主要募款目標：非營利組織利用 14 個成功要素

設定可持續且有影響力的籌款目標需要考慮多種因素。非營利組織應讓其董事會參與進來，分析過去的資金來源，評估核心捐助者的能力，優先考慮戰略舉措，考慮捐助者保留率，考慮籌款費用，與支持者進行明確溝通，尋求社區意見，確保適當的策略和團隊，考慮持續趨勢，利用人力資源，增強捐助者體驗，隨時了解外部因素，並使目標與組織的宗旨保持一致。透過考慮這些關鍵要素，非營利組織可以設定現實且可實現的籌款目標，以支持其使命並最大限度地發揮其影響力。

Setting Realistic Fundraising Goals for Nonprofits: 14 Essential Factors

為非營利組織設定切合實際的募款目標：14 個基本因素

Introduction

介紹

Establishing realistic fundraising goals is crucial for the sustainability and impact of any nonprofit organization. Striking a balance between ambition and achievable targets, while ensuring adequate support, is vital to fulfilling an organization's mission. To guide nonprofits in setting attainable fundraising goals, the esteemed members of the Forbes Nonprofit Council share their profound insights.

制定切合實際的籌款目標對於任何非營利組織的可持續性和影響力都至關重要。在雄心壯志和可實現的目標之間取得平衡，同時確保足夠的支持，對於完成組織的使命至關重要。為了指導非營利組織設定可實現的籌款目標，福布斯非營利組織理事會的尊敬的成員分享了他們的深刻見解。

1. Board Involvement

1. 董事會參與

Involve the board of directors as they play a pivotal role beyond their financial contributions. Their networks and connections can open doors to new prospects, bolstering fundraising efforts. Without their active participation, fundraising goals may appear elusive and unattainable. - Victoria Burkhart, The More Than Giving Company

讓董事會參與進來，因為他們在財務貢獻之外還發揮關鍵作用。他們的網絡和聯繫可以為新的前景打開大門，從而加強籌款工作。如果沒有他們的積極參與，募款目標可能顯得難以捉摸且無法實現。 - 維多利亞‧伯克哈特 (Victoria Burkhart)，The More Than Giving 公司

2. Past Funding Analysis

2. 過去的資金分析

Scrutinize past funding sources and motivations to inform future objectives. Examine donor retention, grant cycles, and annual giving trends. Beware of potential distortions in annual growth figures due to anniversaries or capital campaigns. Grounded evaluations of past performance provide a solid foundation for setting realistic goals. - Liz Salguero, Circle of Care

審查過去的資金來源和動機，為未來的目標提供資訊。檢查捐贈者保留率、資助週期和年度捐贈趨勢。小心由於週年紀念日或資本活動而導致的年度增長數據的潛在扭曲。對過去績效的有根據的評估為設定現實的目標提供了堅實的基礎。 - Liz Salguero，護理圈

3. Core Donor Capacity

3. 核心捐助能力

Apprehend the capacity and willingness of core donors to support your mission. This understanding may result in modest growth objectives in certain years, while in others, growth may surpass industry averages. Tailor goals based on a comprehensive assessment of donor capabilities. - Albert L. Reyes, Buckner International

了解核心捐助者支持您的使命的能力和意願。這種理解可能會導致在某些年份實現適度的成長目標，而在其他年份，成長可能會超過行業平均值。根據對捐助者能力的全面評估來制定目標。 - Albert L. Reyes，巴克納國際

4. Strategic Priorities

4. 戰略重點

Prioritize key objectives aligned with the organization's strategic plan. Determine the essential "must-haves" and distinguish them from the desirable "nice-to-haves." This prioritization streamlines efforts and focuses resources on areas that drive impact. - Jamee Rodgers, Urban Neighborhood Initiative

優先考慮與組織策略計畫一致的關鍵目標。確定必要的“必備品”，並將它們與理想的“錦上添花”區分開來。這種優先順序簡化了工作，並將資源集中在能夠產生影響的領域。 - Jamee Rodgers，城市鄰裡倡議

5. Donor Retention

5. 捐贈者保留

Recognize that donor retention rates are typically below 50%. If an organization raised $100,000 last year, it is prudent to anticipate a potential decline in revenue in subsequent years without additional investment in fundraising. Factors such as donor capacity and external influences may dictate realistic expectations for maintaining or preventing revenue loss. - Cherian Koshy, Kindsight

認識到捐贈者保留率通常低於 50%。如果一個組織去年籌集了 10 萬美元，那麼在不額外投資籌款的情況下，謹慎地預計隨後幾年的收入可能會下降。捐助者能力和外部影響等因素可能決定維持或防止收入損失的現實期望。 - Cherian Koshy，Kindsight

6. Fundraising Expenses

六、募集資金費用

Consider the expenses associated with fundraising when setting annual targets. Adequate investment in staff, resources, and tools is essential to achieve goals. Assess whether the organization possesses the necessary capacity to yield the desired fundraising outcomes. - Sherry Quam Taylor, QuamTaylor

