#1- Revisit our Mission and Purpose—We will regularly check back with our mission and talk about our purpose as an organization. We identify the values and beliefs upon which we base our programs, services, and activities and ask ourselves if these are in alignment. What’s at the heart of our organization? What about the things we do really matters in the world?
#2- Clarify our Strategic Vision—When we focus our attention on the alignment of our mission, purpose and programs, we ask ourselves what we must DO over the next one to three years to demonstrate our highest expression of mission and purpose. How can we stretch to new heights and make an even bigger difference?
#3- Evaluate our Funding Priorities—Rather than simply hoping to raise more money to meet our basic needs, we identify three or four funding priorities that clearly reflect our mission and vision. We will breathe energy and give life to these priorities and communicate them in compelling ways to our donors and supporters.
#4- Develop Realistic Goals for Funding—We will carefully track and measure our fundraising development from one year to the next, learning about our giving and spending patterns and assessing our potential for growth. We set realistic, yet aspirational funding goals that inspire us and our donors
#5- Create a Fund Development Plan—In deeply considering our aspirations and goals, we work to create a comprehensive fund development plan for the year. Thi
s will be a plan to can be assessed and adjusted throughout the year, while serving as a guide in our fundraising, budgeting, and stewardship efforts.
#6- Calculate the Cost of Fundraising—We realize that fulfilling our mission and funding our priorities involves an investment of money (and energy and time) so that sufficient funding can be raised and affirmed. Rather than cutting costs to the bare bones, we carefully calculate reasonable costs for quality fundraising activities and materials.
#7- Establish a Master Fundraising & Communication Calendar—It is essential that our organization integrate its fundraising activities and communications with the other events and activities we schedule throughout the year. This helps us avoid scheduling that competes with our annual funding activities and also helps us see the opportunities for educating and promoting giving throughout the year.
#8- Exp
and our Donor Circle—One important way to expand our funding is to attract new people to our organization who value what we do and want to be more involved. This may be through membership, participation in our programs, crowd-funded projects, or by affirming our mission with periodic contributions.
#9- Report Back and Say Thank You—We will commit to reporting back to our donors and constituents on a regular basis throughout the year. We will show them and tell them how their funds and support are making a difference. AND, we will explicitly thank them, over and over!
#10- Evaluate and Celebrate—The best way to learn what works or doesn’t work is to test tried and true methods and new ideas, then evaluate the outcomes. The more we learn about what our constituents and donors respond to, the more effective our fund development will be. Best of all, we will celebrate our progress and successes, knowing that people give to successful ventures that make a positive difference!
And then, we will prepare to do it all again next year!
PS.–To help you get off to a great start in 2015, I hope you will contact me to schedule yourself or your leadership team for the latest free Giving Speaks webinar, Seven Principles of Fundraising today: givingspeaks@gmail.com
globe and throughout history. We seek to liberate minds to search for truth and pursue deeper understanding of our world and our place in the universe. Our Unitarian Universalist principles call us to act in ways that transform lives and ultimately our world for the better. We stand boldly on the side of love and justice, breaking through barriers of oppression and intolerance. Our vision of a world community with peace, liberty and justice for all is an expansive and worthy pursuit.
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