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Big Shop Tactics for the Small Shop The Essentials of Good Development Brett A. Loney, J.D., CFRE.

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Presentation on theme: "Big Shop Tactics for the Small Shop The Essentials of Good Development Brett A. Loney, J.D., CFRE."— Presentation transcript:

1 Big Shop Tactics for the Small Shop The Essentials of Good Development Brett A. Loney, J.D., CFRE

2 It’s All Good 1.Good people 2.Good mission 3.Good focus 4.Good plan 5.Good data

3 Know Your Organization 1.Strategic Plan 2.SWOT Analysis 3.Future Needs 4.Development Priorities

4 Make the Case 1.Basic overview of your organization 2.Why should people give to your organization 3.Basic information you can use to build your fundraising materials and proposals

5 Put the Infrastructure in Place 1.Don’t underestimate the value of good data 2.Remember the fundamentals 3.Research basics 4.Educate your co-workers

6 The Development Plan 1.Put your goals on paper 2.How are you going to achieve them 3.Go through each area of development – what are you going to do and how will you measure success? Major/Leadership Giving Annual Giving Planned Giving Communications Events Data Management Stewardship Ethics

7 Prospect Research 1.Know the basics 2.Have a system 3.Keep it simple

8 Major and Leadership Donors 1.Define the terms for your organization 2.Who are your top 25 donors? 3.Who are your top 25 prospects? 4.Basic moves management 5.Set goals and metrics

9 Annual Giving 1.Have a plan 2.Focus on what you can do and do well 3.Do what works 4.Don’t forget to say thank you

10 Other Development Opportunities 1.Planned Giving 1.Start a list and let everyone know! 2.Promote this on everything you do 1.Fundraising materials 2.Communications materials 2.Foundations and Corporate Support 1.Know the role these play in your organization 2.Be realistic about potential

11 Five Cardinal Rules 1.Live the 90/10 Rule (Know your top 10%) 2.The 3:00 rule will set you free 3.Set Big Hairy Audacious Goals (Be Realistically Aggressive) 4.There’s a reason they call it Advancement (Focus on Moving Forward) 5.Don’t forget the mission

12 CONCLUSION Our job is teaching philanthropy to our boards to our co-workers to our donors to the community Know your organization Know yourself Have a plan Remember the Mission

13 Big Shop Tactics for the Small Shop The Essentials of Good Development Questions Brett Loney, J.D., CFRE Vice President for Advancement St. John’s Jesuit High School & Academy , ext. 265


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