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Developing a Strategic Fundraising Plan. Youth United Conference Call . How Are We Raising Funds Now?. Share your most successful fundraiser and how much you raised. What are your challenges? How can we raise a lot of money in a sustainable way?. Key Concepts.

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Developing a strategic fundraising plan

Developing a Strategic Fundraising Plan

Youth United Conference Call

How are we raising funds now
How Are We Raising Funds Now?

  • Share your most successful fundraiser and how much you raised.

  • What are your challenges?

  • How can we raise a lot of money in a sustainable way?

Key concepts
Key Concepts

1. Effective Fund-raising is All About Relationships

  • Why do people donate?

    • Top Reason: asked by someone they know.

  • Start with “Who do we know?” (take some time for them to jot down all the people they know – then share)

  • Individuals, churches, civic clubs, student organizations, foundations, businesses, etc.

Key concepts1
Key Concepts

2. Use the Right Fund-raising Strategies

  • What are some ways of raising money, besides fundraising events?

  • Match strategies with prospects

    • Presentation for church or civic club

    • Written proposal for foundation or business

    • Contest for student organizations

    • One on one ask for wealthy alumnus.

Key concepts2
Key Concepts

3. Engage the Spectrum of Donors

  • Large number of small donations or small number of large donations?

  • 80-20 rule: 80% of your funding will come from 20% of the donations you receive.

Key concepts3
Key Concepts

4. Cultivate Major Donors

  • Individuals donating $500 or more

  • Develop a base of major donor support

  • Start small and grow

Key concepts4
Key Concepts

5. Use Special Events Wisely

  • Can be costly, time and labor intensive.

  • Good means to:

    • Cultivate relationships

    • Educate prospective donors

    • Tap large number of small donors

Key concepts5
Key Concepts

7. Cultivation Takes Time

  • Donors may increase donations over time with positive results.

  • Have system to cultivate donor relationships.

    • Thanking, recognition, information, invitations

Steps for effective fundraising
Steps for Effective Fundraising

  • Establish Goals and Purposes

  • Create a Fundraising Committee

  • Examine Fundraising History

  • Identify and Prioritize Prospects

  • Select Strategies

  • Follow Up and Communicate with Donors

Step one establish goals and purposes
Step One: Establish Goals and Purposes

  • How much money are you raising and why?

    • Motivates members

    • Gives something concrete to shoot for

    • Allows you to communicate clearly with donors

    • Inspires donors to give

Step two create fundraising committee
Step Two: Create Fundraising Committee

  • Five-ten people, chair or two co-chairs

  • Time, drive, commitment

  • Variety of skills

    • writing letters and proposals, designing presentations, organizing activities, asking for donations, etc.

  • Faculty, affiliate, community members as advisors

  • Position descriptions

Step two cont d
Step Two Cont’d

Collaborating with Other Organizations

  • Each organization has its own fund-raising committee

  • Form joint fund-raising committee representing each organization

  • Each group develops and submits fundraising plan to committee

  • Committee:

    • Coordinates fund-raising efforts of all groups

    • Reviews all plans for overlap.

    • Ensures that prospects are not approached more than once.

    • Obtains affiliate approval

    • Communicates regularly with partner affiliate

    • Coordinates collaborative efforts

      • Formulate joint case

      • Fundraising strategies

Step three examine fund raising history
Step Three: Examine Fund-raising History

  • Look at past experience. What worked? What didn’t?

  • Criteria

    • Funds raised, expense, net profit

    • Number of people needed

    • People hours invested

    • Cultivation value

Step three cont d
Step Three Cont’d

  • Worth repeating?

  • Criteria

    • Can profit be increased in future?

    • Were benefits worth the investment?

    • Has a fundraiser become more successful over time?

    • Potential to do so?

Step four identify and prioritize prospects
Step Four: Identify and Prioritize Prospects

A. Start with who you know

  • Identify significant chapter connections using LIA principle:

    • Linkage

    • Interest of the prospect

    • Ability to assist you

Step four cont d
Step Four Cont’d

  • Individuals or groups

  • Significant funds or in-kind donations.

  • Full chapter leadership should participate in process.

Step four cont d1
Step Four Cont’d

  • Brainstorm prospects. With whom does your group have a linkage or connection, that might have an interest in your goals and the ability to assist you?

Step four cont d2
Step Four Cont’d

  • Churches, Civic organizations, other community groups

  • Local businesses and corporations

  • Activities that we are involved with

  • Family or community grant-making foundations

  • Key faculty, administration, and staff members

  • Campus alumni and chapter alumni

  • Family, friends, neighbors, relatives

  • Anyone else?

Step four cont d3
Step Four Cont’d

B. For each prospect:

  • Linkage

  • Main Contact

  • What might they contribute:

    • Funds

    • In-kind donation of goods or services

  • Donated before? When?




For what?

Given Before?

Sarah L

Julie Jones



Family Foundation

Ron T

Ron’s Dad



ABC Company President

$2000 last yr

John C

Fr. Bob


St. Mark’s Church


Jean Smith

Airline Tickets


United Airlines

Jim Felder

Vinyl Siding

Yes, 3 yrs ago

Bob F

Vinyl Siding company

Step four cont d4
Step Four Cont’d

C. Prioritize Prospects

  • Who are top priority monetary prospects?

  • Top in-kind prospects?

    D. Share prospect list with affiliate

  • Obtain their approval before proceeding

Step five select strategies
Step Five: Select Strategies

  • Determine best approach for each prospect

  • In-kind prospects: direct ask or letter/phone call

  • Monetary prospects: be strategic

Step six follow up and communicate with donors
Step Six: Follow Up and Communicate with Donors

  • Thank donors within 72 hours

  • Creative thanks and recognition for larger donors

  • Keep donors informed