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Creating a Fundraising Plan

Creating a Fundraising Plan. Presented by Mayme Patthoff Jill Paulsen OCAN/GEAR UP Conference September 8, 2003. Why is Fundraising Important?. Achieve organizational goals Sustainability Strategically diversify your revenue portfolio General vs. program-specific funds.

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Creating a Fundraising Plan

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  1. Creating a Fundraising Plan Presented by Mayme Patthoff Jill Paulsen OCAN/GEAR UP Conference September 8, 2003

  2. Why is Fundraising Important? • Achieve organizational goals • Sustainability • Strategically diversify your revenue portfolio • General vs. program-specific funds

  3. Common Fundraising Methods • Direct solicitation • Direct mail • Telemarketing • Grants • Earned Income Ventures • Special Events • Others

  4. What is a Fundraising Plan? The framework for your fundraising program • Similar to strategic planning • Living, working document • Produces results • Does not take time, saves time

  5. Why Plan? • Make more $ • Develop more volunteers • Understand what works (and why) • Target future plans & understand past mistakes • Engage key constituencies

  6. 4 Stages of Effective Fundraising 1. Research 2. Plan 3. Conduct 4. Evaluate

  7. Assessing strengths & weaknesses Planning Leadership Volunteers Resource development staff Financial resources Donor research Fundraising aids Fundraising techniques Public relations Fundraising environment Conducting Your Development Audit

  8. Key Components of your Fund Plan 1. Mission & Values Organizational & Fund Development 2. Goals Strategic & Financial

  9. Key Components (continued) 3. Strategies Communication, cultivation & solicitation • Case for Support Why mission matters? Why your program is the solution to the problem.

  10. Key Components (continued) 5. Benchmarks (measurement) 6. Assignment of Responsibility

  11. Key Components (continued) 7. Timetable 8. Resources 9. Monitoring progress & evaluating performance

  12. Key Players: Who to Involve • Planning/development committee • Board • CAP manager/executive • CAP Staff

  13. Case Study: RCAP • Established 1997 • FY97 Budget: $30,000 • FY04 Budget: $400,000 • Executive Director, Program Director (advisory services and financial aid), Development Director, Assistant • 4 advisors in 10 of the 18 county high schools

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  15. Conclusion: Bringing Your Plan to Life • Be flexible • Set clear goals and objectives • Integrate it into big-picture strategic planning • Don’t get bogged down in paperwork. Make sure the fundraising plan leads to action. • Get organizational buy-in • Stay mission-driven

  16. Resources • OCAN staff • www.ohiocan.org • www.ohio.nonprofitresources.net • www.afpnet.org • www.foundationcenter.org • www.managementhelp.org • Subscribe to Contributions magazine

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