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Fourteen Golden Rules

by mw — last modified 2008-11-23 23:35
Contributors: Kathleen Kloepfer
Kathleen Kloepfer is a consultant for Creating Impact Ltd. and brings the strength and reputation of 26 years of business experience, with the past 13 years concentrating on activities in the charitable sector. She has worked with numerous charitable organizations both big and small in setting up fund development strategies, running capital campaigns, refining case statements, writing grants and defining organizational needs to name a few. Her passion is mentoring organizations in the art and science of fundraising. She has been a mentor consultant in the Fund Development PLUS Program since 2001 and enjoys being able to help organizations learn, progress and achieve greatness. She also specializes in Personal Coaching which focuses on helping individuals create more powerful and fulfilling futures.

Fourteen golden rules of a successful fundraising campaign

Guest Writer | Kathleen Kloepfer

  1. People asking people (relationship building)
  2. Leadership from the board
  3. Good communication material
  4. The right ask to the right people for the right amount
  5. Clearly demonstrate “what impact the gift will make” ($500 what is it going to do)
  6. Well researched prospects and a clearly written and tailored proposal that matches their area of interest
  7. Clearly identified return on investment (for the donors and the recipients of the service)
  8. Donors linkage, ability and interest (LAI Principal) of donors to give
  9. A rifle approach rather than a shotgun approach to fundraising (i.e. targeted fundraising)
  10. Appropriate recognition program – tasteful yet modest
  11. Realistic view of time.  Starting too late and expecting decisions from funders right away.
  12. Must make it easy to give (adequate human infrastructure & technology to support the campaign)
  13. Good donor information package (crisp, clear, well written) to enable you to maintain and nurture donors for the long-term (with appropriate fundraising database)
  14. Demonstrate ethical behavior by subscribing to CPP & APF’s Code of Ethics (must tell people)

Guest Writer

Kathleen Kloepfer is a consultant for Creating Impact Ltd. and brings the strength and reputation of 26 years of business experience, with the past 13 years concentrating on activities in the charitable sector.  She has worked with numerous charitable organizations both big and small in setting up fund development strategies, running capital campaigns, refining case statements, writing grants and defining organizational needs to name a few. Her passion is mentoring organizations in the art and science of fundraising. She has been a mentor consultant in the Fund Development PLUS Program since 2001 and enjoys being able to help organizations learn, progress and achieve greatness. She also specializes in Personal Coaching which focuses on helping individuals create more powerful and fulfilling futures.


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