonprofits from around the world
  • 10. Basics & More Fundraising has raised hundreds of millions for students and clients Weā€™ve taught over 10,000 nonprofits from around the world I know the power of fundraising systems and individual giving to transform your nonprofit
  • 11. Basics & More Fundraising has raised hundreds of millions for students and clients Weā€™ve taught over 10,000 nonprofits from around the world I know the power of fundraising systems and individual giving to transform your nonprofit And I believe strongly in you and your good work
  • 12.
  • 13. How can you steer clear of the pitfalls of being the new kid on the block and avoid the all too- common syndrome of fundraiser turnover in small organizations? Stay tunedā€¦
  • 14.
  • 15. Today youā€™ll discover how you can maximize the potential of your first 100 days on the job, create organizational change for the better, and instill other members of your organization with a sense of trust in you.
  • 16. Today youā€™ll discover how you can maximize the potential of your first 100 days on the job, create organizational change for the better, and instill other members of your organization with a sense of trust in you. You'll walk away from this training with a solid plan to get up to speed quickly.
  • 17. Today youā€™ll discover how you can maximize the potential of your first 100 days on the job, create organizational change for the better, and instill other members of your organization with a sense of trust in you. You'll walk away from this training with a solid plan to get up to speed quickly.
  • 18.
  • 19. This webinar is geared toward new fundraising professionals, new fundraising EDs, and consultants to nonprofits who want to cut through the layers of complexity and develop a results- driven fundraising plan FAST.
  • 20. This webinar is geared toward new fundraising professionals, new fundraising EDs, and consultants to nonprofits who want to cut through the layers of complexity and develop a results- driven fundraising plan FAST.
  • 21. This webinar is geared toward new fundraising professionals, new fundraising EDs, and consultants to nonprofits who want to cut through the layers of complexity and develop a results- driven fundraising plan FAST. Youā€™ll discover, step-by-step, what metrics you need to look at, how to put your best foot forward, how to build your new organizationā€™s culture, and most importantly, how to raise more money!
  • 22. Poll Youā€™re aā€¦ brand new development director job-hunting fundraiser
  • 23. Photo byĀ Joseph ChanĀ onĀ Unsplash Photo byĀ Eilis GarveyĀ onĀ Unsplash
  • 24. *Underdeveloped:Ā  A National Study of Challenges Facing Nonprofit Fundraising.
  • 25. 57% of development directors working at organizations with budgets under $1 million plan to leave their organizations within one year.* *Underdeveloped:Ā  A National Study of Challenges Facing Nonprofit Fundraising.
  • 26. 57% of development directors working at organizations with budgets under $1 million plan to leave their organizations within one year.* 27% of small shop fundraisers plan to leave the field of development altogether, compared to 11% of the development directors at larger organizations.* *Underdeveloped:Ā  A National Study of Challenges Facing Nonprofit Fundraising.
  • 27. 57% of development directors working at organizations with budgets under $1 million plan to leave their organizations within one year.* 27% of small shop fundraisers plan to leave the field of development altogether, compared to 11% of the development directors at larger organizations.* Burnout is aļ¬€ecting more than half of all nonprofit employees. (source: GiveButter) *Underdeveloped:Ā  A National Study of Challenges Facing Nonprofit Fundraising.
  • 28. *Penelope Burk ofĀ Cygnus Applied Research
  • 29. *Penelope Burk ofĀ Cygnus Applied Research 24 Months
  • 30. *Penelope Burk ofĀ Cygnus Applied Research 18 Months 24 Months
  • 31. 16 Months* *Penelope Burk ofĀ Cygnus Applied Research 18 Months 24 Months
  • 33. ā€œIf you're proactive, you focus on preparing. If you're reactive, you end up focusing on repairing.ā€ JOHN C. MAXWELL
  • 35. The Six Steps of Building a Successful Fundraising Department
  • 36. Where Weā€™re Going: 01 02 03 04 05 06 07 Culture
  • 37.
  • 38. Where Does the Money Come From?
