Tag Archives: fundraising

How to recruit fundraising volunteers

fundraising, fundraising planning, , 2014 fundraising, new year, fundraising tips, how to grow your fundraisingSuccessful fundraising requires qualified volunteer leadership. Whether you are launching an annual campaign or a capital campaign you need a campaign chair who is committed to your cause and willing to put in the time required to achieve your fundraising goal. The ideal chair makes your goal his goal. He is well respected, has a track record of leadership in local and regional fundraising campaigns, and the financial means to make a leadership-level gift. He is someone people cannot say “no” to, and he hates to fail. He allocates the necessary time to lead and manage the campaign, and provides pro-bono services. He is comfortable making the case and asking for gifts. He both attends and leads campaign meetings, bringing out the best in others, and encouraging all to give to their capacity.

If you are wondering where to find such an individual, we suggest looking at your existing relationships, starting with long-term donors and current major donors. Consider current and former board members and advisors. Reflect on the well-respected leaders in your community and create a list of those who might benefit from being involved with your campaign. Remember: not all volunteerism is altruistic! A commitment to your organization’s mission is critical, but self-interest could also be a driver.

Here are a few examples. A bank president may have lost a grandchild to domestic violence and wants to interrupt the cycle and save others from such grief. An alumnus may want to enhance her profile in anticipation of a future run for state-wide office. A business leader from another part of the country may be relocating her business operations to your community and needs to build relationships and goodwill. You may be surprised at what drives people’s intentions and who wants to support your fundraising.

As you recruit your chair, share your fundraising plan with him. Give him time to review your plan so he can determine if he has the time, connections, and willingness to make it work. Ask him who he wants to support his efforts: Let him invite others to join his fundraising team. He may have a circle of colleagues he works with who can “make things happen.”

While it takes time to identify, solicit, and engage your top fundraising leadership, your efforts will yield results. An engaged and qualified chair can do more for your campaign than an enthusiastic chair who lacks experience and connections.

Here are the top three things to remember in regard to fundraising leadership. First, leadership is critical to the success of any fundraising effort. Second, fundraising must be volunteer-driven, with strong, experienced leadership. Third, people give to people.

Leadership is key to fundraising readiness: we invite you to assess your fundraising readiness for free at www.saadandshaw.com

Mel and Pearl Shaw are the authors of “Prerequisites for Fundraising Success” and “The Fundraiser’s Guide to Soliciting Gifts.” They provide fundraising counsel to nonprofits. Visit them at www.saadandshaw.com. Follow them on Twitter: @saadshaw.

Image courtesy of Ambro at FreeDigitalPhotos.net

Three tips for fundraising success

fundraising, fundraising planning, , 2014 fundraising, new year, fundraising tips, how to grow your fundraisingProper planning can set you up for fundraising success. Visualize your success, feel it in your heart, and then make sure the prerequisites for fundraising success are in place before you start soliciting. Here are three tips to launch your 2014 fundraising in the right direction.

First, create a clear, concise, and compelling case for financial support that ties back to the organization’s strategic plan. Your case should be a short, and easy-to-read, forward-looking document that communicates what you are raising money for and how the funds will be used. It should communicate the projected impact of your organization and how a donor’s or funder’s support will make a difference in the lives of those you serve or advocate for. The “case” is used as the basis for verbal and written introductions and solicitations of time, services, goods, and money. It should drive the content of your marketing campaigns. Fundraising is a competitive endeavor — if you are not raising funds for your organization, someone else is raising money for theirs. It is important that your nonprofit can make the case for its impact, value and what makes it unique.

Second, complete a fundraising feasibility study or survey. You know the value of your nonprofit, but do your current and potential donors feel the same way? Are you sure that the fundraising priorities you set match the priorities of the giving community you seek to engage? Can you count on your donors for continuing – and increasing – support, or are they in the process of revising their giving priorities? A fundraising feasibility study or survey will provide you with information from those who have the finances and influence to impact your fundraising in a positive or negative way. This should be conducted by an outside firm for confidentiality. There are many reasons why people can’t or won’t personally share with you their true assessment of your nonprofit and their willingness or capacity to give. An outside firm can talk with current and potential donors and provide a confidential report. Such a report typically includes an assessment of how much your nonprofit could expect to raise, how your nonprofit is perceived by the giving community (including strengths and challenges), what would influence increased giving, and who could provide volunteer leadership and funding.

