Fundraising Basics The Building Blocks of Fundraising Success

Size: px
Start display at page:

Download "Fundraising Basics The Building Blocks of Fundraising Success"

Transcription

1 Fundraising Basics The Building Blocks of Fundraising Success Sage Solutions Nonprofit Consulting, LLC Peggy M. Owens, CFRE

2 Peggy M.Owens:

3 About You What would you like to learn to make this a good use of your time?

4 Today s objectives Understand the steps in the fundraising process Learn about income sources for nonprofits Become an ambassador for your organization Draft a case statement

5 How do you feel about fundraising?

6 How do you feel when you make a gift?

7 Income Sources for Nonprofits $298 billion donated in 2011 Where did it come from? Individuals 73% Bequests: 8% Foundations: 14% Business/Corporations: 5%

8 Funding Vehicles Earned Income Foundations Businesses/Corporations Special Events Government Major Gifts Capital Campaign Planned Giving

9 Steps in Fundraising Fundraising is a Process Thank, Thank and Thank again Identify Prospects Invite, Educate and Involve Ask for Support

10 Donor Life Cycle Awareness Involvement Commitment

11 The Power of the Word Everyone is a Cheerleader!

12 Making Friends

13 Developing your Ambassador Skills

14 Fun Exercise! Develop your Personal Story

15 Make New Friends Direct Mail Events Donor Acquisition Invite/Tours Be an Ambassador Social Networking

16 Special Events Advantages Donor acquisition can target new and different audiences Community awareness Can be mission related Disadvantages Labor intensive for staff, board and volunteers May not connect people to your mission

17 Events FR or PR? Target New Audiences Be Selective What do your events say about your organization? Successful? Dire Straits?

18 It s in the Mail WHO IS YOUR DONOR? DO YOU MAKE A SPECIFIC ASK? DIRECT MAIL WHAT IS YOUR MESSAGE IS IT FUN & SIMPLE? MORE IS NOT BETTER

19 Direct Mail Why do people open mail? Personalized Mail 62% Timing of Mail 59% A free Gift 32% A special Offer 31% Dated Material 30%

20 Social Networking/Online Giving Raise money with your webpage: Donate now button should be prominent and easy to use. Donors want to give easily can be an inexpensive way to build donor relationships, send e-news, announcements, appeals Network for Good has great FREE resources Facebook is a good way to keep friends involved.

21 Receiving donations online Create a secure area on your site Use a charity portal such as Network for Good Free link available with Build Montana The goal of your website is to inform and inspire people to make a gift

22 Income Source: Foundations 13% Advantages Good for one-time expenditures, e.g. capital Mutually beneficial relationship Leveraging opportunities Disadvantages For new programs and projects Limited by interest, geography and size of grants Reporting requirements Philanthropic Divide

23 Income Source: Businesses: 5% Advantages Shows community commitment Connection for volunteers Public recognition of company good for event sponsorship Disadvantages Must be in the company s best interest (subject to change) Limitations of interest, geography and size of grants

24 Case for Support Problem Solution Benefits

25 Fun Exercise! In 10 minutes outline a case statement

26 Income Source: Individuals and Bequests 81%

27 Income Sources for Nonprofits Fundraising is a Process Thank, Thank and Thank again Identify Prospects Invite, Educate and Involve Ask for Support

28 The Giving Pyramid Spend your time at the top! Major Gifts 10% Upgraded Gifts 20% Base 70%

29 Become Best Friends with Your Major Donors IDENTIFY DONORS LUV EM UP! MAJOR GIFTS DEVELOP CAMPAIGN 3-YEAR PLEDGES GET A TEAM

30 Asking for More Know thy donor How much can they give? How much do they care? Get the Gift Renew the gift Ask for more

31 Ladder of Effectiveness Personal Solicitation Personal Letter and Phone Call Personal Letter Personal Phone Call w/follow-up letter Personal Phone Call Use personal approach for $250+

32 Why do people give?

33 Why do people give? Enthusiasm Recognition Specific Request Respond to a winning cause Relationship

34 The #1 Reason People Give They are asked!

35 Building Blocks for Success Help everyone in your organization develop their personal story Have a system (software) to keep in touch with your friends Train the board on fundraising. 100% giving Spend time with your best friends Approve a fund development plan with your budget Develop and implement a marketing plan

