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ONE-YEAR FUNDRAISING PLANFISCAL YEAR 2019-2020
Hyunju Hannah Lee | December 5th, 2018
For The Christian Nonprofit OrganizationWhere Christians pursue the great commission by obeying Jesus’ great commandment
The Christian Nonprofit Organization
501(c)(3) Nonprofit Christian Services and Research Organization
VISION - Ultimately glorify God by assisting Christians for being faithful to
Jesus Christ
MISSION – Providing various discipleship opportunities through the works
of the organization, So Christians help others in need in Jesus’ name.
FUNDRAISING HISTORY
Fundraising Initiative and Goals
Fundraising Period: October 1, 2019 ~ September 30, 2020 (FY 20919-2020)
Fundraising Financial Goal: Increase gross revenue by 15 percent (from $506,933 to
$582,973)
Objectives: 1) Apply the Balanced Fundraising Model to establish a solid fundraising
program (expanding Annual Fund, implementing a new Major gifts program, &
establishing a robust Planned Giving program), 2) Develop online fundraising platforms
to target millennial donors, 3) Improve voluntary leadership from the Board and the
Fundraising Advisory Committee in fundraising programs
Prospects: Individuals, Congregations, Christian Organizations, Non-Christian
Organizations, and Foundations
CASE FOR SUPPORT
Comprehensive fundraising programs (Annual Fund, Major Gifts, & Planned
Giving) to raise sufficient funds for on-time salary payment (all year round)
Partnership expansion with Christian Congregations as well as Christian
Organizations
Developing discipleship opportunities for young and millennial Christians
“Faithfulness is a choice,” the founders used to say. The organization will
continue to be practical channels for those Christians who strive to connect
their faith with action in God’s work.
DEPARTMENT INFORMATION AND NEEDS
EXISTING FUNDRAISING
DEVELOPING
o Fundraising Coordinator (leading the fundraising team & make a draft policy)
o Online Fundraising Assistant (online fundraising)
o Board members (2) (major gifts program)
o Fundraising Advisory Committee (3) (major gifts program)
o Staff Members – Administrative Coordinator, Bookkeeper, Volunteer Coordinator
o Volunteers
THREE-YEAR GIVING DATA ANAYLSIS
Amount Percent Amount Percent Amount Percent
Annual Fund 426,737$ 84% 467,244$ 90% 512,086$ 90%
Direct Mail 379,796$ 75% 425,192$ 82% 440,394$ 78%
Special Event 46,841$ 9% 41,922$ 8% 71,642$ 12%
Online Giving 100$ 0% 130$ 0% 50$ 0%
Christian
Organizations 5,138$ 1% 10,355$ 2% 16,979$ 3%
Non-Christian
Organizations 40,555$ 8% 15,532$ 3% 28,299$ 5%
Foundations 25,347$ 5% -$ 0% 5,660$ 1%
Bequest 5,000$ 1% 20,709$ 4% -$ 0%
Others* 4,156$ 1% 3,889$ 1% 2,951$ 1%
Total 506,933$ 100% 517,729$ 100% 565,975$ 100%
FY 10/1 ~ 9/30
Fundraising Activity
FY 16-17 FY 15-16 FY 14-15
DATA ANAYLSIS
Donation Amount Individual CongregationChristian
Organization
Non-Christian
OrganizationTotal
$10,001 - $50,000 3 0 0 0 3
$5,001 - $10,000 5 3 0 0 8
$1,001 - $5,000 65 12 1 5 83
$501 - $1,000 86 12 3 5 106
$0 - $500 830 27 17 8 882
Total 989 54 21 18 1082
FY 16-17 ANNUAL FUND ANALYSIS BY DONATION AMOUNT & DONOR CLASSIFICATION
GOALS, OBJECTIVE AND TIMELINE
Continue to implement direct mailing solicitations
Establish a major gifts program by building a voluntary Major Gifts Task Force
Draft policies & procedures for planned giving programs and research for prospects
Hire a part-time Online Fundraising Assistant
Develop online fundraising platforms by working with the outsourcing IT company and
establish strategies to connect with young Christians
Develop e-mail solicitation strategies while making a list of email addresses
Utilize current Facebook and update organizational news on Facebook
Expand partnership with local congregations by visiting & giving a presentation
Increase congregations’ participation in Mega Mission-A-Thon
