Fundraising in the one- person development shop: Making the most of a shoestring budget Heidi Gider, National Women’s Health Network Leah Hofkin, NELA.

Fundraising in the one-person development shop:

Making the most of a shoestring budget

Heidi Gider, National Women’s Health NetworkLeah Hofkin, NELA & Employee Rights Advocacy Institute For Law & Policy

DeAnna Dalton, MapLight

• 15+ years resource development experience• Senior Consultant, The Rainmakers Group• Member, ASAE• Board Member, Responsive Law

Agenda 10:45 am: Welcome & burning questions 11:00 am: The development plan 11:20 am: Harnessing internal resources 11:30 pm: Leveraging external resources 11:40 pm: Group discussion/Wrap up

Burning Questions Biggest challenges? Burning questions? Session goals?

Agenda 10:45 am: Welcome and burning questions 11:00 am: The development plan 11:20 am: Harnessing internal resources 11:30 am: Leveraging external resources 11:40 am: Group discussion/Wrap up

The Development Plan Defined

1. Conscious choices

2. Reaching current goal

3. Achieving long-term success

A Good Development Plan:1. Keeps you on track

2. Allocates limited resources

3. Creates a culture of fundraising

It Also:4. Allows you to focus

5. Gives you cover to say no

6. Makes it easy to measure & evaluate results

5 Steps to Your Best PlanStep 1: Own your goals

Step 2: Understand your development program

Step 3: Know your donors & donor base

Step 4: The Calendar is Keya) Acquire a year-at-a-glance calendar

b) Schedule everything

c) Start with what you have limited control over

These Include: All significant organizational dates

Grant deadlines

Board meetings

Add:Everything you know you are doing, such as:

Galas & other events

Start of year-end campaign

Then:

SCHEDULE YOUR VACATION

Step 5: Plan Your Year How do development activities fit

within your organizational calendar?

Be bold & be reasonable

Know how & when every $ will be raised

Leah’s Top 10 Tips1. Remember strategies for:

Meeting & cultivating prospects

Stewardship of current donors

Soliciting donors & prospects

Acknowledging donors

Leah’s Top 10 Tips2. Regular moves management

3. Major giving circle

4. Two individual giving campaigns per year

Leah’s Top 10 Tips5. Ask & answer the hard questions about

special events

6. Make your board responsible for at least one activity

7. Train & support your board members

Leah’s Top 10 Tips8. Include donor acknowledgment activities

9. Plan for system improvements

10.Be specific about what you want to achieve

Don’t Forget

11.Your professional development matters

Two Bonus Tips1. Launch a planned giving program with these

(or similar) words:

Please consider naming OUR ORGANIZATION as a beneficiary in your will or trust

2. Make sure it is easy for people to donate to you online: Can your mother do it?

Agenda 11:15 am: Welcome & burning questions 11:30 am: The development plan 11:50 am: Harnessing internal resources 12:00 pm: Leveraging external resources 12:10 pm: Group discussion/Wrap up

Internal ResourcesObjectives:

Identify who your internal resources are

Develop allies among them

Utilize them to meet your goals

Why Cultivate Your Internal Resources?

You can’t do it alone

Tap into organizational history

Tap into other skill sets

Why Cultivate Your Internal Resources?

Keep abreast of things that impact your work

Set expectations and manage up

Educate others about what you do

Executive Director Understand their work style

Make sure they are happy with the development plan…

…because they have to help you sell it to the board.

Board & Board Committees Identify allies on the board

Meet in person

Do board service

Other Staff Create a forum for staff to know what’s

going on with development

Get to know others in your organization who have done fundraising

Get to know other long-term staff

Volunteers Create a job description for your

volunteers

This entails more management on the front-end, but pays off later

Other Stakeholders For service-based organizations: Get to

know star clients

Learn to read financials: Become friends with your auditor

Who Are Your Internal Resources?

Categorize: Who have you built a strong

relationship with?

Who should you work on building a relationship with?

What Can You Do Now? Pick 3 people from the 2nd category

Put together a brief cultivation plan for each of them.

Examples: If your board is local, try to meet in

person.

Take your [comm/research/program director] to lunch. Learn more about them and their work.

Bonus Tool Tip: Create an org history spreadsheet - use

this to quickly build grant reports, updates to donors/board members, etc.

Agenda 10:45 am: Welcome & burning questions 11:00 am: The development plan 11:20 am: Harnessing internal resources 11:30 am: Leveraging external resources 11:40 am: Group discussion/Wrap up

External ResourcesDefinitionResources external to those available within your organization.

Examples Vendors Periodicals Associations Blogs List-servs Government agencies &

other nonprofit organizations

CIRCLEOF

INFLUENCE

Governance/Oversight

www.irs.gov/charities

www.guidestar.org

www.afj.org

Agencies or services that monitor or advise the sector

Governance/Oversight

Harmon, Curran, Spielberg + Eisenberg, LLP

Morgan, Lewis & Bockius LLP

Venable LLP

Attorneys whose practice area includes nonprofit law

Periodicals

http://philanthropy.com

http://chronicle.com

www.ssireview.org

www.thenonprofittimes.com

Professional Associations

Consultants

Board-Related Resources

www.boardsource.org

www.blueavocado.com

Web-Based Toolswww.google.com

www.wealthengine.com

Database/Technology Participate in database user groups

If you don’t have a database or your database doesn’t maintain a user group, participate in Progressive Exchange.

Overarching Toolswww.foundationcenter.org

http://grantspace.org

(formerly The Support Center for Nonprofit Management) www.compasspoint.org

www.grassrootsfundraising.org

Overarching Toolshttp://nonprofitroundtable.org/

www.ncrp.org

www.techsoup.org

www.volunteermatch.org

Agenda 10:45 am: Welcome & burning questions 11:00 am: The development plan 11:20 am: Harnessing internal resources 11:30 am: Leveraging external resources 11:40 am: Group discussion/Wrap up

Thank you!Heidi Gider: [email protected]

Leah Hofkin: [email protected] Dalton: [email protected]