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Many nonprofits struggle to create a fundraising plan and put it in writing, yet the benefits are tremendous. A written plan shifts you from being reactive and dealing with the crisis of the day to being proactive and working purposefully toward the results you want. In this session, you’ll learn how to follow 6 simple steps to put together a written plan for raising the money you need in the coming year.
We'll look at the main components you must include while keeping your focus on building donor relationships. We’ll cover goal setting (using SMART goals), action plans, and ways to keep your plan on track, plus you’ll get some worksheets and checklists that will make the process easy.
Understand the process for creating a written plan
How to set SMART goals
Use worksheets and checklists to make the process simple
While this presentation is appropriate for all levels of experience, it will be most helpful for those newer to the profession.
Don't forget to claim your free gift from Sandy at www.getfullyfunded.com/freegiftfromsandy: "Best Fundraising Worksheets" and a sample fundraising plan.
Strategy DetailsStrategy Description TargetAudience$ Goal Cost? Who willdo?Bywhen?GrantsEventsDirectmailMajorgiftsOnlinegivingOther?
For exampleStrategy Description TargetAudience$ Goal Cost? Who willdo?Bywhen?Grants Write grants Privatefoundations$25,000 $0 Me DeadlinesEvents FundraisingdinnerCurrent andprospectivedonors$10,000 $2,500 Me,committeePlanningcalendarDirectmailBack toschoolappealCurrentdonors$10,000 $2,500 Me Sep 1MajorgiftsCultivateand ask formajor giftsCurrent andprospectivemajor donors$50,000 $0 Me, Board 2 eachmonthOnlinegivingRaise moneyonlineCurrent andprospectivedonors$5,000 $0 Me Nov 1Other?
Action StepsAction Step Who will do it? When will ithappen?What resourcesare needed?18.104.22.168.5.6.
For exampleStrategy: Grant writingAction Step Who will do it? When will it happen Whatresources areneeded?1. ResearchopportunitiesMe By May 1, 2013 Time2. Prioritize theopportunitiesMe By May 7, 2013 Time3. Create a deadlinecalendarMe By May 10, 2013 Time4. Write proposals Me Before deadline Time