12 Step Fundraising Plan

 

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Capital G


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  1. Develop a Fundraising Case for Support. This serves as a resource for information about the organization. Include annual, capital and endowment needs.

  2. Develop a Fundraising Strategy. This should include: Direct Mail, Special Events, Special Gifts and Planned Giving.

  3. Develop and host Special Events. The intention is to raise money. Create event budgets. Evaluate each event afterward.

  4. Develop and host Cultivation Events. The stated aim is to lay the groundwork for future gifts from a particular constituency, such as planned giving prospects.

  5. Develop a list of potential Fundraising Committee candidates. These people will become your “Champions.”

  6. Develop Terms of Reference and Job Descriptions for your volunteers.

  7. Identify your stakeholders and target audiences. You are informing friends and potential donors of your work, and developing a community liaison. Maintain updated lists.

    • Board/Past Board
    • Volunteers and Staff
    • Ministers/Churches
    • Donors
    • Service Clubs
    • Foundations
    • Corporate
    • Local Businesses & Professionals
    • Media
    • Politicians (federal, provincial, municipal)

  8. Develop a Donor Recognition Program.

  9. Develop a Communications Plan. Consider: news stories, features, talk shows (radio/TV), Public Service Announcements (PSAs) and press releases.

  10. Maintain a regular newsletter.

  11. Develop promotional material. Consider: brochures, annual report, website.

  12. Be vigilant! Capitalize on all public awareness opportunities:

    • Speakers Bureau
    • Publicize gift announcements
    • Host an annual “thank you” event
    • Keep attuned to opportunities for presentations at meetings and public gathering
 

the Goldie Company



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The Virtual Writer

Human Potential Plus


Robert Gore & Associates Chartered Accountants

Charles Eyton-Jones Barrister & Solicitor

Herbs

Coleford

 
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