Leadership Saratoga: Diversified Fund Planning
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PLANNING FOR DIVERSIFIED FUNDING Leadership Saratoga Emily Davis, MNM EDA Consulting LLC November 6, 2012 @edaconsulting
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Transcript of Leadership Saratoga: Diversified Fund Planning
PLANNING FOR DIVERSIFIED
FUNDING
Leadership Saratoga
Emily Davis, MNM
EDA Consulting LLC
November 6, 2012
@edaconsulting
WHAT IS THE MOST COMMON REASON THAT
PEOPLE DO NOT GIVE MONEY TO YOUR
ORGANIZATION?
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MOTIVATIONS TO GIVE
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*Adapted from Major Gifts by Julia
Ingraham Walker
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NEW DONORS
direct mail, events
ANNUAL DONORS
Direct appeals, volunteer
involvement
MAJOR DONORS
Personal asks
Committee and board
involvement
PLANNED GIFTS
Personal asks, personal
involvement,
Could be anyone!
GETTING STARTED
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WHY PLAN?
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ORGANIZATIONAL ASSESSMENT
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WHO GETS INVOLVED?
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THE TEAM: BOARD
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THE TEAM: STAFF
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THE TEAM: VOLUNTEERS &
CURRENT DONORS
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"VULNERABILITY IS THE
BIRTHPLACE OF CREATIVITY,
INNOVATION, AND CHANGE."
- Dr. Brene Brown
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QUESTIONS?
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THE FUNDRAISING PLAN
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Fundraising goals
Assessment of resources
Funding categories
Funding strategies
Positioning
Implementation
Evaluation
Appendices
INVENTORY
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SAMPLE FUNDRAISING PLAN
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SECTION 1: OVERVIEW
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SECTION 2: FUNDING STRATEGY
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SECTION 3: FUNDING CATEGORY
RECOMMENDATIONS
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ANSWER THESE QUESTIONS
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SECTION 4: POSITIONING
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SECTION 5: IMPLEMENTATION
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APPENDICES
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CASE STATEMENT
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FUNDRAISING POLICIES
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SUCCESS!
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QUESTIONS
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RESOURCES
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MORE RESOURCES
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THANK YOU!
Emily Davis, MNM
EDA Consulting LLC
Boulder, CO
(303) 652-7536
www.edaconsulting.org
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