***For C. Owens Only***

Fundraising Strategic Plan:  

In this course you will develop a fundraising strategic plan for a prospective nonprofit organization (developed in PNP 5901) or for an existing nonprofit agency of which you are employed (in-service students).  For the fundraising strategic plan, you will do the following:

· Develop a 5-year fundraising strategic plan. By doing so, you will have to make assumptions and projections about environmental, economic, political, and social changes that are likely to occur in a post Covid-19 world;

· Assess changes in the fiscal health (e.g., net profit margin, return on assets, liquidity, etc.) of the NPO in order to address the long-term sustainability;

· Develop a project management plan (PMP) with start dates, phases, tasks, activities (Gantt chart), deliverables, and end dates.

Mandatory structure and order of the components of the fundraising strategic plan are as follows:

1. Cover Page

2. Executive Summary (Written after the report is completed) 

3. Table of Contents

4. List of Tables and Figures

5. Report:

· Organizational Overview and Background Information

· Goals and Objectives

· Assumptions

· Fundraising Infrastructure

· Donor Prospect Plan

· Donor Communications and Cultivation

· Fundraising Tactics

· Short and Long-term Fundraising Needs and Goals Summary

· Action Step Timeline

6. References

7. Appendices

PAPER GUIDELINES

· Use Standard 8.5” by 11’ paper

· Use Times New Roman 12;

· Use a left margin of 1” and a right margin of 1”;

· Use a top margin of 1” and a bottom margin of 1”;

· Bold title and section headings;

· Double spacing between sentences;

· Indent paragraphs – use standard indentation;

· Insert and properly name and number exhibits, graphs, and tables;

· Use proper citation for scholarly research cited if applicable (see below);

· Use grammar and spell checking; and,

· Include page numbers

PLAN DETAILS:

1. COVER PAGE

a. Title and Plan year (e.g. 2020-2025)

2. ORGANIZATIONAL OVERVIEW AND BACKGROUND INFORMATION

a. Who is your organization: the Why? What? How?​

i. Mission, Vision, Core Values​

b. Current financial landscape of your organization (Sources and breakdown of revenue; fiscal health and performance of the NPO)

c. Organizational Accomplishments

i. Detail the organizational accomplishments achieved in the following areas:

1. Outputs (how much/how many):

a. Revenue/Fundraising

b. Program/Services

c. Clients (# reached/served)

2. Outcomes (effect on/benefit to):

a. Organizational Mission and Operations

b. Individual

c. Community

d. Short- and long-term strategic direction of the organization​

i. What is currently going on at your non-profit that will influence the plan

3. GOALS AND OBJECTIVES

a. What your organization hopes to achieve during the time period covered by the plan:

i. Outputs (how much/how many):

1. Revenue/Fundraising (needed to achieve below goals)

2. Program/Services

3. Clients (# reached/served)

ii. Outcomes (effect on/benefit to):

1. Organizational Mission and Operations

2. Individual

3. Community

4. ASSUMPTIONS

a. List the assumptions you make in formulating the plan (e.g. new hires, maintaining current partnerships, receiving gifts and grants, changes in the demographics of the target population, long-term sustainability of the NPO)

5. FUNDRAISING INFRASTRUCTURE

a. What infrastructure is currently in place for fundraising and what infrastructure is needed?

i. Infrastructure is anything used to fundraise including staff, donor databases, marketing materials, website, social media, and fundraising campaigns

b. Include action steps, deadlines, and responsibilities for implementation (Project Management Plan (PMP))

6. DONOR PROSPECT PLAN

a. Identify actual potential individual donors, corporations, and foundations with the dollar amount goal for each (utilize priority scoring streets to help identify strong leads)

7. DONOR COMMUNICATIONS AND CULTIVATION

a. Plans for cultivating donors – everything done from the time prospects are identified to the time the ask is made – Include stewardship goals and objectives

i. Include Action Step/Deadlines (PMP)

b. Examples include: Collateral Materials; Focus Groups/Meetings Scripts and Materials; Awareness Events; Prospect Cultivation Strategy and Timeline; Development/Stewardship Communication Plans and Timeline; Recognition Events

8. FUNDRAISING TACTICS

a. Tactics used to make the asks and solicit money

i. Create action steps and deadlines for each tactic

b. Common tactics include:

i. Individual donor fundraising

ii. Direct mail

iii. Events

iv. Online/Crowdfunding

v. Grants

vi. Annual Giving programs

vii. Planned Giving

viii. Endowments

ix. Capital Campaigns

9. SHORT AND LONG-TERM FUNDRAISING NEEDS AND GOALS SUMMARY

a. Number-driven summary: total expenses, carry-over budget by sources, budget goals by sources and tactics:

10. ACTION STEP TIMELINE

a. Consolidated list of actions steps, listed chronologically (PMP)