ONE-YEAR FUNDRAISING PLANFISCAL YEAR 2019-2020

Hyunju Hannah Lee | December 5th, 2018

For The Christian Nonprofit OrganizationWhere Christians pursue the great commission by obeying Jesus’ great commandment

The Christian Nonprofit Organization

501(c)(3) Nonprofit Christian Services and Research Organization

VISION - Ultimately glorify God by assisting Christians for being faithful to

Jesus Christ

MISSION – Providing various discipleship opportunities through the works

of the organization, So Christians help others in need in Jesus’ name.

FUNDRAISING HISTORY

Fundraising Initiative and Goals

Fundraising Period: October 1, 2019 ~ September 30, 2020 (FY 20919-2020)

Fundraising Financial Goal: Increase gross revenue by 15 percent (from $506,933 to

$582,973)

Objectives: 1) Apply the Balanced Fundraising Model to establish a solid fundraising

program (expanding Annual Fund, implementing a new Major gifts program, &

establishing a robust Planned Giving program), 2) Develop online fundraising platforms

to target millennial donors, 3) Improve voluntary leadership from the Board and the

Fundraising Advisory Committee in fundraising programs

Prospects: Individuals, Congregations, Christian Organizations, Non-Christian

Organizations, and Foundations

CASE FOR SUPPORT

Comprehensive fundraising programs (Annual Fund, Major Gifts, & Planned

Giving) to raise sufficient funds for on-time salary payment (all year round)

Partnership expansion with Christian Congregations as well as Christian

Organizations

Developing discipleship opportunities for young and millennial Christians

“Faithfulness is a choice,” the founders used to say. The organization will

continue to be practical channels for those Christians who strive to connect

their faith with action in God’s work.

DEPARTMENT INFORMATION AND NEEDS

EXISTING FUNDRAISING

DEVELOPING

o Fundraising Coordinator (leading the fundraising team & make a draft policy)

o Online Fundraising Assistant (online fundraising)

o Board members (2) (major gifts program)

o Fundraising Advisory Committee (3) (major gifts program)

o Staff Members – Administrative Coordinator, Bookkeeper, Volunteer Coordinator

o Volunteers

THREE-YEAR GIVING DATA ANAYLSIS

Amount Percent Amount Percent Amount Percent

Annual Fund 426,737$ 84% 467,244$ 90% 512,086$ 90%

Direct Mail 379,796$ 75% 425,192$ 82% 440,394$ 78%

Special Event 46,841$ 9% 41,922$ 8% 71,642$ 12%

Online Giving 100$ 0% 130$ 0% 50$ 0%

Christian

Organizations 5,138$ 1% 10,355$ 2% 16,979$ 3%

Non-Christian

Organizations 40,555$ 8% 15,532$ 3% 28,299$ 5%

Foundations 25,347$ 5% -$ 0% 5,660$ 1%

Bequest 5,000$ 1% 20,709$ 4% -$ 0%

Others* 4,156$ 1% 3,889$ 1% 2,951$ 1%

Total 506,933$ 100% 517,729$ 100% 565,975$ 100%

FY 10/1 ~ 9/30

Fundraising Activity

FY 16-17 FY 15-16 FY 14-15

DATA ANAYLSIS

Donation Amount Individual CongregationChristian

Organization

Non-Christian

OrganizationTotal

$10,001 - $50,000 3 0 0 0 3

$5,001 - $10,000 5 3 0 0 8

$1,001 - $5,000 65 12 1 5 83

$501 - $1,000 86 12 3 5 106

$0 - $500 830 27 17 8 882

Total 989 54 21 18 1082

FY 16-17 ANNUAL FUND ANALYSIS BY DONATION AMOUNT & DONOR CLASSIFICATION

GOALS, OBJECTIVE AND TIMELINE

Continue to implement direct mailing solicitations

Establish a major gifts program by building a voluntary Major Gifts Task Force

Draft policies & procedures for planned giving programs and research for prospects

Hire a part-time Online Fundraising Assistant

Develop online fundraising platforms by working with the outsourcing IT company and

establish strategies to connect with young Christians

Develop e-mail solicitation strategies while making a list of email addresses

Utilize current Facebook and update organizational news on Facebook

Expand partnership with local congregations by visiting & giving a presentation

Increase congregations’ participation in Mega Mission-A-Thon

Provide fundraising-relevant trainings to board & advisory committee members as well as

staff and volunteers

GOALS, OBJECTIVE AND TIMELINE

FY 19-20

(Projected)

