Page 6 - Track15 Standard Proposal

Objective: Summarize current state fundraising model and operations
Discovery/Assessment
Review Fundraising Strategy Assess Data and Donor Pyramid
Assess Marketing & Communications Assets and Timelines Prospecting and research
Objective: Implement and optimize a moves management system
Determine weekly fundraising activity for relationship managers
Create a Donor Journey Map (development cycle-based engagement strategy
Develop communication assets to optimize efficiency of moves management (email templates, etc.)
$2,000
Review Historical Giving (Database & Donor Trends)
Identify operational gaps
Deliverable: Comprehensive set of recommendations and revised scope of work.
Major Donor Work
Annual Giving
Grant Writing
CRM Optimization
Major Donor prospecting and research
Create story-based content around appropriate themes ("Back to School," NTXGD, etc.) Manage implementation and vendors (Mailchimp, Squarespace, mail house, etc.)
Narrative review
Create and manage Grant calendar
Grant content creation
Work with development and program teams on funding opportunities
Manage Grant, LOI submissions, and Reports
Project management
Deliverable: Create an organized and scalable grant program and help enhance relationships.
Discovery/Assessment
SalesForce Customization
Strategy and Recommendations on segmentation, reporting, and volunteers
Implementation/programming
Staff Training/Maintenance Support
Collect and analyze data
Deliverable: A complete database customized to your organization that helps direct day-to-day development work.
$25,000
$27,200
$26,000
$10,900
$9,500
$106,600 $8,883
Determine and implement donor stewardship programs and opportunities
Deliverable: Submit weekly list of donors & prospects to contact with customized objectives; review
previous week of activity, maintain in CRM.
Objective: Build a year-long, steady drumbeat of mini-campaigns
Develop all relevant marketing assets (social media, emails, letters, etc.)
Learn and adjust to data trends during and post campaigns
Deliverable: Execute three to four month-long campaigns designed to build and engage a loyal base
of donors.
Event Planning
Objective: Engage existing donors and attract new ones with an event that upholds the organizations mission while maximizing profitability.
Sponsorship and Marketing Strategy. Production Timelines and Logistics.
Invitation creation, fulfillment, and mail. Sponsorship packet creation, fulfillment, and mail. Social Media Promotion and event campaign
Fundraising support
Staff and volunteer oversight. Develop speaking scripts and Run of Show
Deliverable: Help design an event to benefit the future success of your organization.
Total engagement expense Monthly fee