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Setting Up Your Development Office

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by

heather infantry

on 18 February 2011

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Transcript of Setting Up Your Development Office

Setting Up Your
Development Office
1. Relationships

2. Physical Space

3. Systems
Fundraising is #1
Face your fears
You are not alone
It's a team effort
Big
Picture
database
donor
relations
grant
writing
annual fund
events
research
processing
gifts
planning
Leverage Your Relationships
Inside and Out
ED
Staff
Board
Volunteers
Clients
Donors
Partners
Peers
Organize Your Physical Space
Printer + Email + Donor Database + Foundation Directory
Stationery
Cultivation and Stewardship Materials
Case Statement
Website/Social Media
Annual Report
Newsletter
Brochure
Pledge Cards/Remittance Envelopes
Letter Templates
EXAMPLE
copy check
enter in database
mail thank you letter
create/update donor file
deposit check
Create Systems and Procedures
What happens when a donation is received? How quickly are donations acknowledged?
How do y0u track research, requests, and awarded grants?
- create a schedule of foundation prospects with deadlines, trustees, and giving priorities
- record dates grants are submitted and follow up
- create files on prospects and funders


How are electronic and/or hard copy files organized?


who has donor database access? How is donor information shared?
- data entry, maintenance, and confidentiality
- reports

Heather Infantry

work your relationships
practice the ask
network
organize
Full transcript