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Create  and  Run  Your  
First  Really  Big  
Fundraising  Campaign  
7/8/15  
1pm  Eastern  
The  presentation  will  begin  shortly.
Before  We  Get  Started
3
This  presentation  is  being  recorded!  
The  recording  and  slides  will  be  emailed  to  you    
later  this  afternoon.  
Please  chat  in  any  questions  for  our  guest.    
We  will  answer  them  in  the  formal  Q&A  session    
at  the  end  of  the  presentation.
3
3
Our  guest  presenter  »
Sandy Rees, CFRE
Coach, Consultant and Creator of the
GetFullyFunded system.
Author of Get Fully Funded: How to Raise the
Money of Your Dreams, 6 Figure Fundraising,
Fundraising Buffet, and Simple Success
Fundraising Plan. She’s a frequent contributor to
Fundraising Success magazine and authors the
blog Get Fully Funded.
Accomplished presenter and an AFP Master
Trainer. She’s led fundraising seminars for the
Association of Fundraising Professionals, the
Chattanooga Center for Nonprofits and many
local, regional, national, and international
conferences.
Create and Run your first
big fundraising campaign
Sandy Rees
Fundraising Coach and
Chief Encouragement Officer
You have a special project and want to run
your first big fundraising campaign.
 How to plan the campaign
 How to craft a case for support to answer
donors’ questions
 How to identify “diamonds in the rough”
 How to build relationships on purpose
•Fundraising Coach
•Trainer
•Author
•Animal Lover
Me and Harley
 How much?
 How much?
 What for?
 How much?
 What for?
 When’s it needed?
 How much?
 What for?
 When’s it needed?
 Who’s the Ace in the Hole?
 How much?
 What for?
 When’s it needed?
 Who’s the Ace in the Hole?
 Are we ready to roll?
$100,000 or BUST!
 Case Statement
 Gift Table
 Timeline
Get inside your donor’s head
 What do they want to know?
 What do they care about?
Make a list of 50 questions donors might want
answered.
 Your own questions
 Other staff
 Volunteers
 DONORS!
No. of gifts
needed
Amount of
each gift
Total at this
level
Cumulative
Total
# prospects
needed at
this level
1 $15,000 $15,000 $15,000 3
2 $10,000 $20,000 $35,000 6
4 $5,000 $20,000 $55,000 12
8 $2,500 $20,000 $75,000 24
10 $1,000 $10,000 $85,000 48
20 $500 $10,000 $95,000 60
Many Below $500 $5,000 $100,000 50+
45+ donors 200+
prospects
Date Task Responsible
Plan special project campaign
Create Gift table
Brainstorm list of donor
questions
Draft Case Statement
Develop prospect list
Plan cultivation activities
Begin Asks
Wrap up campaign
Campaign celebration
Campaign lessons learned
Thinking EVERYONE will give
 Male or female?
 Age?
 What do they care about?
 What do they do for fun?
 Where do they spend time?
 Where do they spend money?
 What else?
Linkage Interest Ability Gift!!
 Recency
 Frequency
 Consistency
 Add value to their life
 Build trust
 Common interest
1. Have a goal in mind – where are you going?
2. Ask questions to learn more about them
3. Communicate enough
4. Plan the interactions
◦ When?
◦ Goal?
 We haven’t sent out a newsletter in months
 We don’t have any big donors
 We’re in a small community
 My Board won’t help
 We haven’t sent out a newsletter in months
 We don’t have any big donors
 We’re in a small community
 My Board won’t help
 Written Plan
 Board support
 Help with roadblocks
 Inspiration
Download yours at
www.GetFullyFunded.com/worksheets
 Simple Case Statement template
 Program/Project Summary worksheet
 6-Figure Campaign Plan worksheet
 Sample Campaign Gift Table
 Blank Campaign Gift Table
 www.GetFullyFunded.com
 www.Facebook.com/GetFullyFunded
 @SandyRees
Questions?
Free  educational  resources  »
https://bloomerang.co/resources
•Daily  blog  post  
•Weekly  webinars  
•Downloadables  
•Nonprofit  Wrap-­‐Up  
•Bloomerang  TV  
•Bloomies
Upcoming  webinar  »
https://bloomerang.co/resources/webinars/
Donor  Retention  Begins  on  the  First  Date  
w/  Marc  A.  Pitman  
7/15  1:00pm  Eastern  
    Fundraising  On  A  Shoestring  
    w/  Mazarine  Treyz  
    7/23  1:pm  Eastern

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Create and Run Your First Really Big Fundraising Campaign

  • 1. Create  and  Run  Your   First  Really  Big   Fundraising  Campaign   7/8/15   1pm  Eastern   The  presentation  will  begin  shortly.