36 Ethics and Legalities Association of Fundraising Professionals afpnet.org IRS Compliance Guide

37 Questions? Did you get your needs meet in today s workshop? Do it NOW!

Relationship Fundraising

Relationship Fundraising Relationship Fundraising Relationship Fundraising Defined The Donor Pyramid Finding New Donors Fostering Donor Loyalty Importance of Lapsed Donors Core Donors Defined Donor Upgrading What is Relationship

More information

D R A F T F U N D D E V E L O P M E N T P L A N S H A R O N C R I N O

D R A F T F U N D D E V E L O P M E N T P L A N S H A R O N C R I N O 2 0 1 3 D R A F T F U N D D E V E L O P M E N T P L A N S H A R O N C R I N O 2 WE MUST NOT ONLY GIVE WHAT WE HAVE, WE MUST ALSO GIVE WHAT WE ARE. Theodore Roosevelt OBJECTIVES 3 To review basics of fundraising

More information

Glossary of Nonprofit Terms

Glossary of Nonprofit Terms Glossary of Nonprofit Terms 501(C)(3): The section of the U.S. tax code that defines nonprofit, charitable, tax-exempt organizations; 501(c)(3) organizations are further defined as public charities, private

More information

Revenue Sources. Charitable Giving 8/29/12. Exploring the Revenue Path Less Traveled: Fund-Raising and Grants

Revenue Sources. Charitable Giving 8/29/12. Exploring the Revenue Path Less Traveled: Fund-Raising and Grants Exploring the Revenue Path Less Traveled: Fund-Raising and Grants Janet Levine Janet Levine Consulting Building Capacity for Nonprofit Organizations Revenue Sources Other includes investment income, government

More information

Strategic Plan. Prepared by: Mesabi Range College Foundation Board Betsy Olivanti, Executive Director. Phone:

Strategic Plan. Prepared by: Mesabi Range College Foundation Board Betsy Olivanti, Executive Director. Phone: Phone: 218-748-2433 Virginia, MN 55792 Strategic Plan Prepared by: Mesabi Range Board Betsy Olivanti, Executive Director Mission Mesabi Range s mission is to assist Mesabi Range Community & Technical College

More information

STEWARDSHIP AS CULTIVATION MERGING DONOR RELATIONS AND MAJOR GIFT STRATEGY. Chelsey Megli University of Oregon Fmr. Bentz Whaley Flessner

STEWARDSHIP AS CULTIVATION MERGING DONOR RELATIONS AND MAJOR GIFT STRATEGY. Chelsey Megli University of Oregon Fmr. Bentz Whaley Flessner STEWARDSHIP AS CULTIVATION MERGING DONOR RELATIONS AND MAJOR GIFT STRATEGY Chelsey Megli University of Oregon Fmr. Bentz Whaley Flessner REALIZING OPPORTUNITY 35% Of High Net Worth Donors Plan to Increase

More information

Fundraising 101. Katie Busch Senior Director of Development and Alumni Relations. James T. Laney School of Graduate Studies Emory University

Fundraising 101. Katie Busch Senior Director of Development and Alumni Relations. James T. Laney School of Graduate Studies Emory University Fundraising 101 Katie Busch Senior Director of Development and Alumni Relations James T. Laney School of Graduate Studies Emory University CGS Meeting December 1, 2010 Washington, DC By the Numbers Philanthropic

More information

Washington, D.C. George Eastman Circle Leadership Council Meeting. April 18, :00 p.m. 7:00 p.m.

Washington, D.C. George Eastman Circle Leadership Council Meeting. April 18, :00 p.m. 7:00 p.m. Washington, D.C. George Eastman Circle Leadership Council Meeting April 18, 2017 6:00 p.m. 7:00 p.m. Meeting Agenda Welcome and Introductions George Eastman Circle Program Update Regional Update The Rochester

More information

Getting Ready For Your Giving Day. Everything you need to know about participating in a Giving Day on GiveGab!