  • 40. In 2021, Americans Gave $484.85 Billion To Charity A 4.0% Increase Over 2020. $484.85 Billion Source: GivingUSA
  • 42.
  • 43. Factoring in bequest gifts, individual giving accounts for 76% of all philanthropic giving in the United States.
  • 44. An important part of your new job involves getting everyone on the same page. You need to educate board and staļ¬€ (and, yes, your ED) to the facts behind sustainable fundraising.
  • 47. YOUR PHOTO HERE 530px x 750px Integrate a short training into every staļ¬€ and board meeting.
  • 48. YOUR PHOTO HERE 530px x 750px Integrate a short training into every staļ¬€ and board meeting. Schedule regular ā€˜Thank-a- Thons with board and staļ¬€
  • 49. YOUR PHOTO HERE 530px x 750px Integrate a short training into every staļ¬€ and board meeting. Schedule regular ā€˜Thank-a- Thons with board and staļ¬€ Shadow a member of your program staļ¬€
  • 50. YOUR PHOTO HERE 530px x 750px Integrate a short training into every staļ¬€ and board meeting. Schedule regular ā€˜Thank-a- Thons with board and staļ¬€ Shadow a member of your program staļ¬€ What are some other ways?
  • 51. ā€œDaring leadership is ultimately about serving other people, not ourselves. Thatā€™s why we choose courage. BRENƉ BROWN
  • 53. Where Weā€™re Going: Culture 01 02 03 04 05 06 07 Discovery
  • 54. Add 1-2 sentences here for each pillar. 01
  • 55. Materials Youā€™ll Need To Start Gatheringā€¦
  • 57. Your organizationā€™s written case for support Begin Gatheringā€¦
  • 58. Your organizationā€™s written case for support Your organizationā€™s Gift Acceptance Policy Begin Gatheringā€¦
  • 59. Your organizationā€™s written case for support Your organizationā€™s Gift Acceptance Policy Past few years of annual reports, donor newsletters, impact reports Begin Gatheringā€¦
  • 60. Your organizationā€™s written case for support Your organizationā€™s Gift Acceptance Policy Past few years of annual reports, donor newsletters, impact reports A breakdown of revenue, by source, over the past three years Begin Gatheringā€¦
  • 61. Your organizationā€™s written case for support Your organizationā€™s Gift Acceptance Policy Past few years of annual reports, donor newsletters, impact reports A breakdown of revenue, by source, over the past three years Any grants applied for/received Begin Gatheringā€¦
  • 62. Your organizationā€™s written case for support Your organizationā€™s Gift Acceptance Policy Past few years of annual reports, donor newsletters, impact reports A breakdown of revenue, by source, over the past three years Any grants applied for/received A fundraising plan, if available (as well as a strategic plan if recent) Begin Gatheringā€¦
  • 64. Do you market planned giving to your donors; how? And Moreā€¦
  • 65. Do you market planned giving to your donors; how? Samples of direct mail, hard or electronic copies of email campaigns, your organizationā€™s thank you letter/receipt And Moreā€¦
  • 66. Do you market planned giving to your donors; how? Samples of direct mail, hard or electronic copies of email campaigns, your organizationā€™s thank you letter/receipt What database are you using And Moreā€¦
  • 67. Do you market planned giving to your donors; how? Samples of direct mail, hard or electronic copies of email campaigns, your organizationā€™s thank you letter/receipt What database are you using How are you measuring social media ROI? Engagement, reach, # of email subscribers? Same with events. And Moreā€¦
  • 68. Do you market planned giving to your donors; how? Samples of direct mail, hard or electronic copies of email campaigns, your organizationā€™s thank you letter/receipt What database are you using How are you measuring social media ROI? Engagement, reach, # of email subscribers? Same with events. How do you evaluate the success of your fundraising program? And Moreā€¦
  • 70.
  • 71.
