Maximizing Your Fundraising Plan in Today’s Economy

There’s hope on the horizon! Some organizations are boosting revenues. Discover the secrets for your organization in this valuable “how to” session where we’ll discuss real life examples. Donor connectedness means more than ever before. Learn tips that will help you in improving relationships, powerful prospecting, and positioning.

Diane Hodiak, MBA, is CEO of drcharity.com, Development Resource Center, an online source for training, publications, and fundraising information. A national trainer, and facilitator, Diane helps nonprofit organizations boost their results in fundraising, planning, and public relations.

A. 4 Essential Ingredients for Quality Planning

  • Bring in a nonbiased individual to facilitate
  • Delegate a note taker-information processor
  • Involve key people: board, staff, volunteers, stakeholders
  • Design work groups that will have resources pertinent to the work at hand

Financial and intellectual

B. Evaluating Fundraising

  • Performance

Grants

Individuals

Events

Online

Business

Other

  • Issues

C. Evaluation Public Relations

Method

  • Sufficient number of exposures
  • Regular contact?
  • Identify publics/specific communications
  • Provide education?
  • Influence behavior and attitudes?
  • Overcome objections/resistance?

Marketing Mix meet donor needs?
D. Overview of Marketing Mix

  • Provide for stability of income?
  • Maximize revenue?
  • Serve purpose?
  • Provide visibility-
  • Differentiate your organization
  • Provide education?

E. SWOT Analysis

  • Internal

Strengths

Weaknesses

  • External

Opportunities

Threats
F. Issue probabilities

  • Rating scale- highly probable to highly improbably

Allocate resources and attention

  • Impact to organization
  • Time frame

G. SWOT Process

  • Identify critical issues
  • Gather information
  • Prioritize
  • Decide on strategies

H. Donor relations

  • Relationships with Donors-information gathering
  • What do they enjoy about the organization
  • Accessibility to information/giving opportunities

Focus Groups

Phone/written Surveys         Surveymonkey.com

Roundtable with funders

Roundtable with key vendors

Case example