Getting Ready For Your Giving Day. Everything you need to know about participating in a Giving Day on GiveGab! Getting Ready For Your Giving Day Everything you need to know about participating in a Giving Day on GiveGab! What is a Giving Day? A powerful 24-hour online fundraising event that unites a community around

More information

Beyond #GivingTuesday Crafting a Winning Year-End Strategy

Beyond #GivingTuesday Crafting a Winning Year-End Strategy Beyond #GivingTuesday Crafting a Winning Year-End Strategy Presented by: Margo Jacobs Director of Development, Campaigns United Nations Foundation Laura Aikens Senior Vice President CCS Wednesday, July

More information

Monthly Giving. Marketing Kit. How To Promote Your Monthly Giving Program

Monthly Giving. Marketing Kit. How To Promote Your Monthly Giving Program Monthly Giving Marketing Kit How To Promote Your Monthly Giving Program About The Monthly Giving Marketing Kit This comprehensive guide is designed to help you attract new monthly donors and retain existing

More information

A Menu of FUNdraising Opportunities for Board Members

A Menu of FUNdraising Opportunities for Board Members A Menu of FUNdraising Opportunities for Board Members Presented by Jean Block Jean Block Consulting, Inc. 2016 Jean Block Consulting, Inc. www.jblockinc.com 1 About Your Presenter Jean Block More than

More information

Peer to Peer Fundraising

Peer to Peer Fundraising Peer to Peer Fundraising Meet Your Presenter 13+ Years Experience in Peer to Peer Fundraising Raised $30 Million+ during 8 years with National MS Society Worked with 70+ NPOs as a Strategy Consultant at

More information

Registration Guide Existing Users

Registration Guide Existing Users Registration Guide Existing Users What is Give Miami Day? Give Miami Day is the largest annual giving event in the Southeast United States. Held online, Give Miami Day allows all individuals in our community

More information

Registration Guide New Users

Registration Guide New Users Registration Guide New Users What is Give Miami Day? Give Miami Day is the largest annual giving event in the Southeast United States. Held online, Give Miami Day allows all individuals in our community

More information

How To Use Data To Manage Your Nonprofit

How To Use Data To Manage Your Nonprofit How To Use Data To Manage Your Nonprofit Operate more like a business while staying true to your organization s mission Take a Page From the For-Profit Sector Some people don t like to think about running

More information

Work Smarter Not Harder

Work Smarter Not Harder Work Smarter Not Harder Allan Burrows & Clare Jordan August 14, 2014 Full-Service Fundraising Consulting and Executive Search Firm Campaign planning and implementation Feasibility studies Board and volunteer

More information

Promoting Maine s Downtown Marketplace: Fundraising Strategies

Promoting Maine s Downtown Marketplace: Fundraising Strategies Promoting Maine s Downtown Marketplace: Fundraising Strategies PRESENTED BY OVATION FUNDRAISING COUNSEL LLC LISA JEPSON WAHLSTROM, CFRE AMY ANDERSON, MSW OCTOBER 15, 2010 WWW.OVATIONFR.COM Oh Maaan...the

More information

10X10. $10,000 in 10 WEEKS. An Achievable Timeline for Nonprofit Growth

10X10. $10,000 in 10 WEEKS. An Achievable Timeline for Nonprofit Growth An Achievable Timeline for Nonprofit Growth $10,000 in 10 WEEKS SUCESSFUL FUNDRAISING = CAPACITY BUILDING INTRO Raising money to support its operations and programs is usually the most difficult task that

More information

factsheet Church Fundraising by Catherine Demetriadi FundraisingPoint Used with permission

factsheet Church Fundraising by Catherine Demetriadi FundraisingPoint Used with permission factsheet Church Fundraising by Catherine Demetriadi www.churchmusicfuture.com 2015 FundraisingPoint Used with permission Church Fundraising Your church s pipe organ needs a major overhaul but do you have

More information

Talking Pointss. ng in 2009.

Talking Pointss. ng in 2009. 1 Talking Pointss CBCC Article: Charities paid $762M to private fundraisers. The Scope of Telemarketing ng is an important aspect of fundraising for some charities, but it is not widely used. According

More information

Profiting from the Latest Research in Online Fundraising

Profiting from the Latest Research in Online Fundraising Profiting from the Latest Research in Online Fundraising Who is online and what works and what doesn t! 1 Introductions Katya is COO of Network for Good, which processes donations for 40,000 charities

More information

Membership, Year End Gifts & The Power of Thank You

Membership, Year End Gifts & The Power of Thank You 1 Membership, Year End Gifts & The Power of Thank You DONNA ANN HARRIS HERITAGE CONSULTING INC. Agenda for today 2 Membership Year End Gifts The Power of Thank You What To Do Tomorrow Tell me your name

More information

2017 Fundraising Plan

2017 Fundraising Plan 2017 Fundraising Plan In its 2015 Strategic Plan, the Alliance identified the critical need to increase unrestricted funding. Currently, unrestricted funds total less than 5% of Alliance total annual income.

