Creating a Development Plan

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					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


				
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Description: Advancing Philanthropy through Nonprofit Consulting and Training. Creating a Development plan for your nonprofit or organization.
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