Find out how to create and implement an effective development plan for your organization.
Does your staff and board come up with spur of the moment ideas and expect you to work on these ideas during all of your other work? Having a clear plan is the best way to avoid these last-minute ideas and focus on the true priorities of your development office. But how do you begin the plan? It starts with knowledge of fundraising and a review of past successes and failures. Then you develop a realistic plan that can be accomplished with your existing resources staff, volunteers, budget, and time. A solid plan will help keep you sane and your organization focused on the things that make the most sense for your organization.
Learning Objectives
- You will be able to discuss how to develop a plan to involve board, staff, and volunteers in the planning process.
- You will be able to describe how to outline the components of the development plan.
- You will be able to explain how to get the necessary information for your plan.
- You will be able to explain how to develop a realistic plan using your existing resources.
Agenda
Why You Need a Plan
- What Happens When You Don’t Have a Plan
- Communicating the Need for a Plan to Your CEO and Board
How to Get the Information You Need for Your Plan
- Reviewing Past Activities and Events
- Estimating Costs and Income for Planned Activities and Events
Establishing Goals and Objectives
- What Do Hope to Accomplish Through Each Activity
- Being Realistic in Your Planning
Assigning Budget, Areas of Responsibility and Timelines
- Answering the Big Three Question
- Who Is Going to Do It, Staff and Volunteers?
- How Much Will It Cost and What Is the Anticipated Net Profit?
- When Do You Need to Start and Finish This Activity, How Much Time Is Involved?
Speakers
Linda Lysakowski, ACFRE,
Linda Lysakowski, LLC- One of just over 100 professionals worldwide to hold the Advanced Certified Fund Raising Executive designation
- During her thirty years in the development field, she has managed capital campaigns, helped dozens of nonprofit organizations achieve their development goals, and has trained more than 40,000 professionals in Mexico, Canada, Egypt, Bermuda, and most of the fifty states of the United States
- Prolific writer, with more than two dozen books published for the nonprofit sector and six in the fiction and travel arena
- Developed and manages 14 online courses for the nonprofit sector
- Received the Outstanding Fundraising Executive award from the Eastern PA, Las Vegas, and Sierra (NV) chapters of AFP (Association of Fundraising Professionals), was recognized internationally with the Barbara Marion Award for Outstanding Service to AFP, and will be honored in November with the Lifetime Achievement Award from the Las Vegas Chapter of AFP
- Has written numerous books including The Development Plan; Charity Channel’s Quick Guide to Creating a Development Plan, Fundraising as a Career: What, Are You Crazy?; Capital Campaigns: Everything You NEED to Know; Are You Ready for a Capital Campaign? workbook; Raise More Money from Your Business Community; Raise More Money from Your Business Community - The Workbook; The New Donor (co-author); Fundraising for the GENIUS, 2nd edition; The Fundraising Feasibility Study (contributing author); YOU and Your Nonprofit Board (contributing author); The Leaky Bucket: What’s Wrong With Your Fundraising: And How You Can Fix It (co-author); The Essential Nonprofit Fundraising Handbook (co-author); YOU and Your Nonprofit (co-editor); The Nonprofit Consulting Playbook (co-editor); Nonprofit Strategic Planning (co-author); Recruiting and Training Fundraising Volunteers; and in addition to her full-length books, she has written three AFP Ready reference books and has been published in numerous other publications including International Journal of Nonprofit and Voluntary Sector Marketing, Contributions, Advancing Philanthropy, Associations Now, CASE Currents, Major Gifts Report, Grant Station, New Directions in Philanthropy, and more
- Selected training and public speaking includes AFP International Conference; AFP Hemispheric Conference; dozens of regional and local AFP chapters throughout North America; various statewide associations including PANO, OANO, UNA; nonprofit management centers in TN, OK, TX; numerous national and international association conferences including Variety International, Ronald McDonald House Charities, Junior Achievement, U.S. Tennis Association, Points of Light Foundation, The Centre on Philanthropy, Bermuda, and the United States Olympic Committee; a variety of educational conferences sponsored by CASE, AHP, ALDE, CMA, AACSB, GPA, and others
- Graduate, with majors in banking and finance, theology/philosophy from Alvernia College in Reading, PA; graduate of AFP’s Faculty Training Academy and has received two AFP research grants
Who Should Attend
This live webinar is designed for accountants, executive directors, officers, board members, controllers, CFOs, fundraisers, bookkeepers, and tax managers.
