Fundraising Sample Letters

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					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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