Developing A Fundraising Plan

1
Developing A Fundraising Plan

• Mica Evans Hider
• Political Representative
• National Association of REALTORS

2
You Must Have a General Goal

• Increase Participation and Get More People
  Involved
• ___ Participation
• Increase per member Contributions by____
• Educate Your Members
• Be the 1 Board in your State
• Meet Your Goal

3
You Need a Fundraising Committee to Help
Implement Your Ideas

• Start with Key People You Will Need to Build
  Enthusiasm/Support
• Get Their Commitment
• Be Specific
• Pace For Your Goal

4
What Makes a Good Fundraising Committee?

• What Kind of People?
• Who Do They Represent?
• What Are Their Strengths?
• What Will You Expect?
• What Activities Will Be Delegated?
• What Task(s) Will You Take?
• How Will You Divide Assignments?
• What Type of Follow-up on Assignments?

5
Use Your Committee to Develop the Plan !
6
You Need To Get Organized

• Begin/end of Fundraising Drive
• Dates of Fundraising Events
• Frequency of Meetings, When
• Target Dates for Goals
• Member Education
• Dissemination of Educational Information
• Legislative Staff/Legislator Testimonials
• Leadership Letter/Speech

7
Staff Is Available To Assist You

• Who Is Your Staff Contact?
• How Will You Interact?
• What Do You Expect of Staff?
• What Does Staff Expect of You?
• What Is Your Budget?
• How Do You Plan to Allocate It?

8
Fundraising Techniques

• One-on-One
• Dues Billing
• Direct Mail
• Phone Banks
• Credit Cards
• Special Events

9
Prospects

• Prioritize Your Prospects, For Example, You May
  Set a Goal of 100 for the
• Board of Directors
• Chair and Vice Chair of Association or Board
  Committees
• Million Dollar Award Winners
• Office Managers and Brokers

10
Write A Fundraising Plan!

• Educating the membership should be a top priority
  and included in your fundraising plan
• If its not written down it does not exist
• Create it with your team
• Sets deadlines
• Provides structure
• Working document - Flexible
• Monitors progress

11
What happens when you dont have a fundraising
plan?
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Train wreck!
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2008 SampleRPAC Fundraising Plan

• Board/Association Hollywood Assn. of REALTORS
• 2008 RPAC Goal 35 per member
• of Members 1,500
• Board President David Hasselhoff
• Association Executive Rosie ODonnell

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2008 SampleRPAC Fundraising Plan

• RPAC Chairperson
• RPAC Committee Members
• RPAC Finance Committee

• Nicole Richie
• Paris Hilton, Brittney Spears, Lindsey Lohan,
  Charlie Sheen, Alec Baldwin
• Charlie Sheen target commercial
• Alec Baldwin target major donors
• Paris Hilton target affiliate members

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• RPAC Trustee Brad Pitt
• Fundraising Time Period March 1 September 30,
  2008

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2008 RPAC Fundraising Breakdown

• Major Donors 8,428
• Dues Bill 26,250
• Direct Mail N/A
• Phone Bank N/A
• Special Events 28,000
• Anticipated RPAC Receipts 62,678
• 2008 Goal 52,500
• 2008 Raised 48,287

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Major DonorsProject the number of major donors
you will have by category who do not pay with
their dues bill.
18
Dues BillingProject how many people will respond
to your dues billing mailing.
Date of Dues Billing December 1, 2007 Date Dues
are Due February 1, 2008
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Direct MailProject the amount collected by your
direct mail program .
Target Drop Date for Mail ______ Return Date of
Mail _______
20
Phone BanksProject the amount collected by your
phone bank program .
Date of Phone Bank ______________
21
Events
Event Name Diamonds and Champagne Event Date
September 22, 2008
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Events
Event Name Diamonds and Champagne Event Date
September 22, 2008
Balance Remaining to reach 2008 Goal 10,178
Over Goal
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Event Worksheet
EVENT NAME Diamonds and Champagne EVENT DATE
September 25, 2008
STEP ONE Who will be on your committee? (Be
inclusive not exclusive)
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Event Worksheet
EVENT NAME Diamonds and Champagne EVENT DATE
September 25, 2008
STEP TWO What will it cost to hold the event?
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Event Worksheet
EVENT NAME Diamonds and Champagne EVENT DATE
September 25, 2008
STEP THREE Who will sponsor the event and at
what amount?
Anticipated Amount in Sponsors 3,000 Begin
Collecting Sponsors by July 15, 2008
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Event Worksheet
EVENT NAME Diamonds and Champagne EVENT DATE
September 25, 2008
STEP FOUR What is the cost to participate in
the event? How many people will have to attend
to reach your goal?
Anticipated Attendee Collection 29,700