Fundraising Bingo Write the name of a person in the room that matches each statement in the each box. A name can only be used one time. Prizes awarded.

Fundraising Bingo

Write the name of a person in the room that matches each statement in the each box. A

name can only be used one time. Prizes awarded to the first person who gets 5 in a row

and the first person to fill the card. The same person cannot win in both categories.

Stop Scrambling,Start Bringing Home the Bacon!

Purpose of Workshop

• Need for formal planning• Need to understand roles• Need to diversify funding streams• Learning how to cultivate relationships to build donor

base

Stop Scrambling,Start Bringing Home the Bacon!

What we learned from you…

Stop Scrambling,Start Bringing Home the Bacon!

What we’ll cover today:

• How to determine your funding needs• Diversifying your limitations• Putting the actual fundraising plan together• Monitoring and evaluating fundraising process

Stop Scrambling,Start Bringing Home the Bacon!

Strategic Plan• Gives your organization direction by

determining milestones and goals.• Shapes and guides what your organization is,

what it does and why it does it, with a focus on the future.

• Determines how the your resources will be utilized to pursue this direction.

• Ensures that everyone in your organization is focused and working toward the set goals.

• It is your starting point for having a sound fundraising plan.

Stop Scrambling,Start Bringing Home the Bacon!

Budget• Organizational budget includes all incomes and

expenses based on the previous year(s) and projections.

• Fundraising budget(s) should match what is included in the organizational budget.

• Fundraising budget should be broken down to separate programs and projects.

• According to industry “watchdogs” your organization should spend no more than 20 - 35% of the money you raise on fundraising expenses.

• Must have organizational , departmental and individual project budgets available

for funders.

Stop Scrambling,Start Bringing Home the Bacon!

Matching Fundraising to Your Mission

• Understand your mission and the reason it exists.

• Believe that what your organization offers and does is better than anyone else in the world.

• You should seek funds for current and potential programs that fit your mission.

• Finding the best fundraising mix to support your mission.

Stop Scrambling,Start Bringing Home the Bacon!

Diversifying Fundraising Activities

Stop Scrambling,Start Bringing Home the Bacon!

Corporate Funding

Foundation/Grants

Individual Giving

Large Scale Events

Government Contracts

Stop Scrambling,Start Bringing Home the Bacon!

Putting the “Plan” Together

Stop Scrambling,Start Bringing Home the Bacon!

Reports• Weekly, Monthly, Quarterly• Staff, Executive Team,

Development/Fundraising Committee, Board• Status reports compare your intended results

to your actual results.• Reports should also track contribution

numbers, cultivation activities, status of events and programs.

• The results will help you navigate through your fundraising plan.

• Having to deviate from initial plan does not always signify failure. A higher return than projected may also cause a shift in

focus.

Stop Scrambling,Start Bringing Home the Bacon!

Monitoring Success• The development associate should run the

initial reports.• It’s up to the Executive Director and Board

Chair to decide who should present the information to staff, committees, and the full Board.

• Although the development associate manages the department, the success of the organization’s fundraising efforts is based on everyone’s dedication and work toward the plan.

Stop Scrambling,Start Bringing Home the Bacon!

Be Flexible

Although your reports and budget are based on hard numbers, your fundraising plan should be a living, breathing document that allows change.

Having to deviate from initial plan does not always signify failure. A higher return than

projected may also cause you to change the plan and shift your focus.