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Evaluate. Assess. Review.

Evaluate. Assess. Review. Paul Clarke Nonprofit Resource Center 23 @ 4 Series – August 2013. FUNDRAISING. Would you tell me, please, which way I ought to go from here?" said Alice. "That depends a good deal on where you want to get to," said the Cat. "I don't much care where--" said Alice .

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Evaluate. Assess. Review.

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  1. Evaluate. Assess. Review. Paul Clarke Nonprofit Resource Center 23 @ 4 Series – August 2013

  2. FUNDRAISING Would you tell me, please, which way I ought to go from here?" said Alice. "That depends a good deal on where you want to get to," said the Cat. "I don't much care where--" said Alice. "Then it doesn't matter which way you go," said the Cat.

  3. Do YOU know where you’re going?

  4. Ask these questions Written FR plan ? Regular Evaluation? Does BoardHelp FR?

  5. First, know where you’ve been Evaluate

  6. Past Fundraising example What questions are raised in the following example? What doesn’t seem ‘right’? What would you change?

  7. TIME for a swot analysis What are your organization’s fundraising strengths and weaknesses?

  8. Second, Review the results By…

  9. Assessing Past Fundraising

  10. And… Projecting future Fundraising This document has a link on the Resources page at the end of the presentation.

  11. Third, but not last Review or Revise

  12. Drop a FR method that doesn’t work (direct mail for example) • Shift a budget resource from one FR to another (a special event to spend more time on cultivating major donors?) • Change staff job description to capitalize on their strength and emphasize another FR area (people person from grant writing to cultivation) • Create a new FR strategy to expand donor base Use analysis to set new goals Drop – Shift – Change – Create

  13. Goalsare aspirational & realistic given past performance. • Forecasts are based on financial planning & adjustable. Goals vs. Forecast

  14. Did you accomplish your… Did you raise the amount of funds hoped for? Did your net proceeds exceed your hard-costs? GOALS OBJECTIVES • Financial • Attendance • Awareness • Fun • Raise $ • Fill the room • Spread mission • People come back! Did you get as many participants as expected? Were they successful in raising pledges? How good were your promotional materials? Did you get any media coverage? What was the overall perception of the event? Did participants have a good time?

  15. Create a year-long Fundraising Calendar

  16. Essential Principles for Fundraising Success: An Answer Manual for the Everyday Challenges of Raising Money by G. Douglass Alexander & Kristina Carlson • The Nonprofit Development Companion: A Workbook for Fundraising Success by Brydon DeWitt 361.70681 D51N • An Executive’s Guide to Fundraising Operations: Principles, Tools & Trends by Christopher Cannon 361.70681 C16E • In the Trenches – 50 Ask$ in 50 Weeks: A Guide to Better Fundraising for Your Small Development Shop by Amy Eisenstein 361.70681.E18F • The Fundraising Feasibility Study: It’s Not About the Money edited by Martin Novom 361.70681 F96I Resources: BOOKS

  17. Greater Giving Resource Library http://www.greatergiving.com/resource-library.aspx • The Operational Plan: How to Create a yearlong Fundraising Plan http://www.nonprofitalliance.org/system/res/135/original/tool_06.12.pdf • Using a Balanced Scorecard in a Nonprofit Organization http://www.davidkinard.com/marketing%20files/BalancedScorecard%20and%20non%20profits.pdf • Fundraising Plan Template http://www.arts.texas.gov/wpcontent/uploads/2012/05/Fundraising-Plan-Template.pdf Resources: Online

  18. Resources: Online • National Consumer Supporter Technical Assistance Center http://www.ncstac.org/content/materials/FundraisingBasics.pdf • Fundraising Guide http://www.snpo.org/funding/index.php • Foundation Center: Introduction to Fundraising Planning http://www.grantspace.org/Classroom/Training-Courses/Introduction-to-Fundraising-Planning • Internal Management Tool (ROI) http://nccsdataweb.urban.org/PubApps/levis/roi.html#table1 • 8 Steps to Effective Fundraising http://www.snpo.org/funding/eightsteps.php

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