Fundraising Strategy Reality Check

Planning provides a guide for action, and it has been proven that fundraising works better when you have a plan — and even better if you follow it. When was the last time your fundraising plan had a refresh? In this workshop, we’ll discuss:

• Identifying the best mix of revenue sources for your organization.
• Creating an annual fundraising calendar.
• Defining other ways to benchmark your results - beyond just dollars.
• Using your plan to educate your board, deflect random fundraising ideas, and stay on task.
• Building a shared understanding of what fundraising actually entails with your team so everyone can participate in the plan, deepen relationships with supporters, and generate more resources.

By the end of the session, participants will be able to:

• Outline the existing components of their annual fundraising plan.
• Evaluate their current fundraising strategies and activities for feasibility.
• Develop and articulate a persuasive case for support to donors.
• Identify new opportunities and create plans to improve their fundraising approach and strategy based on their current strengths, staff and volunteer capacity, and audiences.

Intended Audience

This is a hands-on learning opportunity for board members, volunteers, executive directors and other staff involved in the development, implementation and evaluation of their organization’s annual fundraising plan.

This session is especially geared toward teams from the same organizations who want dedicated time to review “the way they’ve always done things,” refresh their plans and put what they learn to immediate use.

About the Presenter

Andy Robinson provides training and consulting for nonprofits, businesses, and government agencies. Over the past 28 years, Andy has worked with clients in 47 US states and Canada.

Since pandemic began in March 2020, he has designed and facilitated more than 175 online meetings, webinars, and remote workshops covering a variety of topics, including fundraising, board development, marketing, leadership development, facilitation, planning, change management, alternatives to 501(c)(3), and train-the-trainer  programs.

Andy is the author of six books, including Train Your Board (and Everyone Else) to Raise Money, www.trainyourboard.com. His latest is What Every Board Member Needs to Know, Do, and Avoid. He lives in Plainfield, Vermont.