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Fundraising in the one-person development s hop: Making the most of a shoestring budget

Fundraising in the one-person development s hop: Making the most of a shoestring budget. Heidi Gider , National Women’s Health Network Leah Hofkin , NELA & Employee Rights Advocacy Institute For Law & Policy DeAnna Dalton , MapLight. 15+ years resource development experience

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Fundraising in the one-person development s hop: Making the most of a shoestring budget

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  1. Fundraising in the one-person development shop: Making the most of a shoestring budget Heidi Gider, National Women’s Health Network Leah Hofkin, NELA & Employee RightsAdvocacy Institute For Law & Policy DeAnna Dalton, MapLight

  2. 15+ years resource development experience Senior Consultant, The Rainmakers Group Member, ASAE Board Member, Responsive Law

  3. Agenda 10:45 am: Welcome & burning questions 11:00 am: The development plan 11:20 am: Harnessing internal resources 11:30 pm: Leveraging external resources 11:40 pm: Group discussion/Wrap up

  4. Burning Questions Biggest challenges? Burning questions? Session goals?

  5. Agenda 10:45 am: Welcome and burning questions 11:00 am: The development plan 11:20 am: Harnessing internal resources 11:30 am: Leveraging external resources 11:40 am: Group discussion/Wrap up

  6. The Development Plan Defined Conscious choices Reaching current goal Achieving long-term success

  7. A Good Development Plan: Keeps you on track Allocates limited resources Creates a culture of fundraising

  8. It Also: Allows you to focus Gives you cover to say no Makes it easy to measure & evaluate results

  9. 5 Steps to Your Best Plan Step 1: Own your goals Step 2: Understand your development program Step 3: Know your donors & donor base

  10. Step 4: The Calendar is Key Acquire a year-at-a-glance calendar Schedule everything Start with what you have limited control over

  11. These Include: All significant organizational dates Grant deadlines Board meetings

  12. Add: Everything you know you are doing, such as: Galas & other events Start of year-end campaign

  13. Then: SCHEDULE YOUR VACATION

  14. Step 5: Plan Your Year How do development activities fit within your organizational calendar? Be bold & be reasonable Know how & when every $ will be raised

  15. Leah’s Top 10 Tips Remember strategies for: Meeting & cultivating prospects Stewardship of current donors Soliciting donors & prospects Acknowledging donors

  16. Leah’s Top 10 Tips Regular moves management Major giving circle Two individual giving campaigns per year

  17. Leah’s Top 10 Tips Ask & answer the hard questions about special events Make your board responsible for at least one activity Train & support your board members

  18. Leah’s Top 10 Tips Include donor acknowledgment activities Plan for system improvements Be specific about what you want to achieve

  19. Don’t Forget Your professional development matters

  20. Two Bonus Tips Launch a planned giving program with these (or similar) words: Please consider naming OUR ORGANIZATION as a beneficiary in your will or trust Make sure it is easy for people to donate to you online: Can your mother do it?

  21. Agenda 11:15 am: Welcome & burning questions 11:30 am: The development plan 11:50 am: Harnessing internal resources 12:00 pm: Leveraging external resources 12:10 pm: Group discussion/Wrap up

  22. Internal ResourcesObjectives: Identify who your internal resources are Develop allies among them Utilize them to meet your goals

  23. Why Cultivate Your Internal Resources? You can’t do it alone Tap into organizational history Tap into other skill sets

  24. Why Cultivate Your Internal Resources? Keep abreast of things that impact your work Set expectations and manage up Educate others about what you do

  25. Executive Director Understand their work style Make sure they are happy with the development plan… …because they have to help you sell it to the board.

  26. Board & Board Committees Identify allies on the board Meet in person Do board service

  27. Other Staff Create a forum for staff to know what’s going on with development Get to know others in your organization who have done fundraising Get to know other long-term staff

  28. Volunteers Create a job description for your volunteers This entails more management on the front-end, but pays off later

  29. Other Stakeholders For service-based organizations: Get to know star clients Learn to read financials: Become friends with your auditor

  30. Who Are Your Internal Resources?

  31. Categorize: Who have you built a strong relationship with? Who should you work on building a relationship with?

  32. What Can You Do Now? Pick 3 people from the 2nd category Put together a brief cultivation plan for each of them.

  33. Examples: If your board is local, try to meet in person. Take your [comm/research/program director] to lunch. Learn more about them and their work.

  34. Bonus Tool Tip: Create an org history spreadsheet - use this to quickly build grant reports, updates to donors/board members, etc.

  35. Agenda 10:45 am: Welcome &burning questions 11:00 am: The development plan 11:20 am: Harnessing internal resources 11:30 am: Leveraging external resources 11:40 am: Group discussion/Wrap up

  36. Examples Vendors Periodicals Associations Blogs List-servs Government agencies & other nonprofit organizations External Resources Definition Resources external to those available within your organization.

  37. CIRCLE OF INFLUENCE

  38. Agencies or services that monitor or advise the sector Governance/Oversight www.irs.gov/charities www.guidestar.org www.afj.org

  39. Attorneys whose practice area includes nonprofit law Governance/Oversight Harmon, Curran, Spielberg + Eisenberg, LLP Morgan, Lewis & BockiusLLP Venable LLP

  40. Periodicals http://philanthropy.com http://chronicle.com www.ssireview.org www.thenonprofittimes.com

  41. Professional Associations

  42. Consultants

  43. Board-Related Resources www.boardsource.org www.blueavocado.com

  44. Web-Based Tools www.google.com www.wealthengine.com Database/Technology Participate in database user groups If you don’t have a database or your database doesn’t maintain a user group, participate in Progressive Exchange.

  45. Overarching Tools www.foundationcenter.org http://grantspace.org (formerly The Support Center for Nonprofit Management)www.compasspoint.org www.grassrootsfundraising.org

  46. Overarching Tools http://nonprofitroundtable.org/ www.ncrp.org www.techsoup.org www.volunteermatch.org

  47. Agenda 10:45 am: Welcome & burning questions 11:00 am: The development plan 11:20 am: Harnessing internal resources 11:30 am: Leveraging external resources 11:40 am: Group discussion/Wrap up

  48. Thank you!Heidi Gider: hgider@nwhn.orgLeah Hofkin: lhofkin@employeerightsadvocacy.orgDeAnna Dalton: deanna@maplight.org

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