Fundraising Action Planning II

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Fundraising Action Planning II
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Good morning!

• Aubin Dupree
• National Youth Council
• Alumni Board
• Presenter 2
• Position

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Fundraising Action Planning II

• Review
• Fundraising strategies
• Major giving
• Grants
• Events
• Fundraising planning

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Its really early for a Sunday
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Fundraising Action Planning II

• Review
• Fundraising strategies
• Major giving
• Grants
• Events
• Fundraising planning

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Yesterday was so long ago

• Fundraising Action Planning I
• Introduction
• Mission
• Core activities
• Target population
• Fundraising cause
• Fundraising needs
• Fundraising resources

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Fundraising Action Planning II

• Review
• Fundraising strategies
• Major giving
• Grants
• Events
• Fundraising planning

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Mini presentations

• Fundraising strategies
• Major giving
• Grants
• Events

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Major giving

• Solicitation cycle
• Engagement strategy
• Prospect strategy
• Major gift scenario

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Major giving solicitation cycle
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Major gift scenario

• Charles and Monica Smith
• Charles has been an annual fund donor for five
  years, giving 1,000 each year
• Capacity rating of 500,000 gift
• Charles owns a successful biotech firm in Silicon
  Valley
• Monica inherited millions, according to a board
  member
• Children John (22) and Paisley (16)
• Two dogs
• Monica is on the board of the ballet company
  recently gave 350,000 to capital campaign

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Grants

• Solicitation cycle
• Grant proposals
• Cover letter
• Proposal
• Budget
• Supporting materials

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Grant solicitation cycle
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Building a grant

• Cover letter
• Summary and proposal detail
• Budget
• Supporting materials

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Events

• Grants vs. events
• Solicitation cycle
• Planning worksheet
• Project plan example

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(No Transcript)
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Mini presentations

• Fundraising strategies
• Major giving
• Grants
• Events

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Wakeup call!
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Fundraising Action Planning II

• Review
• Fundraising strategies
• Major giving
• Grants
• Events
• Fundraising planning

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Elements of your fundraising plan
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IV Fundraising goals

• How much do you want to raise?
• How much can you reasonably expect to raise with
  the specific type of fundraiser you chose?
• How many people have to participate in order to
  reach this amount, either by attending the event,
  donating at a pledge drive, etc.?
• How much money would you need in business
  sponsorship?

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SMART goal example
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V Fundraising strategies

• Sources
• Corporations
• Foundations
• Individuals
• Grants
• Scholarships
• Special events
• ???

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Fundraising strategy criteria

• Fits with mission?
• Cost-effective?
• Skills/resources available?
• Past experience?
• Builds capacity?
• Timing ok?
• Repeatable?
• Other benefits?

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Fundraising steps

• Establish fundraising timeline
• Select strategies
• Submit
• Corporations
• Foundations
• Individuals
• Grants
• Scholarships
• Events

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VI Fundraising project timeline

• Break project into phases
• The more detail, the better!

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Final lap!
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VII Fundraising project budget

• Phases
• Budget detail
• Be honest
• Include all possible costs

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VIII Fundraising project team

• Project leaders
• Advisors
• Recognition

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IX Fundraising plan results

• Performance evaluation
• What?
• When?
• How?
• Who?

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Fundraising planning review

• Needs
• Resources
• Goal
• Strategy
• Timeline
• Budget
• Team
• Evaluation

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Fundraising Action Planning II

• Review
• Fundraising strategies
• Major giving
• Grants
• Events
• Fundraising planning

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Whats your fundraising plan?

• Gift, grant or event?
• Unusual source?
• Project length?
• Questions?

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You made it!

• www.redcrossyouth.org and Facebook
• Aubin Dupree dupreea_at_usa.redcross.org
• Presenter 2 presenter2_at_usa.redcross.org