The Get Fully Funded System...8

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2 Table of Contents The Get Fully Funded System...8 Results you can expect...9 How to use this system...10 Step 1 Make Fundraising a Priority Make a commitment to fundraising Clear the decks...15 Daily Time Assessment Worksheet Prioritize your daily tasks...18 Daily Priorities Worksheet Manage and protect your time...21 Time Management Worksheet Get yourself ready to raise money...24 Money Beliefs Worksheet Get organized...30 Get Fully Funded Master To Do List Template Be ethical and honest...33 AFP Code of Ethics Get legal Get your infrastructure ready...36 Fundraising Office Systems Brainstorm Worksheet...39 Fundraising Office Systems Worksheet...40 Nonprofit Help Worksheet...43 Volunteer Readiness Checklist...44 Step 2 Understand Why People Give Find out why people give Prepare to appeal to the donor s emotion Focus on transformational vs transactional fundraising...48 Transactional vs Transformational Fundraising Activities...50 Fundraising Type Worksheet Discover each prospect s Linkage, Interest, and Ability...52 Donor LIA Worksheet Stop worrying about other nonprofits stealing your donors Understand and use the Donor Pyramid...54 Donor Pyramid Worksheet Prepare your Case Statement...57 Simple Case Statement Template...59 Simple Program/Project Summary Worksheet...62 Step 3 Identify the Best Donor Prospect Create a Donor Profile...64 Typical Donor Profile Worksheet Conduct a Donor Survey...66 Get Fully Funded: How to Raise the Money of Your Dreams 2

3 Sample Donor Survey Develop a short and sweet version of your mission statement Determine your key message(s) Identify your target audience(s) Position your organization...69 Step 4 Tell Your Story Communicate consistently and effectively with your target audience(s) Create and use donor-focused materials...73 Donor-Focused Materials Checklist...75 Jargon Reduction Exercise Develop and implement a marketing communications plan...77 Marketing Strategy Checklist...79 Marketing Communications Plan Template Decide how you will measure success Create a user-friendly website...81 Donor-Focused Website Checklist Produce a must-read newsletter...85 Newsletter Goals Worksheet...88 Print Newsletter Planning Worksheet...90 Digital Newsletter Planning Worksheet...91 Print Newsletter Production Schedule Template...94 Sample Print Newsletter Production Schedule...95 In-House Print Newsletter Production Schedule Template...96 Outsourced Print Newsletter Production Schedule Template...97 Digital Newsletter Production Schedule Template...98 Print Newsletter Budget Template Donor-Focused Newsletter Checklist Newsletter Summary Checklist Leverage the media to tell your story Press Release Template Sample Press Release Create and share a powerful Annual Report Nonprofit Annual Report Content Checklist Step 5 Plan How and When You Will Ask for a Gift Focus on growing your list of donors and prospects Offer donors and prospects plenty of chances to give Set SMART Goals Fundraising Goal Worksheet Create and use a Summary Calendar Summary Calendar Template Get Organized Every Month for Fundraising Monthly Fundraising Review Checklist Raise money with special events Special Event Success Checklist Special Event Budget Worksheet Special Event Planning Checklist Get Fully Funded: How to Raise the Money of Your Dreams 3

4 Special Event Lessons Learned Worksheet Raise money with grants Common Grant-Related Terms List Program/Project Brainstorming Worksheet Program/Project Description Worksheet Grant Budget Template Simple Version Grant Budget Template Detailed Version Grant Research Worksheet Specific Grant Funder Research Worksheet Specific Grant Funder Research Form 990 Worksheet Letter of Inquiry Template Descriptive Words Library Grant Proposal Review Checklist Simple Grant Writing Checklist Grant Funding Summary Checklist Raise money with direct mail Direct Mail Readiness Self-Evaluation Direct Mail Goals Worksheet Direct Mail Plan Worksheet In-House Mailing Production Schedule Template Outsourced Mailing Production Schedule Template Direct Mail Appeal Budget Worksheet Data Maintenance Plan Worksheet Ideal Fundraising Letter Template Fundraising Letter Proofing Checklist Direct Mail Summary Checklist Raise money using Major Gifts Major Donor Prospect Research Worksheet Donor Profile Record Sample Major Donor Cultivation Plan Major Donor Cultivation Plan Worksheet Donor Conversation Notes Worksheet Ask Conversation Formula Major Gifts Summary Checklist Raise money using Planned Giving Raise money from corporate donors Corporate Donor Prospect List Corporate Donor Profile Record Corporate Donor Cultivation Plan Worksheet Corporate Donor Summary Checklist Raise money using matching gifts Raise money online Online Fundraising Readiness Self-Evaluation Online Fundraising Goal Worksheet Donor List Management Worksheet Online Fundraising Summary Checklist Get Fully Funded: How to Raise the Money of Your Dreams 4

5 5.14 Raise money with monthly giving Monthly Giving Program Worksheet Monthly Giving Summary Checklist Step 6 Acknowledge and Steward the Gift Have an Attitude of Gratitude Send a Powerful Thank-You Letter Donor Acknowledgement Flow Chart Thank-You Letter Template Sample Thank-You Letter Sample Thank-You Letter Thank-You Letter Opening Sentence Examples Thanking Words Library Sample Thank-You Letter & Gift Receipt Combo Create and Use a Donor Acknowledgement Plan Sample Donor Acknowledgement Plan Donor Acknowledgement Plan Template Sample Call Report Form Steward the Gift Sample Restricted Gifts Tracking Sheet Build Relationships Step 7 Evaluate Success and Get Fully Funded Evaluate your overall fundraising success Fundraising Budget Tracking Sheet Evaluate your success with special events Evaluate your success with grants Grant Tracking Worksheet Evaluate your success in the mail Newsletter Tracking Sheet Direct Mail Tracking Sheet Growing into the Fundraising Manager Next Steps Appendix 1 The Donor Bill of Rights Appendix 2 Common Leadership Mistakes and Solutions Appendix 3 Teaching your Board about fundraising Sample Board Member Fundraising Commitment Form Appendix 4 Quick Fundraising Ideas Appendix 5 Jargon Reduction Exercise Answers Appendix 6 Committee Meeting Form Templates Appendix 7 Fundraising Coaching About Sandy Rees Get Fully Funded: How to Raise the Money of Your Dreams 5