1 / 21

Building Effective Partnerships to Fuel Fundraising

Building Effective Partnerships to Fuel Fundraising. Presented by Aggie Sweeney , CFRE, CEO & Natalie Lamberjack , Account Executive The Collins Group November 7, 2005. What we’ll cover today…. The 7 core competencies for sustainable fundraising

paul
Download Presentation

Building Effective Partnerships to Fuel Fundraising

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Building Effective Partnerships to Fuel Fundraising Presented by Aggie Sweeney, CFRE, CEO & Natalie Lamberjack, Account Executive The Collins Group November 7, 2005

  2. What we’ll cover today… • The 7 core competencies for sustainable fundraising • The roles of the head of school and board members for each competency • The best ways to engage other parents, volunteers, families and alumni in the process

  3. What you want to explore…

  4. The 7 Core Competencies for a Sustainable Fundraising Program

  5. Organizational Planning • Leadership is guided by mission and vision statements • The strategic planning process engages key players • Fundraising goals are tied to the strategic plan • An annual case of support is developed

  6. Roles in Organizational Planning • Head of School: • Board of Trustees: • Other Partnerships:

  7. Fundraising Environment • Everyone at your school can explain the difference philanthropy makes • The external environment is continually scanned for threats and opportunities • There is a sense of pride in fundraising

  8. Roles in Fundraising Environment • Head of School: • Board of Trustees: • Other Partnerships:

  9. Board and Volunteers • Board members and volunteers actively are involved in all areas of fundraising: from acknowledgment to solicitation • Board and volunteers chair/lead campaigns and events • Board development scrutinizes needed skills and diverse representation

  10. Roles with Board & Volunteers • Head of School: • Board of Trustees: • Other Partnerships:

  11. Development Program Activities • A balanced mix of fundraising activities support financial needs and is maximized to yield the highest return • Development activities are regularly evaluated for effectiveness • Programs should focus on acquisition, retention and upgrade

  12. Roles in the Development Program Activities • Head of School: • Board of Trustees: • Other Partnerships:

  13. Donor Management and Stewardship • Staff are able to track and monitor donor moves • There is a process for timely and accurate acknowledgement of gifts • There is a plan for donor recognition • Donors are kept informed about what their gift made possible

  14. Roles in Donor Management & Stewardship • Head of School: • Board of Trustees: • Other Partnerships:

  15. Marketing and Donor Communication • Communication for fundraising is planned within the full communication plan for school • Messaging focuses on benefits, not features • Find the best vehicles and styles for your school’s culture

  16. Roles in Marketing & Communication • Head of School: • Board of Trustees: • Other Partnerships:

  17. Development Infrastructure • Sufficient resources allocated to development activities, staffing, systems, and technology • Comprehensive policies and procedures support development activities • Technology and information systems are adequate for data/donor management and communications

  18. Roles in Development Infrastructure • Head of School: • Board of Trustees: • Other Partnerships:

  19. Questions & Answers

  20. Resources • Burke, Penelope. Donor-Centered Fundraising. (Chicago: Cygnus Applied Research, Inc., 2003.) • Grace, Kay Sprinkel. Beyond Fund Raising: New Strategies for Nonprofit Innovation and Investment. (New York: John Wiley & Sons, 1997). • Greenfield, James. Fundraising Fundamentals. (New York: John Wiley & Sons, 2002).

  21. The Collins Group • Seattle • 501 E. Pine Suite 201 Seattle, WA 98122 Call: 206.728.1755 Fax: 206.728.1740 Info@collinsgroup.com • Portland28 SW First Avenue Suite 600Portland, OR 97204 Call: 503.274.9363 Fax: 503.274.1710 mail@collinsgroup-pdx.com

More Related