What's Holding Your Fundraising Back? Create a Strategy for Success!


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1. Begin with portfolios and metrics. 

a. Know what each portfolio can produce and are the gift officers goals aligned with their portfolio? Do we have a
process for why a donor is actively managed? 
b. Will the portfolios produce what
is needed to fund your initiatives this year? If not, they may need to be
rebalanced. 
2. Does your fundraising team understand our initiatives? 
a. Have you created a communications calendar so they know when their donors are going
to receive mailings, solicitations, etc. so they personalize communications to
their donors? 
3. What is the fundraising pipeline expected to produce this year?
a. Create metrics and have a strategy for your portfolios. 
b. Who in your portfolio is going to be solicited this year for more than an AF gift? Have a
plan to help each member so your team will be successful. This doesn't have to
be hard or complicated. Build a foundation for success. The target audiences are
small shops or even large shops that are trying to help their fundraising team
achieve greater success. A gift officer, major gifts officer, prospect
management, and communications are all target audiences. Fundraisers tend to be
on an island alone, but every gift is a result of work that the entire
development team has done. The goal for the presentation is strategy. How do we
all work collectively and collaboratively to meet our goals? I cover gift
officers, communications, and prospect research.

Steve Trautman

Senior Development Consultant

DickersonBakker

History of major gift fundraising in higher education couple with planned giving, annual giving, and prospect management.

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What's Holding Your Fundraising Back? Create a Strategy for Success!
Recorded 08/28/2023  |  60 minutes
Recorded 08/28/2023  |  60 minutes 1. Begin with portfolios and metrics. a. Know what each portfolio can produce and are the gift officers goals aligned with their portfolio? Do we have a process for why a donor is actively managed? b. Will the portfolios produce what is needed to fund your initiatives this year? If not, they may need to be rebalanced. 2. Does your fundraising team understand our initiatives? a. Have you created a communications calendar so they know when their donors are going to receive mailings, solicitations, etc. so they personalize communications to their donors? 3. What is the fundraising pipeline expected to produce this year? a. Create metrics and have a strategy for your portfolios. b. Who in your portfolio is going to be solicited this year for more than an AF gift? Have a plan to help each member so your team will be successful. This doesn't have to be hard or complicated. Build a foundation for success. The target audiences are small shops or even large shops that are trying to help their fundraising team achieve greater success. A gift officer, major gifts officer, prospect management, and communications are all target audiences. Fundraisers tend to be on an island alone, but every gift is a result of work that the entire development team has done. The goal for the presentation is strategy. How do we all work collectively and collaboratively to meet our goals? I cover gift officers, communications, and prospect research.
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