1 / 34

Fundraising Action Planning II

Fundraising Action Planning II. Good morning!. Aubin Dupree National Youth Council Alumni Board Presenter 2 Position. Fundraising Action Planning II. Review Fundraising strategies Major giving Grants Events Fundraising planning. It’s really early for a Sunday….

luka
Download Presentation

Fundraising Action Planning II

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Fundraising Action Planning II

  2. Good morning! Aubin Dupree National Youth Council Alumni Board Presenter 2 Position

  3. Fundraising Action Planning II • Review • Fundraising strategies • Major giving • Grants • Events • Fundraising planning

  4. It’s really early for a Sunday…

  5. Fundraising Action Planning II • Review • Fundraising strategies • Major giving • Grants • Events • Fundraising planning

  6. Yesterday was so long ago… Fundraising Action Planning I • Introduction • Mission • Core activities • Target population • Fundraising cause • Fundraising needs • Fundraising resources

  7. Fundraising Action Planning II • Review • Fundraising strategies • Major giving • Grants • Events • Fundraising planning

  8. Mini presentations Fundraising strategies • Major giving • Grants • Events

  9. Major giving • Solicitation cycle • Engagement strategy • Prospect strategy • Major gift scenario

  10. Major giving solicitation cycle

  11. Major gift scenario Charles and Monica Smith • Charles has been an annual fund donor for five years, giving $1,000 each year • Capacity rating of $500,000+ gift • Charles owns a successful biotech firm in Silicon Valley • Monica “inherited millions”, according to a board member • Children John (22) and Paisley (16) • Two dogs • Monica is on the board of the ballet company; recently gave $350,000 to capital campaign

  12. Grants • Solicitation cycle • Grant proposals • Cover letter • Proposal • Budget • Supporting materials

  13. Grant solicitation cycle

  14. Building a grant • Cover letter • Summary and proposal detail • Budget • Supporting materials

  15. Events • Grants vs. events • Solicitation cycle • Planning worksheet • Project plan example

  16. Mini presentations Fundraising strategies • Major giving • Grants • Events

  17. Wakeup call!

  18. Fundraising Action Planning II • Review • Fundraising strategies • Major giving • Grants • Events • Fundraising planning

  19. Elements of your fundraising plan

  20. IV: Fundraising goals How much do you want to raise? • How much can you reasonably expect to raise with the specific type of fundraiser you chose? • How many people have to participate in order to reach this amount, either by attending the event, donating at a pledge drive, etc.? • How much money would you need in business sponsorship?

  21. SMART goal example

  22. V: Fundraising strategies Sources • Corporations • Foundations • Individuals • Grants • Scholarships • Special events • ???

  23. Fundraising strategy criteria • Fits with mission? • Cost-effective? • Skills/resources available? • Past experience? • Builds capacity? • Timing ok? • Repeatable? • Other benefits?

  24. Fundraising steps • Establish fundraising timeline • Select strategies • Submit • Corporations • Foundations • Individuals • Grants • Scholarships • Events

  25. VI: Fundraising project timeline • Break project into phases • The more detail, the better!

  26. Final lap!

  27. VII: Fundraising project budget • Phases • Budget detail • Be honest • Include all possible costs

  28. VIII: Fundraising project team • Project leaders • Advisors • Recognition

  29. IX: Fundraising plan results Performance evaluation • What? • When? • How? • Who?

  30. Fundraising planning review • Needs • Resources • Goal • Strategy • Timeline • Budget • Team • Evaluation

  31. Fundraising Action Planning II • Review • Fundraising strategies • Major giving • Grants • Events • Fundraising planning

  32. What’s your fundraising plan? • Gift, grant or event? • Unusual source? • Project length? • Questions?

  33. You made it! www.redcrossyouth.org and Facebook Aubin Dupree: dupreea@usa.redcross.org Presenter 2: presenter2@usa.redcross.org

More Related