More information

Maximizing Giving Days and Ensuring a Successful Year End Giving Initiative

Maximizing Giving Days and Ensuring a Successful Year End Giving Initiative Maximizing Giving Days and Ensuring a Successful Year End Giving Initiative PRESENTED BY Stephanie Moore Director of the Annual Fund, Baltimore Symphony Orchestra Natalie Shroyer Assistant Vice President,

More information

Fundraising Registration Update 2013

Fundraising Registration Update 2013 Fundraising Registration Update 2013 Marc Lee, CFRE, President, Affinity Fundraising Registration February 2013 Handout: www.fundraisingregistration.com/documents/registrationupdate2013.pdf Presenter I

More information

2/23/ which leads us to...working Smarter Not Harder!

2/23/ which leads us to...working Smarter Not Harder! Principal, Elderstone Resource Development since 1991 www.elderstone.ca - training and coaching boards, chief executives and senior fund development teams Orchestras Canada Small Business Orchestras January

More information

Annual Giving Information

Annual Giving Information ANNUAL GIVING FREQUENTLY ASKED QUESTIONS Q: WHAT IS ANNUAL GIVING? A: The Office of Annual Giving turns individual gifts of all sizes into collective energy. It is alumni, along with parents and friends,

More information

UNIVERSITY OF HAWAI I SYSTEM ANNUAL REPORT

UNIVERSITY OF HAWAI I SYSTEM ANNUAL REPORT UNIVERSITY OF HAWAI I SYSTEM ANNUAL REPORT REPORT TO THE 2009 LEGISLATURE Annual Report on University of Hawai i Tuition & Fees Special Fund Expenditures for the Purpose of Generating Private Donations

More information

Soliciting Matching Gifts

Soliciting Matching Gifts Soliciting Matching Gifts Soliciting matching gifts is not straight forward. Responsibilities for the mechanics of data maintenance and acquisition, asking for matching gifts, pledge collection and follow-up

More information

Online Fundraising Basics. Katya Andresen NONPROFIT 911

Online Fundraising Basics. Katya Andresen NONPROFIT 911 Online Fundraising Basics Katya Andresen NONPROFIT 911 Agenda Why bother with online fundraising? You can do it 10 rules for being successful at it You can do it Q&A 2 Big Numbers Openings Impulse giving

More information

America s Charities / Double the Donation Webinar (360MatchPro - Automatically Drive the Match Process)

America s Charities / Double the Donation Webinar (360MatchPro - Automatically Drive the Match Process) America s Charities / Double the Donation Webinar (360MatchPro - Automatically Drive the Match Process) 1 Today s Agenda A look at our discussion 2 Opportunity of Matching Gifts 360MatchPro Overview 360MatchPro

More information

Crowdfunding at Cleveland Clinic: Guide and Application

Crowdfunding at Cleveland Clinic: Guide and Application Crowdfunding at Cleveland Clinic: Guide and Application Contents Page Cleveland Clinic Crowdfunding Overview 2 Cleveland Clinic Crowdfunding Guidelines 3 Platform Basics 4 Campaign Planning 5 Scoring Criteria

More information

Fundraising Training Carson Valley Trails Association February 15, 2012

Fundraising Training Carson Valley Trails Association February 15, 2012 Fundraising Training Carson Valley Trails Association February 15, 2012 Linda Lysakowski, ACFRE CAPITAL VENTURE Agenda Fundraising 101 Setting Goals Building Our Case for Support The Role of Board, Staff,

More information

Open Society Institute-Baltimore Development Goals and Strategies Revised May 20, 2010 Prepared by Tricia Rubacky, Development Director

Open Society Institute-Baltimore Development Goals and Strategies Revised May 20, 2010 Prepared by Tricia Rubacky, Development Director Open Society Institute-Baltimore 2011-2013 Development Goals and Strategies Revised May 20, 2010 Prepared by Tricia Rubacky, Development Director Introduction While it would be optimal to have a crystal

More information

To a Successful Planned Giving Program Thursday, May 22

To a Successful Planned Giving Program Thursday, May 22 10 STEPS To a Successful Planned Giving Program Thursday, May 22 PRESENTED BY Lynn M. Gaumer, J.D. Senior Technical Consultant The Stelter Company Phil Purcell Vice President for Planned Giving and Endowment

More information

Your Campaign Committee

Your Campaign Committee Your Campaign Committee Your campaign committee may include the following volunteer functions, some of which can be combined and handled by one person. Page 1 of 6 Committee Position Descriptions Employee

