The Intentional Fundraising Plan  

4 Half-Day LIVE Virtual or 2-Day In-Person Intensive  | CFRE CEU Approval Pending

 

If your fundraising plan is not working, this is for you.

Are you feeling the pressure to raise even more money during these unpredictable times? Research from the Institute for Sustainable Philanthropy confirms that organizations with a fundraising plan raise more money than those who don’t have a plan.

The Intentional Fundraising Plan Virtual or In-person Intensive will guide you through a process resulting in a strategic data-informed fundraising plan that will equip and inspire your organization to take fundraising results to new heights.

To learn more, schedule a 30-minute conversation with Tammy. 

Schedule 30-Minute Call with Tammy
 

"After a two-day visit to the Crisis Center of Tampa Bay, Tammy prepared a 60-page report detailing our many strengths and opportunities for improvement. Her report is now our road map to sustainable funding.  I would heartily recommend her anytime an organization is looking to take a good fundraising program and make it extraordinary."

David Broughton, President & Chief Executive Officer, Crisis Center, Tampa FL

"Tammy is one of the most personable, inspiring and knowledgeable professionals in the field of fundraising training and major donor development. Tammy naturally demonstrates why donors love her and why organizations can accomplish endless results if you champion the cause and take time to get to know donor desires. I highly recommend Tammy Zonker." 

Kelly Olsen Hutchinson, Director of Development & Community Relations, Salvation Army, Louisville KY

 

Deliverables

A pre-intensive fundraising self-assessment to determine your fundraising strengths and most significant opportunities for increased giving

A pre-intensive board participation questionnaire to identify areas where your board performs well and opportunities for more profound board engagement in philanthropy

Sixteen hours of training covering the following transformative areas:

  • Overview of the correlation between having a fundraising plan and achieving fundraising success 
  • Identify the fundraising plan approach best suited for your organization
  • Examining your fundraising strengths and most significant opportunities
  • Assessing team structure and organizational culture of philanthropy
  • Creating a culture of accountability and ownership 
  • Strengthening your case for support and storytelling
  • Creating your data-informed fundraising strategy and plan by channel including events, multichannel campaigns including digital, monthly giving, leadership and major gifts, and legacy giving.
  • Exploring fundraising innovation opportunities
  • Developing a donor engagement and communications calendar to increase donor retention
  • Fundraising plan key performance indicators, tracking, and reporting
  • Engaging your board in fundraising activities
  • Fortifying fundraising professionals for retention

Includes six hours of post-intensive session virtual coaching to support your implementation

Who should participate?

Recommended participants include a cross-functional team comprised of 8 to 10 people, including development team members, executive and board leadership, and development committee members. Talk with us. We’ll help you identify the ideal team.

Note that Fundraising Transformed recommends no more than one or two weeks between virtual sessions.

 

Investment

Schedule a 30-minute conversation with Tammy to see if this intensive is right for your organization. Includes a pre-session data self-assessment and analysis, board participation and fundraising effectiveness questionnaire and analysis, sixteen hours of virtual or in-person training for up to 10 participants including materials, and 6-hours of virtual coaching post-intensive.

 

Format

Virtual Option: Facilitated online in a four-part training series. Each online training session is four hours in duration for a total of 16 hours of LIVE virtual training. 

In-person Option: Facilitated at your location in a two-day intensive training, for a total of 16 hours of in-person training. Client provides food and beverage for workshop participants, and reimburses Fundraising Transformed for travel and lodging expenses. 

The Intentional Series  

The Intentional Board Member is part of The Intentional Series designed to create a trifecta of fundraising transformation for your organization. To equip and empower your board members, executive director and development team with a system and plan for fundraising success during volatile times. The Intentional Series includes The Intentional Fundraiser, The Intentional Board Member, and The Intentional Fundraising Plan. Choose the intensive best aligned with your priorities or the entire series to achieve maximum impact.

The Intentional Fundraiser Virtual Intensive

Learn more.

The Intentional Board Member Virtual Intensive

Learn more.

We can help you take your fundraising results to the next level.

 

Let's talk.