Provide fundraising-relevant trainings to board & advisory committee members as well as
staff and volunteers
GOALS, OBJECTIVE AND TIMELINE
FY 19-20
(Projected)
FY 16-17
(Achieved)
FY 19-20
(Projected)
FY 16-17
(Achieved)
Annual Fund 457,817$ 426,737$ 1415 1043
Direct Mail 405,677$ 379,796$ 1010 851
Special Event 50,140$ 46,841$ 255 189
Online Giving 2,000$ 100$ 150 2
Major Gifts 25,000$ -$ 30 0
Christian
Organizations6,000$ 5,138$ 30 21
Non-Christian
Organizations45,000$ 40,555$ 18 16
Foundations 30,000$ 25,347$ 5 2
Bequest 15,000$ 5,000$ 2 1
Others* 4,156$ 4,156$ 0 0
Total 582,973$ 506,933$ 1500 1082
FY 10/1 ~ 9/30
Fundraising Activity
Amount ($) Number of Donors
FY 19-20 FUNDRAISING GOAL: $582,973 OR 15% INCREASE
FY 19-20 FUNDRAISING ACTION PLANTimeline Oct Nov Dec Jan Feb Mar Apr May June July Aug Sept
Personnel
Hire Online Fundraising Assistant
Build Major Gifts Task Force
Secure volunteers
Train staff and all volunteers
Direct Mail
Annual Appeal (Fall Pledge)
Christmas (by CEO & Exe. VP)
Spring Forward
Bimonthly Newsletter
Annual Report
Impact Report (by FAC)
Establish donor recognition
Special Events
Invitation thru bimonthly newsletter
Mega Work-A-Thon
Christmas Celebration
Online Fundraising
Reconfigure online platform
Utilize existing Facebook
Update news & info
make an email list
Send out e-mail solicitation
Major Gifts
Establish policies & procedure
make brochures
Prospect research
Cultivate & Brief
Train Major Gifts Task Force
Ask (person meeting) & Steward
Planned Giving
Draft policies & procedures
make brochures
Prospect research
Cultivate prospect's interest
Face-to-face meeting to ask
Congregations & Christian org
Plan visits & presentation
Contact churches & Christian org
Visits & make presentations
Foundations & Non-Christian Org
Research & seeking grants
Initial contacts
Apply for grants/Ask for support
Provide grant updates
Evaluation
Quarterly survey
Quarterly quantitative report
Biennial report
Final report evaluation
Final report presented to the board
Oct 2020
Nov 2020
FY 19-20 FUNDRAISING ACTION PLAN
Timeline Oct Nov Dec Jan Feb Mar Apr May June July Aug Sept
Personnel
Hire Online Fundraising Assistant
Build Major Gifts Task Force
Secure volunteers
Train staff and all volunteers
Direct Mail
Annual Appeal (Fall Pledge)
Christmas (by CEO & Exe. VP)
Spring Forward
Bimonthly Newsletter
Annual Report
Impact Report (by FAC)
Establish donor recognition
Special Events
Invitation thru bimonthly newsletter
Mega Work-A-Thon
Christmas Celebration
Online Fundraising
Reconfigure online platform
Utilize existing Facebook
Update news & info
make an email list
Send out e-mail solicitation
Major Gifts
Establish policies & procedure
make brochures
Prospect research
Cultivate & Brief
Train Major Gifts Task Force
Ask (person meeting) & Steward
Planned Giving
Draft policies & procedures
make brochures
Prospect research
Cultivate prospect's interest
Face-to-face meeting to ask
Congregations & Christian org
Plan visits & presentation
Contact churches & Christian org
Visits & make presentations
Foundations & Non-Christian Org
Research & seeking grants
Initial contacts
Apply for grants/Ask for support
Provide grant updates
Evaluation
Quarterly survey
Quarterly quantitative report
Biennial report
Final report evaluation
Final report presented to the board
Oct 2020
Nov 2020
PROSPECT SOURCES, RESEARCH AND
FUNDRAISING METHODS
With limited resources, working with a voluntary Major Gifts Task Force would be
critical to establish a major gifts program. Prospect research should start with 159
donors (who annually donated more than $500 based on the FY 16-17 Annual Fund
Analysis by Donation Amount & Donor Classification). With the Bookkeeper’s assistance,
the Task Force makes the list for prospects by prioritizing those who donate recently
and more frequently. Also, cross-check with publicly available information (local
newspapers, Zillow, etc.) should be followed.