FY 16-17

(Achieved)

FY 19-20

(Projected)

FY 16-17

(Achieved)

Annual Fund 457,817$ 426,737$ 1415 1043

Direct Mail 405,677$ 379,796$ 1010 851

Special Event 50,140$ 46,841$ 255 189

Online Giving 2,000$ 100$ 150 2

Major Gifts 25,000$ -$ 30 0

Christian

Organizations6,000$ 5,138$ 30 21

Non-Christian

Organizations45,000$ 40,555$ 18 16

Foundations 30,000$ 25,347$ 5 2

Bequest 15,000$ 5,000$ 2 1

Others* 4,156$ 4,156$ 0 0

Total 582,973$ 506,933$ 1500 1082

FY 10/1 ~ 9/30

Fundraising Activity

Amount ($) Number of Donors

FY 19-20 FUNDRAISING GOAL: $582,973 OR 15% INCREASE

FY 19-20 FUNDRAISING ACTION PLANTimeline Oct Nov Dec Jan Feb Mar Apr May June July Aug Sept

Personnel

Hire Online Fundraising Assistant

Build Major Gifts Task Force

Secure volunteers

Train staff and all volunteers

Direct Mail

Annual Appeal (Fall Pledge)

Christmas (by CEO & Exe. VP)

Spring Forward

Bimonthly Newsletter

Annual Report

Impact Report (by FAC)

Establish donor recognition

Special Events

Invitation thru bimonthly newsletter

Mega Work-A-Thon

Christmas Celebration

Online Fundraising

Reconfigure online platform

Utilize existing Facebook

Update news & info

make an email list

Send out e-mail solicitation

Major Gifts

Establish policies & procedure

make brochures

Prospect research

Cultivate & Brief

Train Major Gifts Task Force

Ask (person meeting) & Steward

Planned Giving

Draft policies & procedures

make brochures

Prospect research

Cultivate prospect's interest

Face-to-face meeting to ask

Congregations & Christian org

Plan visits & presentation

Contact churches & Christian org

Visits & make presentations

Foundations & Non-Christian Org

Research & seeking grants

Initial contacts

Apply for grants/Ask for support

Provide grant updates

Evaluation

Quarterly survey

Quarterly quantitative report

Biennial report

Final report evaluation

Final report presented to the board

Oct 2020

Nov 2020

FY 19-20 FUNDRAISING ACTION PLAN

Timeline Oct Nov Dec Jan Feb Mar Apr May June July Aug Sept

Personnel

Hire Online Fundraising Assistant

Build Major Gifts Task Force

Secure volunteers

Train staff and all volunteers

Direct Mail

Annual Appeal (Fall Pledge)

Christmas (by CEO & Exe. VP)

Spring Forward

Bimonthly Newsletter

Annual Report

Impact Report (by FAC)

Establish donor recognition

Special Events

Invitation thru bimonthly newsletter

Mega Work-A-Thon

Christmas Celebration

Online Fundraising

Reconfigure online platform

Utilize existing Facebook

Update news & info

make an email list

Send out e-mail solicitation

Major Gifts

Establish policies & procedure

make brochures

Prospect research

Cultivate & Brief

Train Major Gifts Task Force

Ask (person meeting) & Steward

Planned Giving

Draft policies & procedures

make brochures

Prospect research

Cultivate prospect's interest

Face-to-face meeting to ask

Congregations & Christian org

Plan visits & presentation

Contact churches & Christian org

Visits & make presentations

Foundations & Non-Christian Org

Research & seeking grants

Initial contacts

Apply for grants/Ask for support

Provide grant updates

Evaluation

Quarterly survey

Quarterly quantitative report

Biennial report

Final report evaluation

Final report presented to the board

Oct 2020

Nov 2020

PROSPECT SOURCES, RESEARCH AND

FUNDRAISING METHODS

With limited resources, working with a voluntary Major Gifts Task Force would be

critical to establish a major gifts program. Prospect research should start with 159

donors (who annually donated more than $500 based on the FY 16-17 Annual Fund

Analysis by Donation Amount & Donor Classification). With the Bookkeeper’s assistance,

the Task Force makes the list for prospects by prioritizing those who donate recently

and more frequently. Also, cross-check with publicly available information (local

newspapers, Zillow, etc.) should be followed.

