Fundraising Sample Letters
W
Description
Fundraising Sample Letters document sample
Document Sample


XYZ Organization
2010 Annual Fundraising Plan
Plan Draft Date:
Date of approval by Board of
Directors:
Signatures :
Board Chair
Executive Director
Development Director
Organization (description)
History and overview:
Organization mission statement:
Positioning: (what makes you
unique)
Brief description of organization:
(services & programs, staff size,
budget, and accomplishments)
The case for support:
General Operating case
Restricted case
Capital case
FY 2010 FY 2010 % of
Income Categories FY 2008 FY 2009 Projections income FY 2010 Actual
Individuals
Corporations
Foundations
Federated Campaigns
(United Way, etc.)
Government
Fundraising Events
Fee's
Other/Misc income
TOTAL
Master Develoment Calendar 2010
Jan-10 Feb-10 Mar-10 Apr-10
$10,000 +
vi t
no l
do dua
di if
$5000 + Coffee w/ Ex Dir E-news
rs
In e G $1000 + Phone call invitation to
rg
La
$500 - $999 Annual Meeting
$250 - $499
$100 - $249
s
or
$99 or less
on
E-news
rD
thank you letters & calls
e
th
Special soliciation made to returned
O
Lapsed donors mailing donors
Board and former board
rs
e
Advisory or Development Committee E-news
te
un
Other community volunteers
l
Vo
s
er
rm
fo
E-news
er
/P
ts
is
rt
A
ns
tio
da
un
E-news
Fo
&
ps
or
C
s
nt
ve
E-news
lE
ia
ec
Sp
Government?
Fee for service?
May-10 Jun-10 Jul-10 Aug-10 Sep-10 Oct-10
E-news E-news
E-news E-news
E-news E-news
E-news E-news
E-news E-news
E-news E-news
Nov-10 Dec-10
E-news
Phone call invitation to
holiday event
E-news
E-news
E-news
E-news
E-news
Strategic Goals
Areas of Focus Supporting Information Supporting Information Supporting Information Supporting Information
1 Number of new donors targeted to aquire
2 Average new gift size target ($$/donor)
3 Organizational constituencies/sources for acquisition
Dev. Chair or Board chair
4 Board giving goals (total) 100% giving by June 30 annually $12,000 solicits
5 Communication goals (monthly? Quarterly? Email? Print?)
6 Acknowledgement/thank you/recognition strategies phone calls to all donors $100+ board & staff within 1 week of gift received Community volunteer in charge
2010 Individual Donor Constituencies Sources
Volunteer/Staff First mtg -
Name Giving Priorities Cultivation Strategies Gift Target Responsible When?
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Individuals: Direct & Email
Cultivation Volunteer/Staff
Campaign Funding Priorities Request/Ask Strategies Gift Target responsible Timeline Total Dollar Target
Fall appeal (email & General program Newsletter, phone
direct mail General Operating support calls $50 - $1000
Spring appeal General Operating
Monthly eblast General Operating
Foundations
Volunteer/Staff Funding Cultivation Grant Request Timeline to Application
Foundation Name responsible Priorities Request/Ask Strategies Amounts complete Deadline
Total Dollar Target
Corporations
Corporation Volunteer/Staff Cultivation Grant Request Timeline to Application
Name responsible Funding Priorities Request/Ask Strategies Amounts complete Deadline
Total Dollar Target
Community-based business, civic groups, other
Volunteer
Cultivation assigned/Cultivation Timeline to Application
Prospect Group Funding Priorities Request/Ask Strategies Plan $ Support Target complete Deadline
Total Dollar Target
Special Events
Activity Staff Cost Supply Cost Other Costs Overhead Costs Total Costs $ Target
Total Budget
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