Sample Development Plan Template

2004 Sample Development Plan/Timeline

Goal:  $84,450

  • Foundations:                                     $  50,000
  • Individuals:                                          $  15,000
           Patrons                                    10,000
          Members                                   5,000
  • Auction:                                                  $ 15,000
  • Event underwriting/sponsor:     $ 5,000
  • Grant carryover:                                  $ 6,450
  • Other:                                                        $ 3,000

TOTAL Income:                                $84,450

The information in this plan covers foundations, patrons and members.  For this year the plan for the Auction is handled separately by contractors , including securing the underwriting.  Together those sources are budgeted for income of $xx.

Foundations, Special Grants and Contracts 

Wish list: we need an additional grant of $20,000 for organizational development/membership building.

This plan anticipates expenditures on development activities of no more than $1,500, which was budgeted in the expense side of the FY2004 budget.  Any additional expenditures must be raised (for example through a special organizational development grant).

FY 2004 GOALS FOR PATRONS AND MEMBERS

Patrons      (Goal:  $35,000)    A patron donor is someone who contributes a total of $500 or more in one calendar year.

Year                 Amount Raised           # of Donors                 Ave Gift

2002                $7,000                                     20                      $350

2003                $9,000                                    20                       $450

2004 GOAL:    $10,000                              25                       $400

Goal:  Five new patron donors this year.

  • Through personal contact:  house parties, lunches, coffee, in-office briefings.

Goal:  Recapture three lapsed patron donors.

  • Through personal contact:  house parties, lunches, etc.
  • Invite lapsed patrons to at least three nice events this year (personal invitation)

Goal:  Patron cultivation

  • Make sure that every patron receives an invitation to at lease one event this year

Members     (Goal:  $ 5,000)

Year               Amount Raised              # of Donors            Ave Gift

2001                $3,000                                        100                         30

2002                $3,000                                        105                         29

2003                $3,900                                         115                        34

GOAL:

2004                $ 5,000                                       125                         40

Goal:  Concentrate of regaining lapsed members and upgrading existing members

    • analyze and possibly increase the number of renewal letters sent  (we send three now, sometimes only two)
    • analyze and possibly change the message in the renewal letter
    • consider calling recently-lapsed members
    • hold an event for recently-lapsed members
    • offer an incentive for re-joining
    • add capability to make on-line donations

Goal:  Gain new members through events and occasional letter campaigns

    • mail to the Hightower names
    • events, tabling, presentations, board, web.

MONTHLY SCHEDULE OF TASKS FOR PATRON AND MEMBER FUNDRAISING

Initials are the staff or board member responsible for ensuring that the task is completed

January 2004

  • go through database and realistically look at donors who would renew (lots of Auction and GOE free members in there who have not responded with cash donations)  DB, DW
  • Send out prospective mailing (or try email) to list of people who attended Hightower100 people if 8 respond, that’s 8 new members =$280 average gift of $35. DB CW
  • Schedule house parties for the year (if possible). CW

February

  • Send lapsed member letter.  Offer incentive?  CW, DB
  • Quarterly update to patrons     MP

March

  • 19 – annual Auction     DB point person
  • spring renewals    DB and MP
  • spring appeal mailed to fall renewal members
  • Make all new auction contributors member

April

  • Send member packet to new members from the auction

May

  • Potential member house party at a board member’s house.
  • Speaking Event     TC

June

  • Mail special personal update from Mike to patrons
  • Send spring appeal to all members

July

  • River celebration event

August

  • Mail September renewal letter  (1st)

September

  • Fall appeal mailed to spring renewal members
  • Potential member house party at board member’s house
  • Mail renewal letter (2nd)

October

  • Potential member house party at board member’s house
  • Draft year-end appeal
  • Mail special personal update from Executive Director or Board President to patrons
  • Mail renewal letter (3rd)
  • Get onto the UU Church charities list

November

  • Mail year end appeal

December

  • Lorinda Knight event (or another holiday event)

 

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Development Plan template