Digital Fundraising Strategy Worksheet - Nodo Ka
14
1 DIGITAL FUNDRAISING STRATEGY WORKSHEET Digital Fundraising Strategy Worksheet A Planning Resource For Nonprofits Nepal Earthquake, a project by The dZi Foundation
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Transcript of Digital Fundraising Strategy Worksheet - Nodo Ka
1D I G I T A L F U N D R A I S I N G S T R A T E G Y W O R K S H E E T
Digital Fundraising Strategy WorksheetA Planning Resource For Nonprofits
Nepal Earthquake,a project by The dZi Foundation
2D I G I T A L F U N D R A I S I N G S T R A T E G Y W O R K S H E E T
Contents
P A R T 1
Get Started
P A R T 2
Assess Your Current Position
P A R T 3
Set New Goals
P A R T 4
Develop Your Strategy
P A R T 5
Create Targeted Donor Strategy
P A R T 6
Build Your Case
P A R T 7
Monitor Your Progress
3D I G I T A L F U N D R A I S I N G S T R A T E G Y W O R K S H E E T
Get StartedP A R T 1
Make this your best year for fundraising yet! Use this fundraising strategy
worksheet to assess your organization’s current fundraising capacity, set
challenging goals, and implement your plan.
1. Before completing this document, involve all parties responsible for your digital fundraising. Make sure everyone is aware of the goals, plans, and most importantly, their role.
2. Remember, digital fundraising is often only a portion of an organization’s overall fundraising strategy. This worksheet should not take the place of an overall fundraising strategy.
3. When planning your digital fundraising strategy, keep your organization’s budget projections in mind. How much money does your organization expect to spend this year? How much income do you expect from other sources?
4. Check out GlobalGiving’s annual calendar. You can find it online and search for GlobalGiving Bonus Days, contests, and campaigns to include in your strategy. Even if you’re not yet part of GlobalGiving, it’s helpful! You’ll find popular holidays and observances that might make good fundraising opportunities for your nonprofit.
4D I G I T A L F U N D R A I S I N G S T R A T E G Y W O R K S H E E T
Assess Your Current PositionP A R T 2
Use this section to learn from your organization’s successes and challenges last year.
How much money did your organization raise online last year? _________________
How many donors gave to your organization last year? _________________
How many donors were new? _________________
How many donors were returning? _________________
What donors were your largest sources of online donations? _________________
What tactics were most successful in generating online donations? Why? _________________________
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What tactics were least successful in generating online donations? Why? _________________________
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5D I G I T A L F U N D R A I S I N G S T R A T E G Y W O R K S H E E T
Set New GoalsP A R T 3
It’s time to set some challenging, yet realistic goals! These goals should not be arbitrary. Use the previous section to consider how much you think your organization can expand its online fundraising in the next year. Remember, fundraising takes staff time, money, and resources. So be conscious of how much time it will take to accomplish the goals that you set. Below is an example, with a larger chart for you to fill out on the following page.
GOAL Q1 Q2 Q3 Q4
Example: Add an additional 100 fans to our Facebook page
25 new Facebook fans
25 new Facebook fans
25 new Facebook fans
25 new Facebook fans
Example: Convert 20 Facebookfans into first-time donors
5 first-time donors
5 first-time donors
5 first-time donors
5 first-time donors
Example: Convert 5 Facebookfans into recurring donors
1 recurring donor
1 recurring donor
1 recurring donor
2 recurring donor
2017 Online Fundraising Goal: $30,000 from 500 donors
6D I G I T A L F U N D R A I S I N G S T R A T E G Y W O R K S H E E T
____________ Online Fundraising G
oal: $ _________________ from _________________ donors
GO
AL
Q1
Q2
Q3
Q4
7D I G I T A L F U N D R A I S I N G S T R A T E G Y W O R K S H E E T
Develop Your StrategyP A R T 4
What strategies are you going to use to accomplish the goals you created in the last section? Consider strategies that will help you acquire new online donors, renew existing donors, and upgrade past donors to major donors or recurring donors. Below is an example, with a larger chart for you to fill out on the following page.
