Developing Your Annual Fundraising Plan

About this event

Dedee Wilner-Nugent, CFRE, Senior Consultant
The Collins Group

Natalie Lamberjack, CFRE, Senior Consultant
The Collins Group

Begin the new fundraising season with some words of inspiration, a review of your basic tools, and a plan for success. Utilizing group discussion and a take-home tool kit, Natalie Lamberjack and Dedee Wilner-Nugent from The Collins Group will leave you refreshed and ready to find the resources your organization needs.

Explore:

• How to align the fundraising plan with your organization’s goals by developing your case for support
• Key elements of a fundraising plan—whether it’s your first or 50th
• Staff and volunteers’ roles in developing and implementing your plan
• Strategies for getting it all done, especially for smaller fundraising shops
• How to evaluate and track your progress, and report it to others

Workshop Preparation

Bring along any tools you currently use for fundraising planning or for reporting on fundraising progress to your board. This may include a list of top 10 items you are raising money for and how much is needed for each, a list of donor constituencies and prospects, giving history or gift rating for top 20 donors, a donor moves management tool, a calendar of fundraising activities (events, mailings, grant proposals, etc.), a budget that shows income and expenses for your fundraising program for the past three years, staff and volunteer org charts, fundraising dashboard, etc.

About the Presenters

Dedee Wilner-Nugent, CFRE, Senior Consultant, is a seasoned campaign consultant and major gift fundraising advisor with a strong belief in the power of nonprofit organizations and leaders to affect positive change. She provides counsel to clients across Oregon in a variety of sectors including the environment, education, and human services. Holding a BA from Smith College, she currently serves as VP of Membership and President-Elect of AFP Oregon & SW Washington.

Natalie Lamberjack, CFRE, Senior Consultant, is a committed consultant and nonprofit advocate known for the strategic guidance and intensive research she brings to each project. Her particular expertise includes case development and writing, project management, major gifts program development, and development program assessments. Ms. Lamberjack holds an MPA with an emphasis on nonprofit management from the University of Washington and currently serves on the AFP Washington Education and Professional Development committee.