FUNDRAISING RESOURCES Grantsmanship and Fundraising College of Public
FUNDRAISING RESOURCES Grantsmanship and Fundraising College of Public and Community Service University of Massachusetts at Boston © 2007 William Holmes 1
BASIC FUNDRAISING TOOLS • People • Skills • Equipment and Technology • Knowledge 2
PEOPLE AS A RESOURCE 1 • • Executive Director Development Director Board of Directors Advisory Council 3
PEOPLE AS A RESOURCE 2 • • Other Development Staff Non-development Staff Volunteers Consultants 4
EXECUTIVE DIRECTOR FUNDRAISING 1 • • Know supporters Meet contributors Contact foundations Review proposals 5
EXECUTIVE DIRECTOR FUNDRAISING 2 • • • Overseeing events Speaking at events Publicity review Funding Planning Acknowledge Staff 6
DEVELOPMENT DIRECTOR FUNDRAISING 1 • • • Know supporters Meet contributors Contact foundations Review proposals Get input from ED and Board 7
DEVELOPMENT DIRECTOR FUNDRAISING 2 • Coordinate Plan Implementation • Write Presentations, Proposals, Brochures, Newsletters, Solicitations • Attend Events • Maintain Contacts 8
BOARD MEMBER FUNDRAISING • Involved in Funding Planning • Expected to Fundraise • Provide Knowledge and Experience • Board Donations aid credibility • Member participation provides examples 9
ADVISORY COUNCIL FUNDRAISING • • • Expertise Community Feedback Contacts Continuity Credibility Limited Involvement 10
DEVELOPMENT STAFF FUNDRAISING • • • Getting Facts, Stories Writing Drafts Editing Tracking Details Minor Crisis Intervention Internal Marketing 11
OTHER STAFF FUNDRAISING • Getting Facts, Stories, Pictures • Writing Program Descriptions and Stories • Writing Update Reports • Reviewing 12
OTHER RESOURCES u Fundraising Plans u Charitable Giving u Planned Giving u Charitable Events u Volunteer Programs u Unrelated Income 13
FUNDRAISING PLAN PRINCIPLES u Strategic versus Crisis Plans u Fundraising to Support Strategic Plan u Objectives to Support Goals u Method to Fit Situation 14
FUNDRAISING PLAN STEPS 1. 2. 3. Determine Financial Goal Evaluate Fundraising Assets Create Strategy that uses Assets 15
FUNDRAISING PLAN ELEMENTS 1. 2. 3. 4. 5. 6. Time duration Description of goals Calendar of activity Breakdown of responsibilities Measures of success Backup plan for risky strategies 16
EXAMPLE FUNDRAISING PLAN CALENDAR Decoration Plan ACTIVITY MONTH 1 MONTH 2 MONTH 3 Thanksgiving Party Preparation Send Thank You Product Donation Prepare Pitch Give Pitch and get Products Use Products Board Donations Prepare Pitch Give Pitch and get Donations Buy and Use Supplies Volunteer Recruitment Prepare Pitch Contact Use Volunteers and Painters Get Commitments Mrs. Big Donation Prepare Pitch Meet with Mrs. Spend Donation Big and sent Thank You 17 Dinner
EXAMPLE FUNDRAISING PLAN WORKSHEET Decoration Plan SOURCE ACTIVITY LOW HIGH Tickets Sales for Thanksgiving party $100 $200 Home Depot Donation 1 gals. Paint 5 gals. paint Board Gift giving $50 $100 Costco Donation of $40 Food Discount $69 Volunteers Donation of time Painting 1 hour per 2 hours per Mrs. Big Gift giving $200 $500 18
EXAMPLE EVENT PLAN Thanksgiving Party Plan TASK WHO WHAT WHEN Coordination John Track Weekly Brochure Mary Write November 1 Budget Fred Project Budget November 3 Mailing List Mary Envelopes November 7 Buy food, prizes Bill Costco November 20 Rental John Rent Tent November 10 19
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