Presentations and Reports
Be informed. Stay inspired.
We continually produce presentations and reports devoted to the field of fundraising. We provide them as a service to our clients, but they are available to all who register. Help yourself.
Plan, Implement, Evaluate!
There's no mystery to the annual individual giving development plan, but it needs to be planned like a bank robbery, executed like a space shuttle launch and evaluated like an MRI. In this presentation, Nova Hamar and Helen Kennedy discuss the development cycle, fundraising from the donor's perspective, the elements of a comprehensive individual giving plan, developing the donor continuum, and how to evaluate a program and its activities for future success.
- Click here for the Plan, Implement, Evaluate! handout.
- Click here for the Plan, Implement, Evaluate! handout for public radio.
Strategic Planning in a Small Organization
This is the outline of the presentation made by Jim Lewis, CFRE at the National Federation of Community Broadcasters in Portland, Oregon on Thursday, April 2, 2009 in Portland, Oregon. The documents included in the package contain documents that can be found on the major giving website of the Corporation for Public Broadcasting.
- Click here for the Strategic Planning presentation outline.
- Click here for the Strategic Planning documents.
Assess for Success
Success means achieving your mission. However, some organizations define success as meeting the annual goal, while others consider it to be controlling fundraising costs. But your goal may be too low and efficiency is not synonymous with effectiveness. With increased constraints on resources, a dispassionate look at your fundraising program is more important than ever.We’ve adapted a formal development audit for a smaller organization and include nine key questions that an outside may audit ask...and how to answer many of them on your own.
Beyond the “Swoosh:” Marketing for the Rest of Us
What marketing do you already do without thinking about it? How can you do more of it with fewer resources? And why do it at all? From messaging to evaluating, this workshop helps to create a marketing outline that supports your mission and your goals. This workshop was first presented at the 2009 National Federation of Community Broadcasters conference. Joan Vallejo is the co-author.
Breaking Through the Glass Ceiling: Moving Membership to Mid-level Giving and Beyond...
Mid-level gifts of $250-$999 are an important part of any development effort and key to moving your members and donors on a continuum toward major and planned gifts. However, for many organizations this area remains one of untapped potential as organizations struggle to understand how to acquire, renew, upgrade and cultivate these members, often with limited staff or resources. In this session, we’ll discuss simple steps you can take right now to begin extending the upper end of your membership program and grow your overall number of mid-level donors.
Rejoins are Good, Renewals are Better
Lapsed members and donors are the most highly qualified acquisition lists you can find. But better yet, improve your retention rates and keep members active and out of the lapsed files entirely. This presentation asks some basic questions about the performance of a renewal program and describes some proven practices for improving both renewing and reacquiring members and donors.
The Long Term Effect of Premiums on Viewer Support
What is the effect of premium usage on public television membership giving? This study of donor giving behavior between 1995 and 1999 showed who took premiums, retention rates, upgrade and downgrade behaviors, what price points were the most offered, the life time value of the premium taker, and more. Funded by a grant from the TV Future Fund at the Corporation for Public Broadcasting.
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