How to Craft a Simple Fundraising Plan @fundraiserchad and where - - PowerPoint PPT Presentation

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How to Craft a Simple Fundraising Plan @fundraiserchad and where - - PowerPoint PPT Presentation

Apr 01, 2023 461 likes •1.11k views

How to Craft a Simple Fundraising Plan @fundraiserchad and where does it live? but what does the fundraising plan look like at most nonprofits? reactive versus proactive How to Craft a Simple Fundraising Plan @fundraiserchad Who is this

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How to Craft a Simple Fundraising Plan

@fundraiserchad

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and where does it live?

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but what does the fundraising plan look like at most nonprofits?

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reactive versus proactive

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How to Craft a Simple Fundraising Plan

@fundraiserchad

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Who is this guy? And why does he think he knows what he’s talking about?

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career fundraiser

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teaching small, community-based charities to fundraise more effectively

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We Well h ll her ere I e I am am ba baby, by, pra practi ctice ce wha what y t you

  • u

pre preac ach. h.

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AGENDA

1) The Problem 2) Planning Step #1: Evaluation 3) Planning Step #2: Planning 4) Planning Step #3: Systematize 5) Fundraising Inspiration 6) Make the Case for Change 7) Q&A

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@fundraiserchad

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productivefund uctivefundraising.c raising.com/res

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PLANNING STEP 1 evaluate

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evaluate, but don’t

  • ver-analyze
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9 point performance index

1.Participants + Non-Responders 2.Income 3.Expense 4.Percent Participation 5.Average Gift 6.Net Income 7.Average Cost Per Gift 8.Cost of Fund Raising 9.Return

Credit: Jim Greenfield

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Solicitation Performance Index

based on James M. Greenfield's Nine-Point Performance Index PERFORMANCE INDICATOR SOLICITATION 1 SOLICITATION 2 SOLICITATION 3 SOLICITATION 4 SOLICITATION 5 SOLICITATION 6 SOLICITATION 7 SOLICITATION 8 SOLICITATION 9 TOTALS Solicitations Made/Sent
  • 1. Participants
  • 2. Income
  • $
  • 3. Expense
  • $
  • 4. Percent Participation
#DIV/0!
  • 5. Average Gift
#DIV/0!
  • 6. Net Income
  • $
  • 7. Average Cost Per Gift
#DIV/0!
  • 8. Cost of Fund Raising
#DIV/0!
  • 9. Return
#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! DATA YOU ENTER

productivefund uctivefundraising.c raising.com/res

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donor retention rate 46%

Fundraising Effectiveness Project (FEP)

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productivefund uctivefundraising.c raising.com/res

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PLANNING STEP 2 plan (simply)

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analyze your data

What do I want to …

  • Cease doing?
  • Decrease doing?
  • Maintain doing?
  • Increase doing?
  • Start doing?
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the document

For each strategy (what we will do):

1. Rationale (why are we doing it?) - 1 sentence 2. (Simple)Plan (how will we do?) - 1 paragraph 3. Timetable (when will we do it?) - 1 sentence 4. Responsible Parties (who will do it?) - 1 sentence 5. Projected Expense - 1 number 6. Projected Income - 1 number IMPROVING DONOR RETENTION MUST BE A STRATEGY!

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productivefund uctivefundraising.c raising.com/res

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PLANNING STEP 3 systematize

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build implementation into your organization’s systems

Two options …

  • Make it someone’s job (weekly)
  • Transfer the tasks into your

task/project management system

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That’s it … you are DONE!

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FUNDRAISING INSPIRATION

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If it ain’t broke, don’t fix it.

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af afpn pnet. et.or

  • rg
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sof sofii. ii.org

  • rg
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productivefund uctivefundraising.c raising.com/res

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MAKING THE CASE FOR CHANGE

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show them the numbers

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Solicitation Performance Index

based on James M. Greenfield's Nine-Point Performance Index PERFORMANCE INDICATOR SOLICITATION 1 SOLICITATION 2 SOLICITATION 3 SOLICITATION 4 SOLICITATION 5 SOLICITATION 6 SOLICITATION 7 SOLICITATION 8 SOLICITATION 9 TOTALS Solicitations Made/Sent
  • 1. Participants
  • 2. Income
  • $
  • 3. Expense
  • $
  • 4. Percent Participation
#DIV/0!
  • 5. Average Gift
#DIV/0!
  • 6. Net Income
  • $
  • 7. Average Cost Per Gift
#DIV/0!
  • 8. Cost of Fund Raising
#DIV/0!
  • 9. Return
#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! DATA YOU ENTER
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ALL

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further learning

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@fundraiserchad

ques questi tion

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productivefund uctivefundraising.c raising.com/res

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