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Jessica Haynie October 4, 2011

Young Nonprofit Professionals Network Learning Circle The Essentials of Fundraising & Donor Development Week 2 - Evaluating current fundraising program. Jessica Haynie October 4, 2011. Today’s Agenda. Exercise 1 - Elevator pitch Exercise 2 - Review case statements Presentation

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Jessica Haynie October 4, 2011

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  1. Young Nonprofit Professionals Network Learning CircleThe Essentials of Fundraising & Donor Development Week 2 - Evaluating current fundraising program Jessica Haynie October 4, 2011

  2. Today’s Agenda • Exercise 1 - Elevator pitch • Exercise 2 - Review case statements • Presentation • Review Homework • Q & A 2

  3. Exercise 1 • The elevator pitch • Don’t just repeat your mission statement • Tell us what you do and who you do it for • Share a quantitative result • Provide some perspective • Spell out the opportunity 3 3

  4. Exercise 1 • The elevator pitch • Find a partner • You have 2 minutes to make your pitch and 3 minutes to answer any questions your partner may have • Switch and repeat • Take notes on went went well, what didn’t go well, things you wish you knew, did you run out of time 4 4

  5. Exercise 2 • You will have 30 minutes to review each other’s draft case statements • Use the checklist, but also provide constructive feedback highlighting what’s good, how it made you feel, what questions you still have, etc. 5 5

  6. Fundraising Planning • Where have we been? • Where are we now? • Where do we want to be? • How will be get there? 6 6

  7. Fund Development Evaluation • Trend Information • Is there improvement over time? • Sustainability Information • Are we keeping donors? • Cost Effectiveness Analyses • Are our figures reasonable, given published benchmarks? • Any need to adjust activities? 7 7

  8. 4 year fundraising totals by campaign 8 8

  9. Breakdown of Annual Campaign 9 9

  10. # of gifts vs. donors 10 10

  11. Average gift size 11 11

  12. # of Major Gifts 12 12

  13. Average Major Gift Size 13 13

  14. Renewal Rate 14 14

  15. Homework Work on a data analysis for your own organization and bring 2 copies to class next week Continue working on your case statement based on feedback that you received today 15

  16. Any questions? Three Stones Consulting, LLC Santa Fe, NM Jessica@threestonesconsulting.com www.threestonesconsulting.com 315-729-3994 16

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