Holistic Fundraising: Creating a Plan for a Healthy and Sustainable Development Program

Published on Jul 11, 2016

Take care of this, STAT! In fundraising, there are many “acute” issues that seem to arise every day—a donor needs immediate attention, or a proposal is due today, or a mailing needs to be approved right now. Unfortunately, this can lead to a high level of stress and lack of health for the development program and you, the practitioner! How can we change the paradigm and create a healthy, sustainable fundraising program that leads to a less stressed out fundraiser? In this workshop, we'll work on a comprehensive development plan that includes sustainable fundraising strategies, discuss ways to improve the health of your organization's culture of philanthropy, and examine what it takes to create a “wellness plan” for your development efforts.


Holistic Fundraising

Planning a Healthy Development Program
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Why plan?

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  • Conducting a review
  • Creating your plan
  • Implementing your plan without killing yourself

Elements of a Development Plan

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Plan Elements

  • Background and brief assessment
  • Goals and funding priorities

Plan Elements

  • Additional resourcing
  • Key constituents

Plan Elements

  • Fundraising tactics
  • Financial projections
  • Action plan
  • Accountability

Conduct a Review

Part 1 of Development Planning
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"Quick and Dirty" Assessment

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"Quick and Dirty" Assessment

  • Dollars raised
  • What tactics did you use
  • Number of donors
  • Retention rate
  • Donor distribution
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"Quick and Dirty" Assessment

  • Current donor personas
  • Prospect personas
  • External factors
  • What went well
  • What didn't go so well
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"Quick and Dirty" Assessment

  • Who's on your team? (Tipping Point)
  • Will the next period be more, less or the same?
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Creating your plan

Part 2 of planning
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Goal Setting

What's "fundable"?

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What are your big rocks? (1-3 things)

The 1-3-6 model

What one thing must you achieve to feel successful?

What three things must you do to accomplish that one thing?

What six things must you stop doing to make room for the three things?

Is your program a "plug number?


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What is
reasonable growth?

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Developing projections

  • Look at historical performance
  • Determine level of risk
  • Be conservative

Choosing tactics

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What is reliable?
What generates money?

Fundraising Ideas Matrix

Show me the money

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Making it happen

Part 3 of planning
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1 year. That's it.

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Initially, one quarter

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Tactics per quarter

  • Big rocks
  • Top 10, next 25
  • Daily routines
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Rebalancing exercise

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Set a time to start

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GoalBusters Consulting