1 FUNDRAISING RESOURCES Grantsmanship and Fundraising College of Public and Community Service University of Massachusetts at Boston © 2007 William Holmes

2 BASIC FUNDRAISING TOOLS People Skills Equipment and Technology Knowledge

3 PEOPLE AS A RESOURCE 1 Executive Director Development Director Board of Directors Advisory Council

4 PEOPLE AS A RESOURCE 2 Other Development Staff Non-development Staff Volunteers Consultants

5 EXECUTIVE DIRECTOR FUNDRAISING 1 Know supporters Meet contributors Contact foundations Review proposals

6 EXECUTIVE DIRECTOR FUNDRAISING 2 Overseeing events Speaking at events Publicity review Funding Planning Acknowledge Staff

7 DEVELOPMENT DIRECTOR FUNDRAISING 1 Know supporters Meet contributors Contact foundations Review proposals Get input from ED and Board

8 DEVELOPMENT DIRECTOR FUNDRAISING 2 Coordinate Plan Implementation Write Presentations, Proposals, Brochures, Newsletters, Solicitations Attend Events Maintain Contacts

9 BOARD MEMBER FUNDRAISING Involved in Funding Planning Expected to Fundraise Provide Knowledge and Experience Board Donations aid credibility Member participation provides examples

10 ADVISORY COUNCIL FUNDRAISING Expertise Community Feedback Contacts Continuity Credibility Limited Involvement

11 DEVELOPMENT STAFF FUNDRAISING Getting Facts, Stories Writing Drafts Editing Tracking Details Minor Crisis Intervention Internal Marketing

12 OTHER STAFF FUNDRAISING Getting Facts, Stories, Pictures Writing Program Descriptions and Stories Writing Update Reports Reviewing

13 OTHER RESOURCES  Fundraising Plans  Charitable Giving  Planned Giving  Charitable Events  Volunteer Programs  Unrelated Income

14 FUNDRAISING PLAN PRINCIPLES  Strategic versus Crisis Plans  Fundraising to Support Strategic Plan  Objectives to Support Goals  Method to Fit Situation

15 FUNDRAISING PLAN STEPS 1. Determine Financial Goal 2. Evaluate Fundraising Assets 3. Create Strategy that uses Assets

16 FUNDRAISING PLAN ELEMENTS 1. Time duration 2. Description of goals 3. Calendar of activity 4. Breakdown of responsibilities 5. Measures of success 6. Backup plan for risky strategies

17 EXAMPLE FUNDRAISING PLAN CALENDAR ACTIVITY MONTH 1 MONTH 2 MONTH 3 Thanksgiving Party PreparationDinner Send Thank You Product Donation Prepare Pitch Give Pitch and get Products Use Products Board Donations Prepare Pitch Give Pitch and get Donations Buy and Use Supplies Volunteer Recruitment Prepare Pitch Contact Volunteers and Get Commitments Use Volunteer Painters Mrs. Big Donation Prepare Pitch Meet with Mrs. Big Spend Donation and sent Thank You Decoration Plan

18 EXAMPLE FUNDRAISING PLAN WORKSHEET SOURCEACTIVITYLOWHIGH Tickets Sales for Thanksgiving party $100$200 Home Depot Donation 1 gals. Paint 5 gals. paint Board Gift giving $50$100 Costco Donation of Food Discount $40$69 Volunteers Donation of time Painting 1 hour per 2 hours per Mrs. Big Gift giving $200$500 Decoration Plan

19 EXAMPLE EVENT PLAN TASKWHOWHATWHEN CoordinationJohnTrackWeekly BrochureMaryWrite November 1 BudgetFred Project Budget November 3 Mailing List MaryEnvelopes November 7 Buy food, prizes BillCostco November 20 RentalJohn Rent Tent November 10 Thanksgiving Party Plan