Do More 24 2017 Capacity Building and Strategy Training Series: Session 1
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In this session, United Way NCA Director of Philanthropic Engagement Stephen Saunders covers goal setting and donor strategy. You can watch the guided webinar recording at UnitedWayNCA.org/domore24training
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Do More 24 2017 Capacity Building and Strategy Training Series: Session 1
- 1. Do More 24 Capacity Building and Strategy Training Series Session #1: Goal setting and strategy overview November 17, 2016
- 2. • Introduction to the cohort and structure of sessions • Overview of Do More 24 on June 8, 2017 • Questions Introduction and overview
- 3. • Factors to consider • It’s not “dollars out there” it’s connecting with your donors • It’s about creating the “achievable victory for your organization” • Could be winning the with most donors or with the most dollars, or 2nd, 3rd, or 4th place with most dollars • For most, it’s a project, something that will resonate with your donors and their peers • Focus on winning hourly prizes and social media contests Goal Setting
- 5. • Creating SMART goals • S – specific • M – measurable • A – achievable • R – relevant • T – time specific Goal Setting
- 6. • Make your SMART goals fun • Make your SMART goals a stretch • Make your SMART goals tell a story • Tie your SMART goals to your mission • Have a “backup” SMART goal for when you achieve it… Goal Setting
- 7. • Today: create three draft goals • Homework: get a primary goal and a backup goal approved by December session Goal Setting
- 8. • Factors to consider: • Your UNIVERSE • U = Donors + Prospects (i.e. peers of donors, volunteers, vendors, corp partners, customers, etc.) • Amount of goal vs regular revenue • Amount of goal vs donor giving capacity • How your org performed in past Do More 24 • What is your time and capacity to lead? Goal Setting
- 9. For each draft goal create a strategy to include: WHAT, WHO, HOW, and WHY • WHAT = the SMART goal • WHO = the UNIVERSE • HOW = how you’re going to engage them • WHY = their motivation for funding the goal Strategy session
- 10. Gift Table • Generally calculated as: • 1-2 gifts for 20% of goal…….. • 2-4 gifts for 20% of goal…….. • 5-10 gifts for 15% of goal…… • 10-20 gifts for 10% of goal… • 20+ gifts for 35% of goal……. Ask ratio of 4 or 3 to 1: Ask 8 people Ask 16 people Ask 30 people Ask 60 people Ask everyone else
- 11. • Sample for a $100,000 goal Gift Table Gift size # of gifts # of asks Total $ % of total $10,000 2 8 $20,000 20% $5,000 4 16 $20,000 20% $2,500 6 20 $15,000 15% $1,000 10 30 $10,000 10% $100 Lots (350) Thousands $35,000 35% $100,000 100%
- 12. • Questions and clarifications Q&A
- 13. • Donor engagement • Do More 24 is a program for donor engagement through giving and through social media • Get your donors involved and active so they include their peers for your success • We’re starting these classes in November to prepare you to start early, don’t wait until June 8 • Homework: • For session on 12/2, review your three goals and strategy with leadership to select primary and secondary goals • Next class: Fri. Dec 2 – Creating Your Donor Strategy Summary and next steps