Dear Executive Directors,<\/p>\n
Hold on to your hats because I have some surprising news for you.<\/p>\n
Creating a topnotch fundraising plan is not solely the job of your Director of Development. You are an important part of the success of this plan and a key stakeholder in its creation.<\/strong><\/p>\n Maybe you already know this. Even live it. If you do, kudos.<\/p>\n But I\u2019ll share from my own experience. I have never once worked with an Executive Director or CEO that fully embraced the reality that a Director of Development cannot create a compelling and fully optimized development plan without extensive CEO input.<\/p>\n A good plan? Sure. One that brings in money? No doubt.<\/p>\n But without your input, the plan will never be the best it can be.<\/p>\n It\u2019s not just my own experience either. I now work with a number of different nonprofits and this same issue has come up a bunch of times.<\/p>\n It comes down to this. A DoD can create a good plan without your input, but it will never be the best it can be. It\u2019s not that Executive Directors don\u2019t want to help. Of course they do.<\/p>\n So with that in mind, and understanding that many nonprofits are starting a new fiscal year on July 1st<\/sup>, I\u2019ve prepared an easy plan for any Executive Director to use as a template to work with their Director of Development to create an outstanding fundraising plan.<\/p>\n First, let me tell you what I think fundraising is. Bringing in money? Well, sure.<\/p>\n Fundraising is the art of engaging partners to support an organization\u2019s vision and good work.<\/p>\n Of course, this assumes that your organization has a vision and does good work in the first place. Without that, it\u2019s very difficult to fundraise.<\/p>\n As an Executive Director it is your responsibility to share your vision for the next year(s) with your Development Director. You need to lay out a roadmap that the development team can amplify to engage donors.<\/p>\n And you also have to be honest with your Director of Development and tell the development team what you would like done differently next year. Do not just assume they will know.<\/p>\n Solid, dedicated prep time thinking about what you want the organization to look like in the next year is absolutely essential before talking with your DOD about next year\u2019s plan. Do not try and do this on the fly. Spend time thinking about what your nonprofit needs to tackle in the next 12 months. Where do you want the organization to go? Are big capital projects coming up? Is the funding environment your organization is operating in changing? Realistically, how much time will you be available to commit to fundraising?<\/p>\n Every year is different and you need to be cognizant about the challenges and opportunities your organization is facing. They will affect fundraising pretty much no matter what.<\/p>\n Far too often Executive Directors do not spend dedicated time telling senior staff about their vision for the next year. A Director of Development must know where an ED wants to take the organization so donors and prospects can be guided there. Messaging, and fundraising strategies simply can\u2019t be crafted without this information. And its not just fundraising staff that needs to know your vision \u2013 this is so important for all senior staff.<\/p>\n Additionally, your vision will determine the future size of the organization. Is next year a growth year? Is the goal to maintain size? Growth must absolutely be carefully planned on an organization-wide basis. Growth just for the sake of looking bigger on a 990 or annual report is a bad idea.<\/p>\n You also need to articulate your fundraising vision. If you hated the Hoedown fundraiser that your DOD planned last year, you need to say it. If you want a planned giving program, say so. I have personally been in a place where an ED has been hands off and not told me that he didn\u2019t like something until it was too late to do anything about it. Once that happens no one will be happy.<\/p>\n After you articulate your vision for the organization, and for next year\u2019s fundraising plan, your DOD should tell you her thoughts. Hopefully your DOD will feel comfortable telling you her opinions, but if not, you need to gently push her to suss out what she thinks. It is in the DNA of most fundraisers to please, and a good ED recognizes this and helps lead a DOD to a place where she feels comfortable having an honest conversation.<\/p>\n If you have done all of the above than you are in great shape. The next phase of creating an awesome fundraising plan rests on the shoulders of your Director of Development. But you are still responsible for oversight and there are very specific items you should expect in the plan.<\/p>\n A revenue goal is only one of them.<\/p>\nWHAT IS FUNDRAISING, REALLY?<\/h3>\n<\/p>\n
STEP ONE: WHERE ARE YOU GOING?<\/h3>\n<\/p>\n
STEP TWO: THAT VISION THING<\/h3>\n<\/p>\n
STEP THREE: BE OPEN TO FEEDBACK<\/h3>\n<\/p>\n
NEXT STEPS<\/h3>\n<\/p>\n