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Fundraising Plan

Fundraising Plan

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Published by: hamed7781 on Dec 12, 2009
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A Fundraising Resource KitForDeveloping a Fundraising Plan
 
JULY 2003
FOR WIDE PUBLIC DISSEMINATION
The Neil Squire Foundation2250 Boundary RoadSuite 220Burnaby, BCV5M 3Z3(604) 473-9363 (phone)1-877-673-4636 (toll free)gregp@neilsquire.ca(e-mail address)
 
 The Neil Squire FoundationDeveloping a Fundraising Plan Pg. 2 of 27
INTRODUCTION TO OUR DOCUMENT
This project is funded by the Government of Canada's SocialDevelopment Partnerships Program. "The opinions andinterpretations in this publication are those of the author and do notnecessarily reflect those of the Government of Canada."This was one element of our broader fundraising research. Researchand compilation for this project was completed by the FLA Group(620-265 Carling Avenue, Ottawa, Ontario, K1S 2E1). FLA is aleading consulting company who design tailor made fundraisingsolutions.Copyright the Neil Squire Foundation, 2003.
This document is for wide public dissemination and is provided free-of-charge.
We ask you acknowledge the Neil Squire Foundationif you utilize this document. Please note that some aspects to theAppendices are copyrighted from a third party. Please acknowledgethese copyrights when copying or transmitting this document.The intent of publishing this document is to help smaller to mid-sizeorganizations to understand basic principles of fundraising in a clearand concise manner. As well as strategies, we have provided modelpolicies for your organization to consider. This is not intended to bean exhaustive “study” and is, essentially, a stock document to assistyour organization in getting started and pointed in the right direction.Your feedback is always important. If you have questions, or wouldlike to provide comments, please contact Greg Pyc at (604) 473-9363or toll free at 1-877-673-4636. You can also e-mail Greg atgregp@neilsquire.ca(Please put in the subject line: TowardsFinancial Independence Document).We trust you will find this document useful and wish you success inyour fundraising endeavors.The Neil Squire Foundation, July 2003.
 
 The Neil Squire FoundationDeveloping a Fundraising Plan Pg. 3 of 27
TABLE OF CONTENTS
Introduction to Our Document
2I. Introduction to Developing a Fundraising Plan 4II. Strategy and Tactics 6
Part One: Fundraising Strategy
1. Assessment of Strengths and Weaknesses 72. Strategic Options Available 93. Choosing a Strategy 104. Sources of Funds 115. Fundraising is a Team Sport 126. Your Organization’s Revenue Potential 137. It Starts with the Case 13
Part Two: Fundraising Tactics
1. Direct Mail 152. Special Events 173. Major Gifts 184. Planned Giving 205. Foundation Grants 226. Corporate Donations and Sponsorships 237. Gaming 25
Part Three: Internal Considerations
1. Role of Your Organization 262. Expenditures 26Appendix A Ethical Fundraising & Financial Accountability CodeAppendix B Donor Recognition as a Component of StewardshipAppendix C Development Matrix-sampleAppendix D Difference between Sponsorship and CharitableContributionsAppendix E Outline of a Communication Plan-SampleAppendix F Some Useful Web Addresses

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