Building a Fundraising Plan
Grant Fletcher and Jared Paventi
Central New York Chapter
Objectives
Sharing – What makes a good fundraiser?
Sample fundraising plan – the goal setting
process
Building the plan
Follow up
Ways to create a fundraising culture
Communications should set an expectation
of fundraising
Committee goal planning and
comprehension
Listen
Keep it mission-focused
Alzheimer’s Association
Mission Statement
To eliminate Alzheimer's disease through the
advancement of research; to provide and
enhance care and support for all affected; and
to reduce the risk of dementia through the
promotion of brain health.
When/How to have conversation for
building your fundraising plan
Conference Calls
TC meeting
1-1 meeting with elite teams
1-1 meeting with other walkers/team
captains
Mentoring program
Why have a plan
Tracking metrics
Demonstrates clear expectations
Provides team a road map to success
Talk through the process
Having the conversation: encouraging,
mission focused, local programs and
services they are benefiting, fundraising
clubs, VIF tents, etc.
The plan: Start simple then discuss ways to
achieve success
Starting the conversation
Why do you participate in Walk?
Who does your team consist of?
If individual, have you thought of starting or
joining a team?
What tools can we provide to help each
team member hit the $100 level for a t-shirt
What is your team/individual goal?
Walking through each different plan
Individuals
New teams
Veteran/returning teams
Elite fundraisers
Follow up tips
Team rank
Celebrations
Share other success stories
Team week
Ask to be a mentor
SCENARIO 1: Making the ask
Friends & Family Team gets involved after a
family loses battle with Alzheimer’s; wants to
walk in their memory.
Team members uncomfortable with asking
friends, other family, co-workers for money
or to join their team.
Where do you start?
Five ways to motivate people to fundraise
Contests
Educate
Listen
Keep promises/Know capabilities
Attention to details
SCENARIO 2: The Double-Take
Friends & Family team
In 2010, 15 walkers raised $2,000
Their 2011 goals: 35 walkers, $7,500
Where do they start with their plan?
How do we introduce the concept?
Motivate. Motivate. Motivate.
Successful fundraising is not the process of
accruing an ever-increasing volume of donors; it
is recognizing the ones with potential for
contributing progressively generous gifts, them
making it as easy as possible for them to do just
that.
From Donor-Centered Fundraising
Penelope Burk
SCENARIO 3: Fighting Stagnation
Corporate team with long-term participation
Fundraising peaked in 2009.
Set a 2010 goal of $10,000; raised $4,000
Came back in 2011 with goal of $7,500
How do you rebuild the momentum?
What steps should be put into place to help
this team succeed?
LEAD THE WAY