Philanthropy and Fundraising in Today s Environment. Beyond Federal Funds: The role of Philanthropy and Fundraising.

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1 Philanthropy and Fundraising in Today s Environment Beyond Federal Funds: The role of Philanthropy and Fundraising. August 2016

2 What s in it for you? Our Purpose: Recognize the culture is shifting around you Federal Funding is Shrinking How to raise more money without increasing overhead Securing more resources Time, talent or treasures We vs. They How to connect the dots Making time for the funders

3 What s in it for you? Our Desired Outcomes: Telling the Story to raise dollars Leveraging CFs to secure resources Avoiding death by special event Moving to a Governing Board Financial Expertise, Fiduciary Responsibility and Sustainable Agency work through strategic execution

4 About Me Brad Ward Director, Community Philanthropy Experience and Training -CEO, Dubois County Community Foundation, Indiana -Led successful merger of Community Foundations -Strategically doubled CF assets in 36 months -Launched several catalytic movements and nonprofit enterprises -Sociology/Political Science, DePauw University -Certificate in Fund Raising Mgmt., IU Lilly Family School of Philanthropy -Conflict Studies, University College Cork, Ireland -2,500 Hrs. of volunteer leadership globally and nationally

5 About the Council Opportunity, leadership, and tools National organization with a large, diverse membership Moves the sector forward by shaping and guiding legislation and policies Strengthens and enhances foundation career development Distinct advantage of partnering with colleagues to foster learning, innovation, and collaboration CONNECT. IMPACT. ADVANCE.

6 About You Introduce Yourself Your State Title and Role at Agency Staff or Board Member When it comes to your agency, what keeps you up at night?

7 My CAA experience. Presenter, Fatherhood Initiative Jasper, Indiana

8 Why philanthropy matters? Funding CAAs Federal Budgets Shrinking Community action agency Competitive Grant Pools Work with the poor Grants moving to Matches Provide direct services

9 If you are traditionally funded federally and think that s all you need, this is not for you. Federal Budgets are shrinking. Congress and Department leaders both are looking for social innovation, entrepreneurism, and sustainable models of service delivery.

10 Fundraising. It s a process. Make the Case for Support. Discipline Team Approach yourself, your board, staff, volunteers.

11 What kind of zoo are you running? Fundraising takes every animal to work. Securing Resources

12 Exercise Marketing Principle Exchange of Values In exchange, Donors Receive:

13 Tools for Marketing Giving Days Giving Tuesday

14 Giving Tuesday #Awareness Campaign

15 4-Legged Stool of Fundraising Tactics

16 3-Legged Stool of Fundraising Logic

17 Death by Special Events Stay with what works: Relationships Dialogue Time to listen Engage them in what matters Ask often Thank more often.

18 Exercise Problem statement: We don t have the funding or staffing we need to support the complex works of partnering and collaborating with donors. Goals: To clarify and define the problem To share possible solutions To have something to explore when returning home Process: Come to agreement on the problem statement (definition) Create vision of success Share ideas what has worked, what hasn t, new ideas, who needs to be involved

19 Today s Environment The Philanthropic and Charitable Landscape

20 Community Philanthropy - CFs Build Endowed Assets Award Grants Convene around what matters Advocate and Lead Advance Nonprofit Development Explore CF partners in afternoon session.

21 What CFs look for in a CAA. CFs look for ways to impact social inequality, social stratification, and empowerment of all society CFs do community needs assessments as tool and resource CFs need input from your population served, and CAAs could be the proper channel CFs look to raise assets for all causes. CAAs can be beneficiaries, create their own endowments. Explore CF partners in afternoon session.

22 Tax Reform: Charitable Sector Themes and Motivations 3 Types of Skepticism about the Sector

23 Skepticism #1: Charity Current definition; Hierarchy of causes are all equal?

24 Skepticism # 2: Philanthropic Organizations Endowments! Governance & Operations (compensation)

25 Skepticism #3: Skepticism about the individual: charitable incentives.

26 Skepticism Becomes a Real Threat: Proposed Legislation

27 The Threat Shows Up in State and Federal Policies

28 Skepticism about charity both the current definition and hierarchy of causes. Skepticism about the institutions specifically, endowed philanthropy. THE THREAT Skepticism about the individual: charitable incentives.

29 How much was gifted in the U.S. (2014)? Who contributed more? Corporations Individuals Foundations Bequests

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31 Community Foundations can grant to all these causes

32 The Basics of Giving Philanthropy: For "love of humanity" in the sense of caring, nourishing, developing and enhancing. Giving of time, talent, and treasurers. Fundraising: Teaching the joy of giving to gather and request voluntary contributions for the benefit of the common good. Endowment Building: Building toward a gift that lasts forever and can help the mission of a cause for years after initial donation is made A forever fund that is invested and only the earnings are spent to make a lasting difference

33 Transfer of Wealth, Dubois County Endless Possibilities: Transfer of Wealth and its impact on the Future of American Communities CF Transfer of Wealth 5% :

34 WHICH GIFTS CAN YOU ACCEPT? Cash Stocks & Bonds Bequest by Will Real Estate Life Insurance Retirement Accounts More Advanced Options

35 We all die. Be the greatest philanthropist we never heard of. The goal isn t to live forever. The goal is to create something that will.

36 Giving starts at Home. Engage your board in why they give. Is it local, national, or global giving? How much do they really give? Biblical: 10% tithing. Average American: 1.7% Those who make less than $100k give more Do the Giving Exercise with your Board

37 Unconventional Philanthropy What problem are you really trying to solve?

38 Share Best Practices & Experiences What has worked well for you in raising dollars from individuals? Any successful fundraising events that do not require staff involvement?

39 Community Foundation Atlas

40 Be the greatest philanthropist we ve never heard of. Brad Ward Director, Community Philanthropy P: