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Fundraising Action Planning II

Fundraising Action Planning II

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Fundraising Action Planning II

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Presentation Transcript

  1. Fundraising Action Planning II

  2. Good morning! Aubin Dupree National Youth Council Alumni Board Presenter 2 Position

  3. Fundraising Action Planning II • Review • Fundraising strategies • Major giving • Grants • Events • Fundraising planning

  4. It’s really early for a Sunday…

  5. Fundraising Action Planning II • Review • Fundraising strategies • Major giving • Grants • Events • Fundraising planning

  6. Yesterday was so long ago… Fundraising Action Planning I • Introduction • Mission • Core activities • Target population • Fundraising cause • Fundraising needs • Fundraising resources

  7. Fundraising Action Planning II • Review • Fundraising strategies • Major giving • Grants • Events • Fundraising planning

  8. Mini presentations Fundraising strategies • Major giving • Grants • Events

  9. Major giving • Solicitation cycle • Engagement strategy • Prospect strategy • Major gift scenario

  10. Major giving solicitation cycle

  11. Major gift scenario Charles and Monica Smith • Charles has been an annual fund donor for five years, giving $1,000 each year • Capacity rating of $500,000+ gift • Charles owns a successful biotech firm in Silicon Valley • Monica “inherited millions”, according to a board member • Children John (22) and Paisley (16) • Two dogs • Monica is on the board of the ballet company; recently gave $350,000 to capital campaign

  12. Grants • Solicitation cycle • Grant proposals • Cover letter • Proposal • Budget • Supporting materials

  13. Grant solicitation cycle

  14. Building a grant • Cover letter • Summary and proposal detail • Budget • Supporting materials

  15. Events • Grants vs. events • Solicitation cycle • Planning worksheet • Project plan example

  16. Mini presentations Fundraising strategies • Major giving • Grants • Events

  17. Wakeup call!

  18. Fundraising Action Planning II • Review • Fundraising strategies • Major giving • Grants • Events • Fundraising planning

  19. Elements of your fundraising plan

  20. IV: Fundraising goals How much do you want to raise? • How much can you reasonably expect to raise with the specific type of fundraiser you chose? • How many people have to participate in order to reach this amount, either by attending the event, donating at a pledge drive, etc.? • How much money would you need in business sponsorship?

  21. SMART goal example

  22. V: Fundraising strategies Sources • Corporations • Foundations • Individuals • Grants • Scholarships • Special events • ???

  23. Fundraising strategy criteria • Fits with mission? • Cost-effective? • Skills/resources available? • Past experience? • Builds capacity? • Timing ok? • Repeatable? • Other benefits?

  24. Fundraising steps • Establish fundraising timeline • Select strategies • Submit • Corporations • Foundations • Individuals • Grants • Scholarships • Events

  25. VI: Fundraising project timeline • Break project into phases • The more detail, the better!

  26. Final lap!

  27. VII: Fundraising project budget • Phases • Budget detail • Be honest • Include all possible costs

  28. VIII: Fundraising project team • Project leaders • Advisors • Recognition

  29. IX: Fundraising plan results Performance evaluation • What? • When? • How? • Who?

  30. Fundraising planning review • Needs • Resources • Goal • Strategy • Timeline • Budget • Team • Evaluation

  31. Fundraising Action Planning II • Review • Fundraising strategies • Major giving • Grants • Events • Fundraising planning

  32. What’s your fundraising plan? • Gift, grant or event? • Unusual source? • Project length? • Questions?

  33. You made it! www.redcrossyouth.org and Facebook Aubin Dupree: dupreea@usa.redcross.org Presenter 2: presenter2@usa.redcross.org