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:
Developing a Fundraising Plan Presented by the Southern Center for Nonprofit Excellence (SCeNE) Facilitated by Rick Munroe Thomas University Vice President for Advancement
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.
Why Do I Need a Fundraising Plan? To prioritize your efforts Develop your yearly calendar Budget your resources To reach your fundraising goals
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
Parts of the Fundraising Plan Identify Specific Target Groups Individuals73% of overall giving Mail Phone Person electronically Businesses16% of overall giving Corporate Local vendors
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
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 $1000 12/19/20136/1/201425%