1

EVALUATE. ASSESS. REVIEW.

Paul Clarke Nonprofit Resource Center23 @ 4 Series – August 2013

2

Would you tell me, please, which way I ought to go from here?" said Alice. 

"That depends a good deal on where you want to get to," said the Cat. 

"I don't much care where--" said Alice. "Then it doesn't matter which way you go," said the Cat. 

FUNDRAISING

3

DO YOU KNOW WHERE YOU’RE GOING?

4

ASK THESE QUESTIONS

Written FR plan ?

Regular

Evaluation?

Does Board Help

FR ?

5

FIRST, KNOW WHERE YOU’VE BEEN

Evaluate

6

What questions are raised in the following

example?

What doesn’t seem ‘right’?

What would you change?

PAST FUNDRAISING EXAMPLE

7

What are your organization’s fundraising strengths and weaknesses?

TIME FOR A SWOT ANALYSIS

Internal

Strengths Weaknesses

~Large database of past donors

~Great volunteers

~Lack of plan

External

Opportunities Threats

~Organization well known

~Competition for donations

~Poor economy

8

SECOND, REVIEW THE RESULTS

By…

9

ASSESSING PAST FUNDRAISING

10

And…PROJECTING FUTURE FUNDRAISING

This document has a link on the Resources page at the end of the presentation.

11

THIRD, BUT NOT LAST

Review or Revise

12

USE ANALYSIS TO SET NEW GOALS

Drop – Shift – Change – Create

•Drop a FR method that doesn’t work

(direct mail for example)

•Shift a budget resource from one FR to

another (a special event to spend more

time on cultivating major donors?)

•Change staff job description to capitalize

on their strength and emphasize another

FR area (people person from grant writing

to cultivation)

•Create a new FR strategy to expand

donor base

13

• Goals are aspirational & realistic given past performance.

• Forecasts are based on financial planning & adjustable.

GOALS VS. FORECAST

14

GOALS

Financial

Attendance

Awareness

Fun

Raise $

Fill the room

Spread mission

People come back!

OBJECTIVES

Did you accomplish your…

Did you raise the amount of funds hoped for?Did your net proceeds exceed your hard-costs?

Did you get as many participants as expected?

Were they successful in raising pledges? How good were your promotional materials?Did you get any media coverage?

What was the overall perception of the event?

Did participants have a good time?

15

CREATE A YEAR-LONG FUNDRAISING CALENDAR

16

• Essential Principles for Fundraising Success: An Answer Manual for the Everyday Challenges of Raising Money by G. Douglass Alexander & Kristina Carlson

• The Nonprofit Development Companion: A Workbook for Fundraising Success by Brydon DeWitt 361.70681 D51N

• An Executive’s Guide to Fundraising Operations: Principles, Tools & Trends by Christopher Cannon 361.70681 C16E

• In the Trenches – 50 Ask$ in 50 Weeks: A Guide to Better Fundraising for Your Small Development Shop by Amy Eisenstein 361.70681.E18F

• The Fundraising Feasibility Study: It’s Not About the Money edited by Martin Novom 361.70681 F96I

RESOURCES: BOOKS

17

• Greater Giving Resource Library http://www.greatergiving.com/resource-library.aspx

• The Operational Plan: How to Create a yearlong Fundraising Plan http://www.nonprofitalliance.org/system/res/135/original/tool_06.12.pdf

• Using a Balanced Scorecard in a Nonprofit Organization http://www.davidkinard.com/marketing%20files/BalancedScorecard%20and%20non%20profits.pdf

• Fundraising Plan Template http://www.arts.texas.gov/wpcontent/uploads/2012/05/Fundraising-Plan-Template.pdf

RESOURCES: ONLINE

18

• National Consumer Supporter Technical Assistance Center http://www.ncstac.org/content/materials/FundraisingBasics.pdf

• Fundraising Guide http://www.snpo.org/funding/index.php

• Foundation Center: Introduction to Fundraising Planning http://www.grantspace.org/Classroom/Training-Courses/Introduction-to-Fundraising-Planning

• Internal Management Tool (ROI) http://nccsdataweb.urban.org/PubApps/levis/roi.html#table1

• 8 Steps to Effective Fundraising http://www.snpo.org/funding/eightsteps.php

RESOURCES: ONLINE