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Creating (and Using) Your Fundraising Plan

Presented by Andy Robinson

Sponsored by SV Creates

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Exercise:

Are you ready to make a plan?

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  • Review checklist
  • Where are you strong? What needs work?

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Nonprofits: Where’s the money?

$410 billion Philanthropy

$300-$400 billion Public funding

$600-$700 billion Earned income

$1.5 trillion Total income

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The biggest challenge in fundraising is scarcity mentality. If you know where to look – and you’re willing to do the work – there’s plenty of money.

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U.S. Philanthropy

$410 billion in 2017

16% Foundations 5% Corporations

70% Individuals 9% Bequests

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  • 55-60% of households contribute
  • The typical household supports 5-10 organizations per year.
  • The median amount contributed per household is about $1,000 per year

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Grants

• Foundations

• Corporations

• Public charities

• Government

• Service clubs

• Faith-based

Income sources for nonprofits

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Individuals

• Membership

• Major gifts

• Monthly giving

• Online giving

• Crowdfunding

    • Benefit events

• Workplace giving

• Planned gifts

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Earned income

• Goods

• Services

• Publications

• Investment income

• Cause related marketing

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Exercise: Pros and cons

  • Each table will be assigned one of the three streams of nonprofit income
  • Discuss: What are the advantages of that income stream? What are the risks?

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Exercise:

What would you include in your fundraising plan?

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Exercise:

Review samples plans

How would you adapt these for your organization?

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Exercise:

Creating a fundraising planning calendar

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  • Review the scenario:

Neighbors Helping Neighbors

  • Working in teams, discuss how you want to prioritize the income opportunities; OK to pass on some, maybe add others
  • Fill in the calendar using pencils.

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Exercise:

More than money What else would you measure in your plan?

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Using your plan

  • Create a giant wall calendar (Post-its work well)
  • Review periodically
  • Make sure your budget reflects goals in plan
  • Use it affirm assignments and accountability
  • Deflect random fundraising ideas that aren’t in the plan
  • As appropriate, share with donors and funders

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How will you implement what you learned today?

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Questions ?

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Available from www.emersonandchurch.com

Andy’s book –

with Andrea Kihlstedt

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Good luck and stay in touch!

www.andyrobinsononline.com

www.trainyourboard.com