Fundraising Development Strategy
– 25 pts.
In this assignment you will create a one, three, and five year Fundraising Development Strategy for your organization. You can choose to be an administrator of a private-non-profit or private- for-profit organization.
Decide which scenario you will follow (see scenarios below) and then proceed to develop your Strategy based on the guidelines provided.
Use of the course textbooks and 3 outside scholarly sources are required. APA referencing and Turn-it-in also required. 6-8 pages.
This assignment is due November 10th by midnight and must be submitted through Chalk and Wire and the Assignment folder.
Non-Profit Organization Scenario One
You have been hired as the Executive Director of a non-profit mental health organization, Behavioral Health, Inc. in your community. The Mission of this organization is to provide rehabilitative mental health services to the community. The Board of Directors had asked that you develop a one, three, and five year Strategic Plan based upon the mission, including an outline for revenue development in each of those 3 plans. Although your agency is solid financially, they want to ensure that the revenues will continue as the organization expands their services. You currently serve 400 children, adolescents, adults, and the elderly in an outpatient facility located in a downtown neighborhood. Your agency provides assessment treatment for clients who are referred from the local public mental health agency, Tri-County
Mental Health Associates. As a subcontractor of this primary provider of mental health care in the region, you complete assessments on the clients for this agency and then receive a fee for the service that you provide for each assessment. The assessments are sent to Tri-County Mental
Health Associates where the psychiatrist and other licensed mental health professionals meet with the clients to establish the Treatment Plans. Once the plans have been established, your agency continues to work with the clients on the treatment plans, and follows the clients to make sure the goals are being met. You must bill the primary provider each month for the assessments, and follow-up treatment that your employees complete. Your subcontracted fee will be paid by the state through the primary provider. Your budget is $500,000 annually with $400,000 coming from subcontracted fees. You currently have 5 employees on the payroll. That includes yourself, two licensed counselors, a human services graduate of Saint Leo University, and a secretary/receptionist. You pay rent on the building, utilities, payroll taxes, and health and retirement benefits for your employees, supplies for the program, and company insurance. The clients and their families have given your agency great reviews, indicating they are pleased with the programs that are offered. You provide assessments, follow-up counseling, music, art, pet, and play therapy. You maintain a waiting list of 50 clients that you cannot serve without hiring another therapist. Your board of directors would like to see the agency expand into other neighborhoods and provide additional services like crisis intervention, drug and alcohol services, and prevention programs.
Your assignment is to create a one, three, and five year Fundraising Development Strategy based upon the Mission of the organization. Consider your goals for the coming years, your client population, community support, and collaboration with local agencies. How can the Saint Leo’s Core Value of Excellence be incorporated into your Strategic Plan? This plan is a basic outline of how you plan to raise the money you need over a 5 year period. What is your overall strategy to raise the money and fund your organization? A specific Fundraising Plan must also be included for each of the three years. How will you raise the money you need in each of the coming years? Remember you are a 501(c)(3) organization and can solicit
donations or allow people to claim their donation on their taxes. You are also tax exempt in your state. You can consider fees for services, grants, bequests, legacy gifts, endowments corporate funding, or government contracts. Consult your texts thoroughly before you write your paper, paying particular attention to chapters you have already used on management and leadership from other classes plus chapters 3, 7, and 10 in the Effective Fundraising text. Be creative and have fun with this project, but think realistically about how you can develop a long term Fundraising Strategy and specific Fundraising Development Plan for each year to raise money for your organization using people, skills and technology.
Use of the course textbooks and 3 outside scholarly sources are required. APA referencing and Turn-it-in also required. 6-8 pages
Saint leo core value of Excellence be incorporated into your strategic plan
A specific Fundraising Plan must also be included for each of the three years. How will you raise the money you need in each of the coming years? Remember that you are a private-for-profit organization so you may want to charge additional fees for services, offer other paid services to clients not yet in your system, or consider developing some other venture that would bring money into your program. You are not tax exempt, donations cannot be accepted and you are not tax deductible. Consult your texts thoroughly before you write your paper, paying particular attention to chapters on management and leadership form other courses and on chaapters 3, 7, and 10 in the Effective Fundraising text. Be creative and have fun with this project, but think realistically about how you can develop a long term
Fundraising Strategy and specific Fundraising Development Plan for each year to raise money for your organization using people, skills and technology.
Use of the course textbooks and 3 outside scholarly sources
As an administrator for a non-profit organization, I intend to help the organization develop a more detailed and structured system to help the organization develop and solicit funding for its activities. The fundraising plan builds on the existing strategies laid out earlier by the board and executive director to state some of the strategies, tactics and timelines set to help achieve the objectives of the organization. In doing so, this fundraising plan is guided by two key factors:
- The organization’s mission – The organization’s mission defines the goal of the fundraising plan which is to be able to provide rehabilitative mental health services to the community. In order to meet this goal, the fundraising strategic plan provides a three-year plan program for how it can maintain its client while expanding its wings into other neighborhoods and provide other services such as crisis intervention, prevention programs and drug and alcohol interventions. This fundraising strategic plan begins with the first year of the plan, and presents several strategies for meeting the Plan’s budget needs in the second and subsequent third year.
The Saint Leo’s core values – The core values of Saint Leo are to individually and collectively, work hard and in unison to ensure that in so doing everyone is able to develop their character, learn skills, and assimilate the knowledge…