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Building Fundraising Capacity

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Publicada em

https://bloomerang.co/resources/webinars/

Victoria Dietz will give attendees a better understanding of how to manage their time, set realistic goals and focus on building meaningful donor relationships.

Publicada em: Governo e ONGs
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  • DOWNLOAD FULL BOOKS, INTO AVAILABLE FORMAT ......................................................................................................................... ......................................................................................................................... 1.DOWNLOAD FULL. PDF EBOOK here { https://tinyurl.com/yxufevpm } ......................................................................................................................... 1.DOWNLOAD FULL. EPUB Ebook here { https://tinyurl.com/yxufevpm } ......................................................................................................................... 1.DOWNLOAD FULL. doc Ebook here { https://tinyurl.com/yxufevpm } ......................................................................................................................... 1.DOWNLOAD FULL. PDF EBOOK here { https://tinyurl.com/yxufevpm } ......................................................................................................................... 1.DOWNLOAD FULL. EPUB Ebook here { https://tinyurl.com/yxufevpm } ......................................................................................................................... 1.DOWNLOAD FULL. doc Ebook here { https://tinyurl.com/yxufevpm } ......................................................................................................................... ......................................................................................................................... ......................................................................................................................... .............. Browse by Genre Available eBooks ......................................................................................................................... Art, Biography, Business, Chick Lit, Children's, Christian, Classics, Comics, Contemporary, Cookbooks, Crime, Ebooks, Fantasy, Fiction, Graphic Novels, Historical Fiction, History, Horror, Humor And Comedy, Manga, Memoir, Music, Mystery, Non Fiction, Paranormal, Philosophy, Poetry, Psychology, Religion, Romance, Science, Science Fiction, Self Help, Suspense, Spirituality, Sports, Thriller, Travel, Young Adult,
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  • This is info that all/most DODs know, but it is laid out concisely for EDs and BODs. Thanks Bloomerang for this webinar.
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Building Fundraising Capacity

  1. 1. Building Fundraising Capacity Bloomerang Webinar July 2019
  2. 2. The Curtis Group  Celebrating 30 years of fundraising success  We offer fundraising and capacity-building services  We’ve raised hundreds of millions for nearly 200 nonprofits  Member of the Giving Institute
  3. 3. Session Goals  Data analysis  Activity tracking and reporting  Appointment setting  Donor communication  Provide practical suggestions!
  4. 4. Giving reached $427 billion amid a complex year $298.5 $332.52 $357.6 $424.74
  5. 5. 2018 Giving by Source  Individuals  1.1%  Foundations  7.3%  Bequest = 0%  Corporations  5.4%
  6. 6. Individual Donors Focusing on fewer nonprofits Giving as investment Need individual cultivation & relationships Must see impact
  7. 7. Five I’s of Fundraising IDENTIFY INFORM INTEREST INVOLVE INVITE
  8. 8. Where Does the Time Go? Cultivation/ Stewardship Donor Solicitation Desk Work!
  9. 9. Where it Should Go! Donor Cultivation and Stewardship Donor Solicitation Desk Work
  10. 10. Know How You Spend Your Time
  11. 11. Knowing Your Data GATHER ANALYZE PLAN EVALUATE
  12. 12. Using Data to Set Goals  Not just looking at last year’s totals!  Be strategic: not just filling a hole in the budget  Key measurement points Donor retention rate Number of gifts in each donor category Individual/corporate/foundation totals Constituency groups  Importance of setting attainable goals
  13. 13. Sample Gift Chart Range # Gifts to Reach Goal Range Total Increase from Last FY Prospects Identified $50,000 2 $100,000 0 4 $25,000 5 $125,000 1 8 $10,000 12 $120,000 1 8 $5,000 25 $125,000 1 35 $1,000 30 $30,000 3 15 $500 40 $20,000 10 25 $100 100 $10,000 10 200 $50 150 $7,500 20 500 Under $50 Many $12,500 0 250 TOTAL 364+ $550,000 46
  14. 14. Additional Reports  Number of in person meetings  You should also be looking at LYBUNT/SYBUNT Top 100 donors from last 5 years Wealth screening data Longevity donors  Set these reports up in Bloomerang and run frequently!
  15. 15. Appointment Setting  Train support staff to assist  Alternate phone/email  Be unapologetic and persistent  Two touches per week  10-20 minutes per day: Treat it like an appointment!
  16. 16. Sample Language “Good morning, Mrs. Smith. This is Mary from the Foodbank. I would love an opportunity to get together to update you on your investment in our summer meals program. I know how busy you are, so I will also follow up with an email with date options.”
  17. 17. Appointment Setting Phone Call Email Phone Call
  18. 18. Successful Development Plan  Focuses on donor retention  Timeline style (not narrative!)  Clear benchmarks  Regular review  Clear assignments  Accountability
  19. 19. Sample Goal Chart: Individual Donors Last FY Next FY Goal Responsible Party Total Number 364 Increase by 10% DOD/BOD/CEO Total $ $500,000 Increase 10% per year over next 3 years DOD/BOD/CEO In-Person Visits 20 One each per week for DOD and CEO DOD/CEO Board Asks 10 20 BOD Number of Gifts >$1k 75 Increase by 15% DOD/BOD/CEO
  20. 20. Sample Calendar Cultivate Solicit Steward January 3 Tours 10 Meetings 2-4 in-person asks Board and Staff Thank You Calls to Year End Donors February 10 Meetings In-Home Event 2-4 in-person asks Program Specific Appeal Thank You Calls Prep for Annual Report March 3 Tours 10 Meetings 2-4 in-person asks E-Blast Appeal Post Annual Report Print/Mail Annual Report Program Staff Thank You Calls
  21. 21. Donor Communication  Simple but effective!  Impact reports every other month One story, one side of a sheet of paper  Eliminate bulky/time consuming annual reports  Board and programmatic staff calls
  22. 22. Donor Communication  Look for “excuses” Success to report Benchmarks hit New staff Sector issues/thought leadership Get their advice  Segment how you communicate
  23. 23. Stewardship Matters  Big gifts rarely come from new donors  Donor acquisition is expensive  Relationships take time to build  Donors must see impact “I haven’t heard from them since their last major campaign.” “I only hear from them when they are asking for money.”
  24. 24. Capacity Building Pitfalls  Not understanding how your time is spent  Bad data/research  No concrete goals  Unrealistic expectations  Trying to do too much at one time  Not willing to ask for help  No real accountability
  25. 25. What Donors Want  Be updated on last gift before being asked again  Feel appreciated—receive thank you calls and one-on-one communication  Have a relationship with organization  Know what you intend to do with their gift  Know their gift makes a difference
  26. 26. 757.496.2224 curtisgroupconsultants.com facebook.com/thecurtisgroup twitter.com/thecurtisgroup

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