Fundraising Basics

Synopsis

Maximize the success of your fundraising campaign by implementing a proven management framework from planning, to launch, to wrap-up. Discover a host of tips and suggestions on improving your fundraising activities, compiling a tailored donor list and training your team.

Objectives

• Name the major activities in a fundraising process
• Identify ways to establish targeted outcomes
• Itemize what must be done, and what to avoid when you present your fundraising project to potential donors
• List ways to motivate your fundraising staff
• Establish ways to increase pledge collection

Outline

• Introduction
• Overview
• Objectives
• Fundraising Overview
• Defining Fundraising
• Campaign Preliminaries
• Define the Outcomes
• Lay the Foundation
• Project Plan
• The Four Phase Approach
• Solicitation Types
• Establish a Budget
• Know where the Money Goes
• Checkpoint I
• Define the Players
• Identifying Prospective Donors
• Categorizing Donors
• Identifying and Training Your Staff
• Crossword Puzzle
• Campaign Execution
• The Sales Script
• Launching and Promotion
• Asking for Money
• Overcoming Obstacles
• Maintaining Careful Records
• Fundraising Foundations
• Checkpoint II
• Post-Campaign Considerations
• Follow Up
• Recognizing Contributions
• Final Checkpoint

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