Elements of a Fundraising Plan

There are many factors to successful fundraising.  Discover what makes up a development plan and how to "measure" activity as well as dollars.  Learn about the various components: Why have a development plan? What goes into it? What do you need for a balanced development plan? What infrastructure do you need to support it?  This workshop stresses an overview of a well balanced development plan that includes elements of board participation.

Presented by Jan Hosea, Jim Bonnell and Tracy McReynolds of Jan Hosea and Associates, LLC. 

Jan Hosea has been involved with nonprofit organizations all her life.  She "grew up" in the American Red Cross and served that organization for over 45 years as a dedicated professional and volunteer.  She has been a United Way professional, served as the Director of Development for the University of New Mexico School of Law and recently was the Director of Planned Giving for Presbyterian Health Foundation.  Through these positions and as a consultant since 1989, she has accumulated over 35 years of management and fundraising experience in the nonprofit sector.

Jim Bonnell brings experience in general management and administration, facilitation of volunteer committees and groups, board development, policies and procedures, guidance and mentoring, and interaction with professional and volunteer organizations.  His experience base also includes background in personnel recruitingand supervision, public relations, presenting, grant writing, review and purchasing of materials and equipment, event planning, and being an enthusiastic, seasoned community volunteer!

Tracy McReynolds has thirteen years of development experience, from special events to multi-million dollar capital campaigns.  She offers a fundraiser's perspective to her role as a Raiser's Edge Power User.  Believing that a donor database is the lifeblood of successful fundraising, she works with nonprofit organizations to maximize and harness the power of their current donor database.  Tracy specializes in analytics and action plans, database clean up, campaign consultations and training.  Currently, Tracy is pursuing a master's degree in Leadership and Organizations with a focus in Philanthropy and Fundraising from University of Denver.