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Creating a Fundraising Plan

Creating a Fundraising Plan. Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC. About Sage. Peggy M.Owens: 406-932-4053 peggymowens@gmail.com P.O. Box 433, Big Timber, MT 59011. Objectives. Key components of an integrated fund development plan

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Creating a Fundraising Plan

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  1. Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC

  2. About Sage Peggy M.Owens: 406-932-4053 peggymowens@gmail.com P.O. Box 433, Big Timber, MT 59011

  3. Objectives • Key components of an integrated fund development plan • The importance of individual giving • Obtain new ideas for successful fundraising

  4. What Is Fundraising? Making friends for your organization Getting the community behind your mission It’s about your mission not money! “Fundraising is changing the world for the better” --Gail Perry

  5. The Importance of Plans & Goals Abraham LincolnA goal properly set is halfway reached. Mark Victor HansenBig goals get big results. No goals gets no results or somebody else's results. Anthony RobbinsSetting goals is the first step in turning the invisible into the visible.

  6. Planning – The Process Vision/Mission Strategic Planning OperationalPlanning

  7. Developing A Diversified Fundraising Plan

  8. Multiple Baskets

  9. Fun Exercise! Fundraising Plan Worksheet

  10. How much was charitable giving in 2011?

  11. $307 Billion Given to Charity

  12. Income Source: Individuals 82%

  13. Making Friends for Your Community Foundation Fundraising is relationship building

  14. How do you identify and invite prospects?

  15. How do you identify and invite prospects? • Ask your board who they know • Send note from volunteer with newsletter or with event announcement • Tell your story to everyone!

  16. Fundraising Begins with Awareness

  17. Shout it from the mountain tops Core Message Delivered Consistently Multiple Venues

  18. Fun Exercise! Fundraising Plan Worksheet

  19. How do you cultivate and educate your prospects and donors?

  20. How do you cultivate and educate your prospects and donors? • Tours of your office, programs or projects • House parties hosted by a board member or volunteers • Meetings to update on progress • Educational seminars

  21. Fun Exercise! Fundraising Plan Worksheet

  22. How do you ask for contributions?

  23. Ladder of Effectiveness • Personal Solicitation • Personal Letter and Phone Call • Personal Letter • Personal Phone Call w/follow-up letter • Personal Phone Call • Use personal approach for $250+

  24. Why do people give? Enthusiasm Recognition Specific Request Respond to a winning cause Relationship

  25. The #1 Reason People GiveThey are asked!

  26. Fun Exercise! Fundraising Plan Worksheet

  27. How do you thank people for their gifts?

  28. How do you thank people for their gifts? • Send a personalized thank you note • Call and thank them • Invite them to lunch • Donor appreciation event

  29. Fun Exercise! Fundraising Plan Worksheet

  30. Funding Vehicles Earned Income Foundations Businesses/Corporations Special Events Government Major Gifts Capital Campaign Planned Giving

  31. What does your plan look like? Is it balanced?

  32. Make your plan a reality for 2012! Present the plan Is it realistic? What will you have to do to get buy-in? What are YOUR next steps?

  33. Questions? Did you get your needs meet in today’s workshop? Do it NOW!

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