Sample Template Individual Board Member'S Fund Development Plan Form 2014 (Page 2 of 3) in pdf

Sample Template Individual Board Member'S Fund Development Plan Form 2014 Page 2

2. Donor Cultivation & Stewardship

Solicitation and stewardship of major donors and prospects often include a face-to-face meeting.

Board Members play a key role in these meetings as both governance leadership and as fellow

financial supporters, both of which successfully leverage increased support for our organization.

Are you willing to attend donor meetings? YES _____ NO _____

_____ I’m not ready for this yet, but with training and practice I would like to participate in

donor meetings in the future.

3. Engagement through Special Events & Staff-Led Efforts, including the Annual Appeal

______, _______, and _______ (events and activities). Individuals

This engagement includes

can be engaged through ticket sales, sponsorships, and/or in-person appeals.

I will help to raise funds for the following events or activities:

(Identify Activity)

______________

YES _____ NO _____

______________

YES _____ NO _____

I will raise funds for the Annual Appeal letter through the following activities:

Adding personal notes:

YES _____ NO _____

Identifying additional recipients:

YES _____ NO _____

Reaching out on my Facebook and/or LinkedIn page:

YES _____ NO _____

I can commit to _____ (insert number) of names based on relationships I have with current or

prospective donors.

My own contacts:

YES _____ NO _____

Social media promotion: YES _____ NO _____

Other: __________________________________________________________________________

My goal will be to raise $_________ through Special Events & Appeals.

Hosting an event at my home – Board Led Outreach

Home events are used to educate our friends and donors about the work of ______________and are

a ripe opportunity to raise money and cultivate new donor prospects. By hosting a party, Board

members underwrite the cost of food and drinks and open up our homes/spaces to the foundation

and help generate attendance by inviting prospective donors in our networks.

I am available to host a party at my home: YES _____ NO _____

Best time of year: Winter _____ Spring _____ Summer _____ Fall _____

I have a friend/colleague who I will ask to host a house party: YES _____ NO _____

The name of my friend is: ________________________________________________________

My goal to raise $ ________ through a house party.

_____ I am unable to host this year, but will consider in the future.

Sample Template Individual Board Member'S Fund Development Plan Form 2014 Page 2