Fundraising/Raising the Fun/Fundraising Roadmap: Difference between revisions
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***** {{ProgressComplete|}} NEEDED: Mortgage Price Range | ***** {{ProgressComplete|}} NEEDED: Mortgage Price Range | ||
***** {{ProgressComplete|}} NEEDED: Expenses are double current numbers: $2600 | ***** {{ProgressComplete|}} NEEDED: Expenses are double current numbers: $2600 |
Revision as of 23:25, 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
- Partial - Income Graph By month, recurring, ad hoc
- Partial - NEEDED (from pemulis+gaardn, asked): TXT financial statements for noisebridge, by month
- Partial - Expenses Graph By month, rent, other/breakdown?
- Partial - NEEDED (from pemulis+gaardn, asked): TXT financial statements for noisebridge, by month
- 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
- Partial - Activities Asked nick
- Partial - Events and Programme: Asked nick; 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
- Partial - Cost of acquisition
- Partial - NEEDED (asked mister_name): What are the expenses for acquisition? Broker? What else?
- Partial - NEEDED (asked mister_name): How much does each expense cost?
- Complete - Annual operating budget
- Complete - NEEDED: Rent Price Range
- Complete - NEEDED: Expenses are double current numbers: $2600/mo
- Complete - NEEDED: Put aside $2000/mo for emergency fund
- Partial - Cost of acquisition
- Partial - Purchasing
- Partial - Cost of acquisition
- Partial - NEEDED (asked mister_name): What are the expenses for acquisition? Broker? What else?
- Partial - NEEDED (asked mister_name): How much does each expense cost?
- Complete - Annual operating budget
- Complete - NEEDED: Mortgage Price Range
- Complete - NEEDED: Expenses are double current numbers: $2600
- Complete - NEEDED: Put aside $2000/mo for emergency fund
- Partial - Cost of acquisition
- Incomplete - Opportunities for donors: How can donors of each sort achieve their goals by donating?
- Incomplete - NEEDED (from anyone): Donor Priorities for each type of donor
- Incomplete - NEEDED (from anyone): Donor priority match w/ Noisebridge
- 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 | $100,000 |
$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 |