Fundraising/Raising the Fun/Fundraising Roadmap: Difference between revisions
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*** {{ProgressComplete|Cost of improvement}} | *** {{ProgressComplete|Cost of improvement}} | ||
*** {{ProgressPartial|Leasing}} | *** {{ProgressPartial|Leasing}} | ||
**** {{ | **** {{Partial|Cost of acquisition}} | ||
***** NEEDED: What are the expenses for acquisition? Broker? What else? | |||
***** NEEDED: How much does each expense cost? | |||
**** {{ProgressPartial|Annual operating budget}} | **** {{ProgressPartial|Annual operating budget}} | ||
***** NEEDED: Rent Price Range | |||
***** NEEDED: Non-rent costs - Reuse current numbers? | |||
***** NEEDED: Misc. extra spend per month/year for unseen expenses | |||
*** {{ProgressPartial|Purchasing}} | *** {{ProgressPartial|Purchasing}} | ||
**** {{ProgressPartial|Cost of acquisition}} | **** {{ProgressPartial|Cost of acquisition}} | ||
***** NEEDED: What are the expenses for acquisition? Broker? What else? | |||
***** NEEDED: How much does each expense cost? | |||
**** {{ProgressPartial|Annual operating budget}} | **** {{ProgressPartial|Annual operating budget}} | ||
**** {{ProgressPartial|Annual operating budget}} | |||
***** NEEDED: Rent Price Range | |||
***** NEEDED: Non-rent costs - Reuse current numbers? | |||
***** NEEDED: Misc. extra spend per month/year for unseen expenses | |||
** {{ProgressIncomplete|Opportunities for donors}}: How can donors of each sort achieve their goals by donating? | ** {{ProgressIncomplete|Opportunities for donors}}: How can donors of each sort achieve their goals by donating? | ||
Revision as of 16:56, 17 August 2018
This is the sketch of the roadmap for fundraising based on the Scandiuzzi Krebs document found in the Fundraising_Tasks page.
Key
Complete - A complete task
Partial - A partially complete task
Incomplete - An incomplete task
Planning Phase
This is the first three months of work, before we start going out to donors.
These may all be done in parallel, to some degree, except parts of the case statement.
Example Case Statements
There are some good case statements worth reading as references:
File:Give Kids The World Case Statement.pdf
File:Humane Society Silicon Valley Case Statement.pdf
File:Mission Hospital Case Statement.pdf
File:Sedona International Film Festival Case Statement.pdf
Case Statement
Consult SK doc, in sections
- Broad Case Statement
- Thorough Case Statement
Incomplete - Formatting: Make it nice and LaTeX-y for giving to people/printing out.
Case Statement Progress
Please add links to subsections of Fundraising_Thorough_Case_Statement for each of these things.
- Complete - Broad Case Statement
- Partial - Thorough Case Statement
- Partial - Organization info
- Complete - Mission
- Complete - History
- Complete - Current Programs/Events
- Partial - Finances
- Partial - Current Income + Expenses Overview: How much $ for each, avg. over the last 6 months
- Incomplete - Income Graph By month, recurring, ad hoc
- Incomplete - Expenses Graph By month, rent, other/breakdown?
- Complete - Organizational constituency—who does it serve and how many
- Complete - Organizational distinctiveness
- Partial - Capital plans: What kind of capital we're going to raise, and how
- Partial - Vision
- Partial - Space Concept
- Incomplete - Activities
- Incomplete - Events and Programme: Events, big projects, functionality we intend to do. Ideally incl. org-managed events.
- Partial - People involved in the campaign and their roles: Name, Picture, Bio, Role
- Partial - Budgets
- Complete - Needs: what constraints should the building satisfy
- Complete - Cost of moving
- Complete - Cost of improvement
- Partial - Leasing
- Template:Partial
- NEEDED: What are the expenses for acquisition? Broker? What else?
- NEEDED: How much does each expense cost?
- Partial - Annual operating budget
- NEEDED: Rent Price Range
- NEEDED: Non-rent costs - Reuse current numbers?
- NEEDED: Misc. extra spend per month/year for unseen expenses
- Template:Partial
- Partial - Purchasing
- Partial - Cost of acquisition
- NEEDED: What are the expenses for acquisition? Broker? What else?
