1. Developing an Integrated Advancement Plan

2. A Fundraising Plan is a Blueprint for success

3. A plan Moves you from reactive to proactive
Provides a road map for fundraising
Gets everyone on the same page

6. It’s all about focus, discipline, and leveraging the power of each tool as part of an integrated plan to drive people to engage at their highest level

7. What is Integrated Fundraising?
Integrated fundraising is the combination and coordination of tactics to reach a certain goal, which typically includes educating, engaging, and motivating constituents to act in a desired manner
Extends beyond having a consistent brand and message across channels (although that is an important first step)
True integration drives prospects and donors through a strategic acquisition and engagement process where each action in a given channel informs and reinforces what happens next in another channel

8. Integrated fundraising does not consider each channel’s performance independently, but instead it’s contribution to the overall fundraising program.

9. Value of an Integrated Plan
Limits crisis in fundraising
Cultivates deeper, more relevant relationships with donors
Reduces costs and minimizes lost opportunities
Reduces donor frustration
Increases the lifetime value of donors
Builds stronger internal relationships and team morale

10. Why is it difficult
Challenge #1: Leadership and Organizational Misalignment
Challenge #2: Lack of Clarity on Campaign Objective and Goals
Challenge #3: Limited Resources
Challenge #4: Disparate or Absent Data
Challenge #5: Risk Aversion
Challenge #6: Resistance to New Methods

11. Steps to developing an Integrated Plan
Conduct Fundraising Audit
Identify Assets and Strengths
Define Fundraising Objective
Fundraising Strategies
Action Plan
Budget/Timeline
Evaluation/Review
Steps to developing an Integrated Plan

12. What are Assets?
Organizational assets are skills and attributes within your organization that make fundraising easier.
Fundraising assets raise good money for your nonprofit

13. What Are Your Organizational Assets
Compelling mission
Large public base of support
Name recognition
Internal infrastructure
Great programs
Others?

14. Fundraising Assessment
Great relationships with donors
High traffic to your website
Large list of responsive supporters
Guests at events

15. Map Out your Funding Opportunities
Identify where your funding is coming from
Review income from each funding source
Identify gaps
Review the internal infrastructure
Review budget
Prioritize which efforts will benefit you long term

17. Choose the Right Strategies
A fundraising strategy is any of the campaigns, events, grants, etc. that you will use for your overall fundraising strategy. Once you decide the direction you’re going to go with your fundraising efforts, you must choose the right fundraising strategies to get you there

18. Decide on Strategies Which fundraising strategies will you use
Grant Writing
Special Events
Direct Mail Campaign
Online Giving
Stewardship & Cultivation
Planned Giving
Other

19. Define your Fundraising Market
The best INTEGRATED fundraising plan does not focus too heavily on any one area Mix and Match constituencies

20. Downfalls of A Fundraiser
Not knowing your community
Not knowing your audience
Not profiling potential donors
Unsure of who will be interested in the fundraiser’s purpose
Unknown ability to reach them

21. Drafting Your Plan
Clear statement of Mission and Vision – why do you exist?
Case statement
Fundraising goal
Selected strategies
Targeted markets

22. Establish Plan Be realistic Include specific information Time frame
Benchmark goals
Resources to be used
Staff and leadership campaign
Budget

23. Monitor, Evaluate and Adapt
Track each month’s actual revenue to goals
What adjustments are called for
What’s working - What is not
What new opportunities have appeared
New programmatic initiatives
New funding sources available
Laying the basis for next year’s plan
Closing the loop and continuing the process

24. Measuring Effectiveness
Level of Engagement
Number of New Donors
Average Gift
Donor Retention Rate
Multi-Channel Givers
Others

25. Take Home Message
Successful cross-channel campaigns will result in greater brand awareness, a larger donor base, and higher revenue
The overall return will prove that the whole is truly greater than the sum of its parts
Integrated fundraising will reduce your dependence on individual channels and will help you invest wisely where you see the best returns