1. Are You Ready to Fundraise? Presented by Martha Richards, Miller Foundation Dedee Wilner-Nugent, The Collins Group Oregon Nonprofit Leaders Conference April 11, 2011

2. Successful and Sustainable Fund Development

3. Culture of Philanthropy

4. Organizational Planning Strategic Business Marketing Development

5. Role of Philanthropy

6. Development Plan Overview: mission, case for support, budget, history Fundraising Plan by Constituency Calendar of Activities Roles and Responsibilities Supporting Pieces

7. People give: To express strongly held values and To make a difference Your success depends on your ability to... Learn donors’ values and preferences in giving Demonstrate that your organization will make an impact in advancing those values and preferences Philanthropy = Extension of Values

8. The “Science” of “I’s”

9. Determining Constituencies Who are your most likely supporters? Are you engaging them? How do you identify and prioritize individual prospects within target groups?

10. Prospect Identification/ Qualification Oprah WinfreyMajor Gifts Annual Gifts Planned Gifts Interest Low High Ability High Low

11. Gift Charts FY 2010 Actual FY 2011 ActualFY 2012

12. Roles Fundraising ResponsibilitiesBoardVolunteerStaffContractorOther Grantwritingoversight active roleprimary Corporate Sponsorships Board Giving Major Gifts - Cultivation & Solicitation Major Gifts - Mgmt & Stewardship Membership Events Mail / Email Appeals Donor Communications Gift Mgmt / Acknowledgement

13. Calendar Annual Fund Activity Calendar

14. Budget Staffing Operations Activities and events Technology Communication

15. Fundraising Success = …moving donors to greater levels of support Personally Significant Small One-Time Gifts Good Gifts, Occasionally Good Gifts, Consistently

16. Cultivation and Stewardship

17. Reporting and Dashboards Dollars: Contributions by constituency, fundraising activity, gift level, by month Donors: Number of donors, acquisition and retention rates Activities: Cultivation, solicitation, stewardship Volunteer participation Comparisons: To past years, peers Cash flow charting

18. Managing time for Success

19. Resources Donor Focused Strategies for Annual Giving, Karla A. Williams, Aspen’s Fundraising Series for the 21 st Century. Donor Centered Fundraising, Penelope Burk, Burk & Associates Ltd.