Understand the Current Picture
Review the organization’s existing fundraising activities, revenue sources, relationships, results, responsibilities, and available resources to understand what is working and what may need greater attention.
Resource Development, Fundraising & Revenue Strategy
Fundraising & Resource Development Planning Services
Bring your fundraising efforts together. Build a more intentional strategy for supporting the mission.
Fundraising becomes more effective when the organization has a clear direction for where it is going and how different efforts work together. A practical resource-development plan helps leaders focus on the revenue sources, relationships, and activities that fit the organization’s mission, priorities, and capacity.
KYNU helps your organization take a thoughtful look at its current fundraising efforts and determine what should come next. Together, we clarify priorities, identify potential revenue sources and relationship opportunities, establish practical strategies, and develop a resource-development plan that gives leaders a clearer path for moving forward.
Talk With KYNU About Your Resource-Development PlanIs This Service Right for You?
When Fundraising & Resource Development Planning May Be the Right Fit
Organizations may be actively raising funds but still need a clearer way to connect their efforts, evaluate opportunities, and decide what deserves attention. Fundraising and resource-development planning may be helpful when:
- The organization is carrying out fundraising activities but does not yet have a shared resource-development plan.
- Fundraising decisions are often made one opportunity at a time without a clear way to evaluate whether each opportunity fits the mission and priorities.
- The organization wants to reduce its reliance on a limited number of funding sources and explore a more balanced revenue mix.
- Leaders want to determine which donors, sponsors, partners, grants, campaigns, events, or other revenue opportunities deserve attention.
- Fundraising priorities, roles, responsibilities, timelines, or follow-up activities need greater clarity.
- The board, leadership team, or staff needs a practical plan to guide fundraising efforts and monitor progress over time.
This service may be appropriate for nonprofits, faith-based and charitable organizations, associations, community-based organizations, and other purpose-driven groups seeking a more intentional and sustainable approach to supporting the mission.
How KYNU Can Help
From Current Fundraising Efforts
to a Practical Plan
KYNU begins with what your organization is already doing. Together, we review the current fundraising efforts, revenue sources, relationships, goals, and internal capacity, then identify priorities and develop a practical resource-development plan that supports the mission.
Clarify Priorities and Opportunities
Identify the organization’s resource-development goals, explore potential revenue sources and relationship opportunities, and consider which options best fit the mission, priorities, and capacity.
Develop a Practical Plan
Organize the selected strategies, activities, responsibilities, timelines, follow-up steps, and measures of progress into a resource-development plan the organization can use to guide the work.
What the Service May Include
Practical Planning for a More
Intentional Fundraising Approach
Fundraising and resource-development planning is shaped around the organization’s mission, priorities, current activities, available resources, and the support included in the agreed service. Depending on the organization’s needs, support may include:
- Current Fundraising Efforts Review. Review existing fundraising activities, revenue sources, results, relationships, and practices to identify strengths, patterns, and areas that may need greater attention.
- Resource-Development Goals and Priorities. Clarify what the organization is working to fund, the results it wants to achieve, and the fundraising priorities that should guide the plan.
- Revenue Source and Opportunity Exploration. Consider potential sources such as individual giving, grants, sponsorships, partnerships, events, earned revenue, and other opportunities that may fit the organization.
- Relationship and Engagement Planning. Identify the donors, funders, sponsors, partners, and community relationships the organization may need to develop, strengthen, or maintain.
- Roles, Responsibilities, and Timing. Clarify how board members, leaders, staff members, volunteers, or other participants may contribute to the work and establish practical timelines and follow-up expectations.
- Written Resource-Development Plan. Organize the selected priorities, strategies, activities, responsibilities, timelines, and measures of progress into a practical plan the organization can use.
The Value of Resource-Development Planning
Clearer Priorities
A More Coordinated Approach
A useful resource-development plan does more than identify fundraising ideas. It helps the organization connect fundraising to the mission, make thoughtful choices, coordinate the people involved, and focus its time and resources on the work that matters most.
Connect Fundraising to the Mission
Keep fundraising efforts focused on the organization’s priorities, programs, goals, and the resources needed to advance the mission.
Make Thoughtful Choices
Evaluate opportunities based on how well they fit the organization, the potential value they may provide, and the time and resources required to pursue them.
Use Time and Resources Wisely
Direct attention toward agreed priorities instead of spreading limited capacity across too many unrelated activities or opportunities.
Coordinate People and Roles
Help board members, leaders, staff members, volunteers, and other participants understand how they contribute to the organization’s fundraising efforts.
Support Sustainable Progress
Strengthen relationships, explore an appropriate mix of revenue sources, monitor progress, and adjust the plan as the organization’s needs and opportunities change.
The KYNU Fundraising & Resource-Development Planning Process
From Initial Conversation
to a Practical Resource-Development Plan
Each planning service begins with understanding the organization’s mission, fundraising goals, current efforts, relationships, and available capacity. KYNU then develops a practical approach around the agreed priorities, responsibilities, timing, and desired outcomes.
Review the Current Position and Goals
Discuss what the organization is working to fund, its current fundraising activities and revenue sources, relationships already in place, results or lessons from prior efforts, and the goals it wants the plan to support.
Identify Priorities and Develop the Strategy
Evaluate potential revenue sources and relationship opportunities, determine which options best fit the organization, and establish practical strategies, responsibilities, timelines, and follow-up steps.
Develop and Finalize the Plan
Organize the agreed priorities, strategies, activities, responsibilities, timelines, and measures of progress into a written plan. Review the plan with organizational leaders, make needed refinements, and finalize a practical guide for moving the work forward.
Clear Expectations
Clear Expectations Support
a Productive Planning Process
Clear expectations help KYNU and your organization move through the planning process in a practical and productive manner.
- A Defined Planning Focus. The agreed service identifies the fundraising or resource-development needs to be addressed, the planning activities and deliverables, responsibilities, timing, and the support KYNU will provide.
- Active Leadership Participation. Board members, leaders, staff members, or other participants may need to share perspectives, provide information, discuss priorities, make decisions, and offer feedback as the plan is developed.
- Timely Information and Feedback. Providing requested information about current fundraising activities, revenue sources, relationships, goals, prior results, and available capacity helps keep the planning process moving forward.
- Implementation and Additional Support. The completed plan provides direction for moving forward. Ongoing implementation, donor or sponsor outreach, grant writing, campaign management, communications development, or other services outside the agreed work are addressed separately.
Ready to Strengthen Your Approach?
Ready to Build a More Intentional Resource-Development Plan?
If your organization is ready to bring its fundraising efforts together, clarify priorities, and develop a practical strategy for supporting the mission, KYNU is ready to help you take the next step.
Talk With KYNU About Your Resource-Development PlanClarity in Your Numbers. Power in Your Decisions.