Creating a Development Plan

Creating a Development Plan AACSB March 2, 2007 Linda Lysakowski, ACFRE www.cvfundraising.com Advancing Philanthropy through Nonprofit Consulting and Training Why Plan • Where do you want to go? Advancing Philanthropy through Nonprofit Consulting and Training Why Plan • Set Realistic Goals • Keep from Getting Sidetracked • Measure Success Advancing Philanthropy through Nonprofit Consulting and Training Where is Your Development Office Now? • • • • Birth Youth Midlife Maturity Advancing Philanthropy through Nonprofit Consulting and Training Things to Keep in Mind • External Factors— economics, uncertainty, fear • Internal Factors—how does the organization think, feel and act in regards to fundraising? • The Plan will help take your organization to the next level—are you ready? Advancing Philanthropy through Nonprofit Consulting and Training Key Elements of the Plan • Level of board commitment • Technology available or budgeted • Commitment to professional development • Community awareness/relationships • Diversity of funding streams Advancing Philanthropy through Nonprofit Consulting and Training Successful Results Reported • • • • • • • Increased visibility Business contacts Track success of campaigns Areas to focus on Keep staff focused Case for support Board/volunteer involvement Advancing Philanthropy through Nonprofit Consulting and Training Basic Elements • • • • Goals Objectives Strategies Action Steps – Who is going to do it? – How much will it cost/raise? – When is it going to be done? Advancing Philanthropy through Nonprofit Consulting and Training Areas of Focus • • • • • • • Communications Donor Relations Research Fundraising Programs Constituencies Technology and Infrastructure Human Resources Advancing Philanthropy through Nonprofit Consulting and Training Who Needs to be Involved? Advancing Philanthropy through Nonprofit Consulting and Training Who Should Be Involved in the Planning Process • • • • • Development Staff Non Development Staff Board Development Committee Consultants Advancing Philanthropy through Nonprofit Consulting and Training When to Plan • New Staff • Organization or Staff New to Development • Upcoming Campaign • During the Strategic Planning Process • Renewed Board Involvement Advancing Philanthropy through Nonprofit Consulting and Training Assessing Current Development Programs • • • • SWOT Analysis Budget Development Audit Philanthropic Profile Assessment Advancing Philanthropy through Nonprofit Consulting and Training The Process and the Product Advancing Philanthropy through Nonprofit Consulting and Training The Process • Determining Who Will Be Involved • Gathering Information • Planning Meetings • Setting Goals and Objectives • Determining Strategy • Assigning Budgets, timelines and areas of responsibility Advancing Philanthropy through Nonprofit Consulting and Training What Should the Plan Look Like? • The Written Plan • The Process and the Product Advancing Philanthropy through Nonprofit Consulting and Training Technology Advancing Philanthropy through Nonprofit Consulting and Training Technology • Donor Software – Personalized appeals – Accurate recording and reporting – Donor history – Donor preferences – Acknowledgment – Specialized functions Advancing Philanthropy through Nonprofit Consulting and Training Policies & Procedures • Gift Acceptance Policies • Donor Software • Office Procedures Advancing Philanthropy through Nonprofit Consulting and Training Case for Support • • • • Mission/Vision History Plans Compelling Reason to Give Advancing Philanthropy through Nonprofit Consulting and Training The Integrated Development Program Advancing Philanthropy through Nonprofit Consulting and Training Donor Pyramid Ultimate Gift Bequest Planned Gifts Investment Special Gifts Involvement Endowment Campaigns Capital/Special Campaigns Annual Campaigns Renewal First Time Gift Interest Awareness Special Events Publications Public Relations Information Identification Advancing Philanthropy through Nonprofit Consulting and Training Moving Donors up the Donor Pyramid Advancing Philanthropy through Nonprofit Consulting and Training Creating Awareness • Public Relations – Advertising – PSAs and Press Releases – Communications – Promotion Ideas Advancing Philanthropy through Nonprofit Consulting and Training Creating Awareness • Special Events – Fund Raising or Friend Raising? – Committees – Staff Role – Timelines – Budgets – Setting Goals Advancing Philanthropy through Nonprofit Consulting and Training The Annual Fund • Grants • Direct Mail • Telephone Solicitation • Personal Solicitation Advancing Philanthropy through Nonprofit Consulting and Training Grants • Types of Foundations – Private foundations – Corporate foundations – Community foundations – Family foundations – Operating foundations – Trusts Advancing Philanthropy through Nonprofit Consulting and Training Proposal Writing • • • • • Match Interests Follow Guidelines Personal Contact Preparing Your Budget Who, What, Why, When and How • Follow Up Advancing Philanthropy through Nonprofit Consulting and Training Direct Mail • • • • Acquisition Have a Plan Your Direct Mail Package Strategies for Renewal & Upgrading Advancing Philanthropy through Nonprofit Consulting and Training Telephone Fundraising • • • • • Professionals or Volunteers? Segmenting Your Donors Preparing the “Script” The Pre-call Letter Timing Advancing Philanthropy through Nonprofit Consulting and Training Personal Solicitation • • • • Planning Your Strategy Using Volunteers/Staff Segmenting Your Donors The Business Appeal Advancing Philanthropy through Nonprofit Consulting and Training Special Campaigns • Major Gifts • Capital Campaigns • Planned Giving Advancing Philanthropy through Nonprofit Consulting and Training Capital/Endowment Campaigns • Are You Ready for a Campaign? • The Feasibility/Planning Study • How does the campaign fit into your overall development program? Advancing Philanthropy through Nonprofit Consulting and Training Planned Giving • • • • The Ultimate Gift Planned Giving/Deferred Giving Types of Planned Gifts Starting a Planned Giving Program Advancing Philanthropy through Nonprofit Consulting and Training Board Involvement • Commitment to Fundraising • 100% Giving • Asking Others to Give Advancing Philanthropy through Nonprofit Consulting and Training Staffing • Are the right people “on the bus” and “in the right seats?” • Is the organization committed to staff development? Advancing Philanthropy through Nonprofit Consulting and Training The Planning Process • Creating a Development Plan – Goals – Objectives – Strategies • Timeline • Budget • Responsibility Advancing Philanthropy through Nonprofit Consulting and Training Implementing and Evaluating the Plan • Taking Ownership • What Happens When It Falls Apart • Measuring Success • Reporting Success Advancing Philanthropy through Nonprofit Consulting and Training The Next Step • Appoint someone to monitor the plan • Establish evaluation systems • Accountability • Adjusting the Plan When Necessary Advancing Philanthropy through Nonprofit Consulting and Training Remember • The plan isn’t written in stone, but neither should it be written in disappearing ink! Advancing Philanthropy through Nonprofit Consulting and Training Q&A Advancing Philanthropy through Nonprofit Consulting and Training Thank You cvlinda@cox.net www.cvfundraising.com Advancing Philanthropy through Nonprofit Consulting and Training