SayPro Task Breakdown for Identifying New Donor Prospects.

Task Breakdown for Identifying New Donor Prospects

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1. Define Ideal Donor Profiles

Timeline: January 1 – 7, 2025
Action Steps:

• Work with key team members to establish profiles for the ideal donor, including:
  • Individuals: Affinity for the mission, capacity to give, history of philanthropy.
  • Corporations: Industry, size, current corporate social responsibility (CSR) focus.
  • Foundations: Focus areas, giving history, geographic region, and grant cycles.
• Set specific criteria for each donor category to focus research on high-potential targets.

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2. Review Existing Donor Data and Historical Trends

Timeline: January 8 – 14, 2025
Action Steps:

• Analyze the existing donor database and previous contributions to identify patterns and segments.
• Focus on the types of donors who have supported SayPro in the past (individuals, corporations, foundations).
• Assess the donation frequency and amount to understand trends and growth opportunities.

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3. Research Individuals with Philanthropic Affinity

Timeline: January 15 – 30, 2025
Action Steps:

• Utilize tools such as Wealth Engine or DonorSearch to research high-net-worth individuals with a demonstrated interest in social impact, specifically in the areas SayPro focuses on.
• Look for individuals with history in donating to similar causes or those with personal connections to SayPro’s mission.
• Engage in social listening (e.g., LinkedIn, Twitter, personal websites) to understand interests and potential giving capacity.

Subtasks:

• Compile a list of targeted individuals (including their contact details).
• Prioritize based on affinity to mission and donation capacity.

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4. Research Corporations with Relevant CSR Goals

Timeline: February 1 – 15, 2025
Action Steps:

• Research corporations whose corporate social responsibility (CSR) initiatives align with SayPro’s mission and goals.
• Use resources like Guidestar and Corporate Social Responsibility databases to identify companies that fund causes in areas like [specific mission areas, e.g., education, workforce development, disability inclusion, etc.].
• Look at annual reports and press releases to find companies announcing new CSR focuses or upcoming funding opportunities.

Subtasks:

• Identify decision-makers (CSR managers, executives).
• Compile a targeted list of corporate prospects for outreach.

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5. Research Foundations and Grantmakers

Timeline: February 16 – March 1, 2025
Action Steps:

• Research foundations and grantmakers (local and national) that support projects within SayPro’s focus areas.
• Use platforms like Foundation Center or GrantStation to identify foundations with an interest in your mission.
• Review grant reports, application guidelines, and funding priorities for key foundations.

Subtasks:

• Create a list of top 10-15 foundations to approach.
• Research key contacts within these foundations (e.g., Program Officers).

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6. Conduct Competitive Analysis of Other Organizations

Timeline: March 2 – 15, 2025
Action Steps:

• Research other organizations in your sector to understand where their funding comes from.
• Review their annual reports and donor lists (if available) to spot potential overlaps or underutilized prospects.

Subtasks:

• Identify gaps in funding that SayPro can leverage.
• List any cross-sector partnerships that might open new doors.

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7. Organize Donor Information and Build Prospect Pipeline

Timeline: March 16 – 30, 2025
Action Steps:

• Build a comprehensive prospect list with detailed profiles, including contact information, interests, past giving history, and potential ask amounts.
• Create a donor pipeline in a CRM (Customer Relationship Management) system for tracking all prospect interactions and follow-ups.

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8. Conduct Outreach and Initial Contact

Timeline: April 1 – May 15, 2025
Action Steps:

• Begin outreach to top prospects through personalized email or phone introductions.
• Include a tailored ask based on their profile (e.g., donation amount, cause focus, involvement in campaigns).
• For corporations, explore sponsorship opportunities or employee engagement programs.

Subtasks:

• Craft personalized email templates for donor outreach.
• Reach out to individuals, corporations, and foundations via targeted communication.

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9. Host a Donor Research Event or Meet & Greet

Timeline: May 16 – June 15, 2025
Action Steps:

• Organize a small, invite-only virtual event or in-person meet & greet for new prospects.
• Use this as an opportunity to showcase SayPro’s impact and future plans, and answer any questions prospects may have.

Subtasks:

• Develop event content and invite list.
• Collect feedback and assess interest post-event.

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10. Regularly Monitor and Update Prospect List

Timeline: Ongoing (Weekly Updates)
Action Steps:

• Regularly update and maintain the list of potential donors based on new information, events, and meetings.
• Add new contacts, track responses, and ensure timely follow-ups.

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End-of-Period Review:

Timeline: July 1 – 7, 2025
Action Steps:

• Evaluate the success of the research efforts:
  • Number of new prospects identified.
  • Engagement level with new donors.
  • Conversion rate (prospects turned into actual donors).
• Prepare a report summarizing the key findings and outcomes from the donor research process. Share this with leadership to refine strategies for the next period.

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These tasks, spread over the first half of the year, will ensure that SayPro has a robust and targeted strategy for identifying and engaging potential new donors to support its mission.