Evaluate. Assess. Review.
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EVALUATE. ASSESS. REVIEW.
Paul Clarke Nonprofit Resource Center23 @ 4 Series – August 2013
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Would you tell me, please, which way I ought to go from here?" said Alice.
"That depends a good deal on where you want to get to," said the Cat.
"I don't much care where--" said Alice. "Then it doesn't matter which way you go," said the Cat.
FUNDRAISING
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DO YOU KNOW WHERE YOU’RE GOING?
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ASK THESE QUESTIONS
Written FR plan ?
Regular
Evaluation?
Does Board Help
FR ?
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FIRST, KNOW WHERE YOU’VE BEEN
Evaluate
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What questions are raised in the following
example?
What doesn’t seem ‘right’?
What would you change?
PAST FUNDRAISING EXAMPLE
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What are your organization’s fundraising strengths and weaknesses?
TIME FOR A SWOT ANALYSIS
Internal
Strengths Weaknesses
~Large database of past donors
~Great volunteers
~Lack of plan
External
Opportunities Threats
~Organization well known
~Competition for donations
~Poor economy
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SECOND, REVIEW THE RESULTS
By…
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ASSESSING PAST FUNDRAISING
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And…PROJECTING FUTURE FUNDRAISING
This document has a link on the Resources page at the end of the presentation.
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THIRD, BUT NOT LAST
Review or Revise
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USE ANALYSIS TO SET NEW GOALS
Drop – Shift – Change – Create
•Drop a FR method that doesn’t work
(direct mail for example)
•Shift a budget resource from one FR to
another (a special event to spend more
time on cultivating major donors?)
•Change staff job description to capitalize
on their strength and emphasize another
FR area (people person from grant writing
to cultivation)
•Create a new FR strategy to expand
donor base
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• Goals are aspirational & realistic given past performance.
• Forecasts are based on financial planning & adjustable.
GOALS VS. FORECAST
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GOALS
Financial
Attendance
Awareness
Fun
Raise $
Fill the room
Spread mission
People come back!
OBJECTIVES
Did you accomplish your…
Did you raise the amount of funds hoped for?Did your net proceeds exceed your hard-costs?
Did you get as many participants as expected?
Were they successful in raising pledges? How good were your promotional materials?Did you get any media coverage?
What was the overall perception of the event?
Did participants have a good time?
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CREATE A YEAR-LONG FUNDRAISING CALENDAR
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• Essential Principles for Fundraising Success: An Answer Manual for the Everyday Challenges of Raising Money by G. Douglass Alexander & Kristina Carlson
• The Nonprofit Development Companion: A Workbook for Fundraising Success by Brydon DeWitt 361.70681 D51N
• An Executive’s Guide to Fundraising Operations: Principles, Tools & Trends by Christopher Cannon 361.70681 C16E
• In the Trenches – 50 Ask$ in 50 Weeks: A Guide to Better Fundraising for Your Small Development Shop by Amy Eisenstein 361.70681.E18F
• The Fundraising Feasibility Study: It’s Not About the Money edited by Martin Novom 361.70681 F96I
RESOURCES: BOOKS
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• Greater Giving Resource Library http://www.greatergiving.com/resource-library.aspx
• The Operational Plan: How to Create a yearlong Fundraising Plan http://www.nonprofitalliance.org/system/res/135/original/tool_06.12.pdf
• Using a Balanced Scorecard in a Nonprofit Organization http://www.davidkinard.com/marketing%20files/BalancedScorecard%20and%20non%20profits.pdf
• Fundraising Plan Template http://www.arts.texas.gov/wpcontent/uploads/2012/05/Fundraising-Plan-Template.pdf
RESOURCES: ONLINE
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• National Consumer Supporter Technical Assistance Center http://www.ncstac.org/content/materials/FundraisingBasics.pdf
• Fundraising Guide http://www.snpo.org/funding/index.php
• Foundation Center: Introduction to Fundraising Planning http://www.grantspace.org/Classroom/Training-Courses/Introduction-to-Fundraising-Planning
• Internal Management Tool (ROI) http://nccsdataweb.urban.org/PubApps/levis/roi.html#table1
• 8 Steps to Effective Fundraising http://www.snpo.org/funding/eightsteps.php
RESOURCES: ONLINE