the prerequisites for fundraising success...complete a fundraising assessment and feasibility study...

The Prerequisites for Fundraising Success May 27, 2016

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Prerequisites for Fundraising Success

◦ Assessment

◦ Discussion

◦ Creating the case for support (Prerequisite #5)

◦ Creating a plan (Prerequisite #7)

◦ Roles and responsibilities (Prerequisite #8)

Q & A

“No institution can obtain greatness by stumbling over its board.”

Dr. Fred Lange, Dallas Community Chest

(now known as the United Way)

1. Attain full understanding and agreement regarding the organization’s mission, vision, goals, strategic direction, and financial position amongst the organization’s leadership.

2. Achieve full commitment from the board of directors, CEO, executive director, or president, and top fundraising staff. Develop an active fundraising leadership team that meets regularly.

3. Develop an active fundraising leadership team that meets regularly.

4. Allocate funds and resources required for implementation of the fundraising plan.

5. Create a clear, concise, and compelling case for financial support that ties back to the organization’s strategic plan.

6. Complete a fundraising assessment and feasibility study or survey.

7. Develop a time-phased fundraising plan.

8. Define roles and responsibilities for staff, board members, volunteers, and consultants.

9. Hire professional staff whose primary role is fundraising management, volunteer training and management, and administrative support.

10. Identify top-caliber volunteer leadership.

11. Craft fundraising guidelines, policies, and procedures.

12. Recruit a team of properly trained and informed volunteers.

13. Use a donor database system to facilitate fundraising management and decision making.

14. Coordinate solicitation strategies.

15. Create a strong awareness and education program to complement and support fundraising activities.

16. Thank and recognize donors and volunteers.

17. Offer meaningful donor benefit packages and naming opportunities.

18. Encourage open lines of communication amongst all parties, combined with a sense of urgency.

Which of the prerequisites is the most challenging for you and your organization?

Circle it clearly on your handout!

Prerequisite # 5

Clear, concise and compelling

• Vision

• History

• How much you are raising

• What funds will be used for

• Projected impact

Serves as a catalyst for giving

(Chapter 5 – pages 25 through 32)

Prerequisite # 7

It takes a well-orchestrated team to ensure an organization’s financial goals are met.

Working from a plan helps increase the odds you will be successful.

(Chapters 7 – pages 41 through 49)

This chart is the “heart” of the plan.

Cover two-to-three years, by quarter.

Outline actions, who is responsible, projected outcome and timeframe.

Key activities: identify, cultivate, solicit & steward donors.

Review & update regularly.

Prerequisite # 8

“Job descriptions” that outline each person’s roles and responsibilities.

Create these for development staff, executive director, board chair, board members, and volunteer leadership, and others.

(Chapters 8– pages 51 through 55)

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Mel and Pearl Shaw