Third, develop a time-phased fundraising plan. This should be more than a spreadsheet. While spreadsheets can track activities your plan should be more robust. It should include roles and responsibilities for staff, board members and volunteers; the fundraising methods you will use and expected revenue (and costs!) for each; a gift chart; and milestones that hold all parties accountable for consistent progress.

Next week: How to recruit fundraising volunteers. In the meantime, we invite you to assess your fundraising readiness for free at www.saadandshaw.com

Image courtesy of Stuart Miles at FreeDigitalPhotos.net

Mel and Pearl Shaw are the authors of “Prerequisites for Fundraising Success” and “The Fundraiser’s Guide to Soliciting Gifts.” They provide fundraising counsel to nonprofits. Visit them at www.saadandshaw.com. Follow them on Twitter: @saadshaw.

Four tips for a successful fundraising year

tips for fundraising success, fundraising, fundraising planning, , 2014 fundraising, new yearHappy New Year! Are you beginning 2014 with your hopes pinned on a bountiful new year? Does your vision of December 2014 include smiling faces as you toast members of your fundraising team, celebrating a year that broke fundraising records? Are you dreaming of fundraising success, or are you planting seeds that can bear fruit this year and for years to come?

We suggest giving your dreams a strong foundation: put in place the prerequisites for fundraising success. There are 18 things you can focus on throughout the year that will help ensure fundraising success in 2014 and for years to come. This column focuses on four: agreement, commitment, teamwork, and a budget.

Start with agreement. Do the leaders of your organization agree on the fundraising priorities and how much needs to be raised?  Are the goals in line with your nonprofit’s strategic direction? Does everyone understand the current financial position? Are the goals realistic? Is there an understanding of where the money could come from? Are there contingency plans in place in case initial donors or funders are unable or unwilling to give at the level your nonprofit anticipates?

Move on to commitment. Your board might approve a budget that depends on the organization raising a specific amount of money, but that is not the same as being committed to ensuring the funds are raised. Leaders demonstrate commitment through their own personal giving. If board members won’t give, why should anyone else? Involvement is another way to demonstrate commitment. Are board members willing to host friendraisers and fundraisers? Talk with current and prospective funders? Introduce your nonprofit to a new circle of potential supporters?

Board participation is critical, but no board can achieve fundraising success on its own. A larger team is required. Engage those who can make a difference in your nonprofit’s fundraising by asking them to join a fundraising leadership team. Invite donors, local business and community leaders, your employees, volunteers and those who benefit from the work of your nonprofit to lend their skills, enthusiasm and relationships. Colleges, universities, private schools and charter schools should always engage alumni. Set up weekly or monthly meetings for the team and make sure there are clear and well defined roles for each team member.

Make sure the annual operating budget includes funds to support your fundraising efforts. The old saying is true: it takes money to make money. Successful fundraising requires the consistent allocation of time, money and resources. Take the time to determine how much can be allocated to fundraising, and set realistic expectations regarding how much can be raised.

Over the next few weeks we will introduce additional prerequisites for fundraising success. In the meantime, we invite you to assess your fundraising readiness for free at www.saadandshaw.com.

Image courtesy of jannoon028 at FreeDigitalPhotos.net

Mel and Pearl Shaw are the authors of “Prerequisites for Fundraising Success” and “The Fundraiser’s Guide to Soliciting Gifts.” They provide fundraising counsel to nonprofits. Visit them at www.saadandshaw.com. Follow them on Twitter: @saadshaw.

Anticipating 2014 Fundraising Success

Part two of a two part series (Read Part One: 2013 Fundraising Reflections)

fundraising, fundraising planning, fundraising strategies, new year, Nonprofit ResourcesIn our last column we asked you to reflect on your fundraising for the past year and to record your answers to three questions: What have you done well, which activities or strategies didn’t meet expectations, and were your goals realistic. In anticipation of the coming year, we suggest you use the wisdom gained from your reflections to lay the groundwork for 2014.

#1. Lead with your strengths. As you anticipate your fundraising activities for 2014 build on those things you did well in 2013. If special events are the revenue driver for your nonprofit, stay with that. Find incremental ways to build on what is already in place. In order to protect your nonprofit’s revenue in the future, make sure you also allocate time and resources to building other fundraising programs. For example, to grow your individual giving program you can begin identifying and following up with individuals who attend your events to determine which donors and underwriters are interested in other forms of giving and engagement. If your nonprofit has built a strong annual campaign, allocate time and resources to identifying potential major donors and deploying strategies designed to engage them in higher levels of giving.

