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Crafting a Successful Development Plan: A Mission-First Approach

The Development Plan - Mission First outlines a strategic approach to effective fundraising, focusing on the connection between organizational needs and donor support. Starting with mission articulation, the plan includes ten critical steps to assess past results, evaluate internal and external factors, set goals, identify champions, and cultivate donor relationships. It emphasizes the importance of a structured timeline and financial projections to ensure accountability. This plan is essential for organizations aiming to enhance financial growth through purposeful fundraising methodologies.

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Crafting a Successful Development Plan: A Mission-First Approach

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  1. January 19, 2012 “The Development Plan – Mission First” Dana Kimberly, CFRE, President and Founder Danforth Development Inc. Powers Building, 16 W. Main St., Rochester, N. Y. 14614 www.danforthdevelopment.com 585-473-3898 The Development Plan sets goals that promote financial growth by fundraising methodology. The Plan creates a clear connection between organizational needs and donor support. The Development Plan - Mission First January 19, 2011

  2. Ten Steps to Creating A Fund Development Plan Step One – Mission First Articulate the organizational needs: • Program 1 • Program 2 • Program 3 • Endowment Needs • Capital Needs The Development Plan - Mission First January 19, 2011

  3. Step One Mission First • Develop Financial Needs for Each Need, Now and X Years into the Future The Development Plan - Mission First January 19, 2011

  4. Step Two Analyze Past Results Ideally, go back two years to analyze your fundraising data and results • What generates the largest percentage of revenue? • Which sources have been most reliable? • Which sources have the greatest potential for growth? • Which sources are not producing and why? The Development Plan - Mission First January 19, 2011

  5. Step Three Evaluate Internal and External Factors Internal Factors: • Are your donor giving records in good order? • Do you have a new Executive Director? • Are you launching a capital campaign? • Are there new programs being developed? • Are your Board members skilled ambassadors? • Do you have a grant writer on staff? • Do your donors give loyally? • Are you starting from scratch with very few donors? The Development Plan - Mission First January 19, 2011

  6. Step Three Evaluate Internal and External Factors External Factors • Will the economy affect your fundraising this year? • Are competing organizations asking your donors for gifts? • Does your mission match the needs of the community? • Are changing giving trends likely to affect your fundraising? The Development Plan - Mission First January 19, 2011

  7. Step Four Identify your Champions Who? How Many? What Skills Do They Bring? • Members of the Board of Trustees • Executive Director • Development Staff • Key Donors • Organizational Allies – Political, Media, other Partners and Collaborators The Development Plan - Mission First January 19, 2011

  8. Step Five Set $ Goals by Method EXAMPLE : Program #1 $100,000 Need $100,000 Goal • Major Gift Solicitations: Goal $75,000 • Special Events: Goal $15,000 • Direct Mail: Goal $10,000 The Development Plan - Mission First January 19, 2011

  9. Step Six New, Renew, Upgrade After identifying the methodologies you will use, think about it from three perspectives: • Acquiring new donors • Renewing current donors, corporate sponsors, foundation grantors • Upgrades – asking supporters for larger gifts Plus! Donor Relations : how will you get closer to each prospect and donor? The Development Plan - Mission First January 19, 2011

  10. Step Seven Set A Timeline Create a monthly calendar expressing each of the following: • Solicitations and asks • Events • Donor relations activities Some elements will happen once a year, some will happen several times, and some will happen every month. The Development Plan - Mission First January 19, 2011

  11. Step Eight Net Income by Method For each fundraising method or donor relations activity: • Projected Gross Income • Total Expenses • Net Income after Expenses For expenses – include staff time, printing, postage, travel, food, and etc. The Development Plan - Mission First January 19, 2011

  12. Step Nine Put It All Together The Development Plan - Mission First January 19, 2011

  13. Step Ten Evaluation Criteria In addition to funds raised, you can choose to track: • # of mission-based contacts with donors and prospects • # of renewal donors • # of donors who increase their gifts • # of new donors • # increase in attendance at events • # new volunteers and Board members who got involved with fundraising • # of first-time donors who make a second gift • # of new prospects identified • % of new prospects who made a first gift • Level of personalization in communication vehicles • # of mission-based stewardship activities The Development Plan - Mission First January 19, 2011

  14. Thank you for putting ‘Mission First’ The Development Plan - Mission First January 19, 2011

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