  • 73. Iā€™m also going to recommend that you begin to meet one-on- one with staļ¬€, board members, and select volunteersā€¦
  • 75. How long have you worked here? What is most meaningful to you about the work you do? Some Suggested Questions
  • 76. How long have you worked here? What is most meaningful to you about the work you do? What do you think our biggest strengths are? Weaknesses? Opportunities? Some Suggested Questions
  • 77. How long have you worked here? What is most meaningful to you about the work you do? What do you think our biggest strengths are? Weaknesses? Opportunities? What if MacKenzie Scott gave us a grant of one million dollars tomorrow? How many people could we help? (Envisioning the future) Some Suggested Questions
  • 78. How long have you worked here? What is most meaningful to you about the work you do? What do you think our biggest strengths are? Weaknesses? Opportunities? What if MacKenzie Scott gave us a grant of one million dollars tomorrow? How many people could we help? (Envisioning the future) What are some of our organizationā€™s best stories? Some Suggested Questions
  • 79. How long have you worked here? What is most meaningful to you about the work you do? What do you think our biggest strengths are? Weaknesses? Opportunities? What if MacKenzie Scott gave us a grant of one million dollars tomorrow? How many people could we help? (Envisioning the future) What are some of our organizationā€™s best stories? Some Suggested Questions
  • 81. What inspires you to come to work every day? Suggested Questions CONTINUEDā€¦
  • 82. What inspires you to come to work every day? What about our internal culture? Are our staļ¬€ and board generally supportive of philanthropy? Suggested Questions CONTINUEDā€¦
  • 83. What inspires you to come to work every day? What about our internal culture? Are our staļ¬€ and board generally supportive of philanthropy? Do you have any ideas for future fundraising initiatives? Suggested Questions CONTINUEDā€¦
  • 84. What inspires you to come to work every day? What about our internal culture? Are our staļ¬€ and board generally supportive of philanthropy? Do you have any ideas for future fundraising initiatives? Do you have any ideas to share on potential funders? Can you tell me about them? Suggested Questions CONTINUEDā€¦
  • 85. Do your board members contribute financially?
  • 86. Where Weā€™re Going: Culture Discovery Meet & Greet Your Data 01 02 03 04 05 06 07
  • 87. ā€œRemember, data is not just the street signs, it is the GPS.ā€ POOJA AGNIHOTRI
  • 89. How many active donors (those who have given in the past 12 months) do you have? Data Digging
  • 90. How many active donors (those who have given in the past 12 months) do you have? How many lapsed donors (those who have given in the last 13-24 months, but not more recently) do you have? Data Digging
  • 91. How many active donors (those who have given in the past 12 months) do you have? How many lapsed donors (those who have given in the last 13-24 months, but not more recently) do you have? Take a look at donor loyalty. Data Digging
  • 92. How many active donors (those who have given in the past 12 months) do you have? How many lapsed donors (those who have given in the last 13-24 months, but not more recently) do you have? Take a look at donor loyalty. How many active donors have a last gift of $250 to $499? How many have a last gift of $500 or more? Data Digging
  • 94. How many monthly donors do you have? How much revenue do you receive from them each month? Data Digging CONTINUED
  • 95. How many monthly donors do you have? How much revenue do you receive from them each month? What is your organizationā€™s major gift threshold ā€” and how many of those donors do you have? How much revenue do you receive from them annually? Data Digging CONTINUED
  • 96. How many monthly donors do you have? How much revenue do you receive from them each month? What is your organizationā€™s major gift threshold ā€” and how many of those donors do you have? How much revenue do you receive from them annually? How many bequest gifts have you received in the past 3 years? Average size? Data Digging CONTINUED
  • 97. How many monthly donors do you have? How much revenue do you receive from them each month? What is your organizationā€™s major gift threshold ā€” and how many of those donors do you have? How much revenue do you receive from them annually? How many bequest gifts have you received in the past 3 years? Average size? When was your last data audit? Data Digging CONTINUED
  • 98. What is your organizationā€™s donor retention rate?
  • 99.