Once the prospect list is finalized, the Task Force as well as other fundraising advisory

committee and board members should be trained to connect with potential major gifts

donors. To further develop a relationship with prospects, the team could invite them for

a tour of the facility as well as offer volunteer opportunities at the organization. These

should be carefully designed based on the prospect research (prospects’ interest,

passion, connection, etc.).

USE OF SOLICITATORS AND OTHER

VOLUNTEERS

Board & FAC members (not with Task Force) – to connect with the community & congregations

Advisory committee members from other works (Food, Furniture, Home Maintenance,

Clothing, Helping, and Christian Health Service) – to connect with the community &

congregations

Current volunteers (for fundraising & stewardship mailings and newsletters, special events,

etc.)

Staff members (who works with volunteers everyday)

New volunteers are needed for online fundraising (who have skills to utilize social media,

especially Facebook, and could assist Online Fundraising Assistant)

PROMOTIONAL AND SOLICITATION

MATERIALS

Annual Appeal (Fall Pledge) Letter Oct-Nov (assisted by staff & volunteers)

Christmas Letter Nov-Dec (written by CEO & Exe. VP)

Annual Report Jan (assisted by staff & volunteers)

Spring Forward Letter May-June (assisted by staff & volunteers)

Bimonthly Newsletter Bimonthly (produced by Administrative Coordinator)

E-mail Solicitation Letter July-Sept (developed & first-time formal e-mail letter)

Online Fundraising Platforms Utilized & updated (Online Fundraising Assistant)

Impact Report Aug-Sept (by FAC)

Brochures (Major Gifts &Planned Giving) Feb-Apr & May-June (produced by Administrative Coordinator)

DONOR STEWARDSHIP AND RECOGNITION

Gift Amount Club Name Recognition & Stewardship

$5,001 - $50,000 Servants of Jesus Handwritten thank you letter from CEO, Invitation to dinner with CEO & a board

member, Impact/annual report presentation, bimonthly newsletter, invitation to

special events

$501 - $5,000 Friends of Jesus Handwritten thank you letter from Fundraising Coordinator or a board member,

invitation for a tour and general presentation of Empty Tomb, offering volunteer

opportunities, bimonthly newsletter, annual report, invitation to special events

$0 - $500 Partners of Jesus Thank you letter, bimonthly newsletter, annual report, invitation to special events

DONOR SPOTLIGHT/RELATIONS:

Designing a spot on Facebook to share donors’ stories. These stories could be created by the

fundraising team in a way to acknowledge donors or by donor themselves to share their

testimonies.

FY 19-20 OPERATING BUDGET

Expenses Cost

Fundraising Staff Salaries*

Fundraising Coordinator 23,920$

Online Fundraising Assistant (Part-time) 11,960$

3 Staff Members (max 1/4 hr allocated to fundraising) 17,940$

Subtotal 53,820$

Fundraising Operations

IT outsourcing company 2,000$

Printing, Postage, and Copy 10,000$

Marketing Materials 1,500$

Equipment Maintenance 500$

Fundraising Events (Mega Work-A-Thon) 1,000$

Donor Recognition (Dinner & Acknowledgement) 500$

Telephone, Travel 500$

Insurance 1,000$

Subtotal 17,000$

Grand Total 70,820$

BENCHMARKING

SALT & LIGHT

HABITAT FOR HUMANITY OF CHAMPAIGN COUNTY AND RESTORE

CATHOLIC CHARITIES, DIOCESE OF SPRINGFIELD IN ILLINOIS

EPISCOPAL CHARITIES AND COMMUNITY SERVICES

EVALUATION

Quarterly qualitative feedback from board, advisory committees, and volunteers

through a survey

Quarterly quantitative report from staff

Biennial comprehensive fundraising report by the Fundraising Coordinator to the Exe. VP

Final report presented to the CEO & Exe. VP in October 2020 for further evaluation

Final report (with possible next steps) presented at the November 2020 board meeting