Below is a 10-step process that can be followed when raising funds for your cause.
I. Know Purpose
a. create case/purpose statement
II. Set Goals
a. realistic but stretched
III. Create Timelines
a. planning time
b. kick-off of fundraiser
c. scheduled events (check community calendar)
d. thank yous (donors & volunteers)
IV. Research
a. every idea (if reasonable)
b. cost vs. complexity
c. ask others what has worked for them
V. Build a Successful Team
a. find experienced fundraisers
b. match people’s talent with interests
c. define roles
VI. Planning Event
a. create “to do” checklists
b. assign “to dos”
c. create promotional material
1. PDF for electronic use
2. leave behinds
3. create website (if feasible)
VII. Identify Donors
a. engage in conversation
b. leverage relationships
c. network
d. ask (be creative)
VIII. Be Prepared
a. for questions
1. know your cause (case statement)
2. donors want to know the answer to “What’s in it for me?”
3. the Why? factor!
IX. Communications
a. meetings
1. scheduled
2. organized
3. timely
b. review “to do” checklists
c. make sure everyone is “to doing!”
d. weekly emails regarding progress
X. Follow-Up & Work Smart!
a. manage all processes
b. results through actions