  • 100. This means that if 100 donors give to your organization in a given year, then only about 40 of those donors will give again the following year.
  • 101. This means that if 100 donors give to your organization in a given year, then only about 40 of those donors will give again the following year. The higher your retention rate (aim for 60% and higher), the more successful (and less expensive) your fundraising becomes
  • 102. This means that if 100 donors give to your organization in a given year, then only about 40 of those donors will give again the following year. The higher your retention rate (aim for 60% and higher), the more successful (and less expensive) your fundraising becomes Online only donors have much lower retention rates
  • 103. Where Weā€™re Going: Culture Discovery Meet & Greet Your Data Your Ask/Thank/Report Systems 01 02 03 04 05 06
  • 104. Is having a strong base of general operating support important for your nonprofit?
  • 105. Your organizationā€™s individual fundraising program (raising money from individuals) should form the crux of your fundraising eļ¬€orts. While you canā€™t discount other forms of fundraising, such as grants, government contracts, or events, for most nonprofits, general operating support (individual fundraising) is the very best kind of funding.
  • 106. Allow me to walk you through a short storyā€¦
  • 107. This is one donorā€™s storyā€¦
  • 108. This is where you will declare your ONE THING for your overall webinar training. This one thing will drive your pillars to come. Meet Aimee.
  • 109.
  • 111. Her dog, Max Watching ā€œGreat British Bakeoļ¬€,ā€ ā€œEuphoria,ā€ and her secret guilty pleasure, Hallmark movies
  • 112. Her dog, Max Watching ā€œGreat British Bakeoļ¬€,ā€ ā€œEuphoria,ā€ and her secret guilty pleasure, Hallmark movies Travel with her niece
  • 113. Her dog, Max Watching ā€œGreat British Bakeoļ¬€,ā€ ā€œEuphoria,ā€ and her secret guilty pleasure, Hallmark movies Travel with her niece Theater
  • 114. Her dog, Max Watching ā€œGreat British Bakeoļ¬€,ā€ ā€œEuphoria,ā€ and her secret guilty pleasure, Hallmark movies Travel with her niece Theater Music
  • 115. Her dog, Max Watching ā€œGreat British Bakeoļ¬€,ā€ ā€œEuphoria,ā€ and her secret guilty pleasure, Hallmark movies Travel with her niece Theater Music Cooking and entertaining
  • 116. Her dog, Max Watching ā€œGreat British Bakeoļ¬€,ā€ ā€œEuphoria,ā€ and her secret guilty pleasure, Hallmark movies Travel with her niece Theater Music Cooking and entertaining Hiking
  • 117. Her dog, Max Watching ā€œGreat British Bakeoļ¬€,ā€ ā€œEuphoria,ā€ and her secret guilty pleasure, Hallmark movies Travel with her niece Theater Music Cooking and entertaining Hiking Reading
  • 119. Sheā€™s Also a Donor A Regular Donor
  • 120. Sheā€™s Also a Donor A Regular Donor A monthly Donor
  • 121. Sheā€™s Also a Donor A Regular Donor A monthly Donor A Major Donor
  • 122. Sheā€™s Also a Donor A Regular Donor A monthly Donor A Major Donor Andā€¦
  • 123.
  • 124.
  • 125.
  • 126.
  • 127.
  • 129. Vacationed in Peru Helped plan her nieceā€™s wedding
  • 130. Vacationed in Peru Helped plan her nieceā€™s wedding She took a French pastry making class
  • 131. Vacationed in Peru Helped plan her nieceā€™s wedding She took a French pastry making class She made a $10,000 gift to a local arts organization
  • 132.
  • 133.
  • 134. Add 1-2 sentences here for each pillar. 01
  • 135. All you need to do is make giving to your organization ridiculously easy and nurture the relationship.
  • 136. What Is The Simple Development Systemsā€™ Fundraising Model?
  • 137. Your organizationā€™s ā€œAsk/Thank/Report/ Repeatā€ donor communications model is the engine behind your fundraising. Lucas van Oort Unsplash Itā€™s Simple.
