Fundraising
Action Planning II
Good morning!
Aubin Dupree
National Youth Council
Alumni Board
Presenter 2
Position
Fundraising Action Planning II
1) Review
2) Fundraising strategies
» Major giving
» Grants
» Events
3) Fundraising planning
It’s really early for a Sunday…
Fundraising Action Planning II
1) Review
2) Fundraising strategies
» Major giving
» Grants
» Events
3) Fundraising planning
Yesterday was so long ago…
Fundraising Action Planning I
 Introduction
» Mission
» Core activities
» Target population
» Fundraising cause
 Fundraising needs
 Fundraising resources
Fundraising Action Planning II
1) Review
2) Fundraising strategies
» Major giving
» Grants
» Events
3) Fundraising planning
Mini presentations
Fundraising strategies
» Major giving
» Grants
» Events
Major giving
» Solicitation cycle
» Engagement strategy
» Prospect strategy
» Major gift scenario
Major giving solicitation cycle
Identification
Stewardship
Research
Develop
strategies
Recognition
Acknowledge
Cultivation
Solicitation
Major gift scenario
Identification
Stewardship
Research
Develop
strategies
Recognition
Acknowledge
Cultivation
Solicitation
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
Grants
 Solicitation cycle
 Grant proposals
» Cover letter
» Proposal
» Budget
» Supporting materials
Grant solicitation cycle
Identification
Stewardship
Research
Develop
strategies
Recognition
Acknowledge
Cultivation
Solicitation
Building a grant
» Cover letter
» Summary and
proposal detail
» Budget
» Supporting materials
Events
» Grants vs. events
» Solicitation cycle
» Planning worksheet
» Project plan example
Mini presentations
Fundraising strategies
» Major giving
» Grants
» Events
Wakeup call!
Fundraising Action Planning II
1) Review
2) Fundraising strategies
» Major giving
» Grants
» Events
3) Fundraising planning
Elements of your fundraising plan
Summary
• Introduction, fundraising cause, needs, resources
IV. Goals
• SMART example
V. Strategies
• Fundraising criteria and fundraising steps
VI. Timeline
• Project phases
VII. Budget
• Budget detail on handout
VIII. Team
• Leaders, advisors and recognitions
IX. Results
• Performance evaluation
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?
SMART goal example
Specific
Measureable
Acceptable
Realistic
Timeframe
• Battle of the Bands to raise $2,011 for the Measles
Initiative by 2011
• The amount given or donated
• Mission-related program or initiative
• Two-year timeframe to reach goal
• Two years
V: Fundraising strategies
Sources
» Corporations
» Foundations
» Individuals
» Grants
» Scholarships
» Special events
» ???
Fundraising strategy criteria
»
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»
»
Fits with mission?
Cost-effective?
Skills/resources available?
Past experience?
Builds capacity?
Timing ok?
Repeatable?
Other benefits?
Fundraising steps
1.
2.
3.
Establish fundraising timeline
Select strategies
Submit
» Corporations
» Foundations
» Individuals
» Grants
» Scholarships
» Events
VI: Fundraising project timeline
» Break project into phases
» The more detail, the
better!
Final lap!
VII: Fundraising project budget
»
»
»
»
Phases
Budget detail
Be honest
Include all possible costs
VIII: Fundraising project team
» Project leaders
» Advisors
» Recognition
IX: Fundraising plan results
Performance evaluation
» What?
» When?
» How?
» Who?
Fundraising planning review
»
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Needs
Resources
Goal
Strategy
Timeline
Budget
Team
Evaluation
Fundraising Action Planning II
1) Review
2) Fundraising strategies
» Major giving
» Grants
» Events
3) Fundraising planning
What’s your fundraising plan?
» Gift, grant or
event?
» Unusual source?
» Project length?
» Questions?
You made it!
www.redcrossyouth.org and Facebook
Aubin Dupree: dupreea@usa.redcross.org
Presenter 2: presenter2@usa.redcross.org