Revenue Sources
Step 4 Identify
and Select an Appropriate Revenue Source | Step
6 Verify Your Results and Make Modifications
Step 5 Execute
Your Revenue Resource Plan
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XYZ Organization Revenue
Source Plan Summary
Revenue Source:
Major gifts from local individuals
| Objectives
|
| Objective
description |
Measurable
output |
By
whom |
By
when |
| Launch a volunteer led major
gifts program this fall |
Kickoff of program and training
|
Director |
March |
| Identify and qualify prospects
|
200 prospect backgrounds completed
|
Staff |
January |
| Recruit board members and
hold a training session |
3 board volunteers recruited
and trained |
CEO |
February |
|
| Systems
|
| Department |
Impact |
When |
| Accounting |
Set up major gift fund accounts, source
codes, and use codes |
January |
| Data management |
Set up major gift prospect selection criteria
|
January |
| Legal |
Research state registration requirements |
December |
|
Schedule:
| |
Staff
launch
Prospect screenings completed
Backgrounds completed
Volunteer recruitment
Training and kickoff
Local events |
October
November
January
February
March
April |
| Costs
|
| Expense
description |
Expense
amount |
When
expense will occur |
| Prospect screening |
$ 5,000 |
December |
| Major donor events |
$ 7,000 |
April |
| Travel |
$ 3,000 |
April and May |
| Major gifts case materials |
$ 7,000 |
March |
| Total: |
$ 22,000 |
|
|
|
|
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Step 4 Identify
and Select an Appropriate Revenue Source | Step
6 Verify Your Results and Make Modifications