  • 139. With A Twist Donor Feedback & Engagement
  • 141. ā€œOur spring appeal is crushing it. We raised more than our budgeted goal for the entire campaign in the first 10 daysā€¦ā€ Mandy Fischer INTERVALE CENTER
  • 143.
  • 144. "Those Who Received the Thank- You Gave on Average $45.32 More Than Those Who Did Not Receive the Thank-You" Learning To Say Thank You | The Role Of Donor Acknowledgements
  • 145. ā€œThe good feeling of ā€˜thank youā€™ lasts for 2.5 months.ā€ DR. JEN SHANG
  • 146. ā€œā€¦itā€™s rude not to acknowledge every gift. And while at it to reassure the donor that itā€™s been put to the use intended. Only a fool is persistently rude, particularly as our business is building relationships for profit. But itā€™s a real fool who throws away money. The simple fact is that an appropriate thank-you letter is perhaps the best fundraising opportunity of all.ā€ KEN BURNETT
  • 147. Your Report How are you showing the IMPACT your supporterā€™s gift makes possible?
  • 148.
  • 150. One-page Impact Update Your donor newsletter with a personal note
  • 151. One-page Impact Update Your donor newsletter with a personal note A personal thank you/ update call
  • 152. An impact email or series of emails
  • 154. YOUR PHOTO HERE 530px x 750px Rinse And Repeat
  • 155. ā€œSo, Pam, what does that actually look like? Photo byĀ Efe KurnazĀ onĀ Unsplash
  • 157. Sample Donor Comms Plan 2 Sample Donor Comms Plan What Channel Who Frequency Multichannel campaign DM, Email, Social Segmented 6 Thank Youā€™s Email, DM Segmented 6 Print Donor Newsletter DM Donors Only 4 Annual Report DM, Email Donors/ Funders every other year ā€œJust becauseā€ Thank You Email All Emails TBD Monthly Giving Ask DM Targeted 1 Monthly Giving Ask Email Segmented 3 E-Newsletter Email All Emails 12
  • 158.
  • 159. Where Weā€™re Going: 01 02 03 04 05 06 07 Culture Discovery Meet & Greet Your Data Your Ask/Thank/Report Systems Your Fundraising Plan
  • 161.
  • 162. In 2020 Barbara Oā€™Reilly, CFRE, and Dr. Adrian Sargeant conducted a survey on the topic of fundraising planning. Results found that those organizations having a written fundraising plan far out-performed those without a plan.
  • 163. In 2020 Barbara Oā€™Reilly, CFRE, and Dr. Adrian Sargeant conducted a survey on the topic of fundraising planning. Results found that those organizations having a written fundraising plan far out-performed those without a plan. One of the most critical factors in whether a plan was actually implemented or not was the organizationā€™s culture.
  • 165. ā€œYour Fundraising Plan is your commitment to your organization, your community, and your donors on how youā€™ll fulfill your mission.ā€ T. CLAY BUCK, CFRE
  • 167. ā€œDouble our monthly donors in 2022.ā€
  • 168. ā€œDouble our monthly donors by November of 2022 by way of one direct mail campaign, three digital campaigns, and adding ā€˜donate monthlyā€™ buttons to all email communications.ā€
  • 169. Maybe You Feel Alone In Your Work Steve Halama Unsplash
  • 170. What would it feel like to work in an organization where everyone understood that fundraising truly is everyoneā€™s responsibilityā€¦and entered into it joyfully? What would it be like to work with board members who were passionate and engaged - and eager to do whatever you asked of them?
