If You Fail to Plan; Plan on Failing.

Boy, that is an oldie but a goody!  How many of you have been at a board meeting, committee meeting or staff meeting and heard someone say,  “I have this great idea for a fundraising event!”.  And, everyone leans in closely, hands on chins, expectant eyes and smiles galore waiting to hear about “the” idea that will save the day.

Well, and I promise you, there isn’t one.  Even the very best fundraising idea cannot go from mention to fully realized without a lot of, and I mean a lot of, work.  And, back to the title of this post, if it is not currently part of your plan, you are facing more work and more time to make it a success.

So what does that mean? First it means you need a Development Plan.  That is a plan that outlines clearly the income goals for the year (or multi-year is even better) with the tactics you will employ to reach the goals and who is responsible for what.

The staff can begin the drafting of a plan as they know what resources they have.  And, the draft can then be worked on within your development committee.  And, finally, the board can endorse the plan.  And, remember, this is one of the ways the board fulfills its role in fundraising.

What does this planning process do?  Well, a lot.  It forces your organization to answer some very important questions.  They can include but are not limited to:  How do we raise our funds? How much does the board and staff understand the role of development?  What is the role of the board and staff in development?  What development activities can we be successful at?  Why do our donors give to our organization?  And, lots more!

If you don’t have a plan;  meaning a written down, agreed to, actual document that everyone gets to be part of making, you will go down many rabbit holes of “great ideas”. And the next time someone says, “I have a great idea….” you can say, “wonderful, let’s see if that fits within our plan this year, and if not, we can look at for next year.” Remember great ideas are great today, tomorrow, and next year.

I can help your organization with its development plan, and yes, you need one.



Why can’t you raise “enough” funds?

I am going to ask a question, and you might answer it quickly, but after that initial answer, read a bit and then ask yourself again.

Are you currently asking for donations from individuals?

I’m sure when asked this we, myself included, would say a resounding – YES! of course we are asking for donations — we just aren’t getting enough to meet our needs.  So let’s talk a bit about this — and I’m sure you have an idea of where I am going but stay with me anyway.

How are you asking? If your only ask is a direct mail campaign that isn’t meeting your needs, I would put forth you need to review and enhance your efforts.  Okay, this is a bit obvious, but what isn’t obvious is the next question.

Who in your organization likes to ask for money?

I’m not asking this lightly or flippantly.  I truly mean it, who have you identified in your organization who likes to ask for money?  If you can’t say one person, you need to find one, now.

It can be a staff person, the Executive Director and/or Development Director could be the person.  But maybe neither of them actually likes to ask for donations directly from a donor.  You need to find that out right now. And it is okay to find out.  You need to know.

If it isn’t a staff person, it could be a current or past board member.  You need to find them right now.  I’m not talking about your next golf tournament committee chair.  You might need that person too.  But what you really need is the person after the golf tournament who is going to call upon those who attended to get them even more connected (cultivated), so your person can then ask for the donation (solicit), and then others who love your mission but could never ever see themselves asking for a donation can keep your donor appreciated, informed, and part of the family (stewardship).

If you don’t have someone who likes to ask someone directly for a gift you will most likely never feel truly successful in your fundraising efforts.  And, I promise these folks are out there.

You can begin this conversation today.  The key is not to be afraid to fully answer the question – are you currently asking for donations from individuals?