Lesson 17

Gain a basic understanding of how to develop a fundraising plan for your archives

Frequency of Contact

  • 60-80% of time on cultivation of major gift prospects
  • 10 prospects
  • Top 1 prospects = 1 move/month
  • Next 2 – 1 move every 6-8 weeks
  • Next 3 – cultivate 4-5 times/year
  • Last 4 – 3 contacts/year

Implementing your plan

  • Select 10-25 of your best prospects
  • Create a file on each
  • Identify natural partners
  • Consult with natural partners
  • Select a primary player
  • Develop a “Prospect Cultivation Plan for each prospect (Downloadable Handout listed previously)
  • Plan your next moves for each prospect
  • 9 contacts before you ask for a gift
  • Implement the moves
  • Record, refine
  • Year end review

Prospect Tracking Systems

  • Keep it simple
  • Use a timeline
  • Classify by potential and stage in the cultivation process
  • Reschedule missed contacts
  • Adjust as appropriate

Download Word Doc 15 : Sample Fund Development Plan