  • 173. One of the most critical factors in whether a plan was actually implemented or not was the organizationā€™s culture. www.philanthropy-institute.org.uk
  • 175. ā€œIt is amazing what you can accomplish with an attitude adjustment. In addition to including a ā€œculture of philanthropyā€ one pager with board and staļ¬€ expectations in every new staļ¬€ and Board orientation packet, we do a COP training for board and staļ¬€ each year, and we constantly stress that development is a mission-aligned program of the organization. As a result, everyone at theĀ Intervale CenterĀ is a great ambassador who can articulate a case for giving. We love our donors, and they love us.ā€Ø Our ED is a committed and wonderful fundraiser. We are achieving incredible success; with a very busy two weeks left,Ā we expect to exceed our community fundraising targets by at least 10% again this year.ā€ Mandy Fischer INTERVALE CENTER
  • 176. ā€œBut, Pam, what about raising money??? My organization wants results NOW!ā€
  • 177.
  • 178. If youā€™ve got a monthly giving program, growing it quickly with a dedicated monthly giving campaign is one of your easiest wins
  • 179. If youā€™ve got a monthly giving program, growing it quickly with a dedicated monthly giving campaign is one of your easiest wins Empower your supporters to raise money on your behalf
  • 180. If youā€™ve got a monthly giving program, growing it quickly with a dedicated monthly giving campaign is one of your easiest wins Empower your supporters to raise money on your behalf Add a campaign
  • 181. If youā€™ve got a monthly giving program, growing it quickly with a dedicated monthly giving campaign is one of your easiest wins Empower your supporters to raise money on your behalf Add a campaign Consider surveying part of your donor base
  • 183. My First Job Major donors were ignored.
  • 184. My First Job Major donors were ignored. Not a single foundation grant proposal had been written in five years.
  • 185. My First Job Major donors were ignored. Not a single foundation grant proposal had been written in five years. The organization had memberships with a number of key community organizations, yet hadnā€™t had any contact in years. The businessman who had spearheaded the capital campaign had died and none of the records from that campaign were available to me.
  • 186. My First Job Major donors were ignored. Not a single foundation grant proposal had been written in five years. The organization had memberships with a number of key community organizations, yet hadnā€™t had any contact in years. The businessman who had spearheaded the capital campaign had died and none of the records from that campaign were available to me. The organizationā€™s fundraising appeal had not only been on a five- year decline, because it had been outsourced to a number of diļ¬€erent mail houses, it had also angered a number of locals due to duplications and the perceived cost.
  • 187. My First Job Major donors were ignored. Not a single foundation grant proposal had been written in five years. The organization had memberships with a number of key community organizations, yet hadnā€™t had any contact in years. The businessman who had spearheaded the capital campaign had died and none of the records from that campaign were available to me. The organizationā€™s fundraising appeal had not only been on a five- year decline, because it had been outsourced to a number of diļ¬€erent mail houses, it had also angered a number of locals due to duplications and the perceived cost. Our donor base was dying.
  • 188.
  • 189. And then I did one of the smartest things Iā€™ve ever done and something that I continue to do to this day.Ā 
  • 190. And then I did one of the smartest things Iā€™ve ever done and something that I continue to do to this day.Ā 
  • 191. And then I did one of the smartest things Iā€™ve ever done and something that I continue to do to this day.Ā  After querying our database for 20 loyal donors who had given over $250 a year during the past five years, I wrote a simple letter of introduction asking why they had supported the organization.Ā  I sent it out, along with a brief survey and a stamped, self-addressed envelope.
  • 192. And then I did one of the smartest things Iā€™ve ever done and something that I continue to do to this day.Ā  After querying our database for 20 loyal donors who had given over $250 a year during the past five years, I wrote a simple letter of introduction asking why they had supported the organization.Ā  I sent it out, along with a brief survey and a stamped, self-addressed envelope.
  • 193. And then I did one of the smartest things Iā€™ve ever done and something that I continue to do to this day.Ā  After querying our database for 20 loyal donors who had given over $250 a year during the past five years, I wrote a simple letter of introduction asking why they had supported the organization.Ā  I sent it out, along with a brief survey and a stamped, self-addressed envelope. Eighteen responded.Ā  Several sent in checks, although I hadnā€™t asked for money.Ā  Three became major donors. Less than two years later, we received our first bequest gift in the form of a check for $250,000.
