FundRaiser Blog

The FundRaiser Software Blog is an excellent resource for nonprofit organizations looking to learn more about fundraising, donor management, membership management, and much more.

Launching an Annual Campaign

Launching an Annual Campaign

Dear Kim:

I was recently hired by a community health center as the Fundraising Manager to implement the first-ever Annual Campaign. Our organization is over 30 years old and thriving, but it has been funded primarily by patient fees and grants until now. We are working on developing our business identity, including re-designing our logo/tagline and creating publicity materials to use for the campaign. Do you have suggestions of key elements to include as part of an information packet for cultivating donors? My plan is to get samples from other community agencies in healthcare, as well as organizations that are guided by the same values in their work even if different in scope, including policy/advocacy organizations, universities, and environmental groups. We are working on developing content, working off of the Case for Support, but I don’t know the best practice for deciding what to include and how to present it.

–Trying to get all our ducks in a row

Dear Ducks:

You are doing all the right things to help you design your materials. Basically, as all fundraisers know, there are very few new ideas and our best material is borrowed from others who borrowed it from someone else. Asking other health centers for what they use, as well as looking at other kinds of organizations is a good idea.

However, a few words of caution: you are new, and the first thing you need to find out is what is the identity of the health center now? You say it is 30 years old and thriving, so clearly people know it and both use and recommend the services you provide. Don’t fix something that is not broken. What makes you think you need a new logo and tag line? What makes you think you need a business identity? What is problematic about the identity you have now? Take some time to talk to community leaders about the health center so you don’t wind up making unnecessary and possibly unpopular changes.

Also, the two most important things in an annual campaign do not include materials. They are: prospects and solicitors. Who is going to do the asking and who are they going to ask? I would build that list first and then work with the solicitors to figure out what these prospects will want to know. If they are long time community people, they may wonder why, after 30 years, you need to raise funds, or they may have specific services they would like you to add to your health center, or they may wonder who else is giving. Work on getting your team ready to solicit, with training, frequently asked questions, goals and a gift range chart.

And don’t get discouraged if it takes longer than you think it should to get this annual campaign up and running.

–Kim Klein

Successful Closure to My First Fundraising Campaig...
Explore FundRaiser's Custom Page

Related Posts

Wait a minute, while we are rendering the calendar
disaster relief understanding giving trends increasing giving amounts membership programs training tip backing up data role of nonprofits donor pictures personalizing letters data conversion volunteering online donations donor profile donor retention rate segmenting donors community supported gardens Reminders Thanksgiving spreadsheets premiums banquet features data entry annual maintenance plan donor attrition rate mailing change of address updating support follow up letter tech tip grassroots campaign data analysis happiness tax summary letters social media community broadcasting operating systems training appeal letters ticket sales Thank You merge notes donation history vacation alumni auction motivation donor attrition online donations announcements fundraising letters planned giving FundRaiser Spark repeat donors gift notes field grants merge fields raffle donor engagement spare fields flash sales phoning donors accounting software office Facebook campaign ticketsales Constant Contact salutation brick campaign donor relations thank you letters giving history donor loyalty Donor Portal GoFundMe project New Year pledges adding personal notes to letters user spotlights correspondance new leadership Tickles lapsed donor add ons Personalizing tribute gifts on site training motivation code communications welcome packet correspondence government grants upgrade prospects how to handle auction gifts word processor Resiliency importing csv Network for Good entering auction gifts recurring gifts NCOA processing campaign volunteers major donors mode code relationship tracking small donations #GivingTuesday FundRaiser Basic user interface product news charity golf tournaments Company culture National Change of Address operational costs End of Year Letters targeted mailings Reporting to IRS donor preferences Codes Groupings membersip benefits new version Volunteer module Facebook major gift prospects donor source GivingTuesday Cloud new nonprofit mission driven PayPal Excel giving levels holiday giving passwords donor contact information capital campaign the Ask holiday technical support gift entry budget endowment campaign donor targeting Crowdfunding Campaign development director moves management general building donor relationships publicity materials arts Task List Snow Birds anonymous donors SYBUNTS reports upgrading donors foundations corporate sponsors annual campaign nonprofit fundraising campaign management Alternative Addresses fundraising look and feel transparency how-to videos gift acceptance policy advanced tab donor advised funds texting donors large donations password protection customer service FundRaiser Hosted in honor of donations membership benefits new donors Congratulations overview monthly giving community arts nonprofits security donor slip solicitors Importing Data event management customer portal planning legacy giving updates donor prospects donor retention LYBUNTS case study appeal donor recognition ROI direct mail email board members letter templates new features In-Kind gifts custom page memorial giving holiday letters animal rescue

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
  Monday-Friday
      8:30AM-5:30PM CST

Customer Portal Login Form

User Name:
Password:

If you are not sure about your Customer User Name, please call 800-543-4131 and we will be able to help you.

Or you have lost your password, Request Password