
A modern approach for the donor life cycle.
Development Strategy
The Development Plan and Strategy package is $10,000 over 2 months and includes:
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Fundraising Goals
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Communications Calendar
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Individual Giving Strategy
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Corporate Giving Strategy
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Foundation Grants Strategy
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Cultivation and Solicitation Plan
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Recognition and Stewardship Plan
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Gift Tables
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3-year Budget and Staffing Plan
The first conversation will look like this:
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How many donors total have you had in the last three years?
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What are your annual fundraising totals in the past 3 years?
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What are the 10 largest gifts in past 3 years and type of donor—individual, foundation, corporation?
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How many individual donors do you have?
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How many foundations give to your organization?
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How many corporations sponsor your organization?
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What is your development budget?
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Staffing and Capacity
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How many development staff members do you have?
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What is the job description of each of your staff members?
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Do you have a grant writer; or the grant writing capacity in-house?
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How much time does your CEO spend on fundraising?
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Do you have development contractors?
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Do volunteers help with development?
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Does your board have a development committee?
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Is your board active in development?
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Do you have a customer relationship manager (CRM)?
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What system do you use?
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Who enters data?
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Who uses it?
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What reports are generated?
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How do you recognize donors?
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How many events do you have?
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What type of event?
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What is the cost?
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What is the profit?
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Communications
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Do you have a communications manager?
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What communications vehicles do you use?
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How often are they used?
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What are the printed materials and what is the frequency of mailings?
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What is emailed, and how often?
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Do you have a website?
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Is there a Giving Button on your website?
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Is the Giving Button accessible on all of your web pages?
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Does your website list your donor names or donor logos?
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Can you add development materials or a development page to your website?
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Is your website set up to accept monthly recurring donations?
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