DRAFT

Advancement & Development

EPPC is pleased to offer a new service to faith and community based organizations to assist in fundraising, advancement & development.  Under the leadership of Cindy Welsher...

As small organizations grow, they grapple with the need to raise more and more money.  However, there are important differences between fundraising and development. Fundraising works to bring in the money an organization needs to carry out its programs. In regards to development the primary responsibility, is to oversee fundraising, rather than to actually raise money. This may include the writing grants, research foundations and corporations, and oversee or implement other fundraising strategies, but it involves establishing a structure for effective fundraising. It can be characterized this way: "In fundraising, you make do with what you have. You keep the organization going and out of debt. In development, you start with what you have and you help it grow."

Development often includes: evaluating the organization's future financial needs and goals; creating a long-range fundraising plan and updating it yearly; instituting a public-relations program; maintaining and frequently evaluating a process for adding new board members; training board, staff, and volunteers in fundraising; maintaining fundraising records; writing and sending fundraising letters; sending thank-you notes or overseeing that task; reporting to foundations or large donors on specific projects; and visiting major donors.

In this section, you will find: information on building a fundraising plan; an overview of the different types of funding and their unique constraints; rules of thumb on boards and fundraising; guidelines on how to organize and develop your fundraising materials; a research checklist; sample fundraising plan and template; sample donor profiling and pledge forms; a sample breakdown of benefits for underwriters; sample cover letter, proposal, budget, and follow-up letter; a special events timeline; and more.

• Fundraising and Development: The Basics
• Ten Principles of Fundraising
• Mistakes to Avoid
• Why Board Members Don’t Like to Raise Money
• When Building a Fundraising Board
• Earned Income
• Individual Giving
• When Soliciting an Individual
• Public Support
• Corporate Support
• Private Foundation Support
• Fundraising Events
• Getting Organized for Fundraising
• When Putting Together a Proposal

Sample and Template Section:

• Research Checklist Template
• Sample Fundraising Plan
• Fundraising Plan Template
• Donor Profile Template (PDF)
• Sample Contribution Pledge Form (PDF)
• Membership Card Template (PDF)
• Sample Benefits for Underwriters
• Sample Cover Letter (PDF)
• Sample Follow Up Letter (PDF)
• Sample Thank You Letter (PDF)
• Sample Proposal (PDF)
• Sample Budget (PDF)
• Fundraising Events Template (PDF)
• Special Events Timeline (PDF)

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