#2. Rethink strategies that didn’t meet expectations. Not every fundraising strategy is a success the first time you work with it. If there are strategies that worked that well in 2013, review your reflection notes, and discuss the challenges and potential adjustments with other members of your fundraising team. Identify changes for 2014. Consider setting “check points” – times during the year when you will review the strategy, your progress, the extent to which the identified changes are being implemented, and whether or not they are effective. You may find that your changes can increase revenue. You may determine the strategy is not one that should be pursued, even with the modifications.

#3. Make sure your fundraising plan includes timeframes, roles and responsibilities, and a budget. Too often a fundraising plan is a wish and a prayer. Goals are identified, but the people, time and money required to achieve the goals are unavailable. If your nonprofit wants to “ramp up” its fundraising, it will need to ramp up its investment as well. Take the time to determine who will be responsible for taking the lead in ensuring specific goals are met within an agreed upon timeframe. Write up responsibilities for all team members. Create a budget and ensure the funds are allocated.

Upcoming columns will focus on the prerequisites for fundraising success – the 18 things we have learned through our work that are the foundation of a strong fundraising program. As you prepare for 2014 take some time to read our two books: they are available on Amazon.com, easy to read, and written for you.

Merry Christmas!

Photo credit: Beth from Flickr

Mel and Pearl Shaw are the authors of “Prerequisites for Fundraising Success” and “The Fundraiser’s Guide to Soliciting Gifts.” They provide fundraising counsel to nonprofits. Visit them at www.saadandshaw.com. Follow them on Twitter: @saadshaw.

2013 Fundraising Reflections

Part one of a two part series

Out with 2013 in with 2014, 2013 Fundraising Reflections, 2013 AccomplishmentsThe yearend can be a perfect time to reflect on your 2013 fundraising activities and to anticipate 2014. If  you are a nonprofit CEO, board member, staff or volunteer we have three questions to focus your reflections.

#1 – What have you done well? Reflect on your nonprofit’s fundraising successes. Approach this from a feeling level – which activities brought joy or excitement to you and your team? When did you feel you worked well together? Were there unexpected moments of joy – perhaps when receiving an unanticipated gift, or upon viewing a room full of donors and supporters at your annual event? Was a new staff person hired? Did she inspire good feelings as she implemented long-delayed projects? Feel the good feelings and record a few notes.

Now approach this from a fact-based place. Pull out fundraising reports and look at the year-end numbers. Identify areas where revenue increased. Perhaps your nonprofit saw an increase in annual giving. Maybe more donors increased their giving from the prior year. Did the number of grants increase?

Finally, reflect on new programs, events or technology. Was a program to engage younger donors launched? A new database implemented? Remember to list activities that brought in revenue for 2013, as well as those that plant seeds for the future. For example, while a planned giving program may not yield revenue for years to come, implementing the program is a current year success.

#2 – Which activities or strategies didn’t meet expectations? Reflect on those things that didn’t go as well as planned. Don’t sweep them under the rug. Take time to remember the outcome you had sought and compare that with the results. What could have been done differently? Where did you feel disappointment, fatigue, anger or failure? What brought these feelings on? Dig deep. Were you disappointed in yourself? In volunteers, board members, the CEO or staff? Write down your thoughts. Look again at the fundraising reports. Which activities or strategies did not yield the anticipated revenue? Take notes.

#3 – Were your 2013 goals realistic? Reflect on your goals and outcomes. As 2013 began, did you feel your fundraising goals were achievable? Did you feel expansive, empowered and energized, ready to talk with donors and funders and share the organization’s vision and fundraising goals? Or did you feel overwhelmed, worried and isolated? Go back to those feeling places and take a few notes.  Pull out your 2013 fundraising plan. What were the financial goals and timeframes? What resources were allocated to achieve the goals? Did staff, board members, the CEO and volunteers fulfill their commitments? Did you? What went “according to plan?” Where did challenges arise? As you think back over the year, were the goals realistic? Take notes.

