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Be the Best You Can Be!Actions to take in 2015…
Pat Regan Mary BoguckiExec Director of Development Sr Vice PresidentTrinity Missions Amergent
Overwhelmed?
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Time to get on track…
• In today’s session, we will talk about practical steps you can take to prepare yourself, your program – and your leadership – for the year to come and beyond.
Let’s get started…
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Actions to take now to help you reach your goals…
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Dept Audit…not the scary kind…
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How does your dept function?
• Look at the 10,000 foot view of what your dept/org does and how it is structured.• What is in place now?• Are there overlaps? Gaps?
• Can you work smarter?
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How to get started…
• Step 1: Gather all personnel together for a day.• Have the meeting where you
are separated from daily distractions.
• Be prepared to focus.
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How to get started…
• Step 2: Prepare for the meeting.
• Have each attendee develop their own function description.• Day-to-day tasks• Percentage of time spent on
each
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Describe Function
Est Time
Weekly
Annual Fundraising Plan: Create and manage annual fundraising plan,
including direct mail, online giving, social media, planned giving and
major gifts. Select vendor partners, create or approve strategies
review/ edit all materials (print and online); evaluate each effort.
35%
Individual Donor Cultivation: Identify major gift and planned giving
donors and prospects; create, implement and monitor individualized
communication plans, including special mailings, personalized
communications, telephone calls, invitations to events and face-to-face
visits with leadership.
35%
Business Plan and Financials: Create annual business plan with specific
goals and objectives, including budget; monitor goals and budget
monthly; generate monthly financials and donorbase reports; create
quarterly reports for leadership; identify and monitor key performance
indicators monthly.
10%
Staff Supervision: Create and implement mechanisms for staff
interaction and reporting; plan and execute staff development/ education
opportunities; create performance evaluation process; create and update
policies.
10%
Foundation Grants: Identify potential foundations, research mission
needs that need funding, develop and track proposals.
5%
Review and respond to misc. e-mails; review daily reports. 5%
Total: 100%
Function/ Time AssessmentPosition: Development Director
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How to get started…
• Step 3: Take action based on meeting findings/discussion.• Actions could include:
• Realigned responsibilities• Hiring staff• Training needs
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Knowledge is power…
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Educate yourself…
• Things change FAST these days
• Generally speaking, non-profits are late adopters of new ideas and strategies
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Educate yourself…
• Step 1: Educate yourself beyond your area of expertise and beyond Catholic fundraising
Blogs/Newsletters The Weekend Briefinghttp://theweekendbriefing.com Veritus Grouphttp://veritusgroup.com/passionate-giving-blog Donor Pathhttp://blog.donorpath.org
Publications The Chronicle of Philanthropywww.philanthropy.com NonProfit Timeshttp://www.thenonprofittimes.com Fundraising Successhttp://www.fundraisingsuccessmag.com
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Educate yourself…
• Step 2: Build your personal network• NCDC regional meetings
• Find others “like you” willing to share ideas/questions/innovations
• Make a gift…online and in the mail. Find out how others are treating their donors
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Educate yourself…
• Step 3: Share what you know in a timely/strategic fashion• Postal/regulatory• Share with leadership and
other departments
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Working on the relationship…
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They are worth it…
• Top donors are defined differently from organization to organization
• Typically one thing is the same for all: 20% of the active donors give 80% of the revenue
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They are worth it…
• Step 1: Identify and ‘tier’ your top donors• Loyalty is your top factor
• Look at recency, lifetime giving, promotion history
• Do they give monthly? Have a planned gift? Event gift? Upgrade gift?
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They are worth it…
• Step 2: Create a contact strategy• Both for groups of donors and
individuals• DM, phone calls, visits,
invitations
• If they don’t receive all appeals it’s even more important to stay in touch
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They are worth it…
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They are worth it…
• Step 3: Identify WHO will make the contact
• Leadership? Maj Gift/PG officer? Staff w/ connection? Religious?
• Give the needed background information. Include a question for them to ask.
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Building bridges…
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Putting your best foot forward…• You have a good understanding of
how your department is organized, and what resources are needed.
• You are up-to-date on new marketing strategies, postal reform, state regs, etc.
• You have identified and outlined a contact strategy for your best donors.
• Time to make it work for you.
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Building that bridge…
• Step 1: Educate your leadership• Very often leadership has no
fundraising or development background
• Help them to help you
• Help them to understand the questions to ask
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Building that bridge…
• Step 2: Help leadership understand how to evaluate development’s goals• Not just budget goals
• Outcomes based• Big picture (mission/donor)• TY calls made/donor visits• Inbound calls taken• Grant proposals written
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Building that bridge…
• Step 3: Get the right people involved. Get them to step out of the box.
• Leadership, major donors and even foundations could be appropriate contacts for donors• Participation in events
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Building bridges…
Thank you!
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