SAMPLE Resource Development Plan
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1 SAMPLE Resource Development Plan I. STATEMENT OF FUNDRAISING PURPOSE Example: The Boys & Girls Club of ABC operates 6 Clubhouses that provide more than 2,400 boys and girls with positive and safe places to learn and grow, ongoing relationships with caring adult professionals, life-enhancing programs, character development experiences, hope and opportunity. The Boys & Girls Club of ABC relies upon the philanthropic support of individuals, corporations and foundations in order to sustain and grow its services. During 2002, The Boys & Girls Clubs of ABC completed a comprehensive strategic plan that showed a need for 2 additional Clubhouses to work with kids in the XYZ community. Studies showed that more than 1,000 kids in the XYZ community lack access to positive and safe places to learn and grow. In order to add 2 Clubhouses by 2005, The Boys & Girls Clubs of ABC will need to continue to raise annual operating support as well as complete a capital campaign for the construction of two new Clubhouses. Implementing this Resource Development plan, approved by the Board of Directors, creates and maintains a resource development program that will provide additional philanthropic funding to enable The Boys & Girls Club of ABC to reach its goal of directly serving 3,400 kids annually by the year II. STRATEGIC AND FINANCIAL GOALS Example: The Boys & Girls Club of ABC seeks to raise a total of $850,000 in $750,000 will be used to fund programs and operations. $100,000 will be raised to increase the endowment. Additionally, The Boys & Girls Club of ABC will complete a capital campaign strategy study in 2003 to prepare for a campaign in Establish a Development Committee of the Board 2. Develop a written case statement for capital campaign 3. Maintain and expand the current donor recognition system by purchasing a fundraising software system. 4. Increase the base of individual donors by 20% a year for the next three years 5. Establish a volunteer-driven Annual Campaign - 1 -
2 6. Develop a Planned Gift program that encourages gifts to the endowment 7. Hire an experienced fundraising consulting firm to conduct capital campaign strategy study. Insert your range of gift table here. State that in order to reach your goal of raising in 2003, the size and number of gifts that will be necessary
3 Example Range of Gift Table for $850,000 goal: Number of Gifts Gift Size Total for Gift Size Cumulative Total %of Total 1 125, , ,000 15% 2 65, , ,000 30% 3 45, , ,000 46% 4 15,000 60, ,000 53% 10 10, , ,000 65% 10 7,500 75, ,000 74% 10 5,000 50, ,000 79% 20 2,500 50, ,000 85% 30 1,000 30, ,000 89% , ,000 92% , ,000 95% , ,000 97% Many under , , % - 3 -
4 III. POLICIES Examples: - All fundraising activities of the Boys & Girls Club of ABC must be approved by the Development Committee - Special Events must generate at least $50,000 (net expenses) and produce net income of 60% or more of total revenue. Special Events will be reviewed annually by the Development Committee to determine if they are meeting these minimum requirements and approved for continuation. - Unrestricted bequests will be used for endowment or capital expenditures, not current annual budgetary needs. - All donations made to the Boys & Girls Club of ABC will be acknowledged by the Development Office within 48 hours of receipt. - Gifts of $500 or more will be acknowledged by the Club president with a personal letter. Gifts of $1,000 or more will be acknowledged by the Club president with a personal telephone call
5 IV. CULTIVATION Example: Each member of the board will be asked to identify 5 people a year to bring to the Club for a tour and introduction. The people identified should be capable of assisting the Club with resource development, though the purpose of each tour will not be solicitation. This activity will produce 100 new prospects to the Club this year. A high priority for these meetings will be individuals thought capable of providing leadership support to the upcoming capital campaign. The CPO will personally visit 75 individuals this year who are either potential major donors, campaign leaders, or community leaders. The purpose of the visits will be to introduce the individuals to the Club s programs and engage the individual in the future plans of the Club. V. STRATEGIES For each solicitation strategy, list the following: Strategy Example: Annual Campaign/Challenge Grant Size of Gifts Sought Example: $500 to $15,000 Start Date Example: April 1 End Date Example: June 30 $ Goal Example: $390,000 Other Goals: Example: Encourage all donors to increase their giving by 25%
