Fundraising/Raising the Fun/Fundraising Roadmap: Difference between revisions
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= Governance = | |||
{|class="wikitable" | |||
! Leadership Committee | |||
| gaardn | |||
| ratikate | |||
| rando | |||
|- | |||
! Project Management | |||
| rando | |||
| tdfischer | |||
|- | |||
! Volunteer Coordinator | |||
| gaardn | |||
|- | |||
! Social Media Coordinator | |||
| ratikate | |||
|- | |||
! Fundraising Copy Management | |||
| | |||
|- | |||
! Grant Management | |||
| ?? | |||
|- | |||
! Donor Managemnet | |||
| ?? | |||
|- | |||
! Resource Management | |||
| ?? | |||
|} | |||
---- | |||
This is the sketch of the roadmap for fundraising based on the Scandiuzzi Krebs document found in the [[Fundraising_Tasks]] page. | This is the sketch of the roadmap for fundraising based on the Scandiuzzi Krebs document found in the [[Fundraising_Tasks]] page. | ||
-- | <googlespreadsheet>1VjIBfVviAEpCy2SPyJwOXDX7GeoDV3_MJdojuL-56HE</googlespreadsheet> | ||
Please see this Google Sheets for a tracker which includes an Overview, task list, road map, case statement, and fund tracking. This is the basis for project managing the effort as a list of tasks to be owned and managed. Ownership of tasks will change as people have time to volunteer, and no one will be put under pressure to deliver. The PM, current Matt Arcidy (Rando) will give a best effort to highlight issues as they arise, be it short falls, missed targets, resource gaps, etc, but will not act as a person manager, boss, etc. | |||
[https://docs.google.com/spreadsheets/d/1VjIBfVviAEpCy2SPyJwOXDX7GeoDV3_MJdojuL-56HE/edit?usp=sharing Tracker] | |||
= Key = | |||
{{ProgressComplete|A complete task}} | |||
{{ProgressPartial|A partially complete task}} | |||
{{ProgressIncomplete|An incomplete task}} | |||
= Planning Phase = | = Planning Phase = | ||
Line 9: | Line 60: | ||
This is the first three months of work, before we start going out to donors. | This is the first three months of work, before we start going out to donors. | ||
These may all be done in parallel. | 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]] | |||
Line 19: | Line 82: | ||
* Thorough Case Statement | * Thorough Case Statement | ||
=== | {{ProgressPartial|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. | |||
* {{ProgressComplete|Broad Case Statement}} | |||
* {{ProgressComplete|Thorough Case Statement}} | |||
** {{ProgressComplete|Organization info}} | |||
*** {{ProgressComplete|Mission}} | |||
*** {{ProgressComplete|History}} | |||
*** {{ProgressComplete|Current Programs/Events}} | |||
*** {{ProgressComplete|Finances}} | |||
**** {{ProgressComplete|Current Income + Expenses Overview}}: How much $ for each, avg. over the last 6 months | |||
**** {{ProgressComplete|Income and Expenses Graph}} By month | |||
** {{ProgressComplete|Organizational constituency—who does it serve and how many}} | |||
** {{ProgressComplete|Organizational distinctiveness}} | |||
** {{ProgressComplete|Capital plans}}: What kind of capital we're going to raise, and how | |||
** {{ProgressComplete|Vision}} | |||
*** {{ProgressComplete|Activities}} Asked nick | |||
*** {{ProgressComplete|Events and Programme}}: Asked nick; Events, big projects, functionality we intend to do. Ideally incl. org-managed events. | |||
** {{ProgressComplete|People involved in the campaign and their roles}}: Name, Picture, Bio, Role | |||
** {{ProgressComplete|Budgets}} | |||
*** {{ProgressComplete|Needs}}: what constraints should the building satisfy | |||
*** {{ProgressComplete|Cost of moving}} | |||
*** {{ProgressComplete|Cost of improvement}} | |||
*** {{ProgressComplete|Cost of acquisition}} | |||
*** {{ProgressComplete|Leasing}} | |||
**** {{ProgressComplete|Annual operating budget}} | |||
***** {{ProgressComplete|}} NEEDED: Rent Price Range | |||
***** {{ProgressComplete|}} NEEDED: Expenses are double current numbers: $2600/mo | |||
***** {{ProgressComplete|}} NEEDED: Put aside $2000/mo for emergency fund | |||
*** {{ProgressComplete|Purchasing}} | |||
**** {{ProgressComplete|Annual operating budget}} | |||
***** {{ProgressComplete|}} NEEDED: Mortgage Price Range | |||
***** {{ProgressComplete|}} NEEDED: Expenses are double current numbers: $2600 | |||
***** {{ProgressComplete|}} NEEDED: Put aside $2000/mo for emergency fund | |||
** {{ProgressComplete|Opportunities for donors}}: How can donors of each sort achieve their goals by donating? | |||
*** {{ProgressComplete|}} NEEDED (from anyone): Donor Priorities for individual donors | |||
*** {{ProgressComplete|}} NEEDED (from anyone): Donor Priorities for corporations | |||
*** {{ProgressComplete|}} NEEDED (from anyone): Donor Priorities for government institutions | |||
== Donor Planning == | |||
For ref: SK doc sections Individual Donors, Thorough Case Statement | |||
* {{ProgressPartial|Foundation and Corporate Donors}} | |||
** {{ProgressPartial|Who}} | |||
** {{ProgressIncomplete|Rewards}} | |||
** {{ProgressIncomplete|Case statement mods}} | |||
* {{ProgressIncomplete|Government Institutions}} | |||
