1. Fundraising in the one- person development shop: Making the most of a shoestring budget Heidi Gider, National Women’s Health Network Leah Hofkin, NELA & Employee Rights Advocacy Institute For Law & Policy DeAnna Dalton, MapLight

2. 15+ years resource development experience Senior Consultant, The Rainmakers Group Member, ASAE Board Member, Responsive Law

3. Agenda  10:45 am: Welcome & burning questions  11:00 am: The development plan  11:20 am: Harnessing internal resources  11:30 pm: Leveraging external resources  11:40 pm: Group discussion/Wrap up

4. Burning Questions  Biggest challenges?  Burning questions?  Session goals?

5. Agenda  10:45 am: Welcome and burning questions  11:00 am: The development plan  11:20 am: Harnessing internal resources  11:30 am: Leveraging external resources  11:40 am: Group discussion/Wrap up

6. The Development Plan Defined 1.Conscious choices 2.Reaching current goal 3.Achieving long-term success

7. A Good Development Plan: 1.Keeps you on track 2.Allocates limited resources 3.Creates a culture of fundraising

8. It Also: 4.Allows you to focus 5.Gives you cover to say no 6.Makes it easy to measure & evaluate results

9. 5 Steps to Your Best Plan Step 1: Own your goals Step 2: Understand your development program Step 3: Know your donors & donor base

10. Step 4: The Calendar is Key a)Acquire a year-at-a-glance calendar b)Schedule everything c)Start with what you have limited control over

11. These Include:  All significant organizational dates  Grant deadlines  Board meetings

12. Add: Everything you know you are doing, such as:  Galas & other events  Start of year-end campaign

13. Then: SCHEDULE YOUR VACATION

14. Step 5: Plan Your Year  How do development activities fit within your organizational calendar?  Be bold & be reasonable  Know how & when every $ will be raised

15. Leah’s Top 10 Tips 1.Remember strategies for:  Meeting & cultivating prospects  Stewardship of current donors  Soliciting donors & prospects  Acknowledging donors

16. Leah’s Top 10 Tips 2.Regular moves management 3.Major giving circle 4.Two individual giving campaigns per year

17. Leah’s Top 10 Tips 5.Ask & answer the hard questions about special events 6.Make your board responsible for at least one activity 7.Train & support your board members

18. Leah’s Top 10 Tips 8.Include donor acknowledgment activities 9.Plan for system improvements 10.Be specific about what you want to achieve

19. Don’t Forget 11.Your professional development matters

20. Two Bonus Tips 1.Launch a planned giving program with these (or similar) words:  Please consider naming OUR ORGANIZATION as a beneficiary in your will or trust 2.Make sure it is easy for people to donate to you online: Can your mother do it?

21. Agenda  11:15 am: Welcome & burning questions  11:30 am: The development plan  11:50 am: Harnessing internal resources  12:00 pm: Leveraging external resources  12:10 pm: Group discussion/Wrap up

22. Internal Resources Objectives:  Identify who your internal resources are  Develop allies among them  Utilize them to meet your goals

23. Why Cultivate Your Internal Resources?  You can’t do it alone  Tap into organizational history  Tap into other skill sets

24. Why Cultivate Your Internal Resources?  Keep abreast of things that impact your work  Set expectations and manage up  Educate others about what you do

25. Executive Director  Understand their work style  Make sure they are happy with the development plan… …because they have to help you sell it to the board.

26. Board & Board Committees  Identify allies on the board  Meet in person  Do board service

27. Other Staff  Create a forum for staff to know what’s going on with development  Get to know others in your organization who have done fundraising  Get to know other long-term staff

28. Volunteers  Create a job description for your volunteers  This entails more management on the front-end, but pays off later

29. Other Stakeholders  For service-based organizations: Get to know star clients  Learn to read financials: Become friends with your auditor

30. Who Are Your Internal Resources?

31. Categorize:  Who have you built a strong relationship with?  Who should you work on building a relationship with?

32. What Can You Do Now?  Pick 3 people from the 2 nd category  Put together a brief cultivation plan for each of them.

33. Examples:  If your board is local, try to meet in person.  Take your [comm/research/program director] to lunch. Learn more about them and their work.

34. Bonus Tool Tip:  Create an org history spreadsheet - use this to quickly build grant reports, updates to donors/board members, etc.

35. Agenda  10:45 am: Welcome & burning questions  11:00 am: The development plan  11:20 am: Harnessing internal resources  11:30 am: Leveraging external resources  11:40 am: Group discussion/Wrap up

36. External Resources Definition Resources external to those available within your organization. Examples  Vendors  Periodicals  Associations  Blogs  List-servs  Government agencies & other nonprofit organizations

37. CIRCLE OF INFLUENCE

38. Governance/Oversight www.irs.gov/charities www.guidestar.org www.afj.org Agencies or services that monitor or advise the sector

39. Governance/Oversight Harmon, Curran, Spielberg + Eisenberg, LLP Morgan, Lewis & Bockius LLP Venable LLP Attorneys whose practice area includes nonprofit law

40. Periodicals http://philanthropy.com http://chronicle.com www.ssireview.org www.thenonprofittimes.com

42. Professional Associations

43. Consultants

44. Board-Related Resources www.boardsource.org www.blueavocado.com

45. Web-Based Tools www.google.com www.wealthengine.com Database/Technology  Participate in database user groups If you don’t have a database or your database doesn’t maintain a user group, participate in Progressive Exchange.

46. Overarching Tools www.foundationcenter.org http://grantspace.org (formerly The Support Center for Nonprofit Management) www.compasspoint.org www.grassrootsfundraising.org

47. Overarching Tools http://nonprofitroundtable.org/ www.ncrp.org www.techsoup.org www.volunteermatch.org

48. Agenda  10:45 am: Welcome & burning questions  11:00 am: The development plan  11:20 am: Harnessing internal resources  11:30 am: Leveraging external resources  11:40 am: Group discussion/Wrap up

49. Thank you! Heidi Gider: hgider@nwhn.org Leah Hofkin: lhofkin@employeerightsadvocacy.org DeAnna Dalton: deanna@maplight.org