More information

Foundation and Fundraising Toolkit

Foundation and Fundraising Toolkit Toolkit FOUNDATION AND FUNDRAISING PROGRAM TOOL KIT This tool kit is free to EMS agencies interested in implementing a foundation or fundraising program. The materials have been developed to provide stepby-step

More information

Getting Started in Planned Giving Charitable Gift Planning

Getting Started in Planned Giving Charitable Gift Planning Getting Started in Planned Giving Charitable Gift Planning May 6, 2016 Presented By: Brian M. Sagrestano, JD, CFRE President and CEO Gift Planning Development, LLC About Our Presenter Brian M. Sagrestano

More information

RE: Proposed Rule on Eligibility Requirements for Standard Mail, Federal Register, April 19, 2004

RE: Proposed Rule on Eligibility Requirements for Standard Mail, Federal Register, April 19, 2004 June 17, 2004 Sherry Freda Manager, Mailing Standards U.S. Postal Service 1735 N. Lynn St., Room 3025 Arlington, VA 22209-6038 RE: Proposed Rule on Eligibility Requirements for Standard Mail, Federal Register,

More information

Timeframe (By When) Ongoing Q1- Q2. DD, Ass DD (KB, SF), Project Researcher Develop clear strategies for engaging prospects. Q3 Q4.

Timeframe (By When) Ongoing Q1- Q2. DD, Ass DD (KB, SF), Project Researcher Develop clear strategies for engaging prospects. Q3 Q4. Priority 1: Build capacity through fundraising to support RMIT s strategic priorities Overall target: Fundraising income target is $1,730,000 (10% increase from 2011 based on centralised donations of $1,575,000)

More information

Fundraising Opportunities in Your Community

Fundraising Opportunities in Your Community Fundraising Opportunities in Your Community 1 Are You Fundraising Ready? Mission and Goals Annual Workplan Board and Volunteer Support Budget Fundraising Plan 2 Are You Fundraising Ready? Do you have??

More information

2014 Edition FUNDRAISING WITH ARTEZ INTERACTIVE WHITE PAPER FACEBOOK ARTEZ.COM FACEBOOK.COM/ARTEZINTERACTIVE

2014 Edition FUNDRAISING WITH ARTEZ INTERACTIVE WHITE PAPER FACEBOOK ARTEZ.COM FACEBOOK.COM/ARTEZINTERACTIVE 2014 Edition ARTEZ INTERACTIVE WHITE PAPER FUNDRAISING WITH FACEBOOK ARTEZ.COM FACEBOOK.COM/ARTEZINTERACTIVE FUNDRAISING ON FACEBOOK FUNDRAISING ON FACEBOOK PAGE 2 FUNDRAISING WITH FACEBOOK Artez Interactive

More information

2010 HOLIDAY GIVING. Research and Insights into the Most Charitable Time of the Year THIS RESEARCH INDICATES:

2010 HOLIDAY GIVING. Research and Insights into the Most Charitable Time of the Year THIS RESEARCH INDICATES: 2010 HOLIDAY GIVING Research and Insights into the Most Charitable Time of the Year THIS RESEARCH INDICATES: 74% of US adults will give this holiday season Consumers will donate more than $48 billion in

More information

WORK PLAN WORKBOOK. An interactive resource to help you create, plan, and implement your May 8, 2018 Give Local 757 campaign.

WORK PLAN WORKBOOK. An interactive resource to help you create, plan, and implement your May 8, 2018 Give Local 757 campaign. WORK PLAN WORKBOOK An interactive resource to help you create, plan, and implement your May 8, 2018 Give Local 757 campaign. Hampton Roads Give Local 757 is your time to shine. Use this three-step workbook

More information

United Way Funding Application Guidelines

United Way Funding Application Guidelines United Way Funding Application Guidelines 2016-2017 Submission Deadline: Friday, April 1,2016 Our Mission To build a better community by organizing the capacity of people to care for one another. Guiding

More information

Developing Your Fundraising Strategy. Written and delivered by Kathy Roddy

Developing Your Fundraising Strategy. Written and delivered by Kathy Roddy Developing Your Fundraising Strategy Written and delivered by Kathy Roddy What is a fundraising strategy? A roadmap from where you are now to where you want to be in the future - in fundraising terms.

More information

ALL ABOARD THE FUNDRAISING TRAIN!

