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Suggested Fundraising Priorities

Creating a Fundraising Development Plan

  • Development of a detailed fundraising blueprint with goals, budgets, and timelines which increases fundraising revenue significantly

  • Develop and refine the mission, case statement, messaging, and core ask template.

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Grant Program Development 

  • Implementing grant programs, including mentorship and training on research, writing, and grants management

  • Help identify grantors and guide the grant process as appropriate

  • Guide the creation of a core grant template and a secondary grant template

  • Oversee the submission of grant applications which have a significant chance of success

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Board Development and Engagement

  • Guide the development and recruitment of a strong and active board that attracts a larger group of donors and sponsors.

  • Guidance with board and fundraising committee development and recruitment

  • Assisting with strategic positioning, board engagement and the recruitment of prestigious leadership for expansion and campaigns

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Major Gifts Development

  • Guidance with the development of major gift asks, both written and oral

  • Training on gift cultivation, solicitation, and moves management

  • Assistance with prospect research to identify and cultivate major gift donors

  • Guidance with ongoing Donor Stewardship systems

  • Support the CEO, development staff, and board members in the solicitation of gifts

  • Develop pledge-driven major gift programs to obtain fivefigure gifts +

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Staff Hiring and Training

  • Support with the hiring, mentoring, and training of development staff

  • Development of job descriptions, job ad placement, and screening of applicants

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Operational Systems

  • Development or sophisticated recognition and stewardship systems

  • Assess and assist in the development of financial policies, software, and reports as expected for a trusted fundraising program

  • Creation of an organizational Development Manual

  • Helping identify and support the implementation of a fundraising CRM systems

Creating Friend and Membership Groups

  • Guide the creation and launch of a member-based support group, leading to the development of a valuable pipeline of sustaining donors

  • Help guide strategies to motivate sustainable giving and major gifts from this group

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Stewardship and Recognition Strategies

  • Develop an effective donor stewardship plan that will engage and sustain donors

  • Create thorough and attractive recognition policies to support pledge programs, major gift programs, and membership group programs

  • Guide the creation of dedication plans for physical structures

  • Help develop marketing strategies and materials.

  • Review and improve event strategies that will support donor cultivation and engagement

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Capital Campaign Planning

  • Preliminary assessment and planning for a potential Capital Campaign

  • Training of staff and identification of resources to implement a future Capital Campaign

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Communications & Branding

  • Guide the creation of effective written, electronic and graphic materials required to market fundaising goals and attract significant supporters

  • Guide the creation of a motivating fundraising video and presentations

  • Help identify public relations and social media strategies to communicate ongoing information about the organization’s progress to the community and donors

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