1. Annual Fund Development Plan
Building Your YWCA’S
Annual Fund Development Plan

2. Fund Development Plan: Our Roadmap
It’s a living, breathing, organic document….
always in process, never “done”.
It helps us build an environment and
“infrastructure” for success.
It provides organization, constructive routine,
and logic to our work, and enables us to
efficiently deploy and maximize our staff and
volunteer resources.
Our Plan creates a foundation on which we continuously build our fundraising success—expanding, experimenting a bit, and making improvements over and over again.

3. Building Capacity: A Foundation For Success
A COMPELLING MISSION/”CASE”
The Agency
Focus: YWCA/
community priorities
Successful outcomes
Accountable/transparent
Board & Staff
Competent
Connected
Agency champions
Culture of philanthropy
Constituents
Share
mission/values
Lots of them
Have resources
Development Resources & Systems
Annual Plan
Fundraising Staff and Volunteers
Information Systems/Data Base
Donor Stewardship

4. Our 6-Point Annual Plan Action Agenda (Ongoing and Non-Linear)
1. Increase Our Fundraising Capacity
2. Perfect, Fine-Tune, Elevate Our “Case”
3. Develop and Perfect Our Annual Fundraising Plan
Fundraising goal: basic and “stretch”
Constituent Groups
Components: Direct Mail, Events, Major Gifts, Social Marketing
Schedule and Assignments
5. Steward donors for retention and increased giving

5. Your YWCA’s “Case” What’s a “Case”? It’s A Document That Addresses:
Community needs—Our relevance
Why Us: Our approach, effectiveness, uniqueness
Why You: Why your gift is critical
Community benefits: Vision, numbers
Why a “Case” Is Important:
Lays out our “frame” and consistent messages
Builds internal alignment
Empowers Board members, staff
Distinguishes YWCA from others
Excites, inspires
Process for Getting There!!
Board, staff, external stakeholder
focus groups
1 author, several editors
Broad-based by-in
What A “Case” Looks Like:
Conveys points clearly, simply
Dot points, charts, quotes
1,500 words or less

6. 4. Develop, Perfect, Schedule, Implement Your Annual Fund Raising Program
Set Your Fundraising Goal
Establish/Evaluate Your Fundraising Events
Develop/Expand Your Major Gifts Programs
Refine Other Annual Fund Activities e.g.
Mailings
Social Media
Special projects
Schedule, “staff”, implement all activities

7. Set Your Fund Raising Goal
It must be compelling i.e.
linked to critical services and outcomes
2. It must be realistic and ambitious:
Budget an amount that, with the right effort, you have a 90%+ chance of achieving (avoid “aspirational” goals to balance the budget)
Set a stretch goal that challenges and excites Board and staff…earmark funds to special/one time needs
Have concrete and specific plans to achieve the goal
Lay out the assumptions you made re. the goal; secure Board consensus/engagement on expanded/new commitments
If your budget doesn’t balance with a realistic FR goal, seriously
consider program revisions, expense reductions, other income sources.
3. Regularly monitor progress (e.g. monthly); take timely corrective actions

8. Evaluate Enhance Your Special Events
APPROPRIATENESS
Aligned with YWCA mission?
Good match for your constituencies?
COST-EFFECTIVENESS
Event content-rich? Will it develop constituents?
Net profits and “Scalability”?
Risk associated with the event?
Attractiveness to prospective underwriters?
Secondary benefits generated?
Potential results justify the effort i.e. Net proceeds
Staff + vol. hrs.
FEASIBILITY
Volunteers plentiful and enthusiastic?
Staff and financial resources to pull it off?
Willing to make a long-term commitment to build the event?

9. By Donor/Constituent Category
Your Fund Raising Plan
By Donor/Constituent Category
Key Constituencies/
AF Components
Results
Last Yr.
Budget Goal
This Yr.
Stretch Goal This Yr.
# Donors
$’s
Board, alumnae
Major donors
Corporations
(name)
Foundations
Staff, alumnae
Event attendees
Event 1
Event 2
Annual Donors
TOTAL $

10. Your Fund Raising Plan Board/Volunteer and Staff Leads,
by Major Annual Fund Component
Key Constituencies
Board/
Vol. Lead
Staff Lead
Assists
Board, alumnae
Major donors
Events (spec)
Event 1
Event 2
Corporations
(name)
Foundations
Staff, alumnae
Annual Donors

11. Overview: Your Fund Raising Schedule
Jan
Feb
Mar
Apr
May
June
July
Aug
Sept
Oct—Dec.
Board
Campaign X
Women
Empowered
Luncheons
Holiday Campaigns
Soc Media
Annual Rept
Stewardship
…... ……
Other projects, etc.
Actions to strengthen the YWCA’s culture of philanthropy
Actions to strengthen capacity: Staff, systems, other costs

12. Steward Donors Retention, Increased Giving
All Donors:
Timely “thank you”
Content-rich communications
Appropriate recognition
Expanded opportunities for engagement
Major Donors: Create customized plan (e.g. “moves management”)
Personalized “thank you”
Continuously identify interests
Report on results of their gift
Real-time community needs e.g. trends affecting women
Impact of public policy on women
Invite to participate in a special volunteer activity
Invite to special events (create an event for major donors)?