Introduction to Fund Development Planning
Limit your "crisis fundraising," build flexibility into your finances, increase board involvement, and use your time more productively. Introduction to Fund Development Planning is for those who are new to nonprofits or new to the development function. It is ideal for board members and volunteers as well as staff or those interested in a new career in fundraising or nonprofit management. By following the eight lessons, you should have an understanding of: The importance of a diversified funding base, The players in the fund development process, How to conduct an assets inventory, How to develop your mission & case statements, How to identify new funding opportunities, How to set realistic goals, How to prepare your development plan & calendar. Once you complete the processes outlined in this book and set them into action, your organization will be on the path to financial stability and sustainability.
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Your Fund Development Team
Your Assets Inventory
Your Case Statement
A World of Funding Opportunities
Make a MiniMap of Your Universe
Your Development Calendar
Putting it All Together
_____________________________________________ o _____________________________________________ ______________________________________________ ______________________________________________ Lesson account manager activities agency agency’s amount Annual Goals assets inventory board members brainstorming budget build buy-in catch phrases charitable giving Cheryl Clarke clients column corporate deadlines Development Calendar Development Director diversified funding base dollar goals donations endowment example Exercise experience Foundations fund development plan fund development team funding opportunities funding sources fundraising efforts goal setting grant ideas important individual donors investment keep learned line item major donors marginal costs master case statement matrix mission statement nonprofit staff organization’s person plan narrative planning process planning retreat players previous year’s prioritize proposal raise realistic recommend responsible serve service cost simply Soup kitchen specific spreadsheet success stories sure sustainability team members There’s track record typically unit of service volunteers What’s written you’re