  • 194. And then I did one of the smartest things Iā€™ve ever done and something that I continue to do to this day.Ā  After querying our database for 20 loyal donors who had given over $250 a year during the past five years, I wrote a simple letter of introduction asking why they had supported the organization.Ā  I sent it out, along with a brief survey and a stamped, self-addressed envelope. Eighteen responded.Ā  Several sent in checks, although I hadnā€™t asked for money.Ā  Three became major donors. Less than two years later, we received our first bequest gift in the form of a check for $250,000.
  • 195. ā€œI just started as the Development Director in March. Ā  I borrowed your letter (with some tweaking) and added a short questionnaire. I sent out a lot more than just 20 letters ā€“ I mailed 86 letters on June 21st, but it was well worth it. To date I have received 33 envelopes ā€“ and Ā I say envelopes and not responses because one just had a check without a questionnaire! Thatā€™s a 38% return! Out of the 33 envelopes, 30 mailed back questionnaires and 8 mailed checks totaling $1,175 (the highest check being $500). Iā€™ve attached a copy of my letter. Thank you for your advice. My boss was SHOCKED! He had no idea that I sent anything out, but he was extremely happy that I did!ā€ Cindy Timmerman
  • 196. ā€œJust wanted to pop in to say the results of my introduction letter andĀ shortĀ survey have been great! Out of the 70 mailing pieces I have gotten 20 responsesĀ andĀ  checks totaling $500!ā€ Sara
  • 198. Begin by taking steps to create your healthy organizational culture Letā€™s Recapā€¦
  • 199. Begin by taking steps to create your healthy organizational culture Discovery Letā€™s Recapā€¦
  • 200. Begin by taking steps to create your healthy organizational culture Discovery Meet and Greet Letā€™s Recapā€¦
  • 201. Begin by taking steps to create your healthy organizational culture Discovery Meet and Greet Review your data Letā€™s Recapā€¦
  • 202. Begin by taking steps to create your healthy organizational culture Discovery Meet and Greet Review your data Your ā€œAsk/Thank/Reportā€ Systems Letā€™s Recapā€¦
  • 203. Begin by taking steps to create your healthy organizational culture Discovery Meet and Greet Review your data Your ā€œAsk/Thank/Reportā€ Systems Your Fundraising Plan Letā€™s Recapā€¦
  • 205. ā€œNever ask anyoneā€™s permission to lead. Just lead.ā€ Kamala Harris
  • 206. ā€œEvent Catering taught me project management. Planning, implementation, problem solving on the fly, team work and the satisfaction of getting the behind the scenes details right so the customer experience was smooth & pleasant.ā€ DENISA CASEMENT
  • 207. ā€œUnderstanding emotion & motivation, how to work as a team, the importance of language . . . Show me a theater veteran & Iā€™ll show you someone intrinsically well trained and ready to be a fundraiser.ā€ T. CLAY BUCK
  • 208. ā€œJournalist. You learn great interviewing skills, plus the writing and editing practice. You have to get out and talk to people you donā€™t know. Or we did in my day!ā€ LISA M. CHMIOLA, CFRE
  • 209. ā€œLet me put it this way: I have an extensive collection of nametags and hairnets. Working in the service industry really cemented for me that teams make leaders, not the other way round. The strongest leaders tend to be appointed *by* teams, not *to* them.ā€ BROCK WARNER, CARE
  • 210. ā€œRestaurant serving. Learned how to treat people well, have grace under pressure, mitigate a bad experience and work as a cohesive team. Despite still having nightmares about forgetting to bring water to table seven all these years later, it was a fantastic training ground!ā€ EMILY DAWSON
  • 211. ā€œFor the world is in a bad state, but everything will become still worse unless each of us does his best.ā€ ā€•Ā Viktor E. Frankl
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  • 213. Email: pamela@pamelagrow.com LinkedIn: linkedin.com/in/pamelagrow/ Twitter: twitter.com/PamelaGrow Website: pamelagrow.com Connect!
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