Study Wizard

1. Current and Prospective Donor Research
1 Develop a prospect list by identifying individuals and groups who have the capacity and propensity to give in order to qualify candidates for further research and cultivation efforts
Low High
2 Analyse the prospect list using characteristics such as interest, values, giving history, and relationship to the organisation in order to select potential donors for particular projects
Low High
3 Implement and utilise a data management system that stores information about prospects to enable retrieval and analysis
Low High
4 Rate prospects in categories of giving potential in order to prioritise and plan solicitations
Low High
2. Securing the Gift
1 Develop a compelling case for support by involving volunteers, staff, and other groups in order to communicate the rationale for supporting the organisation’s fundraising programme
Low High
2 Design and conduct studies and/or surveys to plan and evaluate specific aspects of a fundraising programme
Low High
3 Design a comprehensive solicitation programme in order to generate financial support for the organisation’s purpose
Low High
4 Design and conduct training programmes for volunteers, staff, and other groups using various training methodologies in order to increase solicitation effectiveness
Low High
5 Ask for and secure gifts from prospects in order to generate financial support for the organisation’s purpose
Low High
6 Prepare donor-centred solicitation materials in order to influence and facilitate informed gift decisions
Low High
7 Evaluate the solicitation programme using appropriate criteria and methodology in order to produce accurate analytic reports for effective decision making
Low High
3. Relationship Building
1 Initiate and strengthen relationships with all constituents through a systematic cultivation plan designed to increase support of the organisation over the long term
Low High
2 Acknowledge and recognise gifts in ways that are meaningful to donors and appropriate to the mission and values of the organisation
Low High
3 Develop and implement a comprehensive communications plan in order to inform constituents and identified markets about the mission, vision, and values of the organisation, its funding priorities, and gift opportunities
Low High
4 Inform constituents about the value of giving in order to promote a culture of philanthropy
Low High
4. Volunteer Involvement
1 Create a structured process for the identification, recruitment, evaluation, recognition, and replacement of volunteers in order to strengthen the organisation’s effectiveness
Low High
2 Empower and support volunteers by providing orientation, training, and specific job descriptions in order to enhance the volunteers’ effectiveness
Low High
3 Engage volunteers in prospect identification, cultivation, and solicitation activities in order to raise funds more effectively and efficiently
Low High
4 Participate in recruiting experienced and diverse leadership on boards and committees in order to ensure that these groups are representative of and responsive to the community they serve
Low High
5 Involve volunteers in the planning, development, and execution of a broad range of activities in order to maximise commitment to the mission and goals of the organization
Low High
6 Delineate the roles of volunteer board members and staff in order to distinguish who have governance and management responsibilities
Low High
5. Management
1 Participate in the organisation’s strategic planning process in order to ensure that philanthropy is an integral part of the strategic plan
Low High
2 Design and implement short-and long- term fundraising plans and budgets in order to support the organisation’s strategic goals
Low High
3 Conduct performance analysis of the fundraising programme using accepted and appropriate standards in order to assess efficiency and effectiveness
Low High
4 Recruit, train and support staff by applying human resource principles in order to foster professionalism and achieve the goals of the organisation
Low High
5 Supervise staff by applying appropriate human resource principles in order to foster a productive, team-oriented work environment and enhanced personal performance
Low High
6 Contract for various services, when appropriate, in order to optimise the efforts of the fundraising function
Low High
7 Create gift acceptance and acknowledgement policies in order to reflect the values of the organisation and satisfy legal and ethical standards
Low High
6. Accountability
1 Report to constituencies the sources, uses, and management of donated funds in order to preserve and enhance confidence in the organisation
Low High
2 Ensure that the intent of gifts is honoured so that public trust is established and preserved
Low High
3 Ensure that the solicitation of gifts is conducted in accordance with the regulatory environment in which fundraising activities are conducted
Low High
4 Clarify, implement, and monitor donors’ instructions by ensuring that allocations are appropriate and documented in the organisation’s financial records
Low High
5 Comply with all reporting requirements and regulations in order to demonstrate commitment to accountability and transparency
Low High
7. Specific Fundraising Techniques
1 Direct mail
Low High
2 Annual campaigns
Low High
3 Grant proposal writing (foundations, corporations, government)
Low High
4 Gift planning, including legacies and bequests
Low High
5 Major gifts
Low High
6 Special events
Low High
7 Capital campaigns
Low High
8 Membership programmes
Low High
9 Internet fundraising and online solicitations
Low High
10 Corporate Funding
Low High

 
 
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