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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