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Your Organization’s Name
Development Department Presentation
Date
ORGANIZATION
LOGO
▪ What is nonprofit Development?
▪ What is the Development
Department’s role in a nonprofit
organization?
▪ What are the functions of the
Development Department?
▪ The Operating Budget
▪ The Circle and Growing Together
#cultureofphilanthropy
#cultureofphilanthropy
What is nonprofit Development?
Sustainable partnerships provide the resources while we provide the hands to do the
work
Relationships drive social impact investment (in funds and in-kind support)
Our responsibility is to be the bridge from the organization to supporters (and vice
versa) who are eager and committed to our work
Our role must be donor/funder/supporter focused
Common perceptions and impressions of Development’s main role is that we are focused on money. This is an inaccurate, incomplete
understanding.
Truly impactful, deep and meaningful development work focuses on relationships that develop into sustainable partnerships. Why?
Role of Development Department
We are a bridge to our supporters on their social impact journey they choose to make with us
#cultureofphilanthropy
What is the Development Department’s role in a nonprofit organization?
Enable programs to operate:
• Program Staff Salaries
• Program Supplies
Development is responsible for finding the resources to:
Support overhead including:
• Admin Staff
○ Operations
○ CEO
○ Development
• Office rent
• Utilities
• Marketing/Fundraising/Outreach
• Office supplies for all departments
• Total other miscellaneous
expenditures
Relationships lead to sustainable fundraising!
#cultureofphilathropy
What are the functions of the Development department?
Engagement is key with:• Our Supporters
• The Community we serve
• Our Board
• Each other (aka Cross Functional Teams in the Organization)
Individual Foundations Government Earned Income Special Events Porgram Income
Revenue Streams
FoundationsGov’t
Individual
Program
Income
Earned
Income
Special
Events
The planning, execution, and follow up with:
● Individuals
○ Segment donors to create appropriate and
relevant cultivation strategies
● Foundations
○ Constant stream of prospecting, submitting
grants, reporting, invitations to programs
● Government
○ Paperwork intensive around agreements,
reporting, and tracking of receipts
● Special Events- Event planning includes securing,
venue, sponsorships, communications. Attend
events.
● Program Revenue
○ Track in CRM, other admin work
● Earned Revenue
○ Corporate Service Projects
○ Workshops
The Revenue
Engagement is critical:
● Constant prospecting, cultivation and stewardship
○ Cyclical, year- round, constant state of
activity. Leads to appropriate/meaningful
solicitation
● Program Updates
○ Supporters need to know how their social
investment is being applied
● Impact Reports
○ Mid, Final Reports need to align with
Proposal/Application outcomes indicated
● Experiencing Organization’s Work
○ Coordinating program tours & visits
● Campaigns
○ Various awareness/program campaigns to
raise funds
● Engagement through Social Media
○ Streamline/partner with communications:
LinkedIn, Instagram, Facebook, Twitter
The Revenue Drivers
New Relationship and Fundraising Opportunities for Annual Plan
Cultivation & Stewardship Strategies
Develop an informed cultivation
strategy
Group
1
Group
2
Group
3
Major Donors Engagement
Growing
constituent
base
New Donors/
stakeholders
Major Donor Events
to raise awareness &
connect with
extended network
Major
Donors/
Beyond the $
New Individual Funding Revenue
Legacy Gifts
Corporate Matching Program
•none
Impact/Provide Numbers at a Glance
# of lessons/sessions delivered by our team of (name
who they are: educators/mentors), focused on
programs and services your organization provides.
How many Volunteers (or hours of volunteers) by
individual community members and others. Community
volunteer hours increased by %.% of program participants/clients that
experienced something unique because of your
programs/services.
Anything exceptional that stands out about your organization
that is unique to the community- add it to impact
report/update.
How many program participants
engaged/served through programs/services?
Development- Board Partnership
• Is critical to nonprofit success
• Promotes a “Culture of Philanthropy”
• Often provides foundation liaison-
contacts/network
• Provides Board with opportunities to
participate in cultivation/special events
• Promotes awareness of organization,
programs, campaigns
Communications & Outreach
Communications Outreach
Leveraging Social Media Platforms to raise
awareness, share program updates, and gain new
supporters.
