Managing the Philanthropy Office Step Three: Supporting Fund Development.

Managing thePhilanthropy Office

Step Three:Supporting Fund

Development

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Step Three Outline

Systems and Processes Fund Development Committee of

the Board Fund Development Budget

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Systems and Processes

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Success Requires…

…Your leadership, Vision, strategic plan, multi-year revenue projections, a giving and getting board, fundraising priorities, a strong CDO and staff

It also requires SYSTEMS and PROCESSES

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Start with a Plan

Just as you have a good strategic and tactical plan for the Agency, the Fund Development office needs a strong, detailed plan as well.

See Fund Development Plan and Template in Tools and Templates For more in-depth information on

planning go to the CDO version of this section

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Provide Infrastructure

Database software Gift and interaction documentation Bigs and Littles information captured and

kept Trained personnel

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Provide Procedures and Protocols Gift Crediting guidelines – it is important

to know what to accept and how to credit different types of gifts

Research Goals – researching prospective donors is an important function

Stewardship Plan, Template & Calendar – will increase giving and help you keep your donors

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Provide Training and Consultation

AFP and other local programs

“Shadow” the best shops in your area

BBBSA

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Consider Hiring a Consultant Ask the “best

development shops” in your area who they use

Interview several Check references

carefully

A consultant can provide perspective, help you problem solve, provide on-site Board training

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Seek Supportfrom National Database Stewardship Web tools Workshops, regional

and national meetings

Conference calls Assessments,

consulting and problem solving

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Fund Development Committee of the Board

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This is a Partnership with your CDO and Board Members

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Provide Access to the Board

Appoint a strong and willing Chair of the Development Committee

See Sample Development Committee Charge in Tools and Templates

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Building Relationships with The Board The CDO should have complete

access to the Board as long as he or she keeps you informed in a timely manner They are leadership and major gift

donors who need an engagement and solicitation strategy

They provide her access to others They help her engage, solicit and

steward others

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Fund Development Budget

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The Budget In addition to staff

and infrastructure, there should be adequate resources for: Mailings Events

Travel Professional

Development Communications

materials Stewardship

materials including photographs

Research tools

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Next Steps Go to Step Four to

learn more about Performance Measures and Metrics

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Tools and Templates

Sample Development Committee Charge

Fund Development Budget Template

Fund Development Plan and Template

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Tools and Templates

Gift Crediting guidelines Annual Giving Calendar Research Goals Stewardship Plan, Calendar,

and Template