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What makes it more difficult is the trap people often fall into - the Shotgun Approach to fundraising. The Shotgun Approach is basically the "let's try everything and see what sticks" method of fundraising; it means saying yes to and implementing every well-meaning idea for a new event.
*A December 2015 article in the Stanford Social Innovation Review by Heather Yandow reports on research that shows that the clearest predictor of a nonprofit's success in raising money from individuals is having a formal fundraising plan.
But how do you, as a Development Professional, nonprofit CEO, or board member explain to your boss and/or your Board of Directors the need for a systematic approach to raising money, a plan, and solid delivery on the plan?
In this class, you will learn what a Development Plan is and how it is used, who the stakeholders are in the Development Plan process, and explore how to approach conversations about the need to create, implement, and stick to a solid Development Plan.
*Attendees will receive two downloadable sample Development Plan templates!
Who should take this training class:
-Members of Boards of Directors
*Full participation in Fundraising with a PLAN is applicable
for 1.0 point in Category 1.B – Education of the CFRE International
application for initial certification and/or recertification.
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Certificate of completion.
|Section 1: Fundraising With a PLAN|
After this lecture, students will be able to describe what a Development Plan is and why it is important in fundraising.
Fundraising With a PLAN Part 2 - Benefits of Having a Plan.2Preview
After this lecture, students will be able to describe the common components of a Development Plan and gain the ability to articulate to executives or Boards of Directors why creating a Development Plan is important and how the Plan’s implementation could benefit the organization.
Students will finish this exercise with their own outline for a custom Development Plan.
Fundraising With a PLAN Part 4 - Stakeholders With Exercise
At the end of this lecture students will be able to envision how such Development Plan components would be translated within their
own organization (or if not already working in the industry, envision
how components could be translated into different nonprofit vertical
industries like the arts or human services).
|Quiz 1||9 questions|
Take this quick quiz that will help you remember all the important reasons to create and implement a fundraising Development Plan.
I care about the mission and people. It is that simple. I care about helping nonprofits be able to deliver on their missions, whether that means working to save the environment, help homeless children, or bring art to the community. And I am uniquely positioned to be able to help! I am president of Phil-Com, LLC, a consulting and training company that offers services to nonprofits and small businesses.
I have twenty years of experience in fundraising and sales. I hold a Master of Science in Management (MSM) with a concentration in Non-Profit Leadership, a graduate Certificate in Teaching & Learning (CTL), and am a Certified Fund Raising Executive (CFRE). In 2010 I was certified in Disaster Public Relations and In-Kind Donations with the American Red Cross.
I serve on the Board of Directors of the Association of Fundraising Professionals Southwest Florida Chapter. I have worked on leadership teams for organizations with budgets from $1 million to $15 million, in fundraising, public relations, and volunteer recruitment since 2006. I have experience in annual campaigns, grant writing, capital campaigns, strategic planning, development planning,board recruitment and training, prospect identification and screening,moves management, database RFPs and implementations, in-kind donations,event planning and management, volunteer recruitment and management, third-party fundraising, case statements, gift acceptance policies,naming opportunities, public relations, and marketing materials. I have in-depth experience with analyzing gift data and trends and using the resulting information to plan future activities.
I work to ensure that my activities are always in line with the organization's mission and fit within the strategic plan.
Prior to working in nonprofits I was a sales director for 10 years, helping to match companies with programs and services that improved their operational efficiency and improved market share.