Common platforms include:
• LinkedIn
• Facebook
• Instagram
• Twitter
• Focus on Measuring Human Impact that is
relevant to donors and funders
• Continue to measure impact that is relevant to
community
• Needs Assessment
▪ Canvass community to understand the
effectiveness of our programs and
community awareness of who we are in the
community
▪ Are our programs effective?
▪ How do we quantify intangibles ie.
Creativity?
#cultureofphilanthropy
The Operating Budget
The Operating Budget
Projected annually based on needs, historical data, opportunities
Revenue (based on Development/Leadership forecast)
Individuals $
Foundations $
Government $
Special Events $
Program Revenue $
Earned Revenue $
______________________
Total Revenue $
Expenses (based on fiscal and operations information)
Personnel/Staff $
Marketing/Fundraising $
Operational Expenses $
Professional/Consulting Fees $
Program Expenses $
Capital Spending $
Other Expenses $
______________________________
Total Expenses $
*Revenue- Expenses= Net Operating Income (NOI)
We are accountable to our supporters
#cultureofphilanthropy
The Circle - A Culture of Philanthropy
Programming
Operations
Development
Communications
Culture of
Philanthropy
Cross Functional Teams TOGETHER Build a Culture of Philanthropy
Share your Summary of Annual Development Plans with your Organization’s Teams
● X Major Donor Events from (Month- Month)
● Spring Fundraiser (Month)
● Annual Benefit (Potential Months, usually Sept/Oct)
● Monthly Social Media Campaigns
● Monthly Giving Program
● Peer to Peer Fundraising
● Launching Legacy Gift Program
● Robust Annual Appeal including constant engagement activity
Inform and Engage Cross Functional Teams
Include options for teams to be a part of the cultivation and stewardship process
Thank You!
#cultureofphilanthropy
Q & A
Hope this was helpful and informative.
I’d love to hear your feedback. Reach out on to
receive an editable copy for your specific
purposes/org.
Sondra Jenzer, Nonprofit Development Specialist
LinkedIn

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Development Presentation to Inspire Culture of Philanthropy

  • 1. Your Organization’s Name Development Department Presentation Date ORGANIZATION LOGO
  • 2. ▪ What is nonprofit Development? ▪ What is the Development Department’s role in a nonprofit organization? ▪ What are the functions of the Development Department? ▪ The Operating Budget ▪ The Circle and Growing Together #cultureofphilanthropy
  • 4. Sustainable partnerships provide the resources while we provide the hands to do the work Relationships drive social impact investment (in funds and in-kind support) Our responsibility is to be the bridge from the organization to supporters (and vice versa) who are eager and committed to our work Our role must be donor/funder/supporter focused Common perceptions and impressions of Development’s main role is that we are focused on money. This is an inaccurate, incomplete understanding. Truly impactful, deep and meaningful development work focuses on relationships that develop into sustainable partnerships. Why? Role of Development Department We are a bridge to our supporters on their social impact journey they choose to make with us
  • 5. #cultureofphilanthropy What is the Development Department’s role in a nonprofit organization?
  • 6. Enable programs to operate: • Program Staff Salaries • Program Supplies Development is responsible for finding the resources to: Support overhead including: • Admin Staff ○ Operations ○ CEO ○ Development • Office rent • Utilities • Marketing/Fundraising/Outreach • Office supplies for all departments • Total other miscellaneous expenditures Relationships lead to sustainable fundraising!
  • 7. #cultureofphilathropy What are the functions of the Development department?
