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Planning your Planning your strategy strategy Sean Triner Sean Triner © Pareto Fundraising 2008
17
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Page 1: Planning Your Strategy

Planning your Planning your strategystrategy

Sean TrinerSean Triner© Pareto Fundraising 2008

Page 2: Planning Your Strategy

Gives ModelGives Model

© Pareto Fundraising 2008

Source: Mal Warwick

Page 3: Planning Your Strategy

My fundraising strategy driver

Growth? Stability?

Diversification? Other?

My fundraising strategy

targets

Next year

Three years / five years

Net / Gross / Return on

investment etc

© Pareto Fundraising 2008

Page 4: Planning Your Strategy

My fundraising strategy

Because of the need to

diversify from our reliance

on events and corporates,

our plan is to keep the

income from those

secure, whilst investing

our surplus in a new

regular giving program.

We will also be investing

more in....

© Pareto Fundraising 2008

Page 5: Planning Your Strategy

Data / information we

collected to come up with

that strategy

Corporate and events

have been growing, but

seem to be harder every

year and our demand for

services is greater. World

Vision seem to do well

from regular giving, and I

went to a training...

© Pareto Fundraising 2008

Page 6: Planning Your Strategy

© Pareto Fundraising 2008

Planning

What is strategic?

What is tactical?

Why plan?

Pros and cons

Tools for planning

Page 7: Planning Your Strategy

© Pareto Fundraising 2008

Page 8: Planning Your Strategy

ANALYTICALANALYTICAL-Your Growth- Your donor

Behaviour-Used for targeting

ENVIRONMENTALENVIRONMENTAL-How much is given

- Growth- Competition

PERSONALPERSONAL-Transactions

- Legacy status- Pet name

STRATEGIC STRATEGIC DATADATA

- informs- informs

STRATEGIC STRATEGIC DATADATA

- informs- informs

TECHNICAL TECHNICAL DATADATA

- used- used

TECHNICAL TECHNICAL DATADATA

- used- used

© Pareto Fundraising 2008

Page 9: Planning Your Strategy

ANALYTICALANALYTICAL-Your Growth- Your donor

Behaviour-Used for targeting

ENVIRONMENTALENVIRONMENTAL-How much is given

- Growth- Competition

PERSONALPERSONAL-Transactions

- Legacy status- Pet name

STRATEGIC STRATEGIC DATADATA

- informs- informs

STRATEGIC STRATEGIC DATADATA

- informs- informs

TECHNICAL TECHNICAL DATADATA

- used- used

TECHNICAL TECHNICAL DATADATA

- used- used

© Pareto Fundraising 2008

Page 10: Planning Your Strategy

The danger of the anecdoteThe danger of the anecdote

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Page 11: Planning Your Strategy

The danger of the anecdoteThe danger of the anecdote

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Page 12: Planning Your Strategy

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Page 13: Planning Your Strategy

Individuals – Long term Individuals – Long term growthgrowth

Individuals – Long term Individuals – Long term growthgrowth

Bequests Bequests / /

LegaciesLegacies

Bequests Bequests / /

LegaciesLegaciesMajor Major

DonorsDonorsMajor Major

DonorsDonorsRegular Regular GivingGiving

Regular Regular GivingGiving

The Giving ConstituencyThe Giving ConstituencyThe Giving ConstituencyThe Giving Constituency

Overall Fundraising StrategyOverall Fundraising StrategyOverall Fundraising StrategyOverall Fundraising Strategy

ConsiderConsider

Corporate Corporate &&

EventsEvents

ConsiderConsider

Corporate Corporate &&

EventsEvents

ConsiderConsider

AssociationAssociations, groupss, groups

ConsiderConsider

AssociationAssociations, groupss, groups

GovernmentGovernmentGovernmentGovernment

Trusts & Trusts & foundationsfoundations

Trusts & Trusts & foundationsfoundations

© Pareto Fundraising 2008

Page 14: Planning Your Strategy

© Pareto Fundraising 2008

Page 15: Planning Your Strategy

© Pareto Fundraising 2008

Page 16: Planning Your Strategy

Thank Thank youyou

© Pareto Fundraising 2008

V

Page 17: Planning Your Strategy

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