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Slide Notes

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

Published at Jul 11, 2016
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

    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

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    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


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    • 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

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    • 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