Next week: use your reflections as you plan for 2014

Image courtesy of Naypong at FreeDigitalPhotos.net

Mel and Pearl Shaw are the authors of “Prerequisites for Fundraising Success” and “The Fundraiser’s Guide to Soliciting Gifts.” They provide fundraising counsel to nonprofits. Visit them at www.saadandshaw.com. Follow them on Twitter: @saadshaw.

Museum Fundraising Success

“To everything there is a season and a time to every purpose under the heavens.”  

 Beverly  Robertson, National Civil Rights Museum, Saad and ShawThis is the biblical quote Beverly Robertson, president of the National Civil Rights Museum used to begin our conversation.

She quickly followed with its special relevance to her at this point in time. “I recently announced my retirement from the museum because I believe it is time. On March 1, 2014, the National Civil Rights Museum will re-open the historic Lorraine Motel after an 18 month, $28 million renovation. An additional $12 million is being raised to support the first ever major endowment for the museum to secure the life of the institution. This tremendously challenging accomplishment along with so many other successes and challenges over the past 16 years have led me to realize that I have had my season. It has been an honor to work at this sacred place, but even the best of leaders must know when it is time to go. People who lead understand that they have a season. They also understand that exits are better done when individuals are at the pinnacle of their success.”

The National Civil Rights Museum showcases the history of the African American struggle for civil rights within the context of a global struggle for human rights. It holds a vision for us of a world dedicated to creating opportunity for the disenfranchised.

Located in Memphis, Tennessee at the former Lorraine Hotel – the site of the assassination of Dr. Martin Luther King Jr, – the National Civil Rights Museum has steadily expanded and updated exhibits and curriculum.  Over 3.5 million people have visited since its opening in 1991 – an annual average of 200,000 visitors. It is an educational and cultural site of conscience for visitors from around the world.

Under Robertson’s leadership the museum has stayed focused on fundraising. To date, $25.2 million has been raised for renovations, and $2.2 million for endowment. Robertson has also grown the museum’s annual fundraising which includes direct mail, personal solicitations, and The Freedom Awards, their annual gala. The Freedom Awards, honor individuals who have made significant contributions in civil rights and have laid the foundation for present and future leaders in the battle for human rights. This year awards were presented to Mary Robinson, first female president of Ireland and human rights champion; Geoffrey Canada, CEO and president of Harlem Children’s Zone and a leading advocate for education reform and equality; and Earl Graves, founder and publisher of Black Enterprise Magazine, activist for black consumer and black business power. The event raised over $490,000 and was one of their most successful.

“I have always wanted to leave people and organizations for whom I have worked much better than I found them,” Robertson said. “I can only hope and pray that this is part of the legacy I leave when I depart the National Civil Rights Museum on July 1, 2014.” Beverly Robertson – we salute your leadership.

Learn more about the National Civil Rights Museum at www.civilrightsmuseum.org.

Mel and Pearl Shaw are the authors of “Prerequisites for Fundraising Success” and “The Fundraiser’s Guide to Soliciting Gifts.” They provide fundraising counsel to nonprofits. Visit them at www.saadandshaw.com. Follow them on Twitter: @saadshaw.

How do you count your money?

MoneyA cornerstone of successful nonprofit fundraising is trust. While there are many reasons to give, there are also reasons why people, foundations and corporations do not give. One reason is a lack of trust: donors and funders don’t trust the nonprofit to use the funds for the stated purpose. Here are some suggestions to help ensure your institution or organization retains a high level of trust from current and prospective donors.

Whether you are raising funds for an annual campaign or for a capital, endowment or other campaign the process of building trust begins with how you define what you are raising money for. Gain consensus amongst leadership (board and executive) regarding how much money you seek to raise and how the funds will be used. Be specific. Measure your progress against the agreed upon goal.

Work with the development committee of the board to develop gift acceptance policies. These can help avoid future confusion. For example, how long are your pledge periods, and when do you write off uncollected pledges? How do you account for gifts of real estate?

Be specific when talking about fundraising progress. A donor may have given a verbal commitment for a large gift, but you can’t include it in your fundraising total until it has been received or until you have a signed pledge agreement in place. The gift may not materialize.

Develop standardized fundraising reports that clearly communicate how much has been raised and for what purposes. Differentiate between pledges and actual funds received. When in the midst of a major fundraising campaign you are sure to receive multi-year pledges. These are vital, but they are also typically difficult to spend until the funds are received. Develop reports that show when pledge payments are expected to be received. These should match the terms of each pledge agreement.

