Difference between revisions of "Fundraising/Raising the Fun/Fundraising Roadmap"

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*** {{ProgressComplete|Events and Programme}}: Asked nick; Events, big projects, functionality we intend to do. Ideally incl. org-managed events.
 
*** {{ProgressComplete|Events and Programme}}: Asked nick; Events, big projects, functionality we intend to do. Ideally incl. org-managed events.
 
** {{ProgressPartial|People involved in the campaign and their roles}}: Name, Picture, Bio, Role
 
** {{ProgressPartial|People involved in the campaign and their roles}}: Name, Picture, Bio, Role
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*** {{ProgressComplete|Needs}}: what constraints should the building satisfy
 
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Revision as of 03:30, 15 September 2018

Governance

Leadership Committee pemulis beka
Project Management rando beka
Fundraising Copy Management mcscope
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.

Tracker

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

Partial - 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
    • 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
    • Partial - Vision
      • Partial - Space Concept
      • Complete - Activities Asked nick
      • Complete - 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
    • 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 - 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 - 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

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 - 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

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:

  1. Apply/Contact
  2. Do Meetings and Tours (as necessary)
  3. Talk Amounts
  4. Transer Money
  5. 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