Unraveling Philanthropy: A Workshop With Simone Joyaux

How you create your plan is as important as the resulting plan. An effective process builds ownership and accountability among staff and board.

Hmmmm. Process? Staff and board? This sounds like a bigger deal than necessary.

Why bother? You’ve got donors, some fundraising strategies, some staff and big buck board members with connections. (Or maybe not.) No matter. Staff (or a great board member) just writes a quick outline and mini calendar. Then start fundraising.

Maybe your organization’s fund development plan is more than the quick outline. Maybe your great staff writes a solid plan with various activities. And the board and fundraising committee do quite a bit of brainstorming.

Now there’s a 3-hour workshop just to talk about how to create the plan? Really?!! YES! The right process and comprehensive content produce learning and change. Your fundraising can be better and then you’ll raise more money.

Bring along a colleague and learn together. Great handouts. Sample sections of plans. And lots of conversation back and forth.