MONEY FOR OUR MOVEMENTS CONFERENCE ANNUAL FUNDRAISING...
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AUGUST 2016 MAKE A PLAN! CREATING INFORMED & USEFUL ANNUAL FUNDRAISING PLANS MONEY FOR OUR MOVEMENTS CONFERENCE Workshop Agenda ➔ Developing an organizational fundraising approach ➔ Designing the planning process ➔ Starting with data ➔ Components of the plan ➔ Understanding your donor audience ➔ Pulling it together No Shortage of Ideas Sources: Government Foundations Donor-Advised Corporations Major donors Grassroots donors Houses of worship Unons Nonprofit organizations In-kind donations ….and so on Strategies: Grantwriting Mail appeals Phonebanking Face to face asks Crowdfunding Events Passing the hat Charging fees Selling items or services Having a for-profit arm ...and so on POLL: What’s the best way to fund our training program? A. Charge each participant for the full cost. B. Charge participants on a sliding scale, with low- income folks paying less and higher-income folks paying more. C. Find a funder to sponsor the program. D. Find a major donor to sponsor the program. E. Find a corporate sponsor and allow them to advertise to the participants. F. Get everything in-kind (trainer, space, materials, food) and charge nothing or a very nominal fee.
Transcript of MONEY FOR OUR MOVEMENTS CONFERENCE ANNUAL FUNDRAISING...
AUGUST 2016
MAKE A PLAN! CREATING INFORMED & USEFUL ANNUAL FUNDRAISING PLANSMONEY FOR OUR MOVEMENTS CONFERENCE
Workshop Agenda
➔ Developing an organizational fundraising
approach
➔ Designing the planning process
➔ Starting with data
➔ Components of the plan
➔ Understanding your donor audience
➔ Pulling it together
No Shortage of Ideas
Sources:GovernmentFoundationsDonor-AdvisedCorporationsMajor donorsGrassroots donorsHouses of worshipUnonsNonprofit organizationsIn-kind donations….and so on
Strategies:GrantwritingMail appealsPhonebankingFace to face asksCrowdfundingEventsPassing the hatCharging feesSelling items or servicesHaving a for-profit arm...and so on
POLL: What’s the best way to fund our training program?
A. Charge each participant for the full cost.
B. Charge participants on a sliding scale, with low-income folks paying less and higher-income folks paying more.
C. Find a funder to sponsor the program.
D. Find a major donor to sponsor the program.
E. Find a corporate sponsor and allow them to advertise to the participants.
F. Get everything in-kind (trainer, space, materials, food) and charge nothing or a very nominal fee.
What’s Your Organizational Fundraising Approach?
1. Who would pay for the work you do?2. What kind of funding does your organization
need most?3. Who should be involved in fundraising
for your organization?4. How should funders and donors be
involved in the work of your organization?5. Which strategies would most resonate with
your constituents?
Organizational Values
Program & Budget
Stakeholders & Capacity
FUNDRAISING PLAN
Designing the Planning Process
WhoName/Groups Decider Accountable Responsible Consulted Informed
WhenQ1 Q2 Q3 Q4
Launch the plan Check in and update Check in and update Evaluate and create
Data to Get Started❖ How much money do we need?❖ How much money can we spend on fundraising?❖ Are there times of the year that we really need funds?❖ What are our typical giving ranges?❖ How many donors do we have in each giving range?❖ When are program events that we can connect to fundraising?
Information to inform our fundraising plan Have Need Not Applicable
Last fiscal year’s income and expense
This fiscal year’s budget
Last year’s fundraising plan
Cash flow statement
Fundraising assessment
Grant proposal and report calendar
Healthy Donor Base
Components of the Plan
Individual
Donors
$100,000
Major Donor
Campaign
All current major
donors, all current
donors giving at
least $250
$15,000 from 20 renewed
major donors
$10,000 from 20 upgraded
donors
1.Prep campaign materials,
donor list, and board
members
2. Send renewal letters to
current and letters
announcing campaign to
prospects
3. Call all to set up meetings
4. Hold solicitation meetings
5. Have all gifts secured
ED, DD,
board chair
ED, DD,
board
ED, board
ED, board
ED, board
March
April
April
May-June
June
None
$100
None
$100 for
food/mileage
None
Membership
Renewals
All current
members
$10,000 from 500 renewed
members
1.Prep letter and member list
2. Send renewal letters to all
3. Hold member phonebank
4. Have all gifts secured
DD,
Organizer
for all
August
September
October
November
None
$500
$250
None
Category Strategy &
Audience
Goal Steps Who When Cost
Sources
Infrastructure
Relationship-
Building
Starting with Audience
Impulse / New DonorsAcquisition
Estate / Lifelong DonorsPlanned Giving
Thoughtful / Major DonorsUpgrading
Habit / Current DonorsRetention
Prospects
Strategy Planning Guide
Strategy:
□ Acquisition □ Retention □Upgrading
Audience description:
Number of prospects:
Goals: $ Costs:
# of donors
% response rate
Other
Gift Range Chart
Gift amount Donors needed Prospects Needed Total amount
$5,000 1 3 $5,000
$1,000 5 15 $5,000
$500 15 45 $7,500
$100 25 75 $2,500
Under $100 100 300 $5,000
Total 146 438 $25,000
Tasks & Timeline:
Grassroots Fundraising Journal ResourcesSubscribers to the Grassroots Fundraising Journal get the online archive for free!
★ Creating a Budget for Fundraising by Octavia Morgan
★ Fundraising Planning Worksheet by Stephanie Roth, Mimi Ho, and Priscilla Hung
★ The Fundraising Summit: Creating a Shared Vision by Ari Wohlfeiler
★ Grassroots Fundraising Strategy Chart by Mimi Ho
★ Just Tell Me: What’s the Best Way to Raise Money by Jan Masaoka
★ Planning & Evaluating a Fundraising Campaign by Ashley Andersen and Mike Roque
★ Preparing and Sticking to Your Fundraising Plan by Rona Fernandez
★ Shaping the Future: Fundraising Evaluation to Build Capacity & Involvement by Judy Levine
Questions? Get in touch!
