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Developing a Fundraising Plan Presented by the Southern Center for Nonprofit Excellence (SCeNE) Facilitated by Rick Munroe Thomas University Vice President.

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Presentation on theme: "Developing a Fundraising Plan Presented by the Southern Center for Nonprofit Excellence (SCeNE) Facilitated by Rick Munroe Thomas University Vice President."— Presentation transcript:

1 Developing a Fundraising Plan Presented by the Southern Center for Nonprofit Excellence (SCeNE) Facilitated by Rick Munroe Thomas University Vice President for Advancement

2 Poll Question #1

3 What is a Fundraising Plan A basic outline of events and actions that are taken to raise funds for your nonprofit. It can be as basic or in-depth as you like, depending on the needs of the organization. Usually covers a period of 12 months.

4 Why Do I Need a Fundraising Plan? To prioritize your efforts Develop your yearly calendar Budget your resources To reach your fundraising goals

5 Parts of the Fundraising Plan 1.Identify your specific fundraising target groups: Grants (not including Federal or State)11% overall giving Independent foundation71% of giving from grants Community foundation9% of giving from grants Corporate foundation11% of giving from grants Operating foundation9% of giving from grants

6 Parts of the Fundraising Plan Identify Specific Target Groups Individuals73% of overall giving Mail Phone Person electronically Businesses16% of overall giving Corporate Local vendors

7 Poll Question #2

8 Parts of the Fundraising Plan 2.Identify the goals within the target groups Goals should be based on past achievements Goals should be stretched but realistic 3.Develop objectives/tasks to reach the goals What steps are involved to achieve the goal? 4.Create a budget based on the tasks The budget should show the expenses anticipated and the revenue expected

9 Poll Question #3

10 Whats Next? Track the results How are you doing toward your goal? What works and what doesnt? Make adjustments Add a mailing or phone calls to donors Make a visit to a top donor

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14 RESPONSIBLE TASK LIST DATE EXPECTEDPROGRESS Melindawrite the end of year fundraising letter 11/18/201312/16/2013complete Melindasegment fundraising letter by target list 6/3/20131/24/2014complete Melindasend fundraising letter out to printer 7/8/20131/31/201450% MelindaUpdate prospects information 6/3/20131/28/201425% MelindaDatabase management(new additions, cleanup) 6/3/20132/28/201425% Melindamake appointments for personal visits 11/29/20131/24/201450% Melindamake flyers for phonathon 11/29/20131/31/201450% MelindaTrain phonathon workers 6/11/20131/28/201425% MelindaOpen house community 1/6/20142/28/2014complete MelindaTrustee Reception 2/26/20134/4/201425% Melindastart phonathon10/14/20133/1/201450% MelindaDesign New annual fund brochure 1/13/20142/11/201425% Melindaorder Graduation pins 10/4/20134/1/201450% Melindafinish SACS report 10/26/20135/1/201450% MelindaUpdate prospects information 7/29/20135/1/201425% MelindaDevelop Lifetime giving clubs 7/8/20131/31/201425% Melindasend thank you notes to end of year donors 12/2/20131/30/2014complete MelindaSend A.F. brochure out to printer 1/13/20144/12/201425% Melindacreate invitations for Dinning for Education fundraiser 1/13/20142/2/2014complete Melindasend out invitations for Dinning for Education 1/13/20142/28/2014complete Melindatrain students for DFE event 1/13/20143/11/201425% Melindameet with LYBUNTS over $ /19/20136/1/201425%


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