fundraising in the one- person development shop: making the most of a shoestring budget heidi gider,...
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Fundraising in the one-person development shop:
Making the most of a shoestring budget
Heidi Gider, National Women’s Health NetworkLeah Hofkin, NELA & Employee Rights Advocacy Institute For Law & Policy
DeAnna Dalton, MapLight
• 15+ years resource development experience• Senior Consultant, The Rainmakers Group• Member, ASAE• Board Member, Responsive Law
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
Burning Questions Biggest challenges? Burning questions? Session goals?
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
The Development Plan Defined
1. Conscious choices
2. Reaching current goal
3. Achieving long-term success
A Good Development Plan:1. Keeps you on track
2. Allocates limited resources
3. Creates a culture of fundraising
It Also:4. Allows you to focus
5. Gives you cover to say no
6. Makes it easy to measure & evaluate results
5 Steps to Your Best PlanStep 1: Own your goals
Step 2: Understand your development program
Step 3: Know your donors & donor base
Step 4: The Calendar is Keya) Acquire a year-at-a-glance calendar
b) Schedule everything
c) Start with what you have limited control over
These Include: All significant organizational dates
Grant deadlines
Board meetings
Add:Everything you know you are doing, such as:
Galas & other events
Start of year-end campaign
Then:
SCHEDULE YOUR VACATION
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
Leah’s Top 10 Tips1. Remember strategies for:
Meeting & cultivating prospects
Stewardship of current donors
Soliciting donors & prospects
Acknowledging donors
Leah’s Top 10 Tips2. Regular moves management
3. Major giving circle
4. Two individual giving campaigns per year
Leah’s Top 10 Tips5. Ask & answer the hard questions about
special events
6. Make your board responsible for at least one activity
7. Train & support your board members
Leah’s Top 10 Tips8. Include donor acknowledgment activities
9. Plan for system improvements
10.Be specific about what you want to achieve
Don’t Forget
11.Your professional development matters
Two Bonus Tips1. Launch a planned giving program with these
(or similar) words:
Please consider naming OUR ORGANIZATION as a beneficiary in your will or trust
2. Make sure it is easy for people to donate to you online: Can your mother do it?
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
Internal ResourcesObjectives:
Identify who your internal resources are
Develop allies among them
Utilize them to meet your goals
Why Cultivate Your Internal Resources?
You can’t do it alone
Tap into organizational history
Tap into other skill sets
Why Cultivate Your Internal Resources?
Keep abreast of things that impact your work
Set expectations and manage up
Educate others about what you do
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.
Board & Board Committees Identify allies on the board
Meet in person
Do board service
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
Volunteers Create a job description for your
volunteers
This entails more management on the front-end, but pays off later
Other Stakeholders For service-based organizations: Get to
know star clients
Learn to read financials: Become friends with your auditor
Who Are Your Internal Resources?
Categorize: Who have you built a strong
relationship with?
Who should you work on building a relationship with?
What Can You Do Now? Pick 3 people from the 2nd category
Put together a brief cultivation plan for each of them.
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.
Bonus Tool Tip: Create an org history spreadsheet - use
this to quickly build grant reports, updates to donors/board members, etc.
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
External ResourcesDefinitionResources external to those available within your organization.
Examples Vendors Periodicals Associations Blogs List-servs Government agencies &
other nonprofit organizations
CIRCLEOF
INFLUENCE
Governance/Oversight
www.irs.gov/charities
www.guidestar.org
www.afj.org
Agencies or services that monitor or advise the sector
Governance/Oversight
Harmon, Curran, Spielberg + Eisenberg, LLP
Morgan, Lewis & Bockius LLP
Venable LLP
Attorneys whose practice area includes nonprofit law
Periodicals
http://philanthropy.com
http://chronicle.com
www.ssireview.org
www.thenonprofittimes.com
Professional Associations
Consultants
Board-Related Resources
www.boardsource.org
www.blueavocado.com
Web-Based Toolswww.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.
Overarching Toolswww.foundationcenter.org
http://grantspace.org
(formerly The Support Center for Nonprofit Management) www.compasspoint.org
www.grassrootsfundraising.org
Overarching Toolshttp://nonprofitroundtable.org/
www.ncrp.org
www.techsoup.org
www.volunteermatch.org
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
