fundraising action planning pt 2

8/8/2019 Fundraising Action Planning Pt 2

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FundraisingFundraising

Action Planning IIAction Planning II


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Good morning!

Aubin Dupree

National Youth Council

Alumni Board

Presenter 2

Position


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Fundraising Action Planning II

1) Review

2) Fundraising strategies

Major giving

Grants

Events

3) Fundraising planning


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Its really early for a Sunday


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1) Review


Major giving

Grants

Events



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Yesterday was so long ago

Fundraising Action Planning I

Introduction

Mission Core activities

Target population

Fundraising cause

Fundraising needs

Fundraising resources


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1) Review


Major giving

Grants

Events



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Mini presentations

Fundraising strategies

Major giving

Grants

Events


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M

ajor giving

Solicitation cycle

Engagement strategy Prospect strategy

Major gift scenario


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M

ajor giving solicitation cycleIdentificationIdentification

ResearchResearch

Develop

strategies

Develop

strategies

CultivationCultivation

SolicitationSolicitation

AcknowledgeAcknowledge

RecognitionRecognition

StewardshipStewardship


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M

ajor gift scenarioCharles andMonica Smith

Charles has been an annual fund donor

for five years, giving $1,000 each year

Capacity rating of $500,000+ gift

Charles owns a successful biotech firm

in Silicon Valley

Monica inherited millions, according

to a board member

Children John (22) and Paisley (16)

Two dogs

Monica is on the board of the ballet

company; recently gave $350,000 to

capital campaign

IdentificationIdentification

ResearchResearch

Develop

strategies

Develop

strategies







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G

rants

Solicitation cycle

Grant proposals

Cover letter

Proposal

Budget

Supporting materials


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G

rant solicitation cycleIdentificationIdentification

ResearchResearch

Develop

strategies

Develop

strategies







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B

uilding a grant

Cover letter

Summary and

proposal detail

Budget

Supporting materials


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E

vents

Grants vs. events

S

olicitation cycle

Planning worksheet

Project plan example


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M

ini presentations

Fundraising strategies

Major giving

Grants

Events


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W

akeup call!


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1) Review


Major giving

Grants

Events



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Elements of your fundraising plan

Introduction, fundraising cause, needs, resourcesSummarySummary

SMART exampleIV. GoalsIV. Goals

Fundraising criteria and fundraising stepsV. StrategiesV. Strategies

Project phasesVI. TimelineVI. Timeline

Budget detail on handoutVII. BudgetVII. Budget

Leaders, advisors and recognitionsVIII. TeamVIII. Team

Performance evaluationIX. ResultsIX. Results


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IV: Fundraising goals

How much do you want to raise?

How much can you reasonably

expect to raisewith the specific

type of fundraiser you chose? How many people have to

participate in order to reach

this amount, either by

attending theevent, donating

at a pledge drive, etc.? How much money would you

need in business sponsorship?


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V: Fundraising strategies

Sources

Corporations

Foundations Individuals

Grants

Scholarships

Special events ???


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Fundraising strategy criteria

Fits with mission?

Cost-effective?

Skills/resources available? Past experience?

Builds capacity?

Timing ok?

Repeatable? Other benefits?


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Fundraising steps

1. Establish fundraising timeline

2. Select strategies

3. Submit

Corporations

Foundations

Individuals

Grants

Scholarships Events


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VI: Fundraising project timeline

Break project into phases

The more detail, the

better!


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Final lap!


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VII: Fundraising project budget

Phases

Budget detail

Be honest Include all possible costs


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VIII: Fundraising project team

Project leaders

Advisors

Recognition


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IX: Fundraising plan results

Performance evaluation

What?

When?

How?

Who?


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Fundraising planning review

Needs

Resources

Goal Strategy

Timeline

Budget

Team Evaluation


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1) Review


Major giving

Grants

Events



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Whats your fundraising plan?

Gift, grant or

event?

Unusual source?

Project length?

Questions?


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You made it!

www.redcrossyouth.org and Facebook

Aubin Dupree:[email protected]

Presenter 2:[email protected]

fundraising action planning pt 2

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