- NEEDED: How much does each expense cost?
- Partial - Annual operating budget
- Partial - Annual operating budget
- NEEDED: Rent Price Range
- NEEDED: Non-rent costs - Reuse current numbers?
- NEEDED: Misc. extra spend per month/year for unseen expenses
- Partial - Cost of acquisition
- Incomplete - Opportunities for donors: How can donors of each sort achieve their goals by donating?
- Partial - Organization info
Donor Planning
For ref: SK doc sections Individual Donors, Thorough Case Statement
- Partial - Foundation and Corporate Donors
- Partial - Who
- Incomplete - Rewards
- Incomplete - Case statement mods
- Incomplete - Government Institutions
- Incomplete - Local
- Incomplete - Who
- Incomplete - Rewards
- Incomplete - Case statement mods
- Incomplete - State
- Incomplete - Who
- Incomplete - Rewards
- Incomplete - Case statement mods
- Incomplete - National
- Incomplete - Who
- Incomplete - Rewards
- Incomplete - Case statement mods
- Incomplete - International
- Incomplete - Who
- Incomplete - Rewards
- Incomplete - Case statement mods
- Incomplete - Local
- Incomplete - Individuals
- Incomplete - Leadership: >$25k
- Incomplete - Who
- Incomplete - Rewards
- Incomplete - Case statement mods
- Incomplete - Major: $2.5k - $25k
- Incomplete - Who
- Incomplete - Rewards
- Incomplete - Case statement mods
- Incomplete - Grassroots: <$2.5k
- Incomplete - Who
- Incomplete - Rewards
- Incomplete - Case statement mods
- Incomplete - Leadership: >$25k
Outreach Phase
We need to track both donor progress and overall progress of fundraising.
Overall Progress
This section tracks the overall progress towards our fundraising goals, with two breakdown models: $1M goal and $2M goal
$1,000,000
Amount | Goal # | Current # | Goal $ | Current $ |
---|---|---|---|---|
$150,000 | 1 | 0 | $150,000 | $0 |
$100,000 | 2 | 1 | $200,000 | $100,00 |
$50,000 | 3 | 0 | $150,000 | $0 |
$25,000 | 5 | 0 | $125,000 | $0 |
$10,000 | 10 | 0 | $100,000 | $0 |
$5,000 | 10 | 0 | $50,000 | $0 |
$2,500 | 15 | 0 | $37,500 | $0 |
$1,000 | 100 | 0 | $100,000 | $0 |
$250 | 500 | 0 | $125,000 | $0 |
TOTAL | 646 | 0 | $1,037,500 | $100,000 |
$2,000,000
Amount | Goal # | Current # | Goal $ | Current $ |
---|---|---|---|---|
$200,000 | 1 | 0 | $200,000 | $0 |
$150,000 | 2 | 0 | $300,000 | $0 |
$100,000 | 4 | 1 | $400,000 | $100,000 |
$50,000 | 6 | 0 | $300,000 | $0 |
$25,000 | 8 | 0 | $200,000 | $0 |
$10,000 | 15 | 0 | $150,000 | $0 |
$5,000 | 20 | 0 | $100,000 | $0 |
$2,500 | 30 | 0 | $75,000 | $0 |
$1,000 | 150 | 0 | $150,000 | $0 |
$250 | 750 | 0 | $187,500 | $0 |
TOTAL | 986 | 0 | $2,062,500 | $100,000 |
Donor Progress
For each donor we'll need to do the following, in order:
- Apply/Contact
- Do Meetings and Tours (as necessary)
- Talk Amounts
- Transer Money
- Distribute Rewards
We should keep track of these in aggregate, in a timeline/sequence. As sufficient numbers of donors complete stage 4, we trigger an reward distribution, eg every 10 new $5000 donors, we throw a party inviting them all. Alternatively, could be every month, after some number of donors?
Timeline is as the following example:
Name | Contact | Meeting/Tour | Amount Discussed | Amount Transfered |
---|---|---|---|---|
John | john@gmail, april 25, DONE | meeting, may 3, DONE | $10,000, may 7, DONE | $10,000, june 1, DONE |
Mary | (511) 372-5507, may 14, DONE | tour, june 9, DONE | ||
Bill | bill@microsoft |