developing your campaign fundraising plan

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Harney Coster & Associates Developing your Developing your Fundraising Plan Fundraising Plan @MatthewHarney [email protected] 405-503-6258

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Post on 22-Jan-2015

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Matt Harney of Harney Coster & Associates presents "Developing Your Campaign Fundraising Plan."

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2. Know the Rules

  • Oklahoma:www.ethics.state.ok.us
  • Texas:www.ethics.state.tx.us
  • California:www.sos.ca.gov
  • Pennsylvania:Bureau of Commissions, Elections and Legislation

@[email protected] 3. Fundraising Methods

  • Direct Solicitation
  • Events
  • Direct mail & Online solicitation
  • Fundraising by Committee
  • Phone Banking & Telemarketing

@[email protected] 4. Before you begin

  • True understanding of political environment
  • Viability
  • Internalize candidates personal & professional history
  • Internalize your opponents history

@[email protected] 5. Does my campaign need a Fundraising Plan?

  • Yes!Every campaign, regardless of size, must have a detailed, written fundraising plan.
  • Why?
  • Tangible
  • Monitor goals

@[email protected] 6. Initial Steps

  • Enlist kitchen cabinet, most ardent supporters for Fundraising Committee
    • Grow your potential donor base
    • Access to those who would otherwise be untouched
    • General support goes viral

@[email protected] 7. Maximize your Contacts

  • Create exhaustive list of candidates contacts
    • Collect as much contact info as possible-phone #s, email, mailing address, etc.
    • Debrief list
      • Adding code, ask amount, and notes

@[email protected] 8. After debriefing your list:

  • Prioritize fundraiser event hosts
  • Group contacts by code
  • Analyze & research extended potential donor groups

@[email protected] 9. Extended Donor Groups

  • Ideological:donors who support you because of advocacy for a particular cause
  • Im not the other guy/ax to grind:donors who support you because your opponents victory would negatively affect their interests
  • Unique Interest/Power:donors who support you advance their economic interest

@[email protected] 10. Components of Fundraising Plan

  • Intro
  • Specify staffing and responsibilities
  • Brief summary of campaign finance laws & rules
  • List of event hosts
  • Logistics--scheduled call time, # of events, targeted groups, fundraising method outline, outstanding research,etc.
  • Calendar of Events
  • Campaign Budget
  • Monthly (weekly) fundraising goal schedule with itemized methods

@[email protected] 11. Dont forget to ask

  • Has candidate been thoroughly debriefed?Has the fundraising committee been a part of the process or reviewed the results?
  • Is the campaign staff aware of reporting deadlines?
  • Has the treasurer or compliance officer been trained on all aspects of campaign compliance?
  • Has the campaign considered civic organizations and opinion leaders who are potentially supportive or sympathetic to candidate?

@[email protected]