7 steps to a simple, successful fundraising plan
TRANSCRIPT
7 Steps to a Simple, Successful
Fundraising Plan
1/12/17 3pm Eastern
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Before we get started »
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Our guest presenter »Sandy Rees, CFRE @SandyRees
• Founder and Chief Encouragement Officer, Get Fully Funded
• CFRE since 2003 • Raised millions through grants, events,
direct mail • Contributor to Fundraising Success
Magazine • Platinum Author at ezinearticles.com • Board of Directors for Horse Haven of
Tennessee
5 ways people get stuck with planning
How to evaluate historical data
3 main goals you MUST include
How to create an Impact Goal
How to choose the right strategies for YOU
What you’ll get today:
7 steps to a fundraising plan:
1. Learn from the past
2. Shine a guiding beacon
3. Set 3 critical targets
4. Put on your Super Cape
5. Choose the right strategies
6. Write it down!
7. Course correct
Look at each activity
1. Did we get our minimum ROI?
2. Can we improve it?
3. Has it run its course?
What impact will your nonprofit have?
For example,
We’ll feed 10% more people this year.
We’ll double the number of animals we save.
Set an impact goal
3 critical targets
1. # dollars to raise
2. # donors to renew
3. # donors to acquire
How is each fundraising strategy helping us reach
these?
Organizational assets
Name recognition
Strong brand
Well-known leaders
Broad-reaching or well-loved cause
Great facility or location
Big donor base
Dedicated volunteer base
Tool #2: 25% Limit
No single revenue stream should make up
more than 25% of total revenue
grants 15%
event 16%
direct appeal
17% major gifts
21%
sponsorships 11%
monthly giving 20%
Tool #3: Type Balance
Transactional Transformational
Selling candy bars, T-shirts, &
calendars
Direct appeal
Golf tournaments, walks, runs Monthly giving
Live or silent auctions Sponsor a child/animal
Major gifts
Matching gifts
Stay in touch!
www.GetFullyFunded.com
www.Facebook.com/GetFullyFunded
www.YouTube.com/SandyRees1
@SandyRees
http://GetFullyFunded.com/plan
https://bloomerang.co/resources
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Our next free webinar »
3 Secrets to Raising Major Gifts You Can’t Survive Without
Thursday, Jan. 26th, 2017 – 1:00pm Eastern
Amy Eisenstein, ACFRE
https://bloomerang.co/resources/webinars