When conducting a comprehensive campaign, list your fundraising priorities, and how much has been raised towards each. You may be able to reach or exceed your overall fundraising goal but may not have the funds you need to implement all stated priorities. This can occur when donors are inspired by a campaign and choose to make a restricted gift to a non-campaign priority. You should celebrate such gifts – but be careful how you include them in campaign accounting.

Remember – different people have different foci when it comes to counting money. Bring in the CFO, the CEO and your fundraising team and agree on how you will record and report on your fundraising. Be sure to reconcile fundraising reports with those produced by the finance office. Do this on a monthly basis.

If it sounds like we are focusing on small details, you are right. Don’t claim a fundraising success you cannot substantiate – it can come back to haunt you.

Picture credit: 401(K)2012 via Flickr

Mel and Pearl Shaw are the authors of “Prerequisites for Fundraising Success” and “The Fundraiser’s Guide to Soliciting Gifts.” They provide fundraising counsel to nonprofits. Visit them at www.saadandshaw.com. Follow them on Twitter: @saadshaw.

Choices and Will

Facing History, fundraising, Facing History, Shelby County Schools,We recently had the opportunity to attend a benefit dinner for Facing History and Ourselves as the guests of two long term supporters. We had a great time. The event was much larger than we had anticipated and we found ourselves in a beautiful room surrounded by people committed to ensuring that students have the opportunity to learn from history and develop the ability to make ethical choices. As they share on their website, “through a rigorous investigation of the events that led to the Holocaust, as well as other recent examples of genocide and mass violence, students in a Facing History class learn to combat prejudice with compassion, indifference with participation, and myth and misinformation with knowledge.” The theme of the benefit dinner was “People make choices. Choices make history.”

The evening was an example of a well orchestrated fundraising event. First, as the name makes clear, it was a benefit dinner. We learned that funds raised from the dinner will represent 25% of the annual budget for the Memphis office of this international organization. The event also provided supporters with the opportunity to introduce friends and colleagues to Facing History. The event was choreographed so the reception, dinner, and desserts were in different rooms allowing people multiple opportunities to mingle, socialize and make new friends. Finally the official program and remarks were well-scripted, short, and powerful. Enough time was left for the call to action: everyone was asked to make a gift and gift cards and envelopes were provided at each table.

One of the people speaking at the event was Shelby County Schools Superintendent Dorsey E. Hopson, II. He pledged his support to ensuring students have access to the Facing History and Ourselves curriculum and thanked the organization for its support of local students and our community. During his remarks he thanked the organization for having “the will and the skill.”

We left the event with two short phrases to contemplate: “People make choices. Choices make history.” And, “the will and the skill.” As human beings, and as fundraisers, we find these phrases to be powerful mantras. Each of us can make a difference. We make that difference through how we respond, the actions we take. In our experience, it is “the will” that precedes action. “Will” is that internal process and power that combines thought, heart, spirit, intuition and facts. When it is ignited it manifests in our choices. In the world of fundraising a lot of emphasis is put on fundraising skill. Yes, there are definitely skills associated with fundraising, but they are most effective when combined with “will.” We have witnessed people making choices that make history. Their conscience motivates them to action and they then combine their “will” with “skill” and change individual and collective experience.

Learn more about Facing History and Ourselves at www.facinghistory.org

Photo credit: Facing Our  History

Mel and Pearl Shaw are the authors of “Prerequisites for Fundraising Success” and “The Fundraiser’s Guide to Soliciting Gifts.” They provide fundraising counsel to nonprofits. Visit them at www.saadandshaw.com. Follow them on Twitter: @saadshaw.

Are you headed for a fundraising crisis?

Government Shutdown Saad & ShawThe first 16 days of October were a demonstration of “governing by crisis.” The federal government was shut down, hundreds of thousands of government employees were furloughed; small businesses, nonprofits, and individuals were impacted in ways big and small; and the business of governing was brought to a standstill because Congress could not pass a budget.

Here is our question to nonprofit leaders: are you addressing the critical fundraising and fund development issues that support long-term nonprofit financial, or are you headed for a fundraising crisis?

Refusing to address fundraising fundamentals is a recipe for disaster. Here are a few examples of what we mean.

