Creating Your Fundraising Strategy (CCDEA)
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Without a clear guide for diversified fundraising activities it is difficult to follow a path for success and convey needed fundraising efforts throughout your organization. Understanding various funding opportunities, the pros and cons of funding sources, and developing a plan will help to direct your efforts. Join in on a hands-on conversation about funding opportunities, best practices, and how these options fit within organizational sustainability.
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Creating Your Fundraising Strategy (CCDEA)
- 1. /AskEmilyD/emilydavisconsulting CREATING A FUNDRAISING STRATEGY Emily Davis, MNM Emily Davis Consulting May 6, 2014 #fundraising
- 2. /AskEmilyD/emilydavisconsulting GETTING STARTED • Why plan? • Who gets involved? • What are the activities? • Why is assessment important? • What inventory do we need? • How will we know success? #fundraising
- 3. /AskEmilyD/emilydavisconsulting WHY PLAN? • Clear road map • Lay foundation • Share & increase investment • Analyze capacity & leadership • Research opportunities • Set goals for measurement • Increase revenue from diverse resources • Increase return on investment (ROI) #fundraising
- 4. /AskEmilyD/emilydavisconsulting WHO GETS INVOLVED? • Development Team • Staff Leadership • Program Team • Marketing Staff • Committee Members • Board Members • Volunteers • Consultant(s) #fundraising
- 5. /AskEmilyD/emilydavisconsulting PLANNING ACTIVITIES 1. Fundraising goals 2. Assessment of resources 3. Funding categories 4. Funding strategies 5. Positioning 6. Implementation 7. Evaluation 8. Samples #fundraising
- 6. /AskEmilyD/emilydavisconsulting ORGANIZATIONAL ASSESSMENT • Planning • Leadership • Volunteers • Development staff • Financial resources • Donor research • Situational analysis • Environmental scan • Competitive advantage • Fundraising strategies • Communications & outreach #fundraising
- 7. /AskEmilyD/emilydavisconsulting INVENTORY • Budgets from last 3 yrs. • Past fundraising plans • 3-year fundraising goals • Fundraising history • Strategic plan/SWOT • Donor information • Org structure, history & leadership • Successes & challenges #fundraising
- 8. /AskEmilyD/emilydavisconsulting SUCCESS! • Grow org’s visibility & capacity • Expand funding base • Measure success & challenges • Unified strategy • Increase investment • Consistent core messaging • More ambassadors #fundraising
- 9. /AskEmilyD/emilydavisconsulting “Vulnerability is the birthplace of creativity, innovation, and change.” ~ Dr. Brene Brown #fundraising
- 10. /AskEmilyD/emilydavisconsulting Fundraising Plan Components INTRODUCTION STRATEGIES IMPLEMENT & EVALUATE SITUATIONAL ANALYSIS #fundraising
- 11. /AskEmilyD/emilydavisconsulting INTRODUCTION • Mission & vision • Organizational history • Leadership • Programs • Strategic plan • Current financial position • Funding goals • Positioning • Assumptions for implementation • Steps needed for future funding #fundraising
- 12. /AskEmilyD/emilydavisconsulting SITUATIONAL ANALYSIS • Organizational assessment • Stakeholder feedback • Environmental scan • Competitive advantage • Fundraising history & trends • Strategy screen #fundraising Recommendations SWOT External analysis Internal analysis
- 13. /AskEmilyD/emilydavisconsulting STRATEGIES & RECOMMENDATIONS • Grow org’s visibility & capacity • Expand funding base • Measure success & challenges • Unified strategy • Increase investment • Consistent core messaging • More ambassadors #fundraising
- 14. /AskEmilyD/emilydavisconsulting FUNDING SOURCES • Government • Foundations • Corporate Giving • Board Giving • Individuals • Fees for Service • Social Enterprise/ Earned Income • Workplace Giving • Religious Community • Special Events • Service Clubs • Planned Giving • Endowments • Capital Campaigns • Other #fundraising
- 15. /AskEmilyD/emilydavisconsulting #fundraising 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!
- 16. /AskEmilyD/emilydavisconsulting ANSWER THESE QUESTIONS • What are the current relationship(s) we have? • What are our successes? • What are our funding amounts? • How much will we increase funding in yr 1, yr 2, yr 3? • What resources will we use? • What will our approach be? • Specific examples #fundraising
- 17. /AskEmilyD/emilydavisconsulting POSITIONING • Identity statement • Core messaging • Campaign messaging • Marketing • Outreach – analog & digital • Branding • Public relations • Implementation #fundraising
- 18. /AskEmilyD/emilydavisconsulting MAKING IT ALL HAPPEN • Key players (staff, volunteer, etc.) • Leadership • Clear & organized donor records • Capacity analysis • Realistic goals • Relationships with donors • Calendar • Evaluate!! #fundraising
- 19. /AskEmilyD/emilydavisconsulting • Case statement • Summary page • Calendar of activities • Organizational structure • Fundraising policies • Budget(s) • Professional development • Descriptions – committee, volunteers, staff DOCUMENTS #fundraising
- 20. /AskEmilyD/emilydavisconsulting CASE STATEMENT • 3 – 5 pages • Mission statement • Quotes from community members • Share programs • Funding needs • Accomplishments and successes • Contact information • Summary page: shorter version of case statement #fundraising
- 21. /AskEmilyD/emilydavisconsulting POLICIES • Prospecting policies • Cultivation & stewardship policies, processes • Acknowledgement policies • Database – gift entry and recording • Ethical guidelines • Sample of Nonprofit Fundraising Policies • Gift Acceptance Policy #fundraising
- 22. /AskEmilyD/emilydavisconsulting • Plan outline • Created internally vs. consultant • Work across skills, departments • Build into existing plans • Make your case internally #fundraising
- 24. /AskEmilyD/emilydavisconsulting RESOURCES • Association of Fundraising Professionals • The Foundation Center • State Nonprofit Associations • Chronicle of Philanthropy • LinkedIn • 4Good #fundraising
- 25. /AskEmilyD/emilydavisconsulting MORE RESOURCES • Basics in Developing Your Fundraising Plan • Elements of a Fundraising Plan, Richard Male • How to Develop a Fundraising Plan, Stonehill Consulting Group, LLC • Fundraising Plan Outline, Emily Davis Consulting • The Development Plan, Linda Lysakowski • The Complete Guide to Fundraising Management, Stanley Weinstein #fundraising
- 26. /AskEmilyD/emilydavisconsulting Emily Davis, MNM Emily Davis Consulting (720) 515-0581 emily@emilydavisconsulting.com emilydavisconsulting.com emilydavisconsulting.com/blog #fundraising