STRATEGY DESCRIPTIONFINANCIAL
GOALADDITIONAL
GOALSIMPORTANT
DATESRESPONSIBLE INDIVIDUAL
Example: Launch three-week
digital campaign to encourage donations on
#GivingTuesday
#GivingTuesday is a popular
charitable giving day celebrated
after Black Friday and Cyber Monday.
$5,000 by Dec. 4Obtain pro bono ad
or earned media article in local blog.
Sept. 5: Planning mtg.
Nov. 6:
Campaign begins
Alexis
8D I G I T A L F U N D R A I S I N G S T R A T E G Y W O R K S H E E T
STRATEG
YD
ESCRIPTION
FINAN
CIAL G
OAL
ADD
ITION
AL GO
ALSIM
PORTAN
T DATES
RESPON
SIBLE IN
DIVID
UAL
9D I G I T A L F U N D R A I S I N G S T R A T E G Y W O R K S H E E T
Create Targeted Donor StrategyP A R T 5
Assess the practicality of your fundraising goal by taking a look at the donors in your network. What is your projected donation volume from your major donors, your recurring donors, and groups in your network? What are your goals for each of these donors? For larger organizations, it might be unreasonable to look at each of your donors, so instead consider creating donor segments based on giving capacity or behavior and adjusting your strategy accordingly.
NAMETYPE
(ONE-TIME, RECURRING, MAJOR, OR GROUP)
PROJECTED DONATION VOLUME
GOALRESPONSIBLE INDIVIDUAL
Alexis S. Major donor $500Increase donation volume this year
Sarah
Paul K. One-time $120 Convert to recurring Manual
Kiwanis Club Group $1,000 Host joint fundraiser Nadine
10D I G I T A L F U N D R A I S I N G S T R A T E G Y W O R K S H E E T
NAMETYPE
(ONE-TIME, RECURRING, MAJOR, OR GROUP)
PROJECTED DONATION VOLUME
GOALRESPONSIBLE INDIVIDUAL
11D I G I T A L F U N D R A I S I N G S T R A T E G Y W O R K S H E E T
Build Your CaseP A R T 6
When reaching out to donors, it is important to be consistent and clear. Know your organization—your mission, your programs, your community of service, your past accomplishments—and the value that you offer your donors. Use this questionnaire to develop consistent messages to share with your donors this year. Be sure to revisit this section when drafting donation appeals, newsletters, event invitations, etc.
What is your organization’s mission? _________________________________________________________________
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Why should donors trust your organization? _________________________________________________________
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What can your organization offer donors in exchange for their donations? (e.g. progress updates
or recognition in your annual report)? ________________________________________________________________
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12D I G I T A L F U N D R A I S I N G S T R A T E G Y W O R K S H E E T
What has your organization accomplished to date? How many individuals have you helped? In
what communities? How have you helped them? ____________________________________________________
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Provide one or two stories of individuals whose lives have been changed because of your
organization. Seek permission and ensure their safety before sharing their stories. ______________
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13D I G I T A L F U N D R A I S I N G S T R A T E G Y W O R K S H E E T
What are your programmatic goals this year? Why are these goals important? ____________________
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What would happen if your organization was not able to accomplish these goals? ________________
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What is the amount of contributions you will need from individual donors to accomplish
these goals? _____________________________________________________________________________________________
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How can donors help other than making financial contributions? __________________________________
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14D I G I T A L F U N D R A I S I N G S T R A T E G Y W O R K S H E E T
Monitor Your ProgressP A R T 7
Set up a meeting with responsible team members every quarter to assess your organization’s digital fundraising progress. Use this time to determine if you have met the benchmarks you listed in Part 3 of this worksheet and to reevaluate your annual goals. Based on your performance to date, consider the strategies you have outlined and determine if those strategies are still realistic and/or sufficient.
DATE TIME PLACE
Q1 PROJECTED DONATION VOLUME
Q2
Q3
Q4
