Want to know what all the animals have to do with fundraising? Get the recording here! http://mosaicnpd.com/shop/masters-circle/ The Masters Circle is a monthly online fundraising discussion session where you can connect with, learn from, and share ideas with some of the most innovative fundraisers and nonprofits on the planet. Each month we answer your questions and cover the topics you suggest. Sign up for the next live session! http://mosaicnpd.com/resources/the-masters-circle/ In this session we cover: * How to find the best fundraising opportunities for your cause - and ignore the rest * The five never-fail steps to keep your cause on track towards the goals * Getting across the board engagement in fundraising - activate the troops! We answer questions about: * How to handle fundraising suggestions when you are short on implementation help * Where to find additional funding if you have inherited an “incremental increase” plan * Motivating a great volunteer fundraising team * What sections to include in your development plan Submit a question for the Masters Circle: http://mosaicnpd.com/masters-circle-topic-request/

1. The Masters Circle
Build a Killer Development Plan

2. Your Masters Circle hosts
Heidi Hancock, CFRE
David A. Svet

3. Before we begin...
Credit!
Full participation in The Masters Circle
is applicable for 1 point in Category 1.B
– Education of the CFRE International
application for initial certification
and/or recertification.

4. What do you want
to get out of today?
How can we help
you with your
fundraising?

5. Killer Development Plans
Rod Waddington

6. Killer Development Plans

7. Killer Development Plans

8. Get started right
Identify Real Opportunities
● History is a great predictor... to a point
● It’s all about the activities
● Who’s providing the funds
○ no really... exactly who?
● How much for each Who or What
● Build the list

9. Pick the right Fundraising

10. Pick the right Fundraising
● Figure your cost-per-dollar raised
Program name
___________________
total time
_________(hrs)
total expenses/total $ received
______________/______________ =
Cp$R
___________

11. Get your Board on Board

12. Get your Board on Board
1) Fill in the scary gaps with a preview
★ You’re the tour guide
■ Build an itinerary
■ Be sure to include financial
benchmarks in your itinerary
2) Prepare an equipment list
★ What do they need to bring on the trip
3) Sum it up with numbers

13. Get me the money... FAST!

14. Get me the money... FAST!
● Schedule fundraising activities on the calendar
○ events
○ campaigns
○ thematic messages
■ everything from large events like an annual
gala to individual phone calls to set a
meeting can go on the calendar
● Note benchmarks (¼, monthly, daily to-dos?)
● Share the calendar
● Use dates to motivate and keep yourself and
others on track

15. Any questions?

16. To learn more
Promo Code: MOSAIC

17. Next Masters Circle
Submit a question
http://mosaicnpd.com/masters-circle-topic-request/
Next Masters Circle session is on Mar. 26
Watch your email for instructions
Full participation in The Masters Circle is applicable for 1
point in Category 1.B – Education of the CFRE
International application for initial certification and/or
recertification.

18. Help us help you
● Submit a topic request
http://mosaicnpd.com/masters-circle-topic-request/
● Sign up for our blog
http://www.mosaicnpd.com/feed
● Hang tight for the quick survey

19. Stay in touch
For additional information:
Heidi Hancock, CFRE
David A. Svet
Toll Free 1-800-485-0742
email: info@mosaicnpd.com
Skype: Mosaicnpd
www.mosaicnpd.com
http://www.facebook.com/MosaicNPD
http://twitter.com/MosaicNPD
http://www.mosaicnpd.com/feed

20. The Masters Circle
Innovative Monthly Fundraising Techniques