Without a clear guide for diversified fundraising activities it is difficult to follow a path for success and convey needed fundraising efforts throughout your organization. Understanding various funding opportunities, the pros and cons of funding sources, and developing a plan will help to direct your efforts. Join in on a hands-on conversation about funding opportunities, best practices, and how these options fit within organizational sustainability.
14. /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
15. /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!
16. /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
18. /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
19. /AskEmilyD/emilydavisconsulting
• Case statement
• Summary page
• Calendar of activities
• Organizational structure
• Fundraising policies
• Budget(s)
• Professional development
• Descriptions – committee, volunteers, staff
DOCUMENTS
#fundraising
20. /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
21. /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
25. /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