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SERVICES

KNOW YOUR NUMBERS, KNOW YOUR DONORS

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WHAT WE DO

The vision of Formula for Fundraising is that all nonprofit organizations have the financial resources to fulfill their mission. We determined that there are three ways we could best help. As your fundraising consultant, we can do more, but these three are our focus:

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  • Help create a robust Case for Support

  • Teach data-driven, donor-centric fundraising strategies

  • Implement a successful annual fund campaign

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Having worked in the fundraising software space for 22 years, we can also help you find the right application to meet your organization's donor management needs. The Formula skill set will save you time and frustration. Contact us for help.

Business Presentation

CREATE A CASE FOR SUPPORT

Your organization’s story is unique. Together we will examine where your organization is today and have a clear picture of where you want to be.

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Your Case needs to present with extreme clarity why someone should invest in your organization and the benefits that will result from that investment

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Let’s combine our insights and skills to transform your processes and strategies into a sustainable model.

TEACH DATA-DRIVEN STRATEGIES

Leading with Intent: 2017 National Index of Nonprofit Board Practices, a study by BoardSource, noted that “fundraising tops the list of board challenges.” This is often the result of a lack of information. Trying to meet a budget goal is not good enough.

 

Both board members and staff need to have a clear understanding of how many donors they have and who they are. Using donor analytics to drive donor-centric strategies creates a foundation for fundraising that makes sense and is sustainable.

 

Most people are hesitant to try something new, especially something that has the potential for failure. With training that combines information, encouragement, and fun, even the most reluctant can become enthusiastic.

Students Taking Note

IMPLEMENT A SUCCESSFUL ANNUAL FUND CAMPAIGN

Research over the past decade has demonstrated that organizations that implement an annual fund campaign are more likely to meet their financial goal.

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Writing in his book, Achieving Excellence in Fundraising, Henry A. Rosso, stated that "the annual fund is the building block for all fundraising."

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We will work with your organization's team to develop and implement the numerous facets of an annual fund campaign.

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