1. Young Nonprofit Professionals Network Learning Circle The Essentials of Fundraising & Donor Development Week 2 - Evaluating current fundraising program Jessica Haynie October 4, 2011

2. 22 Today’s Agenda Exercise 1 - Elevator pitch Exercise 2 - Review case statements Presentation Review Homework Q & A

3. 33 Exercise 1 The elevator pitch Don’t just repeat your mission statement Tell us what you do and who you do it for Share a quantitative result Provide some perspective Spell out the opportunity

4. 44 Exercise 1 The elevator pitch Find a partner You have 2 minutes to make your pitch and 3 minutes to answer any questions your partner may have Switch and repeat Take notes on went went well, what didn’t go well, things you wish you knew, did you run out of time

5. 55 Exercise 2 You will have 30 minutes to review each other’s draft case statements Use the checklist, but also provide constructive feedback highlighting what’s good, how it made you feel, what questions you still have, etc.

6. 66 Fundraising Planning Where have we been? Where are we now? Where do we want to be? How will be get there?

7. 77 Fund Development Evaluation Trend Information Is there improvement over time? Sustainability Information Are we keeping donors? Cost Effectiveness Analyses Are our figures reasonable, given published benchmarks? Any need to adjust activities?

8. 88 4 year fundraising totals by campaign

9. 99 Breakdown of Annual Campaign

10. 10 # of gifts vs. donors

11. 11 Average gift size

12. 12 # of Major Gifts

13. 13 Average Major Gift Size

14. 14 Renewal Rate

15. 15 Homework Work on a data analysis for your own organization and bring 2 copies to class next week Continue working on your case statement based on feedback that you received today

16. 16 Any questions? Three Stones Consulting, LLC Santa Fe, NM Jessica@threestonesconsulting.com www.threestonesconsulting.com 315-729-3994