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Preview of Fundraising With a PLAN - How to Create & Implement a Fundraising Development Plan

6 minutes of course content

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Course Description

This is a free preview (6 minutes) of The Fundraising With a PLAN - How to Create & Implement a Fundraising Development Plan course. The description of the full course (23 minutes) is provided below.

Fundraising isn't easy.

What makes it more difficult is the trap people often fall into - the Shotgun Approach to fundraising. The Shotgun Approach is basically the "let's try everything and see what sticks" method of fundraising; it means saying yes to and implementing every well-meaning idea for a new event.

*A December 2015 article in the Stanford Social Innovation Review by Heather Yandow reports on research that shows that the clearest predictor of a nonprofit's success in raising money from individuals is having a formal fundraising plan.

But how do you, as a Development Professional, nonprofit CEO, or board member explain to your boss and/or your Board of Directors the need for a systematic approach to raising money, a plan, and solid delivery on the plan?

In this class, you will learn what a Development Plan is and how it is used, who the stakeholders are in the Development Plan process, and explore how to approach conversations about the need to create, implement, and stick to a solid Development Plan.

*Attendees will receive two downloadable sample Development Plan templates!

After taking this course, you will be able to:

  • Describe what a Development Plan is and why it is important in fundraising
  • Describe the common components of a Development Plan
  • Identify who the stakehholders are in having and using a Development Plan
  • Gain the ability to articulate to executives or Boards of Directors why creating a Development Plan and gaining buy-in from close stakeholders is important and how the Plan’s implementation could benefit the organization
  • Begin to envision how such components would be translated within their own organization (or if not already working in the industry, envision how components could be translated into different nonprofit vertical industries like the arts or human services)

This course is for professionals within the following business functions:

  • Fundraisers
  • Nonprofit executives
  • Members of Boards of Directors

*Full participation in Fundraising with a PLAN is applicable
for 1.0 point in Category 1.B – Education of the CFRE International
application for initial certification and/or recertification.

    1. Part 1: What is a Development Plan - 3 Minutes

      1. Part 1. What is a Development Plan? 
    2. Part 2: The Benefits of Having a Development Plan - 5 Minutes

      1. Part 2. The Benefits of a Good PLAN
      2. AFP Article: Factors Affecting Fundraising Costs
      3. Characteristics of the Plan
    3. Part 3: Categories of the PLAN - 15 Minutes

      1. Part 3: The Categories Within the PLAN
      2. Sample Development Plan
      3. Sample One-Page Development Plan
    4. Part 4: Exercise - 1 Minutes

      1. Exercise
    5. Part 5: Stakeholders with Exercise - 2 Minutes

      1. Stakeholders with Exercise
    6. Summary - 2 Minutes

      1. Summary
      2. Article: Why You Need a Development Plan
    7. Test Your Knowledge

      1. Ungraded Quiz

    About the Expert

    Tracy Vanderneck, MSM, CTL, CFRE

    Tracy Vanderneck, MSM, CTL, CFRE

    I care about the mission and people. It is that simple. I care about helping nonprofits be able to deliver on their missions, whether that means working to save the environment, help homeless children, or bring art to the community. And I am uniquely positioned to be able to help! I am president of Phil-Com, LLC, a consulting and training company that offers services to nonprofits and small businesses. I have twenty years of experience in fundraising and sales. I hold a Master of Science in Management (MSM) with a concentration in Non-Profit Leadership, a graduate Certificate in Teaching & Learning (CTL), and am a Certified Fund Raising Executive (CFRE). In 2010 I was certified in Disaster Public Relations and In-Kind Donations with the American Red Cross. I serve on the Board of Directors of the Association of Fundraising Professionals Southwest Florida Chapter. I have worked on leadership teams for organizations with budgets from $1 million to $15 million, in fundraising, public relations, and volunteer recruitment since 2006. I have experience in annual campaigns, grant writing, capital campaigns, strategic planning, development planning,board recruitment and training, prospect identification and screening,moves management, database RFPs and implementations, in-kind donations,event planning and management, volunteer recruitment and management, third-party fundraising, case statements, gift acceptance policies,naming opportunities, public relations, and marketing materials. I have in-depth experience with analyzing gift data and trends and using the resulting information to plan future activities. I work to ensure that my activities are always in line with the organization's mission and fit within the strategic plan. Prior to working in nonprofits I was a sales director for 10 years, helping to match companies with programs and services that improved their operational efficiency and improved market share.
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