6 Leadership Needs & Recruitment Deadlines Example: Chairman to be recruited/solicited by the Board President by January 1, 5 Vice Chairman to be recruited by the Chairman by February 15, 5 team members to be recruited by each Vice Chairman by March 15 th. # of Prospects Needed Example: 400 or you can do a gift chart for each strategy. Materials Needed and Deadlines Budget for materials Example: Annual Fund brochure. Draft due to Chairman on March 1 st. Final copy due to printer on March 5 th. Brochures back from printer by March 20 th. Example: Annual Campaign Brochure: $2,500 Pledge Cards: $500 Report Meetings: $250. For each solicitation strategy, list the following: Strategy Example: Encourage new corporate support with Steak & Steak Size of Gifts Sought Example: $100 to $45,000 Start Date Example: January 1 End Date Example: Event September
7 $ Goal Example: $150,000 Other Goals: Example: Secure signature sponsor at $45,000. Sell premier tables for $2,500 each (target last year s $1,000 table sponsors) Leadership Needs & Recruitment Deadlines Example: Event Chairman to be recruited by last year s chair by January 30, Event committee March 1; Signature sponsor identified, solicited and secured by March 30 th.. # of Prospects Needed Example: 200. Materials Needed and Deadlines Budget for materials Example: Sponsorship package produced by March 1 st ; event budget completed by April 1 st (after signature sponsor is secured) Invitations printed by June 30 th. Event program printed by August 30 th. Example: Sponsor package: $250; Event budget: $25,000; invitations & postage $2,
8 VI. BUDGET Prepare an overall budget for resource development activities using the numbers developed in SECTION V OF THE PLAN. Examples: Administrative Expenses $12,000 Payroll (assume Dir. Of Dev. + Admin. Support) $80,000 Subscriptions, Conferences, Travel $5,000 Annual Campaign $3,250 Steak & Steak (expenses to be covered by gross revenues) -- Targeted Mail $10,000 Newsletters $10,000 Grants Writing/Research $2,500 Computer/Software $10,000 Stewardship Programs (postage, stationery, etc) $4,000 Capital Campaign Strategy Study $25,000 Total $161,750 Total as a percentage of projected funds raised 19.03% - 8 -
9 VII. OVERALL CALENDAR Using the start and end dates for each Solicitation strategy prepare an overall calendar for resource development activities. The example below would be appropriate for sharing with board members and Development Committee members. For staff purposes, however, a more detailed calendar for each strategy would be necessary. Months/ Strategy Mail Steak & Steak Board Campaign Annual Campaign Capital Campaign Grants Res. Dev. Com. Jan. Appeal Mailing Recruit Chair Assignments Recruit Chair/ Feb. March April May June July Aug. Sept. Oct. Nov. Dec. Recruit Committee Personal Solicitations Recruit Vice Chairs Secure Challenge Gift Kick- Off Appeal Mailing Form Camp. Strategy Comm. Proposal Deadline Review Potential Firms Newsletter Secure Lead Sponsor Announce Total Recruit Teams Newsletter Review Results Select Firm Mail Invites Write Case Statement Prop. Dead- Prop. Deadline line Qtr. Mtg Qtr. Mtg Qtr. Mtg Research & contact potential funders Secure Table Sponsors Solicitations Appeal Mailing 15 th - Event Prop. Deadline Post Event Review Campaign Study Prop. Deadline 2004 Planning Newsletter Prop. Deadline Qtr. Mtg Appeal Mailing Board Review Study Results Present Plan To Board - 9 -
10 VIII. ORGANIZATIONAL CHART Example: Resource Development Plan Board of Directors Development Committee Name of Chairman Director of Development Targeted Mail Newsletters Grant Writing Annual Campaign Name of Chairman Board Campaign Board Chairman Steak & Steak Name of Chairman Capital Campaign Strategy Committee Annual Campaign Commitee Steak & Steak Committee
11 - 11 -
12 IX. EVALUATION AND MONITORING Example: The Board of Directors of ABC Club has the final responsibility for securing the Club s funding. It has appointed a Development Committee to plan and review all resource development activities of the Club. T he Director of Development will prepare quarterly reports to the Development Committee. The reports will analyze year-to-date progress versus goals, including projected expenses to actual expenses. The reports will also show year-to-date progress versus last year. The Development Committee will meet quarterly to review the progress of all activities and will present regular reports to the Board of Directors. A complete analysis of each strategy will be conducted upon its conclusion. This analysis will include a review of the following: $ Goal Amount Raised $ Raised as % of Goal* Budget Actual Costs Amount Spent as % of budget** Costs as a percentage of Amount Raised # of Volunteers Vol/participant Evaluation*** # of Donors # of New Donors # of Repeat Donors Lapsed Donors
13 - 13 -
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