Developing a Strategic Fundraising Plan:

I participated in a webinar a couple of weeks ago that reminded me of an important issue in the nonprofit sector: fully 80% of all money raised by nonprofits in the United States comes from individuals – not from private or community foundations or government agencies. Yet many start-up or fledgling nonprofits as well as the small and medium size nonprofits tend to focus a lot of their attention on grants from foundations and government agencies. Also, much time is given to events and activities to fundraise and that is not necessarily bad but it must be done strategically so that each year’s event builds on the success of the last.

My intent with this engagement is to help the nonprofit build sustainability through the development of a robust strategic fundraising plan that leaves the grant writing to the Executive Director and staff and develops the fundraising prowess of the board through building relationships – at that same webinar the advice was: first comes friend-raising, then comes the fundraising.

In this engagement, nonprofit boards will also learn the power of their mission, vision, values and strategic goals. The goal is to develop strategies and a message that results not in the nonprofit or board member asking for money – but, rather offering an opportunity to the donor to be a part of something that is valuable and important to them. They are not being asked to give but are rather being given an opportunity to make a difference in something that is important to them.

Deliverables:

The two nonprofits that take advantage of this engagement will benefit from the following deliverables:

• An assessment of the nonprofit’s fundraising strategy, this will include (among other components):
   ˗ A breakdown of fundraising sources by dollar and percentage
   ˗ A breakdown of fundraising efforts, i.e., how much is raised by the staff and how much is raised by the board
   ˗ Identification of board fundraising policies
   ˗ The strengths and weaknesses of the current fundraising plan
   ˗ The effectiveness of the fundraising story/message
   ˗ How the nonprofit’s fundraising efforts align with the nonprofit’s client definition, mission, vision, values and strategic goals

• The crafting of an effective story/message to be used in fundraising

• Developing a strategic fundraising plan/campaign that:
   ˗ Identifies why new funds are needed and how these new funds will be put into place (you don’t raise money just for the sake of raising money)
   ˗ Identifies the nonprofit’s strategic goals that are supported by the fundraising plan
   ˗ Establishes the nonprofit’s Social Return on Investment (SROI)
   ˗ Builds on board member networks
   ˗ Builds on mission and vision-related supporters in the community
   ˗ Sets firm, challenging, yet achievable objectives for the nonprofits fundraising – timelines, milestones and dollar amounts

• Guidance in developing the media that will drive the campaign
   ˗ Web-based
   ˗ Email based
   ˗ Public relations
   ˗ Branding

• A final assessment and the Strategic Fundraising Plan in graphic form

This is an intensive effort but should be achievable within the six month time frame and will prove to be a valuable and enduring asset for your nonprofit.

As I said, I am looking for only two nonprofits to guide through this process, so if you are interested in learning more about this opportunity please call me at (210) 912-3433 or email me .

(210) 912-3433   -   Alonzo@TransformationStrategies.net    -    P.O. Box 29242,  San Antonio, TX 78229
(c) 2008 Alonzo Villarreal, Jr. dba Transformation Strategies - All Rights Reserved

The Strategic Fundraising Plan Engagement

 

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Transformation Strategies
A Management Consulting Firm Serving the Nonprofit Community

Committed to Assisting Nonprofits In Maximizing Mission Impact

Looking for a Few Good Nonprofits - The TS Board Project Part II