/AskEmilyD /emilydavisconsulting

CREATING A FUNDRAISING
STRATEGY
Emily Davis, MNM
Emily Davis Consulting
May 6, 2014
#fundraising
/AskEmilyD /emilydavisconsulting
GETTING STARTED
Why plan?
Who gets involved?
What are the activities?
Why is assessment
important?
What inventory do we
need?
How will we know success?
#fundraising
/AskEmilyD /emilydavisconsulting
WHY PLAN?
Clear road map
Lay foundation
Share & increase investment
Analyze capacity & leadership
Research opportunities
Set goals for measurement
Increase revenue from diverse
resources
Increase return on investment (ROI)
#fundraising
/AskEmilyD /emilydavisconsulting
WHO GETS INVOLVED?
Development Team
Staff Leadership
Program Team
Marketing Staff
Committee Members
Board Members
Volunteers
Consultant(s)
#fundraising
/AskEmilyD /emilydavisconsulting
PLANNING ACTIVITIES
1. Fundraising goals
2. Assessment of resources
3. Funding categories
4. Funding strategies
5. Positioning
6. Implementation
7. Evaluation
8. Samples
#fundraising
/AskEmilyD /emilydavisconsulting
ORGANIZATIONAL
ASSESSMENT
Planning
Leadership
Volunteers
Development staff
Financial resources
Donor research
Situational analysis
Environmental scan
Competitive
advantage
Fundraising strategies
Communications &
outreach
#fundraising
/AskEmilyD /emilydavisconsulting
INVENTORY
Budgets from last 3 yrs.
Past fundraising plans
3-year fundraising goals
Fundraising history
Strategic plan/SWOT
Donor information
Org structure, history & leadership
Successes & challenges
#fundraising
/AskEmilyD /emilydavisconsulting
SUCCESS!
Grow orgs visibility &
capacity
Expand funding base
Measure success &
challenges
Unified strategy
Increase investment
Consistent core messaging
More ambassadors
#fundraising
/AskEmilyD /emilydavisconsulting
Vulnerability is the
birthplace of creativity,
innovation, and
change.

~ Dr. Brene Brown
#fundraising
/AskEmilyD /emilydavisconsulting
Fundraising
Plan
Components
!"#$%&'(#!%"
*#$+#,-!,*
!./0,.,"#
1 ,2+0'+#,
*!#'+#!%"+0
+"+03*!*
#fundraising
/AskEmilyD /emilydavisconsulting
INTRODUCTION
Mission & vision
Organizational history
Leadership
Programs
Strategic plan
Current financial
position
Funding goals
Positioning
Assumptions for
implementation
Steps needed for
future funding
#fundraising
/AskEmilyD /emilydavisconsulting
SITUATIONAL ANALYSIS
Organizational assessment
Stakeholder feedback
Environmental scan
Competitive advantage
Fundraising history & trends
Strategy screen
#fundraising
Recommendations
SWOT
External
analysis
Internal
analysis
/AskEmilyD /emilydavisconsulting
STRATEGIES &
RECOMMENDATIONS
Grow orgs visibility &
capacity
Expand funding base
Measure success &
challenges
Unified strategy
Increase investment
Consistent core messaging
More ambassadors
#fundraising
/AskEmilyD /emilydavisconsulting
FUNDING SOURCES
Government
Foundations
Corporate Giving
Board Giving
Individuals
Fees for Service
Social Enterprise/ Earned
Income
Workplace Giving
Religious Community
Special Events
Service Clubs
Planned Giving
Endowments
Capital Campaigns
Other
#fundraising
/AskEmilyD /emilydavisconsulting
#fundraising












NEW DONORS
direct mail, events
ANNUAL DONORS
Direct appeals,
volunteer involvement
MAJOR DONORS
Personal asks
Committee and board
involvement
PLANNED GIFTS
Personal asks,
personal involvement,
Could be anyone!
/AskEmilyD /emilydavisconsulting
ANSWER THESE QUESTIONS
What are the current
relationship(s) we have?
What are our successes?
What are our funding amounts?
How much will we increase
funding in yr 1, yr 2, yr 3?
What resources will we use?
What will our approach be?
Specific examples
#fundraising
/AskEmilyD /emilydavisconsulting
POSITIONING
Identity statement
Core messaging
Campaign messaging
Marketing
Outreach analog & digital
Branding
Public relations
Implementation
#fundraising
/AskEmilyD /emilydavisconsulting
MAKING IT ALL HAPPEN
Key players (staff, volunteer,
etc.)
Leadership
Clear & organized donor
records
Capacity analysis
Realistic goals
Relationships with donors
Calendar
Evaluate!!
#fundraising
/AskEmilyD /emilydavisconsulting
Case statement
Summary page
Calendar of activities
Organizational structure
Fundraising policies
Budget(s)
Professional development
Descriptions committee, volunteers, staff
DOCUMENTS
#fundraising
/AskEmilyD /emilydavisconsulting
CASE STATEMENT
3 5 pages
Mission statement
Quotes from community
members
Share programs
Funding needs
Accomplishments and successes
Contact information
Summary page: shorter version
of case statement
#fundraising
/AskEmilyD /emilydavisconsulting
POLICIES
Prospecting policies
Cultivation & stewardship
policies, processes
Acknowledgement policies
Database gift entry and
recording
Ethical guidelines
Sample of Nonprofit
Fundraising Policies
Gift Acceptance Policy
#fundraising
/AskEmilyD /emilydavisconsulting
Plan outline
Created internally vs.
consultant
Work across skills,
departments
Build into existing plans
Make your case
internally
#fundraising
/AskEmilyD /emilydavisconsulting
#fundraising
/AskEmilyD /emilydavisconsulting
RESOURCES
Association of
Fundraising Professionals
The Foundation Center
State Nonprofit
Associations
Chronicle of Philanthropy
LinkedIn
4Good
#fundraising
/AskEmilyD /emilydavisconsulting
MORE RESOURCES
Basics in Developing Your Fundraising Plan
Elements of a Fundraising Plan, Richard Male
How to Develop a Fundraising Plan, Stonehill
Consulting Group, LLC
Fundraising Plan Outline, Emily Davis
Consulting
The Development Plan, Linda Lysakowski
The Complete Guide to Fundraising
Management, Stanley Weinstein
#fundraising
/AskEmilyD /emilydavisconsulting
Emily Davis, MNM
Emily Davis Consulting
(720) 515-0581
emily@emilydavisconsulting.com
emilydavisconsulting.com
emilydavisconsulting.com/blog
#fundraising