ALL ABOARD THE FUNDRAISING TRAIN! ALL ABOARD THE FUNDRAISING TRAIN! Laurie Cromwell, CFRE Foundation Innovation, LLC April 20, 2016 NSFA Annual Conference Key Components Infrastructure Development Board of Directors Interconnected components

More information

The Funding Landscape: Federal, Foundation, and Corporate Grantmaking Prepared for Temple University

The Funding Landscape: Federal, Foundation, and Corporate Grantmaking Prepared for Temple University The Funding Landscape: Federal, Foundation, and Corporate Grantmaking Prepared for Temple University Grantwriting Workshop #3 Module 1 February 15, 2017 www. hanoverresearch. com WHO MAKES GRANTS AND WHY?

More information

ANNUAL CAMPAIGNS. Every non-profit organization with a need to raise contributed income should have an annual campaign which it conducts every year.

ANNUAL CAMPAIGNS. Every non-profit organization with a need to raise contributed income should have an annual campaign which it conducts every year. ANNUAL CAMPAIGNS An annual campaign is best described as a campaign conducted each year for the purpose of raising money to provide unrestricted operating funds. The money raised can be applied to any

More information

JPMorgan Chase Giving Tuesday Program Rules

JPMorgan Chase Giving Tuesday Program Rules JPMorgan Chase Giving Tuesday Program Rules On Tuesday, December 1 st, we are launching a one-day State Giving Challenge for states with more than 100 employees. The challenge is open to U.S. employees,

More information

CREATING A FRAMEWORK FOR DONOR-CENTERED DEVELOPMENT

CREATING A FRAMEWORK FOR DONOR-CENTERED DEVELOPMENT CREATING A FRAMEWORK FOR DONOR-CENTERED DEVELOPMENT Pam Velo, CAP GIFT Consultant Velo Philanthropic Advising IMPORTANCE OF DONOR RELATIONSHIPS IN COMMUNITY FOUNDATIONS Interest in and commitment to community

More information

REVENUE DEVELOPMENT FOR ADAPTIVE SPORTS ORGANIZATIONS

REVENUE DEVELOPMENT FOR ADAPTIVE SPORTS ORGANIZATIONS REVENUE DEVELOPMENT FOR ADAPTIVE SPORTS ORGANIZATIONS Adaptive Sports USA 2016 National Conference and Delegate Assembly Las Vegas, NV Thursday Nov 17, 2016 Howard Brodwin - Sports and Social Change howard@sportsandsocialchange.org

More information

Strategic Plan

Strategic Plan Strategic Plan 2016-2018 Approved by Board of Directors on February 25, 2016 Introduction Summit Artspace is a nonprofit 501(c)(3) organization established in Akron, Ohio in 1991 as the Akron Area Arts

More information

STRATEGIC PLAN

STRATEGIC PLAN STRATEGIC PLAN 2018-2020 STRATEGY #1 RE AC H M O RE GI RLS GROW SUSTAINABLE GIRL MEMBERSHIP ACROSS LOS ANGELES, AND PARTICULARLY IN UNDERSERVED & UNDERREPRESENTED COMMUNITIES. INITIATIVES 1. Recruit more

More information

Developing a Fundraising Plan

Developing a Fundraising Plan Developing a Fundraising Plan Thank you for joining the webinar. While you are waiting for the webinar to begin, we request that you mute your phones to avoid background noise and distractions for all

More information

PENNSYLVANIA HISTORICAL AND MUSEUM COMMISSION FUNDRAISING POLICIES AND GUIDELINES. Adopted: September 21, 2005

PENNSYLVANIA HISTORICAL AND MUSEUM COMMISSION FUNDRAISING POLICIES AND GUIDELINES. Adopted: September 21, 2005 PENNSYLVANIA HISTORICAL AND MUSEUM COMMISSION FUNDRAISING POLICIES AND GUIDELINES Adopted: September 21, 2005 FUNDRAISING POLICIES I. Background The Pennsylvania Historical and Museum Commission (PHMC)

More information

An Introduction to online fundraising

An Introduction to online fundraising An Introduction to online fundraising 1. Why you should be fundraising online Outline for the session 2. What Localgiving offers 3. Tips for effectively communicating your work 4. Segmenting your donor

More information

Your Fundraising Planning Guide

Your Fundraising Planning Guide Your Fundraising Planning Guide PLANNING GUIDE CONTENTS 1 2 3 4 5 What is #GivingTuesday? Don t Dos + Must Dos Suggested Planning Timeline Planning Checklist (Plan, Prepare, Promote) Additional Resources

