ESSAY: Fundraising strategy plan scenario 1

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 10
th
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
S
trategy
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

Free pdf online
ED TEXT AND WEBSITES
Bray, I. (2016).
Effective fundraising for nonprofits: real world strategies that
work
, 5th edition.
950 Parker Street, Berkeley, CA: Nolo Law for All Publishing
ISBN: 9781413322989
ISBN 978-1-4133-22996 (epub eb

ANSWER

Background Information

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:

1. 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.
2. 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 they have acquire to help develop morally responsible leaders. The success of the entire organization depends upon the commitment to the objectives of the organization by all employees. This plan provides a clear overview of the current organization’s fundraising capabilities and its growth potential as well.

Types of Funding

There are several sources of funding that help provide revenue for the organization:

1. Philanthropic Fundraising – This is money that is collected from any non-governmental organization (Bray, 2016). The organization uses the following types of philanthropic fundraisings:
2. Individual Giving – Money given by individuals who share the same objective as the organization.
3. Foundation Giving – Money that is raised from different foundations and grants. It is an important source of the funding but is not a primary source.
4. Events – Money that is raised from organized events and plans.

2. Government Contracts and Funding – While it is important to seek and include government contracts and funding as part of the organization’s fundraising plan, it is equally important to also note that this source of funding is not the primary focus of the organization (Bray, 2016). The main objective of the organization is to focus on philanthropic funds …