  • 8. Engagement is key with:• Our Supporters • The Community we serve • Our Board • Each other (aka Cross Functional Teams in the Organization)
  • 9. Individual Foundations Government Earned Income Special Events Porgram Income Revenue Streams FoundationsGov’t Individual Program Income Earned Income Special Events
  • 10. The planning, execution, and follow up with: ● Individuals ○ Segment donors to create appropriate and relevant cultivation strategies ● Foundations ○ Constant stream of prospecting, submitting grants, reporting, invitations to programs ● Government ○ Paperwork intensive around agreements, reporting, and tracking of receipts ● Special Events- Event planning includes securing, venue, sponsorships, communications. Attend events. ● Program Revenue ○ Track in CRM, other admin work ● Earned Revenue ○ Corporate Service Projects ○ Workshops The Revenue Engagement is critical: ● Constant prospecting, cultivation and stewardship ○ Cyclical, year- round, constant state of activity. Leads to appropriate/meaningful solicitation ● Program Updates ○ Supporters need to know how their social investment is being applied ● Impact Reports ○ Mid, Final Reports need to align with Proposal/Application outcomes indicated ● Experiencing Organization’s Work ○ Coordinating program tours & visits ● Campaigns ○ Various awareness/program campaigns to raise funds ● Engagement through Social Media ○ Streamline/partner with communications: LinkedIn, Instagram, Facebook, Twitter The Revenue Drivers
  • 11. New Relationship and Fundraising Opportunities for Annual Plan Cultivation & Stewardship Strategies Develop an informed cultivation strategy Group 1 Group 2 Group 3 Major Donors Engagement Growing constituent base New Donors/ stakeholders Major Donor Events to raise awareness & connect with extended network Major Donors/ Beyond the $ New Individual Funding Revenue Legacy Gifts Corporate Matching Program •none
  • 12. Impact/Provide Numbers at a Glance # of lessons/sessions delivered by our team of (name who they are: educators/mentors), focused on programs and services your organization provides. How many Volunteers (or hours of volunteers) by individual community members and others. Community volunteer hours increased by %.% of program participants/clients that experienced something unique because of your programs/services. Anything exceptional that stands out about your organization that is unique to the community- add it to impact report/update. How many program participants engaged/served through programs/services?
  • 13. Development- Board Partnership • Is critical to nonprofit success • Promotes a “Culture of Philanthropy” • Often provides foundation liaison- contacts/network • Provides Board with opportunities to participate in cultivation/special events • Promotes awareness of organization, programs, campaigns
  • 14. Communications & Outreach Communications Outreach Leveraging Social Media Platforms to raise awareness, share program updates, and gain new supporters. Common platforms include: • LinkedIn • Facebook • Instagram • Twitter • Focus on Measuring Human Impact that is relevant to donors and funders • Continue to measure impact that is relevant to community • Needs Assessment ▪ Canvass community to understand the effectiveness of our programs and community awareness of who we are in the community ▪ Are our programs effective? ▪ How do we quantify intangibles ie. Creativity?
  • 16. The Operating Budget Projected annually based on needs, historical data, opportunities Revenue (based on Development/Leadership forecast) Individuals $ Foundations $ Government $ Special Events $ Program Revenue $ Earned Revenue $ ______________________ Total Revenue $ Expenses (based on fiscal and operations information) Personnel/Staff $ Marketing/Fundraising $ Operational Expenses $ Professional/Consulting Fees $ Program Expenses $ Capital Spending $ Other Expenses $ ______________________________ Total Expenses $ *Revenue- Expenses= Net Operating Income (NOI)
  • 17. We are accountable to our supporters
  • 18. #cultureofphilanthropy The Circle - A Culture of Philanthropy
  • 20. Share your Summary of Annual Development Plans with your Organization’s Teams ● X Major Donor Events from (Month- Month) ● Spring Fundraiser (Month) ● Annual Benefit (Potential Months, usually Sept/Oct) ● Monthly Social Media Campaigns ● Monthly Giving Program ● Peer to Peer Fundraising ● Launching Legacy Gift Program ● Robust Annual Appeal including constant engagement activity Inform and Engage Cross Functional Teams Include options for teams to be a part of the cultivation and stewardship process
  • 22. Q & A Hope this was helpful and informative. I’d love to hear your feedback. Reach out on to receive an editable copy for your specific purposes/org. Sondra Jenzer, Nonprofit Development Specialist LinkedIn