How to timeline for annual fund

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Information about How to timeline for annual fund

Published on February 26, 2014

Author: jaroland74



Step by step "How to" timeline for an established organization's annual fund

By John Roland Fundraising Executive Twitter @jaroland74 John Roland, @jaroland74 1

  Meet individually with department chairs/volunteer leaders to establish numerical fundraising goals and needs. Have a department-wide meeting with each department separately. ◦ ◦ ◦ ◦ Go over Campaign structure and timeline Request Volunteer Names & ideas (IC5 campaign) Decide their kickoff event Discuss volunteers, sponsors & ideas for campaign John Roland, @jaroland74 2

 Meet with Advisory Committee/Board of Directors. Explain campaign structure & timeline. Request volunteer names & ideas (IC5 campaign) Ask them to serve on the Steering Committee Request their assistance in local businesses participation ◦ Ask them about Vendor Campaign ◦ ◦ ◦ ◦ John Roland, @jaroland74 3

 Ask volunteers outside of Advisory Committee to serve on Steering Committee. ◦ Key organizational volunteers/top business leaders ◦ Committed to the mission of your organization. ◦ Positive attitudes and widely respected John Roland, @jaroland74 4

 Write out list of names of potential volunteers collected so far.  Meet with the Steering Committee ◦ Select over all Campaign Chair ◦ Select Department (Team) Chairs ◦ Approve Kickoff Ideas ◦ Select Kickoff event chairs ◦ Establish Regular meeting times & dates John Roland, @jaroland74 5

 Meet with Marketing department ◦ Campaign theme is selected and incorporated into campaign brochures, flyers, and recognition items. ◦ Marketing orders brochures, flyers, campaign recognition items. John Roland, @jaroland74 6

 Follow up with Steering Committee ◦ Who has said yes/no to Team Chair positions. ◦ Who has said no and ask if they would serve in another capacity. John Roland, @jaroland74 7

 Find sponsors for Kickoff Party & Victory Party.  Reserve location for Kickoff Party  Set deadline for Team, Community, Student chairs to be selected. John Roland, @jaroland74 8

 Meet individually with overall Campaign Chair. ◦ Request they sponsor monthly report meetings. ◦ Development campaign theme & focus. ◦ Schedule, organize, and set dates for monthly report meetings. ◦ Reserve location for Victory Party. John Roland, @jaroland74 9

 In a Staff meeting ◦ Present campaign theme, brochures, flyers, recognition items, timeline, etc. ◦ Ask for their donations & pledges to lead the way. ◦ Pass out campaign organizational chart with the names of the committed volunteers. John Roland, @jaroland74 10

 Development press releases about the campaign.  Request as many opportunities as possible to tell the organizational story (Rotary, Kiwanis, Chambers, chur ches, radio interviews, etc) John Roland, @jaroland74 11

 Confirm sponsors, location, food, activi ties of Kickoff party  Meet with the Steering Committee ◦ Report the status of Kickoff events, volunteers, & structure in place. ◦ Ask for their donations & pledges to the campaign. John Roland, @jaroland74 12

 Ask staff to volunteer at Kickoff Party.  Hold conference call with all volunteer chairs John Roland, @jaroland74 13

 Meet with Campaign Chair to go over Kickoff Party details & finalize campaign timeline.  Start campaign weekly email report. John Roland, @jaroland74 14

 Kickoff Party ◦ Programs printed ◦ PowerPoint ready ◦ Name Tags created ◦ Directional signs located ◦ Extra Pledge Cards ◦ Pens, Calculators & other office supplies ◦ All prospects and volunteers called as a reminder John Roland, @jaroland74 15

 Kickoff Party ◦ Final rehearsal ◦ Room set up ◦ Final run through for Audio/Visual John Roland, @jaroland74 16

 Kickoff Party ◦ Pledges collected ◦ Results announced ◦ Volunteers excited and armed with names John Roland, @jaroland74 17

 Monthly Report meeting held.  Leaders recognized  Teams encouraged  Chairs called weekly. John Roland, @jaroland74 18

 Monthly Report meeting held.  Leaders recognized  Teams encouraged  Chairs called weekly. John Roland, @jaroland74 19

 Monthly Report meeting held.  Leaders recognized  Teams encouraged  Chairs called weekly. John Roland, @jaroland74 20

 Monthly Report meeting held.  Leaders recognized  Teams encouraged  Chairs called weekly. John Roland, @jaroland74 21

 Location of Victory Party confirmed.  Staff recruited as volunteers. John Roland, @jaroland74 22

 Monthly Report meeting held.  Leaders recognized  Teams encouraged  Chairs called weekly. John Roland, @jaroland74 23

 Victory Party organized Programs printed PowerPoint ready Names tags created Directional signs located Extra pens, pledge cards, calculators, & office supplies. ◦ Call all prospects and volunteers as a reminder. ◦ ◦ ◦ ◦ ◦ John Roland, @jaroland74 24

 Victory Party ◦ Leaders Recognized ◦ Teams Encouraged ◦ Marketing sends out press releases ◦ Hand written thank you notes sent out to everyone involved. John Roland, @jaroland74 25

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