Young Nonprofit Professionals Network Learning Circle The Essentials of Fundraising

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Young Nonprofit Professionals Network Learning
Circle The Essentials of Fundraising Donor
Development Week 2 - Evaluating current
fundraising program

• Jessica Haynie
• October 4, 2011

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Todays Agenda

• Exercise 1 - Elevator pitch
• Exercise 2 - Review case statements
• Presentation
• Review Homework
• Q A

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Exercise 1

• The elevator pitch
• Dont just repeat your mission statement
• Tell us what you do and who you do it for
• Share a quantitative result
• Provide some perspective
• Spell out the opportunity

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Exercise 1

• The elevator pitch
• Find a partner
• You have 2 minutes to make your pitch and 3
  minutes to answer any questions your partner may
  have
• Switch and repeat
• Take notes on went went well, what didnt go
  well, things you wish you knew, did you run out
  of time

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Exercise 2

• You will have 30 minutes to review each others
  draft case statements
• Use the checklist, but also provide constructive
  feedback highlighting whats good, how it made
  you feel, what questions you still have, etc.

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Fundraising Planning

• Where have we been?
• Where are we now?
• Where do we want to be?
• How will be get there?

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Fund Development Evaluation

• Trend Information
• Is there improvement over time?
• Sustainability Information
• Are we keeping donors?
• Cost Effectiveness Analyses
• Are our figures reasonable, given published
  benchmarks?
• Any need to adjust activities?

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4 year fundraising totals by campaign
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Breakdown of Annual Campaign
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of gifts vs. donors
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Average gift size
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of Major Gifts
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Average Major Gift Size
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Renewal Rate
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Homework

• Work on a data analysis for your own organization
  and bring 2 copies to class next week
• Continue working on your case statement based on
  feedback that you received today

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Any questions?

• Three Stones Consulting, LLC
• Santa Fe, NM
• Jessica_at_threestonesconsulting.com
• www.threestonesconsulting.com
• 315-729-3994

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