Resource Materials for Development Assessment and Planning
Here are resources referenced in our two presentations, Fundraising Health Check and Holistic Fundraising: Creating a Development Plan
Link to 360 photo from AFP San Antonio: https://theta360.com/s/hLa0p1kdLlOxJ1WkeLG55ijc8
|
Fundraising Health Check: Development Assessment
Development Assessment presentation (View only):
https://haikudeck.com/p/f852bc6689
Printable version of Development Assessment presentation:
fundraising_health_check_handout.pdf
Organizational growth curve:
http://www.goalbusters.net/uploads/2/2/0/4/22040464/organizationalgrowthcurve.pdf
Development Dashboard (Excel template):
http://www.goalbusters.net/uploads/2/2/0/4/22040464/development_dashboard_template.xls
Direct Mail Assessment (Excel template):
http://www.goalbusters.net/uploads/2/2/0/4/22040464/direct_mail_response_template.xls
Special Event Assessment:
http://www.goalbusters.net/uploads/2/2/0/4/22040464/special_event_assessment_form_v2.pdf
https://haikudeck.com/p/f852bc6689
Printable version of Development Assessment presentation:
fundraising_health_check_handout.pdf
Organizational growth curve:
http://www.goalbusters.net/uploads/2/2/0/4/22040464/organizationalgrowthcurve.pdf
Development Dashboard (Excel template):
http://www.goalbusters.net/uploads/2/2/0/4/22040464/development_dashboard_template.xls
Direct Mail Assessment (Excel template):
http://www.goalbusters.net/uploads/2/2/0/4/22040464/direct_mail_response_template.xls
Special Event Assessment:
http://www.goalbusters.net/uploads/2/2/0/4/22040464/special_event_assessment_form_v2.pdf
Holistic Fundraising: Creating a Development Plan
Development planning presentation (View only):
https://haikudeck.com/p/0516b92252
Printable version of Development Planning presentation:
holistic_fundraising_handout.pdf
Grant Research Information Form:
http://www.goalbusters.net/uploads/2/2/0/4/22040464/grant_research_information_form.pdf
VALS overview:
http://www.goalbusters.net/uploads/2/2/0/4/22040464/vals_summary.pdf
Sample development plan template:
http://www.goalbusters.net/uploads/2/2/0/4/22040464/sample_development_plan.doc
Fundraising Ideas Evaluation:
http://www.goalbusters.net/uploads/2/2/0/4/22040464/fundraising_ideas_evaluation1.pdf
Monthly Action Plan:
http://www.goalbusters.net/uploads/2/2/0/4/22040464/campaign_worksheet.pdf
Donor Cultivation Worksheet:
http://www.goalbusters.net/uploads/2/2/0/4/22040464/cultivationworksheet_v4.pdf
Accelerate: 20 Practical Lessons to Build Business Momentum By Dan Coughlin
https://haikudeck.com/p/0516b92252
Printable version of Development Planning presentation:
holistic_fundraising_handout.pdf
Grant Research Information Form:
http://www.goalbusters.net/uploads/2/2/0/4/22040464/grant_research_information_form.pdf
VALS overview:
http://www.goalbusters.net/uploads/2/2/0/4/22040464/vals_summary.pdf
Sample development plan template:
http://www.goalbusters.net/uploads/2/2/0/4/22040464/sample_development_plan.doc
Fundraising Ideas Evaluation:
http://www.goalbusters.net/uploads/2/2/0/4/22040464/fundraising_ideas_evaluation1.pdf
Monthly Action Plan:
http://www.goalbusters.net/uploads/2/2/0/4/22040464/campaign_worksheet.pdf
Donor Cultivation Worksheet:
http://www.goalbusters.net/uploads/2/2/0/4/22040464/cultivationworksheet_v4.pdf
Accelerate: 20 Practical Lessons to Build Business Momentum By Dan Coughlin