Generic Scope of Work – Denise Berry Fundraising Solutions, LLC.

Scope of Work – Development of Basic Fundraising Program

Goal of the agreement:

The consultant will work with ________________ Senior Staff, office staff, Board members, volunteers and marketing consultants to produce and implement a 12-month fundraising plan for the Foundation.  The fundraising plan will provide tools to reach the fundraising goal set by the Executive Director and Board of Directors and will include strategies for corporate, individual, online, matching, and end of year gift goals.

Objectives/Deliverables of the Agreement  

The consultant will provide the following:

Tasks: to incrementally grow corporate funding over the next few years: 250,000, 550,000 and 750,000 from 2015 to 2018, respectively.  Prioritize top 1% of donors so that we may aggressively cultivate and delight this special group.  Develop creative, compelling fundraising marketing collateral (print, web, social media) with consultants.  Assist in building portfolio of at least 10 beneficiary stories per contact.  Send individualized letters to top tier donors.  Identify, rate and cultivate potential annual and planned giving donors using WealthEngine and other available research options.

Write copy for and develop marketing for e-mail blasts, website banners, online posters and other tools to attract ______ new donors.

Develop and make readily available to all staff all templates and processes to enable efficient fundraising (i.e., bank/giving templates; donor recognition processes).


The consultant will provide weekly reports for the Executive Director, Chairman of the Board, and the Board of Directors consisting of progress made on established fundraising metrics (numbers of donor calls made, follow up visits/appointments, gift pipeline reports, and and new donor information, as well as progress achieved in the ongoing cultivation and progress of currently outstanding corporate proposals.  During the height of the year-end fundraising season (September-December) the consultant will provide twice weekly reports.  In the initial weeks of the project, the consultant will assess organizational assets, and perform an assessment of the organization’s strengths, needs and risks.

Timeline. The project will commence on _______ with an initial meeting at organizational headquarters.

Tasks and Deliverables:

Resources Needed:  Access to in-office laptop-printer, telephone-minimum 2 days weekly

WealthPoint annual subscription for donor research – 3,500.00

Online access to SharePoint donor database

Access to all budget and Board reports/strategic plan

Salary Requirements:  $40,000

Total Estimated cost of project: $44,000

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