Purposeful Planning

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In 30 seconds share

• Name, role?

• What do you want to get from this session?

Lori L. Jacobwith

• 20+ years as a communication strategist & fundraising coach

• Measurable: Helped organizations raise over $100 million in last 10 years.

• Impact: My work creates environments where people find ease in their work with, and their conversations about money.

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Where we are heading today

Meaningful.

Intentional.

Full of determination.

Purposeful

The process of setting goals,

developing strategies,

and outlining tasks and schedules

to accomplish the goals.

Planning

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If struggling were the way to get there, we’d all be there by now.

Tell us about YOUR annual

fundraising plan.

Where’s Your Plan?

Four steps to a successful fundraising plan:

1. Plan

2. Plan

3. Plan

4. Work

Purposeful Planning

Create an annual plan that causes you to:

• Really know key donors

• Share clear messages

• Set goals and then hold yourself & others accountable

• Continually invite participation

Purposeful Planning

Communication

46% of donors stop giving for reasons

connected to “a failure to

communicate.” ~ Penelope Burk & Cygnus Applied Research

Case for giving:

How do we help people?

Who do we help?

What are our vital services?

What is our track record?

Purposeful Planning

Case for giving:

Our plans for the future?

How do we use our money?

Why do we deserve your support?

Purposeful Planning

Purposeful Planning

Where does the money go?

What is the problem you help solve?

What’s missing in your programs and services?

Purposeful Planning

Sources of Funding

Purposeful Planning

Purposeful Planning

Purposeful Planning

Money moves toward boldness and

clarity of communication

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Fundraising is a call to conversation and

to relationship.

Not just a transactional act.

Money Conversation

NEED exists when something is missing

TOO MUCH TO DO.

Purposeful Planning

1. How often?

2. Topic/purpose?

3. Who is the messenger?

4. Is it a call to action or a cultivation communication?

Purposeful Planned Communication

Purposeful Planning

Purposeful Planning

Set individual donor income goals*:

1. 60% of your income should come from 10% of your donors (Major donors)

2. 20% of your fundraising should come from 20% of your donors (Habitual donors giving via retention strategies)

3. Remaining 20% from 70% of donors. (1st time donors via acquisition strategy)

*From How to Develop a Fundraising Plan - www.worc.org

Purposeful Planning

Purposeful Planning

Measures of success

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Purposeful Planning

Do or do not, there is no try.

~ Jedi master, Yoda

Taking Action

Create an annual plan that causes you to:

• Really know key donors

• Share clear messages

• Set goals and then hold yourself & others accountable

• Continually invite participation

Where to Focus?

What is your next action?

By when will you begin?

Purposeful Planning

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Greatness is not a function of circumstance. Greatness it turns out, is largely a matter of conscious choice & discipline .

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Key Note & Breakout Sessions

Customized Fundraising ActionPlanning Sessions

Connecting with Lori

lori@LoriJacobwith.com

www.LoriJacobwith.com

952- 949-2105

http://twitter.com/LJacobwith

Lori Jacobwith

Thank you!