** {{ProgressIncomplete|Local}} | |||
*** {{ProgressIncomplete|Who}} | |||
*** {{ProgressIncomplete|Rewards}} | |||
*** {{ProgressIncomplete|Case statement mods}} | |||
** {{ProgressIncomplete|State}} | |||
*** {{ProgressIncomplete|Who}} | |||
*** {{ProgressIncomplete|Rewards}} | |||
*** {{ProgressIncomplete|Case statement mods}} | |||
** {{ProgressIncomplete|National}} | |||
*** {{ProgressIncomplete|Who}} | |||
*** {{ProgressIncomplete|Rewards}} | |||
*** {{ProgressIncomplete|Case statement mods}} | |||
** {{ProgressIncomplete|International}} | |||
*** {{ProgressIncomplete|Who}} | |||
*** {{ProgressIncomplete|Rewards}} | |||
*** {{ProgressIncomplete|Case statement mods}} | |||
* {{ProgressIncomplete|Individuals}} | |||
** {{ProgressIncomplete|Leadership}}: >$25k | |||
*** {{ProgressIncomplete|Who}} | |||
*** {{ProgressIncomplete|Rewards}} | |||
*** {{ProgressIncomplete|Case statement mods}} | |||
** {{ProgressIncomplete|Major}}: $2.5k - $25k | |||
*** {{ProgressIncomplete|Who}} | |||
*** {{ProgressIncomplete|Rewards}} | |||
*** {{ProgressIncomplete|Case statement mods}} | |||
** {{ProgressIncomplete|Grassroots}}: <$2.5k | |||
*** {{ProgressIncomplete|Who}} | |||
*** {{ProgressIncomplete|Rewards}} | |||
*** {{ProgressIncomplete|Case statement mods}} | |||
= 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 === | |||
{|class="wikitable" | {|class="wikitable" | ||
! | ! 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 === | |||
{|class="wikitable" | |||
! 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 == | == Donor Progress == | ||
Line 118: | Line 358: | ||
{|class="wikitable" | {|class="wikitable" | ||
! Name | |||
! Contact | ! Contact | ||
! Meeting/Tour | ! Meeting/Tour | ||
Line 141: | Line 382: | ||
| | | | ||
| | | | ||
|} | |} |
Latest revision as of 00:01, 8 April 2020
Governance[edit]
Leadership Committee | gaardn | ratikate | rando |
---|---|---|---|
Project Management | rando | tdfischer | |
Volunteer Coordinator | gaardn | ||
Social Media Coordinator | ratikate | ||
Fundraising Copy Management | |||
Grant Management | ?? | ||
Donor Managemnet | ?? | ||
Resource Management | ?? |
This is the sketch of the roadmap for fundraising based on the Scandiuzzi Krebs document found in the Fundraising_Tasks page.
Please see this Google Sheets for a tracker which includes an Overview, task list, road map, case statement, and fund tracking. This is the basis for project managing the effort as a list of tasks to be owned and managed. Ownership of tasks will change as people have time to volunteer, and no one will be put under pressure to deliver. The PM, current Matt Arcidy (Rando) will give a best effort to highlight issues as they arise, be it short falls, missed targets, resource gaps, etc, but will not act as a person manager, boss, etc.
Key[edit]
Complete - A complete task
Partial - A partially complete task
Incomplete - An incomplete task
Planning Phase[edit]
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[edit]
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[edit]
Consult SK doc, in sections
- Broad Case Statement
- Thorough Case Statement
Partial - Formatting: Make it nice and LaTeX-y for giving to people/printing out.
Case Statement Progress[edit]
Please add links to subsections of Fundraising_Thorough_Case_Statement for each of these things.
- Complete - Broad Case Statement
- Complete - Thorough Case Statement
- Complete - Organization info
- Complete - Mission
- Complete - History
- Complete - Current Programs/Events
- Complete - Finances
- Complete - Current Income + Expenses Overview: How much $ for each, avg. over the last 6 months
- Complete - Income and Expenses Graph By month
- Complete - Organizational constituency—who does it serve and how many
- Complete - Organizational distinctiveness
- Complete - Capital plans: What kind of capital we're going to raise, and how
- Complete - Vision
- Complete - Activities Asked nick
- Complete - Events and Programme: Asked nick; Events, big projects, functionality we intend to do. Ideally incl. org-managed events.
- Complete - People involved in the campaign and their roles: Name, Picture, Bio, Role
- Complete - Budgets
- Complete - Needs: what constraints should the building satisfy
- Complete - Cost of moving
- Complete - Cost of improvement
- Complete - Cost of acquisition
- Complete - Leasing
- 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
- Complete - Annual operating budget
- Complete - Purchasing
- 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
- Complete - Annual operating budget
- Complete - Opportunities for donors: How can donors of each sort achieve their goals by donating?
- Complete - NEEDED (from anyone): Donor Priorities for individual donors
- Complete - NEEDED (from anyone): Donor Priorities for corporations
- Complete - NEEDED (from anyone): Donor Priorities for government institutions
- Complete - Organization info
Donor Planning[edit]
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[edit]
We need to track both donor progress and overall progress of fundraising.
Overall Progress[edit]
This section tracks the overall progress towards our fundraising goals, with two breakdown models: $1M goal and $2M goal
$1,000,000[edit]
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[edit]
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[edit]
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 |