managing the philanthropy office step three: supporting fund development
TRANSCRIPT
Managing thePhilanthropy Office
Step Three:Supporting Fund
Development
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Step Three Outline
Systems and Processes Fund Development Committee of
the Board Fund Development Budget
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Systems and Processes
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Success Requires…
…Your leadership, Vision, strategic plan, multi-year revenue projections, a giving and getting board, fundraising priorities, a strong CDO and staff
It also requires SYSTEMS and PROCESSES
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Start with a Plan
Just as you have a good strategic and tactical plan for the Agency, the Fund Development office needs a strong, detailed plan as well.
See Fund Development Plan and Template in Tools and Templates For more in-depth information on
planning go to the CDO version of this section
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Provide Infrastructure
Database software Gift and interaction documentation Bigs and Littles information captured and
kept Trained personnel
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Provide Procedures and Protocols Gift Crediting guidelines – it is important
to know what to accept and how to credit different types of gifts
Research Goals – researching prospective donors is an important function
Stewardship Plan, Template & Calendar – will increase giving and help you keep your donors
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Provide Training and Consultation
AFP and other local programs
“Shadow” the best shops in your area
BBBSA
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Consider Hiring a Consultant Ask the “best
development shops” in your area who they use
Interview several Check references
carefully
A consultant can provide perspective, help you problem solve, provide on-site Board training
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Seek Supportfrom National Database Stewardship Web tools Workshops, regional
and national meetings
Conference calls Assessments,
consulting and problem solving
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Fund Development Committee of the Board
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This is a Partnership with your CDO and Board Members
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Provide Access to the Board
Appoint a strong and willing Chair of the Development Committee
See Sample Development Committee Charge in Tools and Templates
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Building Relationships with The Board The CDO should have complete
access to the Board as long as he or she keeps you informed in a timely manner They are leadership and major gift
donors who need an engagement and solicitation strategy
They provide her access to others They help her engage, solicit and
steward others
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Fund Development Budget
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The Budget In addition to staff
and infrastructure, there should be adequate resources for: Mailings Events
Travel Professional
Development Communications
materials Stewardship
materials including photographs
Research tools
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Next Steps Go to Step Four to
learn more about Performance Measures and Metrics
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Tools and Templates
Sample Development Committee Charge
Fund Development Budget Template
Fund Development Plan and Template
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Tools and Templates
Gift Crediting guidelines Annual Giving Calendar Research Goals Stewardship Plan, Calendar,
and Template