Jo Daviess: Tools


Marketing Plan (Coming Soon, Still in Development)
As the complement to any in-depth fundraising plan, a marketing plan supports both short- and long-term objectives. JDCF is now able to integrate the marketing strategy into the overall development plan to increase the success rate of its efforts.

Strategic Planning

Strategic Plan
A strategic plan is designed to guide all activities for a nonprofit organization over the course of 3-5 years.

The Five Most Important Questions You Will Ever Ask About Your Organization by Peter Drucker
This book is an excellent tool for self-assessment and transformation.

Lilly Family School of Philanthropy Certificate in Fundraising Management
This training course recognizes and substantiates a commitment to fundraising leadership.


Event planning worksheet
This tool helps planners create a detailed listing of jobs and assignments for JDCF events.

Ale Unveil
Examples of promotional pieces

Data Analysis

Results Scorecard
The scorecard captured area demographics to ensure outreach to a broad segment of the community.

Member Surveys
Supporting members of the JDCF were surveyed to collect baseline data about demographics and attitudes about the JDCF.