CNM's Fund Development Planning assists nonprofit Staff and Boards of Directors in assessing their current level of performance in fund development, brainstorming potential sources of funding, and writing of a fund development plan that supports the key strategies of the organization.

Project Desired Outcomes:

• The Organization will have an clear assessment of its fund development process
• The Organization will have a fund development plan with measureable goals, action plan and responsible parties
• The Board will understand its roles and responsibilities as it relates to fund development

Components:

Assessment of current fund raising efforts

• Staff will gather data based on checklist of needed documents
• Consultant will analyze the fund development processes and accomplishments to understand the “current” state
• Consultant will conduct 2-3 Interviews/work sessions (face-to-face or telephone) with staff and key board members
• Consultants will design, administer and compile online survey to Fund Development/Marketing staff and board
• Consultant will facilitate a 1-2 sessions with key staff and fund development  committee and board members to brainstorm funding sources, best utilization of board members for a fund development plan
• Consultant will document results of the assessment

Develop the Plan

• Consultant will work with staff in creation of a development plan
• Consultant will document development plan and recommendations

Education

• Consultant will facilitate a 3-4 hour training and presentation to the board including gaining alignment on their role in fundraising and marketing