Lori Jacobwith Purposeful Planning HFH March2011
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Purposeful Planning
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Slides from Purposeful Planning breakout session at HFH MN statewide conference, March 11, 2011.
Transcript of Lori Jacobwith Purposeful Planning HFH March2011
Purposeful Planning
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In 30 seconds share
• Name, role?
• What do you want to get from this session?
Lori L. Jacobwith
• 20+ years as a communication strategist & fundraising coach
• Measurable: Helped organizations raise over $100 million in last 10 years.
• Impact: My work creates environments where people find ease in their work with, and their conversations about money.
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Where we are heading today
Meaningful.
Intentional.
Full of determination.
Purposeful
The process of setting goals,
developing strategies,
and outlining tasks and schedules
to accomplish the goals.
Planning
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If struggling were the way to get there, we’d all be there by now.
Tell us about YOUR annual
fundraising plan.
Where’s Your Plan?
Four steps to a successful fundraising plan:
1. Plan
2. Plan
3. Plan
4. Work
Purposeful Planning
Create an annual plan that causes you to:
• Really know key donors
• Share clear messages
• Set goals and then hold yourself & others accountable
• Continually invite participation
Purposeful Planning
Communication
46% of donors stop giving for reasons
connected to “a failure to
communicate.” ~ Penelope Burk & Cygnus Applied Research
Case for giving:
How do we help people?
Who do we help?
What are our vital services?
What is our track record?
Purposeful Planning
Case for giving:
Our plans for the future?
How do we use our money?
Why do we deserve your support?
Purposeful Planning
Purposeful Planning
Where does the money go?
What is the problem you help solve?
What’s missing in your programs and services?
Purposeful Planning
Sources of Funding
Purposeful Planning
Purposeful Planning
Purposeful Planning
Money moves toward boldness and
clarity of communication
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Fundraising is a call to conversation and
to relationship.
Not just a transactional act.
Money Conversation
NEED exists when something is missing
TOO MUCH TO DO.
Purposeful Planning
1. How often?
2. Topic/purpose?
3. Who is the messenger?
4. Is it a call to action or a cultivation communication?
Purposeful Planned Communication
Purposeful Planning
Purposeful Planning
Set individual donor income goals*:
1. 60% of your income should come from 10% of your donors (Major donors)
2. 20% of your fundraising should come from 20% of your donors (Habitual donors giving via retention strategies)
3. Remaining 20% from 70% of donors. (1st time donors via acquisition strategy)
*From How to Develop a Fundraising Plan - www.worc.org
Purposeful Planning
Purposeful Planning
Measures of success
Purposeful Planning
Purposeful Planning
Do or do not, there is no try.
~ Jedi master, Yoda
Taking Action
Create an annual plan that causes you to:
• Really know key donors
• Share clear messages
• Set goals and then hold yourself & others accountable
• Continually invite participation
Where to Focus?
What is your next action?
By when will you begin?
Purposeful Planning
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Greatness is not a function of circumstance. Greatness it turns out, is largely a matter of conscious choice & discipline .
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Blog and monthly e-Newsletter
Membership – special offer
Key Note & Breakout Sessions
Customized Fundraising ActionPlanning Sessions
Connecting with Lori
www.LoriJacobwith.com
952- 949-2105
http://twitter.com/LJacobwith
Lori Jacobwith
Thank you!
