1. EVALUATE. ASSESS. REVIEW. Paul Clarke Nonprofit Resource Center 23 @ 4 Series – August 2013 1

2. Would you tell me, please, which way I ought to go from here?" said Alice. "That depends a good deal on where you want to get to," said the Cat. "I don't much care where--" said Alice. "Then it doesn't matter which way you go," said the Cat. FUNDRAISING 2

3. DO YOU KNOW WHERE YOU’RE GOING? 3

4. ASK THESE QUESTIONS Written FR plan ?FR plan Regular Evaluation ?Evaluation Does Board Help FR ?Board 4

5. FIRST, KNOW WHERE YOU’VE BEEN Evaluate 5

6. What questions are raised in the following example? What doesn’t seem ‘right’? What would you change? PAST FUNDRAISING EXAMPLE 6

7. What are your organization’s fundraising strengths and weaknesses? TIME FOR A SWOT ANALYSIS Internal StrengthsWeaknesses ~Large database of past donors ~Great volunteers ~Lack of plan External OpportunitiesThreats ~Organization well known~Competition for donations ~Poor economy 7

8. SECOND, REVIEW THE RESULTS By… 8

9. ASSESSING PAST FUNDRAISING 9

10. And… 10 PROJECTING FUTURE FUNDRAISING This document has a link on the Resources page at the end of the presentation.

11. THIRD, BUT NOT LAST Review or Revise 11

12. USE ANALYSIS TO SET NEW GOALS Drop – Shift – Change – Create 12 Drop a FR method that doesn’t work (direct mail for example) Shift a budget resource from one FR to another (a special event to spend more time on cultivating major donors?) Change staff job description to capitalize on their strength and emphasize another FR area (people person from grant writing to cultivation) Create a new FR strategy to expand donor base

13. Goals are aspirational & realistic given past performance. Forecasts are based on financial planning & adjustable. GOALS VS. FORECAST 13

14. GOALS  Financial  Attendance  Awareness  Fun  Raise $  Fill the room  Spread mission  People come back! OBJECTIVES Did you accomplish your… 14 Did you raise the amount of funds hoped for? Did your net proceeds exceed your hard-costs? Did you get as many participants as expected? Were they successful in raising pledges? How good were your promotional materials? Did you get any media coverage? What was the overall perception of the event? Did participants have a good time?

15. CREATE A YEAR-LONG FUNDRAISING CALENDAR 15

16. Essential Principles for Fundraising Success: An Answer Manual for the Everyday Challenges of Raising Money by G. Douglass Alexander & Kristina Carlson The Nonprofit Development Companion: A Workbook for Fundraising Success by Brydon DeWitt 361.70681 D51N An Executive’s Guide to Fundraising Operations: Principles, Tools & Trends by Christopher Cannon 361.70681 C16E In the Trenches – 50 Ask$ in 50 Weeks: A Guide to Better Fundraising for Your Small Development Shop by Amy Eisenstein 361.70681.E18F The Fundraising Feasibility Study: It’s Not About the Money edited by Martin Novom 361.70681 F96I RESOURCES: BOOKS 16

17. Greater Giving Resource Library http://www.greatergiving.com/resource-library.aspx http://www.greatergiving.com/resource-library.aspx The Operational Plan: How to Create a yearlong Fundraising Plan http://www.nonprofitalliance.org/system/res/135/original/tool_0 6.12.pdf http://www.nonprofitalliance.org/system/res/135/original/tool_0 6.12.pdf Using a Balanced Scorecard in a Nonprofit Organization http://www.davidkinard.com/marketing%20files/BalancedScorec ard%20and%20non%20profits.pdf http://www.davidkinard.com/marketing%20files/BalancedScorec ard%20and%20non%20profits.pdf Fundraising Plan Template http://www.arts.texas.gov/wpcontent/uploads/2012/05/Fundraisi ng-Plan-Template.pdf http://www.arts.texas.gov/wpcontent/uploads/2012/05/Fundraisi ng-Plan-Template.pdf RESOURCES: ONLINE 17

18. National Consumer Supporter Technical Assistance Center http://www.ncstac.org/content/materials/FundraisingBasics.pdf http://www.ncstac.org/content/materials/FundraisingBasics.pdf Fundraising Guide http://www.snpo.org/funding/index.phphttp://www.snpo.org/funding/index.php Foundation Center: Introduction to Fundraising Planning http://www.grantspace.org/Classroom/Training- Courses/Introduction-to-Fundraising-Planning http://www.grantspace.org/Classroom/Training- Courses/Introduction-to-Fundraising-Planning Internal Management Tool (ROI) http://nccsdataweb.urban.org/PubApps/levis/roi.html#table1 http://nccsdataweb.urban.org/PubApps/levis/roi.html#table1 8 Steps to Effective Fundraising http://www.snpo.org/funding/eightsteps.php http://www.snpo.org/funding/eightsteps.php RESOURCES: ONLINE 18