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Writing A Successful Finance Plan By Rachael Rice

Writing A Successful Finance Plan By Rachael Rice. Sample Finance Plan: Overview. Call Time & Meetings. Set Your Schedule & Track Progress Dials per hour Connects per hour Pledges per hour Hard Soft Non-specific . Events. Things to Consider When Setting Event Goals:

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Writing A Successful Finance Plan By Rachael Rice

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  1. Writing A Successful Finance Plan By Rachael Rice

  2. Sample Finance Plan: Overview

  3. Call Time & Meetings Set Your Schedule & Track Progress • Dials per hour • Connects per hour • Pledges per hour • Hard • Soft • Non-specific

  4. Events Things to Consider When Setting Event Goals: • Event targets – who will you ask? • Setting goals to targets • Do you have a host committed to raise? • Do you have a host committee? • How much can you push in? • How much time do you have to give to follow up? • Track your progress and be honest

  5. Things to think about when projecting income from An Event Host / RAISER Setting a Goal Commitment: What did the host/raiser agree to? What did you ask the host/raiser to do? What do you think they have the time & potential to do? Who are they raising from? Are you double counting? Helpful tips Touch base with the host/raiser regularly and reiterate the goal. Can you pair up hosts? Be realistic about what the host/raiser can actually deliver-moderate your expectations on your Finance Plan accordingly. People are well intentioned but . . . Track your progress and be honest!!

  6. Internet and Mail • Re-solicits: • Mail or E-mail universe (x) average response rate (x) average contribution = Goal 250 universe (x) 8% response rate/20 donors (x) $25.00 average contribution = $500 How often do you re-solicit? • Mail: 4 weeks • E-mail: Weekly • Prospecting: • Mail or E-mail universe (x) 2% average response rate (x) average contribution = Goal 500 universe (x) 2% response rate/10 donors (x) $15.00 average contribution = $150

  7. PAC GIVING

  8. Elected Official GIVING • What to think about when setting an Elected Official Goal • Delegation / Region • Leadership • Common Interest Background • Moderate your expectations

  9. Keeping it all together Commit your plan to paper but . . . Your finance plan is a LIVING DOCUMENT that will change throughout the campaign You should update your plan regularly Put your plan on a Google Doc and share! Be realistic about your potential & your outstanding pledges

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