  • 2. Before  We  Get  Started 3 This  presentation  is  being  recorded!   The  recording  and  slides  will  be  emailed  to  you     later  this  afternoon.   Please  chat  in  any  questions  for  our  guest.     We  will  answer  them  in  the  formal  Q&A  session     at  the  end  of  the  presentation.
  • 3. 3
  • 4. 3 Our  guest  presenter  » Sandy Rees, CFRE Coach, Consultant and Creator of the GetFullyFunded system. Author of Get Fully Funded: How to Raise the Money of Your Dreams, 6 Figure Fundraising, Fundraising Buffet, and Simple Success Fundraising Plan. She’s a frequent contributor to Fundraising Success magazine and authors the blog Get Fully Funded. Accomplished presenter and an AFP Master Trainer. She’s led fundraising seminars for the Association of Fundraising Professionals, the Chattanooga Center for Nonprofits and many local, regional, national, and international conferences.
  • 5. Create and Run your first big fundraising campaign Sandy Rees Fundraising Coach and Chief Encouragement Officer
  • 6. You have a special project and want to run your first big fundraising campaign.
  • 7.  How to plan the campaign  How to craft a case for support to answer donors’ questions  How to identify “diamonds in the rough”  How to build relationships on purpose
  • 9.
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  • 18.  How much?  What for?
  • 19.  How much?  What for?  When’s it needed?
  • 20.  How much?  What for?  When’s it needed?  Who’s the Ace in the Hole?
  • 21.  How much?  What for?  When’s it needed?  Who’s the Ace in the Hole?  Are we ready to roll?
  • 23.  Case Statement  Gift Table  Timeline
  • 24. Get inside your donor’s head  What do they want to know?  What do they care about?
  • 25. Make a list of 50 questions donors might want answered.  Your own questions  Other staff  Volunteers  DONORS!
  • 26. No. of gifts needed Amount of each gift Total at this level Cumulative Total # prospects needed at this level 1 $15,000 $15,000 $15,000 3 2 $10,000 $20,000 $35,000 6 4 $5,000 $20,000 $55,000 12 8 $2,500 $20,000 $75,000 24 10 $1,000 $10,000 $85,000 48 20 $500 $10,000 $95,000 60 Many Below $500 $5,000 $100,000 50+ 45+ donors 200+ prospects
  • 27.
  • 28. Date Task Responsible Plan special project campaign Create Gift table Brainstorm list of donor questions Draft Case Statement Develop prospect list Plan cultivation activities Begin Asks Wrap up campaign Campaign celebration Campaign lessons learned
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  • 33.  Male or female?  Age?  What do they care about?  What do they do for fun?  Where do they spend time?  Where do they spend money?  What else?
  • 36.
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  • 39.  Add value to their life  Build trust  Common interest
  • 40. 1. Have a goal in mind – where are you going? 2. Ask questions to learn more about them 3. Communicate enough 4. Plan the interactions ◦ When? ◦ Goal?
  • 41.  We haven’t sent out a newsletter in months  We don’t have any big donors  We’re in a small community  My Board won’t help
  • 42.  We haven’t sent out a newsletter in months  We don’t have any big donors  We’re in a small community  My Board won’t help
  • 43.  Written Plan  Board support  Help with roadblocks  Inspiration
  • 44.
  • 45.
  • 46. Download yours at www.GetFullyFunded.com/worksheets  Simple Case Statement template  Program/Project Summary worksheet  6-Figure Campaign Plan worksheet  Sample Campaign Gift Table  Blank Campaign Gift Table
  • 49. Free  educational  resources  » https://bloomerang.co/resources •Daily  blog  post   •Weekly  webinars   •Downloadables   •Nonprofit  Wrap-­‐Up   •Bloomerang  TV   •Bloomies
  • 50. Upcoming  webinar  » https://bloomerang.co/resources/webinars/ Donor  Retention  Begins  on  the  First  Date   w/  Marc  A.  Pitman   7/15  1:00pm  Eastern      Fundraising  On  A  Shoestring      w/  Mazarine  Treyz      7/23  1:pm  Eastern