Essential Ingredients of Fundraising Planning Sep-Oct 2017 GFJ

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Recipes for

Success

Essential Ingredients of Fundraising Planning 25 Years Later By Tricia Rubacky with Jennifer Pelton, Melody Reeves and Jose Dominguez

Authors’ note: 25 years have elapsed since the Journal last published Tricia’s article, “Essential Ingredients of Fundraising Planning.” The Journal editor asked Tricia what she would say is different now from what she wrote then. Tricia has held several development director jobs since that time in citywide, statewide and national organizations. She asked her colleagues who have more recent experiences with grassroots fundraising to weigh in. This article incorporates all of their observations. It also draws on a recent article by Jennifer Pelton and Linda K. Beeman, with citations below. Tricia’s original article appears on page 17.

THE OPENING SENTENCE OF THE 1992 ARTICLE WAS, “Successful fundraising begins with a clear organizational mission and people committed to achieving it.” That is as true now as it was in 1992. Fundraising is most successful when tied to an organization’s specific strategic and programmatic goals, when it is part of an effort undertaken by

a group of committed people (staff, volunteers, donors), and the methods used are tailored to fit available skill sets and resources in alignment with the organization’s overall mission. Our review of the 1992 article has led us to conclude that the entire article is still relevant and applicable, despite some of its dated references. For example, we no longer use paper forms to

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