Fundraising Database Templates - PDF - PDF by bvu64416

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									  Writing Your
Fundraising Plan
         Goals of Workshop
Develop a feasible fundraising plan that will meet
your organization’s annual income projection

Identify a variety of fundraising strategies

Have the tools to develop your own plan

Determine your fundraising readiness
      Basic Fundraising Info

Typically in a fundraising campaign 10% of the
donors give 60% of the total.

An average NFP retains approximately 85% of
its donors each year.

“People give to people” …therefore successful
fundraising goes hand-in-hand with building
relationships with prospective donors
        More Fundraising Info

If a donor responds to a letter solicitation with a $100
gift, statistics show that a phone call may reap $300 and
a face-to-face ask may result in a $1000 gift.

The more you ask, the more you get – 3(4) to 1 ratio

The larger the gift, the longer it takes to get.

Identify --- Inform --- Interest --- Involve --- Invest
      Why do individuals give?
$   Because they are specifically asked
$   Because they are inherently generous
$   People give to positive enthusiastic people
$   To share a joy or loss
$   To be to part of a community or organization
$   To receive peer approval and recognition
$   To gain tax and financial planning benefits
    Sources of Contributions

        2006 Contributions: $295 Billion
          By Source of Contributions


                  Corporations Foundations
                  5%           11%
                                         Bequests
                                           7%

Individuals
77%


                      Source: Giving USA FoundationTM — AAFRC Trust
                      For Philanthropy/Giving USA 2006
“Typical” funding profile for staffed
      environmental groups*


                                     Events 3%
  Individual Donors 13%
                                                        Grants 48%
    Earned Income 13%                                   Foundation,
                                                        Government,
                                                        Corporate


      Membership 17%



   *Source: Mott Foundation survey of 758 groups in the Great Lakes and Southeast States
    Fundraising Readiness in the
      Watershed Community*
Of groups seeking fundraising help…



40% don’t have a budget




45% don’t have an annual plan or workplan




74% don’t have a fundraising plan
         * Groups seeking assistance in 2005 from River Network
              e ...
            av
     ou
          h           Fundraising Essentials
D oy


           a clear mission and long-term purpose?
                               long-term

   The mission of the Narrow River Preservation
   Association is to preserve the quality of the
   communities and natural environment within the
   Narrow River Watershed”
            --
                            “The Wood-Pawcatuck Watershed Organization promotes
                            and protects the integrity of the lands and waters of the
                            Wood-Pawcatuck Watershed.”
              e ...
          h av
     ou
D oy
                      an annual workplan with clear goals
                      and objectives?
              e ...
          h av
     ou
D oy

      a Board of Directors,
      staff, and volunteers
      who are committed to
      and involved in the
      organization?
              e ...
          h av
     ou
D oy
              fundraising expertise on the board
              or staff?
              recruit new board members
              seek training for
              staff and board
              hire consultant to
              provide guidance
              e ...
          h av
     ou
D oy




              an annual income
              and expense
              budget?
              e ...
          h av
     ou               a database or other means
D oy
                      for tracking donations?
                       .
                    g..
               itin
          r wr
     side
C on
                  a case statement which explains:

                                           HOW
                                          MUCH?
                                   WHO?

                                             WHY?

                           WHAT?




                           HOW?
                  g...
             tti n
          ge
       er
    sid                nonprofit 501(c)(3) status or a
Con
              fiscal agent?
             y to
        re ad
    are
 ou te
Y ea
 cr
                    a fundraising plan?
 Factors that affect your plan

What to raise

Who is going to raise it

How to raise it
            What to raise
               (how much)


Restricted funds

Unrestricted funds

Income for annual expenses
Who raises the funds?

 Board
 Board
 Board
 Staff
 Others - volunteers
     How to Raise the Funds

Strategies that are balanced and
diversified

List of strategies
Top “Sustainable” Strategies

1.   Special Appeals
2.   Member Recruiting & Renewals
3.   Major Donor Program
4.   Special Events
5.   Corporate Grants & Sponsorships
Diversify Your Funding Base!
  Individual            Major Gifts           Corporate Memberships
 Memberships

Special Events           Bequests             Workplace Campaigns


Special Appeals    Government Grants            Foundation Grants


Monthly Pledge    Sales of t-shirts, books,       Board Giving
  Programs                   etc.

 In-Kind Gifts    Donations from Civic & Corporate Sponsorships
                  Religious Organizations

Matching Gifts          Canvassing             Endowment Income
Criteria for Selecting Strategies

   •   Fit with Mission

   •   Cost effectiveness

   •   Availability of skills/resources

   •   Past experience
Criteria for Selecting Strategies

    •   Does it build capacity?

    •   Timing

    •   Is it repeatable?

    •   Other benefits
                How to Ask:
            Ladder of Effectiveness
                    Face-to-face Request (50%)

                 Personal Phone Call (25%)

                  Personal Letter (15%)
                Phone-a-thon (10%)

         Special “In-house” Mail
                 Appeal (6-10%)
Direct Mail Prospecting (1-3%)

              Online (?)
More predictable
                                                             Membership renewals



                                                  Major Donor Gifts
          PREDICTABILITY OF




                                                    Special appeals
               FUNDING




                                               Corporate grants


                                        Government/Foundation
                                        project grants
Less predictable
                              Restricted $$                                Unrestricted $$

                                                    FLEXIBILITY
Components of the Fundraising Plan

    For each strategy:

       Goals
       Activities
       Responsible Person(s)
       Timeline
       Cost
         Fundraising Plan
            Template
Strategy Goal(s) Action   Who   When/
         #, $, % Steps          How Much
Sample Annual Fundraising Plan
              Strategy – New Member Recruitment

 Strategy     Goal(s)              Activities/How              Who       When/Cost


New           250 new   1.   Do a direct mail campaign to   Staff with   August-
Member        members        10,000 prospects (150          help of      Oct./$7,000
Acquisition                  members)                       consultant

              $5,000    2.   Each board member recruits     Board        Monthly/
                             5 members (50 members)                      no cost

              5%
                        3.   Participants in raft trips     Volunteers   Summer/
                             become members (20)                         no cost

                        4.   Buyers of books of raffle      Staff        Fall/
                             tickets become members (30)                 no cost
    Summary of Fundraising Plan
        Strategy   Income this year Income next year   Cost


Foundations
Corporations
New Members
Member Renewals
Special Events
Special Appeal
Major Donors
Board Giving


Total
 In order for a fundraising plan to be
             successful …

1. Integrate the fundraising plan into the organization

2. Provide the infrastructure to support the plan

3. Adopt Fundraising Policies and Procedures

4. Evaluate the effectiveness of the plan

5. Just do it!
            Other Resources

Grassroots Fundraising Journal

Fundraising for the Long Haul, Kim Klein

The Hands-on Guide to Fundraising Strategy and
Evaluation, Mal Warwick

River Network Partner Site – Library, templates,
etc.
     Conclusion

Questions

Evaluation Forms
 Fundraising Resources




www2.rivernetwork.org/fundraisingguide
Shanda Minney
West Virginia Rivers Coalition
sminney@wvrivers.org
304-637-7201
www.wvrivers.org

								
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