creating a fundraising plan peggy m. owens, cfre sage solutions nonprofit consulting, llc
TRANSCRIPT
![Page 1: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/1.jpg)
Creating a Fundraising Plan
Peggy M. Owens, CFRE
Sage Solutions Nonprofit Consulting, LLC
![Page 3: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/3.jpg)
Objectives
Key components of an integrated fund development plan
The importance of individual giving
Obtain new ideas for successful fundraising
![Page 4: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/4.jpg)
What Is Fundraising?Making friends for your organizationGetting the community behind your
mission It’s about your mission not money!“Fundraising is changing the world for
the better”
--Gail Perry
![Page 5: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/5.jpg)
The Importance of Plans & Goals Abraham Lincoln
A goal properly set is halfway reached.
Mark Victor HansenBig goals get big results. No goals gets no results or somebody else's results.
Anthony RobbinsSetting goals is the first step in
turning the invisible into the visible.
![Page 6: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/6.jpg)
Planning – The Process
Vision/Mission
Strategic Planning
Operational Planning
![Page 7: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/7.jpg)
Developing A Diversified Fundraising Plan
![Page 8: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/8.jpg)
Multiple Baskets
![Page 9: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/9.jpg)
Fun Exercise!
Fundraising Plan
Worksheet
![Page 10: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/10.jpg)
How much was charitable giving in 2011?
![Page 11: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/11.jpg)
$307 Billion Given to Charity
0
10
20
30
40
50
60
70
80
90
Sources of Charitable Gifts
Individuals 82%Foundations 13%Business 5%
![Page 12: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/12.jpg)
Income Source: Individuals 82%
![Page 13: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/13.jpg)
Making Friends for Your Community FoundationFundraising is relationship building
Identify Prospects
Invite, Educate and Involve
Cultivate
Ask for Support
Thank, Thank and Thank again
Stewardship
![Page 14: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/14.jpg)
How do you identify and invite prospects?
![Page 15: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/15.jpg)
How do you identify and invite prospects? Ask your board who they know
Send note from volunteer with newsletter or with event announcement
Tell your story to everyone!
![Page 16: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/16.jpg)
Fundraising Begins with Awareness
![Page 17: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/17.jpg)
Shout it from the mountain tops
Core MessageDelivered ConsistentlyMultiple Venues
![Page 18: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/18.jpg)
Fun Exercise!
Fundraising Plan
Worksheet
![Page 19: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/19.jpg)
How do you cultivate and educate your prospects and donors?
![Page 20: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/20.jpg)
How do you cultivate and educate your prospects and donors? Tours of your office, programs or projects
House parties hosted by a board member or volunteers
Meetings to update on progress
Educational seminars
![Page 21: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/21.jpg)
Fun Exercise!
Fundraising Plan
Worksheet
![Page 22: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/22.jpg)
How do you ask for contributions?
![Page 23: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/23.jpg)
Ladder of Effectiveness
Personal Solicitation Personal Letter and Phone Call Personal Letter Personal Phone Call w/follow-up letter Personal Phone Call
Use personal approach for $250+
![Page 24: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/24.jpg)
Why do people give?
Enthusiasm
Recognition
Specific Request
Respond to a winning cause
Relationship
![Page 25: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/25.jpg)
The #1 Reason People GiveThey are asked!
![Page 26: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/26.jpg)
Fun Exercise!
Fundraising Plan
Worksheet
![Page 27: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/27.jpg)
How do you thank people for their gifts?
![Page 28: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/28.jpg)
How do you thank people for their gifts? Send a personalized thank you note
Call and thank them
Invite them to lunch
Donor appreciation event
![Page 29: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/29.jpg)
Fun Exercise!
Fundraising Plan
Worksheet
![Page 30: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/30.jpg)
Funding Vehicles
Earned Income Foundations Businesses/Corporations Special Events Government Major Gifts Capital Campaign Planned Giving
![Page 31: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/31.jpg)
What does your plan look like?
Is it balanced?
![Page 32: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/32.jpg)
Make your plan a reality for 2012!
Present the plan
Is it realistic?
What will you have to do to get buy-in?
What are YOUR next steps?
![Page 33: Creating a Fundraising Plan Peggy M. Owens, CFRE Sage Solutions Nonprofit Consulting, LLC](https://reader035.vdocument.in/reader035/viewer/2022081516/56649d165503460f949ec989/html5/thumbnails/33.jpg)
Questions?
Did you get your needs meet in today’s workshop?
Do it NOW!