More information

Copyright 2013 Alliance for Nevada Nonprofits 1

Copyright 2013 Alliance for Nevada Nonprofits 1 WEBINAR Fundraising 101 October 24, 2013 With Linda Lysakowski, ACFRE LindaLysakowski.com Agenda Fundraising 101 Setting Goals Building Your Case for Support The Role of Board, Staff, Volunteers Creating

More information

Kappa Delta Foundation (KDF) Executive Director Position Profile June 2011

Kappa Delta Foundation (KDF) Executive Director Position Profile June 2011 Kappa Delta Foundation (KDF) Executive Director Position Profile June 2011 This profile provides information about KDF and the position of Executive Director. The profile is designed to assist individuals

More information

Fundraising and Moving Your Mission Forward

Fundraising and Moving Your Mission Forward Fundraising Moving Your Mission Forward Presented by: Si Frost Steensma President CEO, Kennari Consulting MARO Spring Leadership Conference June 2018 Who is Kennari Consulting Founded in 2007 One of the

More information

2012 Combined Charities Campaign October 1 October 31, 2012

2012 Combined Charities Campaign October 1 October 31, 2012 CITY and COUNTY OF SAN FRANCISCO 2012 Combined Charities Campaign October 1 October 31, 2012 Show You Care, Give Your Share Campaign Training Manual http://www.sfgov.org/charity TABLE OF CONTENTS Introduction

More information

COMMUNITY GIVING. Strengthening patients and transforming our community.

COMMUNITY GIVING. Strengthening patients and transforming our community. COMMUNTY GVNG Strengthening patients and transforming our community. CAMC Foundation Attn: Community Giving 3414 Staunton Ave. SE Charleston, WV 25304 Thank you for your interest in hosting an event on

More information

2017 Combined Charities Campaign October 2 October 31, 2017

2017 Combined Charities Campaign October 2 October 31, 2017 CITY and COUNTY OF SAN FRANCISCO 2017 Combined Charities Campaign October 2 October 31, 2017 Campaign Training Manual http://www.sfgov.org/charity TABLE OF CONTENTS Introduction 3 Captain/Coordinator Responsibilities

More information

Certificate in Fundraising Excellence (CiFRE) Strengthening ethical fundraising in Texas

Certificate in Fundraising Excellence (CiFRE) Strengthening ethical fundraising in Texas Certificate in Fundraising Excellence (CiFRE) Strengthening ethical fundraising in Texas Sponsored by Texas Association of Nonprofit Organizations (TANO) Supported by The Center for Community Based & Nonprofit

More information

YSC TOUR DE PINK TEAM HANDBOOK

YSC TOUR DE PINK TEAM HANDBOOK YSC TOUR DE PINK TEAM HANDBOOK WHY CREATE A TEAM? Team fundraising is an excellent way to increase your donations and have a lot of fun doing it. Create new friendships and strengthen old ones while raising

More information

Top Essentials for a Winning #GivingTuesday

Top Essentials for a Winning #GivingTuesday eguide Top Essentials for a Winning #GivingTuesday Nine essentials to help you plan and launch your 2015 campaign WWW.NETWORKFORGOOD.COM/NPO About this Mini-Guide Getting your nonprofit ready for an stellar

More information

How to Find RFPs That Meet Your Needs: Successful Grant Research.

How to Find RFPs That Meet Your Needs: Successful Grant Research. How to Find RFPs That Meet Your Needs: Successful Grant Research www.fundingforgood.org There Are No Dumb Questions Types of Support Annual Campaigns Building/Renovation Capital Campaigns Conferences/Seminars

More information

DONOR RETENTION TOOLKIT

DONOR RETENTION TOOLKIT eguide DONOR RETENTION TOOLKIT How to retain every new and returning donor so they give again and again. Introduction Where does your nonprofit focus most of its fundraising energy? Chances are, the answer

More information

2014 COMBINED CHARITIES CAMPAIGN COORDINATOR ORIENTATION

2014 COMBINED CHARITIES CAMPAIGN COORDINATOR ORIENTATION 2014 COMBINED CHARITIES CAMPAIGN COORDINATOR ORIENTATION Agenda Campaign overview Best Practices The Role of the Coordinator Marketing and Promotion Pledge form processing Overview of Online Pledge Site

