1. 10 Things Every Fundraising Professional Should Do
In Their First 90 Days
Amy Towery, CFRE
Director of Advancement The Out-of-Door Academy
Sarasota, Florida

2. 1.
KNOW THE JOB

3. KNOW THE JOB Your job description
The job descriptions of those you will manage
ASK: Does a job description exist? Does it accurately reflect the roles I/we carry out?
GREAT RESOURCES
nonprofithr.com
afpnet.org

4. 2.
KNOW THE GOALS

5. KNOW THE GOALS For your organization, your team, yourself
Make ethical fundraising the standard
ASK: What plans are already in place? What did the Development team achieve last year? How will success be measured?
GREAT RESOURCES
afpnet.org

6. 3.
KNOW THE NUMBERS

7. KNOW THE NUMBERS General Numbers for Your Organization: Annual budget
Fiscal year cycle
Prior year expenses and revenue
Current year expenses and revenue
Month-over-month projections/actual
Year-over-year projections/actual

8. ROI KNOW THE NUMBERS Pledge Fulfillment % Participation %
Baseline Fundraising Measurements:
See worksheet
Participation %
Average Gift Amount
ROI
Total # of Gifts
Pledge Fulfillment %
Donor Acquisition Cost
GREAT RESOURCES
afpnet.org
donorsearch.net
Cost Per Dollar Raised

9. 4.
KNOW YOUR BOARD

10. KNOW YOUR BOARD & VOLUNTEERS
Who they are
The scope of their involvement
How they show their support
ASK: What motivates them? Do we have the skills we need on our board to advance
our mission?
GREAT RESOURCES
boardsource.org afpnet.org

11. 5.
KNOW YOUR DONORS

12. KNOW YOUR DONORS

13. case.org donorrelationsguru.com
KNOW YOUR DONORS
Research past giving histories
Research cumulative involvement
Don’t underestimate importance of data
ASK: How has your organization stewarded donors in the past? Do you have a formal stewardship plan?
GREAT RESOURCES
case.org donorrelationsguru.com
afpnet.org

14. 6.
KNOW YOUR DATA

15. KNOW YOUR DATA Invest the time and money to get this right
Data will determine future success
Pay attention to how gifts are/will be received, recorded, and acknowledged
ASK: What do we have? What do we need?
GREAT RESOURCES
networkforgood.com nonprofithub.org
techsoup.com

16. KNOW YOUR DIRECT REPORTS & CO-WORKERS7.
KNOW YOUR DIRECT REPORTS & CO-WORKERS

17. KNOW YOUR DIRECT REPORTS & CO-WORKERS
Take the time to get to know your direct reports
Assess your abilities as a team
ASK: Do I have the right people in the right positions?
GREAT RESOURCES nonprofithr.com
afpnet.org
councilofnonprofits.org

18. KNOW YOUR DIRECT REPORTS & CO-WORKERS
Source: 2016 Nonprofit Employment Practices Survey:

19. KNOW YOUR DIRECT REPORTS & CO-WORKERS
Get to know your co-workers and their role within your organization
Invest time in building relationships
ASK: How can I improve relationships with
my colleagues?
GREAT RESOURCES mindtools.com
thebalance.com

20. UNDERSTAND COMMUNITY PERCEPTIONS OF YOUR ORGANIZATION8.
UNDERSTAND COMMUNITY PERCEPTIONS OF YOUR ORGANIZATION

21. UNDERSTAND COMMUNITY PERCEPTIONS
Establish a baseline
Be a good listener
ASK: Does what I’ve observed about my organization align with community perceptions?
GREAT RESOURCES nonprofitquarterly.org

22. 9.
BUILD A NETWORK

23. BUILD A NETWORK Local State Regional International
ASK: What have I done this week to build a stronger network?
GREAT RESOURCES cfre.org
afpnet.org

24. 10.
INVEST IN YOURSELF

25. GREAT RESOURCES cfre.org
INVEST IN YOURSELF
Find balance
Take time to reflect
Always keep learning
GREAT RESOURCES cfre.org
afpnet.org

26. Thanks for coming! Let’s connect:
Amy Towery, CFRE, MNA
@atowery1