Once the prospect list is finalized, the Task Force as well as other fundraising advisory
committee and board members should be trained to connect with potential major gifts
donors. To further develop a relationship with prospects, the team could invite them for
a tour of the facility as well as offer volunteer opportunities at the organization. These
should be carefully designed based on the prospect research (prospects’ interest,
passion, connection, etc.).
USE OF SOLICITATORS AND OTHER
VOLUNTEERS
Board & FAC members (not with Task Force) – to connect with the community & congregations
Advisory committee members from other works (Food, Furniture, Home Maintenance,
Clothing, Helping, and Christian Health Service) – to connect with the community &
congregations
Current volunteers (for fundraising & stewardship mailings and newsletters, special events,
etc.)
Staff members (who works with volunteers everyday)
New volunteers are needed for online fundraising (who have skills to utilize social media,
especially Facebook, and could assist Online Fundraising Assistant)
PROMOTIONAL AND SOLICITATION
MATERIALS
Annual Appeal (Fall Pledge) Letter Oct-Nov (assisted by staff & volunteers)
Christmas Letter Nov-Dec (written by CEO & Exe. VP)
Annual Report Jan (assisted by staff & volunteers)
Spring Forward Letter May-June (assisted by staff & volunteers)
Bimonthly Newsletter Bimonthly (produced by Administrative Coordinator)
E-mail Solicitation Letter July-Sept (developed & first-time formal e-mail letter)
Online Fundraising Platforms Utilized & updated (Online Fundraising Assistant)
Impact Report Aug-Sept (by FAC)
Brochures (Major Gifts &Planned Giving) Feb-Apr & May-June (produced by Administrative Coordinator)
DONOR STEWARDSHIP AND RECOGNITION
Gift Amount Club Name Recognition & Stewardship
$5,001 - $50,000 Servants of Jesus Handwritten thank you letter from CEO, Invitation to dinner with CEO & a board
member, Impact/annual report presentation, bimonthly newsletter, invitation to
special events
$501 - $5,000 Friends of Jesus Handwritten thank you letter from Fundraising Coordinator or a board member,
invitation for a tour and general presentation of Empty Tomb, offering volunteer
opportunities, bimonthly newsletter, annual report, invitation to special events
$0 - $500 Partners of Jesus Thank you letter, bimonthly newsletter, annual report, invitation to special events
DONOR SPOTLIGHT/RELATIONS:
Designing a spot on Facebook to share donors’ stories. These stories could be created by the
fundraising team in a way to acknowledge donors or by donor themselves to share their
testimonies.
FY 19-20 OPERATING BUDGET
Expenses Cost
Fundraising Staff Salaries*
Fundraising Coordinator 23,920$
Online Fundraising Assistant (Part-time) 11,960$
3 Staff Members (max 1/4 hr allocated to fundraising) 17,940$
Subtotal 53,820$
Fundraising Operations
IT outsourcing company 2,000$
Printing, Postage, and Copy 10,000$
Marketing Materials 1,500$
Equipment Maintenance 500$
Fundraising Events (Mega Work-A-Thon) 1,000$
Donor Recognition (Dinner & Acknowledgement) 500$
Telephone, Travel 500$
Insurance 1,000$
Subtotal 17,000$
Grand Total 70,820$
BENCHMARKING
SALT & LIGHT
HABITAT FOR HUMANITY OF CHAMPAIGN COUNTY AND RESTORE
CATHOLIC CHARITIES, DIOCESE OF SPRINGFIELD IN ILLINOIS
EPISCOPAL CHARITIES AND COMMUNITY SERVICES
EVALUATION
Quarterly qualitative feedback from board, advisory committees, and volunteers
through a survey
Quarterly quantitative report from staff
Biennial comprehensive fundraising report by the Fundraising Coordinator to the Exe. VP
Final report presented to the CEO & Exe. VP in October 2020 for further evaluation
Final report (with possible next steps) presented at the November 2020 board meeting