Strategic Planning
This section provides tips and techniques in strategizing a successful fundraising program.
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Cumulative Gift Recognition
Two "case" examples for the purpose of further discussion to determine if cumulative giving is an appropriate policy for an organization -
Donor-Centric Fundraising
Successful fundraising focuses on the donor's need, not on the organization's need. -
Encouraging Unrestricted Contributions
Encouraging gifts given without donor designated end-use and are to be used for any purpose by the organization, most of which use it for general operating purposes -
Formative Institutional Planning
Assisting founders of new not-for-profit organizations to develop appropriate organizational framework, program guidelines and operational requirements for their new organization -
Funding Donor-Initiated Projects
Ways to encourage rather than discourage potential major donors who want to give and raise funds for projects in advance of the organization's established funding priorities -
Fundraising Assessment Checklist
Comprehensive tool for examining and evaluating an organization's fundraising programs and activities -
Fundraising Brochures: Messages Needing Messengers
In order to maximize ROI (return on investment) for expensive printed brochures, personalized delivery by a volunteer, staff or friend of the organization will enhance the probability for response. -
Fundraising Strategic Timeline - Sample
An example of a strategic timeline format with some suggested categories with next steps. -
Key Elements of a Successful Fundraising Program
The key elements of a successful fundraising program fall within three basic areas: Appeal, People and Support -
Make Your Messages Work
Some things to remember when you formulate messages to persuade people to support your organization -
Program Related Investments
Looking for new sources of revenues for your non-profit organization? An often overlooked revenue source are Program Related Investments from charitable foundations -
Rules Of Engagement
Four basic rules to engage people in meaningful conversations leading to their gift support -
Solicitation Scenarios
Possible responses and suggested replies in preparing for personal contacts in securing gift commitments -
Some Reasons People Give
Reasons that inspire people to give -
Strategic Planning for a Non-Profit Organization
A "keep it simple" approach to sound strategic planning for a non-profit organization. -
When Do We Break Ground?
Guidelines for establishing a wise institutional policy before a campaign is launched, and before predictable impatience leads to imprudent financial decisions to commence construction. -
When The Going Gets Tough
Developing a meaningful response during economic downturns to encourage leadership to renew their fundraising leadership
Board Leadership Session