Six Simple Steps to Creating a Written Fundraising Plan

1. Six Simple Steps to Creating a Written Fundraising Plan Sandy Rees, Fundraising Coach Get Fully Funded

2. Sandy Rees, CFRE Founder, Get Fully Funded Sandy Rees, CFRE helps nonprofit leaders raise the money of their dreams and build successful Boards. Sandy is the author of Get Fully Funded: How to Raise the Money of Your Dreams, which has helped many small nonprofits launch their first 6-figure fundraising campaigns. Sandy is an accomplished presenter and an AFP Master Trainer. She’s led fundraising seminars for the Association of Fundraising Professionals, the Chattanooga Center for Nonprofits and many regional, national and international conferences. Six Simple Steps to Creating a Written Fundraising Plan

3. The fundraising plan… is a blueprint for success! Six Simple Steps to Creating a Written Fundraising Plan

4. Why plan? • Go from reactive to proactive. • Provides a roadmap for your fundraising. • Gets everyone on the same page. Six Simple Steps to Creating a Written Fundraising Plan

5. Direction? If you don’t know where you’re going, then any road will get you there. Six Simple Steps to Creating a Written Fundraising Plan

6. 6 Simple Steps to a Fundraising Plan Identify your assets. Set your goals. Create a plan of action. Work the plan. Monitor the plan. Celebrate! Six Simple Steps to Creating a Written Fundraising Plan

7. How much money do you need? Before we start to plan, you need to know how much money you need. Ask yourself, “What will it take to deliver service this year?” Six Simple Steps to Creating a Written Fundraising Plan

8. Step 1 Identify your assets. Six Simple Steps to Creating a Written Fundraising Plan

9. What are assets? Organizational assets are things you have going for you that make fundraising easier. Fundraising assets raise good money for your nonprofit. Six Simple Steps to Creating a Written Fundraising Plan

10. Organizational Assets • Compelling mission • Large public base of support • Name recognition • Well-known staff or Board members • Great facility • Others? Six Simple Steps to Creating a Written Fundraising Plan

11. Fundraising assets • Great relationships with donors • High traffic to your website • Large list of responsive supporters • Something else? Six Simple Steps to Creating a Written Fundraising Plan

12. Choose assets Pick the ones you can best use to raise money with this year. Six Simple Steps to Creating a Written Fundraising Plan

13. Summary Calendar Six Simple Steps to Creating a Written Fundraising Plan

14. Step 2 Set your goals. Six Simple Steps to Creating a Written Fundraising Plan

15. 3 Fundraising Targets Number of dollars to raise Number of current donors to renew Number of new donors to acquire Six Simple Steps to Creating a Written Fundraising Plan

16. Decide on strategies • Which fundraising strategies will you use? • Grant writing • Special events • Direct Mail • Major Gifts • Online fundraising • Others? Six Simple Steps to Creating a Written Fundraising Plan

17. Make sure it works Six Simple Steps to Creating a Written Fundraising Plan

18. Step 3 Create a plan of action. Six Simple Steps to Creating a Written Fundraising Plan

19. Start putting it together Six Simple Steps to Creating a Written Fundraising Plan

20. For example Six Simple Steps to Creating a Written Fundraising Plan

21. Strategy Details Six Simple Steps to Creating a Written Fundraising Plan

22. For example Six Simple Steps to Creating a Written Fundraising Plan

23. Action Steps Six Simple Steps to Creating a Written Fundraising Plan

24. For example Strategy: Grant writing Six Simple Steps to Creating a Written Fundraising Plan

25. Marketing & Communications • Clearly identify your ideal donor prospect • Choose the key messages to share • Choose marketing & communications strategies to reach them Six Simple Steps to Creating a Written Fundraising Plan

26. Marketing & Communications Six Simple Steps to Creating a Written Fundraising Plan

27. Step 4 Work the plan. Six Simple Steps to Creating a Written Fundraising Plan

28. Step 5 Monitor the plan. Six Simple Steps to Creating a Written Fundraising Plan

29. Regular review At least monthly, review your plan to see how you’re doing. Course-correct if needed. Six Simple Steps to Creating a Written Fundraising Plan

30. Monthly Checklist • Total dollars • Renewed donors • New donors • Goals Six Simple Steps to Creating a Written Fundraising Plan

31. Planned versus actual • Review each strategy and goal. • Ask yourself: • How are we doing versus what we planned? • What do we need to adjust? Six Simple Steps to Creating a Written Fundraising Plan

32. Like this: Six Simple Steps to Creating a Written Fundraising Plan

33. Step 6 Celebrate when things go well! Six Simple Steps to Creating a Written Fundraising Plan

34. Tip! Focus on the fundraising activities that will give you the most “bang for the buck.” Tip #1 Six Simple Steps to Creating a Written Fundraising Plan

35. Tip! Individual donors are the largest source of untapped potential. Tip #2 Six Simple Steps to Creating a Written Fundraising Plan

36. Tip! Focus on what your donors and supporters are interested in, not what your nonprofit needs. Tip #3 Six Simple Steps to Creating a Written Fundraising Plan

37. Questions? Sandy Rees, CFRE sandy@GetFullyFunded.com www.GetFullyFunded.com Six Simple Steps to Creating a Written Fundraising Plan

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