Table of Contents >
Chapter 42. Getting Grants and Financial Resources >
Section 3. Developing a Committee to Help with Financial Sus... >
Developing a Committee to Help with Financial Sustainability |
Tools & Checklists | Contributed by Jenette Nagy Edited by Kate Nagy and Jerry Schultz |
Tool 1: Blank Timeline
Tool 2: Donor Request Form
Tools
Tool #1: Blank Timeline
You can use the following form to record the growth and accomplishments of your own Financial Sustainability Committee.
| Timeline for the development of a financial sustainability committee |
| By _____________, project staff will identify individuals who should serve on the Financial Sustainability Committee. | Potential committee members: |
| By _____________, the Director will recruit members for the committee and schedule the first meeting. | Final list of committee members: |
| By the first meeting of the Financial Sustainability Committee, the administrative assistant will locate or develop materials that will be used to facilitate the meeting. | What materials need to be located or developed?
By when:__________________ Check when done:_____________ |
| By _________________, the Director will hold the first meeting of the committee. | Reminders sent out (Y/N)?_____
When:____________________ |
| By _______________, members of the committee will have identified organizations /individuals to approach and determined the amount that will be requested of each. The committee will begin to contact these organizations/individuals. |
| By ________________, committee members will have contacted all organizations and individuals identified as potential contributors | All potential contributors contacted (Y/N)?___When:__________________ |
| Once potential contributors have been contacted, the financial coordinator will develop a forecasting budget reflecting the areas in which resources have been obtained. | Date completed:_______________ |
Return to top
Tool #2: Donor Request Form
Copies of this form can be given to members of the Financial Sustainability Committee to keep track of donations requested. One member of the group may want to group the information from all of these sheets into one large master document. Such a document can be used to help track requested donations and responses over the life of the organization.
| Donor Request Form |
| Donor (Name, title, address,phone) | Requested donation (amount/type) | Date requested | Response | Thank you note sent? (y/n) | Comments and follow up |
| | | | | | |
| | | | | | |
| | | | | | |
| | | | | | |
| | | | | | |
Return to top
Checklist
Here, you'll find a checklist that summarizes the major points contained in the text.
___You understand that a financial sustainability committee is a group that helps you raise money or obtain goods for your project.
___You understand the advantages of developing such a committee.
___You realize it is never too early to start thinking about sustainability.
___You understand when you should and shouldn't develop a financial sustainability committee.
___You have brainstormed possible committee members.
___You have decided how large you would like the committee to be.
___You have recruited members.
___You have set a date for the first meeting.
___You have taken care of the logistics for the first meeting.
___You have held the first meeting.
___You have congratulated yourself!
___You are continuing to hold regular meetings.
___You understand how to maintain a financial sustainability committee.
Return to top