Is your nonprofit operating from a fundraising plan? Do you have a development committee of the board that sets fundraising policy, recruits volunteers, recommends fundraising budgets, and ensures meaningful giving and involvement by all board members? Do you have market-based feedback that informs management decisions regarding revenue (fundraising)? Have you created fundraising projections that you measure progress against on a monthly basis? What are your long-term projections for operations and what are you doing today to create a diverse revenue base – and volunteer base! – that will support your institution now and in the future?

If your institution is supported with government grants, can you accurately assess the likelihood of grant renewal? Do you have your finger on the public policy pulse, your competition, and the extent to which your program exemplifies best practices? Is your plan to eliminate services if your grant is not renewed? Will you cross that bridge when you come to it, or do you have a “Plan B?”

If your organization receives multi-year foundation grants are you prepared for a phase-out of funding? Have you identified replacement funding? Are you seeking to raise capital funds for construction or renovation of facilities without a fundraising budget? Do you expect current staff and volunteers to raise new funds without additional resources? Likewise, are you seeking to expand programs, or build a reserve or endowment without knowing the activities and costs associated with such fundraising? How are you budgeting (and staffing) for increased revenue?

If your college or university is impacted by changes in the Parent Plus loan program and the resulting decrease in enrollment, can you focus on these issues while sustaining and growing your annual and major gifts fundraising? Do you have the leadership and structures in place to pursue multiple critical issues at one time, or is fundraising on the backburner?

Here’s what we know: fundraising always needs to be front and center. You need to know where your money will come from. Failure to plan is planning to fail. Don’t put your nonprofit at financial risk. Crisis fundraising is not a plan: there is a long list of nonprofits who found this out the hard way.

Photo credit: Marina Noordegraaf http://goo.gl/upR3dp.

Mel and Pearl Shaw are the authors of “Prerequisites for Fundraising Success” and “The Fundraiser’s Guide to Soliciting Gifts.” They provide fundraising counsel to nonprofits. Visit them at www.saadandshaw.com. Follow them @saadshaw.

How will you fund your strategic plan?

Strategic Planning www.fundraisinggoodtimes.comStrategic planning is the process that drives the work of many nonprofit organizations and institutions. It takes different forms depending on the culture and policies of the nonprofit. Some complete the process at a retreat, others hire a facilitator to work with a committee of the board, still others hire a firm to survey best practices and emerging trends amongst competitors and collaborators. The outcome – a strategic plan – will drive operations and decision making over a multi-year period.

We encourage strategic planning that answers the question “where will the money come from” as part of the process. Determining future directions without seriously evaluating how they will be funded can create an unhealthy stress for nonprofits of any size. Assuming that the development director or vice president will raise the money needed to bring a strategic plan to life without planning and budgeting for his or her success is irresponsible. Here are three things to consider:

If fundraising planning is not integrated into the strategic plan, you may find out later that the plan’s underlying assumptions don’t materialize. Assuming a consistent (or increasing) level of funding without planning for how those funds will be raised, can put the organization itself in jeopardy. Creating operating budgets without a market-based assessment of whether or not the required income can be generated can also put your nonprofit at risk.

If the strategic planning committee envisions a major fundraising campaign as part of the organization’s future be sure to poll your board members to learn whether or not they would be willing to give an increased amount of their time, money and resources to that campaign. If your board isn’t willing to lead and give, including such a campaign in your strategic plan may not make sense.

Unless your nonprofit is funded through a well managed, unrestricted endowment, someone within the organization will ultimately be charged with raising the funds required to bring the strategic plan to life. The extent to which he or she can raise the required funds is often impacted by the extent to which the nonprofit’s strategic direction aligns with funding priorities of local and national foundations, corporations or individuals who have the financial capacity to make major gifts.

One way to integrate fundraising planning into the strategic planning process is to invite input from select donors and funders. Ask program officers and corporate leaders about the vision, strategic directions, goals and objectives of the foundations and businesses they represent. Your CEO and fundraising staff can also provide the strategic planning team with information they have gained over the years regarding giving trends and requirements.

When you know your nonprofit will need to invest time and money to grow a new pool of donors and funders you can budget and schedule growth to align with realistic revenue projections. Incorporating this into your strategic plan can help set realistic expectations.

Mel and Pearl Shaw are the authors of “Prerequisites for Fundraising Success” and “The Fundraiser’s Guide to Soliciting Gifts.” They provide fundraising counsel to nonprofits. Visit them at www.saadandshaw.com. Follow them @saadshaw.