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Copia de Holistic Fundraising: Creating a Plan for a Healthy and Sustainable Development Program

Take care of this, STAT! In fundraising, there are many “acute” issues that seem to arise every day—a donor needs immediate attention, or a proposal is due today, or a mailing needs to be approved right now. Unfortunately, this can lead to a high level of stress and lack of health for the development program and you, the practitioner! How can we change the paradigm and create a healthy, sustainable fundraising program that leads to a less stressed out fundraiser? In this workshop, we'll work on a comprehensive development plan that includes sustainable fundraising strategies, discuss ways to improve the health of your organization's culture of philanthropy, and examine what it takes to create a “wellness plan” for your development efforts.


Holistic Fundraising

Planning a Healthy Development Program
Photo by Mooganic


  • Elements of a development plan
  • Short term and long term
  • “Chronic illness” elements and “wellness” strategies

Why plan?

Photo by HealthGauge

Untitled Slide

Photo by Alan Cleaver

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Elements of a Good Plan

  • Assess first
  • Have SMART goals
  • Develop action steps
  • Need accountability
Photo by Alan Cleaver

Elements of a Development Plan

Photo by reallyboring

Plan Elements

  • Background and context
  • Key messaging
  • Strategic funding priorities

Plan Elements

  • Assessment
  • Development infrastructure priorities
  • Additional resourcing
  • Key constituents

Plan Elements

  • Fundraising tactics
  • Financial projections
  • Action plan
  • Accountability

Plan Elements

  • Fundraising tactics
  • Financial projections
  • Action plan
  • Accountability

Setting the Stage

Photo by BobMical

What makes you cool?

Photo by nixter

What's "fundable"?

Photo by Erik Schepers

How can I improve
the process?

Who can help?

Choosing tactics

Photo by Great Beyond

What is reliable?
What generates money?

What do you
want to test?
How much
do you invest?

Fundraising Ideas Matrix

Show me the money

Photo by Gamma Man

Untitled Slide

Developing projections

  • Look at historical performance
  • Determine level of risk
  • Be conservative

Action Plan

Photo by *vlad*

1 year. That's it.

Photo by bryankennedy

Action steps

  • Yearly
  • Quarterly
  • Monthly
  • Weekly
  • Daily


What will you track?
Who will you tell?

Photo by Johnny0101

Chronic Stressors

Photo by bottled_void

What stresses you out?

  • Culture of philanthropy
  • Barriers to progress or change
  • Constant "show me the money"
  • Fight or Flight

Handling stressors

Photo by vgm8383

The 1-3-6 model

What one thing must you achieve to feel successful?

What three things must you do to accomplish that one thing?

What six things must you stop doing to make room for the three things?

Dan Coughlin
Discipline of Acceleration

Wellness strategies

Photo by FotoDB.de

Continual Process Improvement

Photo by @alviseni

Short term goals

Photo by oscarandtara

Self care and celebration

Photo by M31.

Set a time to start

Photo by rintakumpu

Alice Ferris, CFRE, ACFRE

GoalBusters Consulting goalbusters.net @goalbusters