在設定年度​​目標時考慮與籌款相關的費用。對員工、資源和工具的充分投資對於實現目標至關重要。評估組織是否具備產生預期募款成果所需的能力。 - 雪莉·誇姆·泰勒，誇姆·泰勒

7. Clear Communication

7. 清晰的溝通

Transparent and credible communication with supporters is vital. Research and understand your audience's motivations and financial capabilities. Tailor fundraising goals to resonate with their values, fostering trust and engagement. - Randy Wong, Hawaii Youth Symphony

與支持者的透明和可信的溝通至關重要。研究並了解受眾的動機和財務能力。客製化募款目標以與他們的價值觀產生共鳴，促進信任和參與。 - Randy Wong，夏威夷青年交響樂團

8. Community Input

8. 社區意見

Engage with communities to gather their perspectives. Avoid making assumptions or relying solely on internal deliberations. Seek input from community members and incorporate their insights into goal-setting. This participatory approach enhances relevance and increases the likelihood of success. - Jonathan Prosser, Compassion UK

與社區互動以收集他們的觀點。避免做出假設或僅依賴內部審議。尋求社群成員的意見並將他們的見解納入目標設定中。這種參與式方法增強了相關性並增加了成功的可能性。 - 喬納森·普羅瑟，英國同情組織

9. Strategy and Execution

9. 戰略與執行

Consider the following factors: Historical performance, donor pipeline, and the availability of a robust strategy and team to execute the fundraising plan. Validate goals by assessing donor cultivation and the strength of the existing infrastructure. - Nicole Suydam, Goodwill of Orange County

考慮以下因素：歷史表現、捐款管道以及執行籌款計劃的強大策略和團隊的可用性。透過評估捐贈者種植和現有基礎設施的強度來驗證目標。 - Nicole Suydam，橘郡親善機構

10. Internal and External Trends

10. 內部和外部趨勢

Monitor internal and external trends to inform goal-setting. Stay abreast of sector-wide shifts and broader economic conditions that may impact fundraising. Internally, analyze donor retention rates to gauge program health and identify growth opportunities. - Matthew Gayer, Spur Local

監控內部和外部趨勢，為目標設定提供資訊。隨時了解可能影響籌款的行業變化和更廣泛的經濟狀況。在內部，分析捐助者保留率，以衡量計畫的健康狀況並確定成長機會。 - 馬修蓋爾 (Matthew Gayer)，Spur Local

11. Human Resources

11. 人力資源

Understand the potential contributions of board members, supporters, and individuals passionate about the mission. Determine realistic fundraising targets based on the resources and capabilities of these individuals. - Kimberly Lewis, Goodwill Industries of East Texas, Inc.

了解董事會成員、支持者和對使命充滿熱情的個人的潛在貢獻。根據這些人的資源和能力來確定現實的募款目標。 - Kimberly Lewis，東德州 Goodwill Industries 公司

12. Donor Experience

12. 捐贈者經驗

Create exceptional donor experiences by ensuring a clear understanding of fundraising needs among fundraising staff. Set goals for annual fundraising increases, fostering innovation and strategic execution. Implement donor recognition programs to sustain individual support over time. - Erin Davison, Big Brothers Big Sisters of Southwest Louisiana

確保募款工作人員清楚了解募款需求，創造卓越的捐款者體驗。設定年度募款增加目標，促進創新和策略執行。實施捐助者認可計劃，以長期維持個人支持。 - Erin Davison，路易斯安那州西南部的大兄弟大姊妹

13. Social and Financial Factors

13. 社會與財務因素

Stay informed about external factors that can impact fundraising, such as legislative changes, public sentiment, and competition. Develop strategies for adaptability and establish a system for regular monitoring of the fundraising landscape. - Christina Allrich, Beta Gamma Sigma

隨時了解可能影響籌款的外部因素，例如立法變化、公眾情緒和競爭。制定適應性策略並建立定期監測籌款狀況的系統。 - 克里斯蒂娜·奧爾里奇，貝塔伽瑪西格瑪

14. Purpose Alignment

14. 目標一致

The ultimate purpose of a nonprofit organization should guide fundraising efforts. Set budgets that align with the mission and ensure that fundraising efforts contribute directly to achieving the desired impact. - Amina Wattoo Kasuri, The Lighthouse

非營利組織的最終目的應該指導募款工作。制定與使命一致的預算，並確保募款工作直接有助於實現預期的影響。 ——阿米娜‧瓦圖‧卡蘇裡，《燈塔》

Conclusion

結論

Setting realistic fundraising goals is essential for nonprofit organizations to achieve their missions effectively. By considering these 14 key factors, nonprofits can establish targets that are both ambitious and attainable. The guidance provided by the Forbes Nonprofit Council members serves as an invaluable resource for organizations seeking to maximize their fundraising impact and make a lasting difference in their communities.

設定切合實際的募款目標對於非營利組織有效實現其使命至關重要。透過考慮這 14 個關鍵因素，非營利組織可以製定雄心勃勃且可實現的目標。福布斯非營利委員會成員提供的指導對於尋求最大限度地發揮籌款影響並為其社區帶來持久影響的組織來說是寶貴的資源。