It takes many people to move a cause forward because every individual performance rests on the combined support of every employee, volunteer and donor. Charities need choirs not rockstars.
As well written the PMG document can be, it is important to address a caveat to enable the Prospect Management Guidelines (PMG) and the team to achieve their intended purpose. The caveat being 'creating a culture of trust and transparency'. This can't be imbedded into the document per se, but cultivated by a committed group working together each and every day.
"...what is the vision/mission/purpose of the organization, what was the strategy to achieve the vision and mission, governance structure, what were the objectives for the year and what was accomplished (including challenges, risks, issues), financial and non-financial highlights and what is the organization's plan moving forward..." "Transparency and accuracy of the reporting is essential in telling the charity's story and building trust amongst stakeholders and donors."
Today's donor wants more than a transactional relationship with a social cause, so let's shift our traditional view of the 'case for support' to a 'case for engagement'. Based on the model below, I have provided key suggestions for developing your traditional static case for support into a dynamic case for engagement. The model reflects an integrated approach using the traditional primary document along with your website, social media platforms and stakeholder engagement.
Every charity needs a healthy culture of philanthropy and this starts with the leadership behavior of each and every governance volunteer. Board members serve as role models to employees, donors and all other stakeholders and this includes demonstrating support with all facets of the fundraising cycle.
Embarking on the decision to host a fundraising gala your organization has created additional opportunity to advance the charitable mission beyond raising funds or friends. Great galas serve as entertainment, brand builder, engagement tool and communication vehicle. Reflecting upon all these areas with a 'learn and apply' mindset can help you improve your galas or similar events.
During economic downturns families adjust their spending and individuals consider if donating to charities is possible. Governments undertake reviews of the social programs to balance budgets that may influence charitable grant programs. Corporate funders rethink how their corporate social responsibility (CSR) initiatives align with community needs. All the while, fundraisers require support to achieve the financial needs of the charity.