More information

FILE SAMPLE DONATION LETTER FOR SCHOOL EBOOK

FILE SAMPLE DONATION LETTER FOR SCHOOL EBOOK 12 March, 2018 FILE SAMPLE DONATION LETTER FOR SCHOOL EBOOK Document Filetype: PDF 347.04 KB 0 FILE SAMPLE DONATION LETTER FOR SCHOOL EBOOK A sample fundraising letter template free for you to adapt and

More information

Leadership Gifts for Annual Funds: Building the Donor Pipeline

Leadership Gifts for Annual Funds: Building the Donor Pipeline Leadership Gifts for Annual Funds: Lacie LaRue February 21, 2014 ABOUT THE PRESENTER Lacie LaRue Lacie LaRue Senior Director of Annual Giving, Oregon State University Foundation 15 years in annual giving

More information

60+ GREAT FUNDRAISING IDEAS IN 60 MINUTES. Jean Block, Jean Block Consulting, Inc.

60+ GREAT FUNDRAISING IDEAS IN 60 MINUTES. Jean Block, Jean Block Consulting, Inc. 60+ GREAT FUNDRAISING IDEAS IN 60 MINUTES Jean Block, Jean Block Consulting, Inc. About Jean Block 2 National trainer and consultant on nonprofit management, FUNdraising, board development and social enterprise

More information

Services that help donors give their support more generously

Services that help donors give their support more generously Working Together The Fidelity Charitable Gift Fund is an independent public charity Like your organization, we are also a nonprofit. Our donor advised fund program, called the Giving Account, helps us

More information

JENNIFER BECKWITH ROSE, MPA

JENNIFER BECKWITH ROSE, MPA 6834 PLEASANT VALLEY DR. WARRENTON, VA (540) 359-0073 JROSE20@GMU.EDU PROFILE A life-long connector, works tirelessly to help others achieve success and thrive in the community. Committed to and experienced

More information

ADVANCEMENT PLAN January June 2017

ADVANCEMENT PLAN January June 2017 ADVANCEMENT PLAN January June 2017 Shereitte C. Stokes III, ACFRE Vice President Page 1 of 10 York College December 13, 2016 Advancement is the sum total of the activities that a philanthropic-driven institution

More information

Fundraising: Mobilizing Resources

Fundraising: Mobilizing Resources Fundraising: Mobilizing Resources Background Notes The ability to mobilize resources is a valuable skill for advocacy networks. Access to financial resources expands the options available to the advocacy

More information

Comprehensive Fundraising Training Steven P.J. Wood Building, Arlington, VA

Comprehensive Fundraising Training Steven P.J. Wood Building, Arlington, VA Registration and fast 9:30-9:45am Welcome and Opening Remarks Leadership Institute 101 Binder materials 9:45-10:45am Why People Give you Money Who gives? The keys to donor communication THANK YOU 10:45-11:00am

More information

Fast Fundraising Facts for Fame & Fortune

Fast Fundraising Facts for Fame & Fortune Fast Fundraising Facts for Fame & Fortune CAPLAW 2010 National Training Conference June 17, 2010 8:30 a.m. 11:45 a.m. Savannah, GA Jean Block Jean Block Consulting, Inc. 7915 Cliff Road, NW Albuquerque,

More information

FUNDRAISING GUIDE. Fundraising to fight MS! Mailing Address. . Website. Bike the US for MS Fundraising Guide 2018

FUNDRAISING GUIDE. Fundraising to fight MS! Mailing Address.  . Website. Bike the US for MS Fundraising Guide 2018 FUNDRAISING GUIDE Bike the US for MS Fundraising Guide 2018 Mailing Address You and your donors can mail check donations to: Bike the US for MS P.O. Box 10001 Blacksburg, VA 24062 Don t forget to have

More information

Maximizing Your Capital Campaign: Making Your Silent Phase Loud

Maximizing Your Capital Campaign: Making Your Silent Phase Loud Maximizing Your Capital Campaign: Making Your Silent Phase Loud Today s Presenters: Tricia Ambler Senior Client Consultant WealthEngine Sally Boucher Director of Research WealthEngine wealthengine.com

More information

2015 Combined Charities Campaign October 1 October 30, 2015

2015 Combined Charities Campaign October 1 October 30, 2015 CITY and COUNTY OF SAN FRANCISCO 2015 Combined Charities Campaign October 1 October 30, 2015 Show You Care, Give Your Share Campaign Training Manual http://www.sfgov.org/charity TABLE OF CONTENTS Introduction

More information

SAN FRANCISCO BOTANICAL GARDEN SOCIETY ANNUAL FUND OFFICER

SAN FRANCISCO BOTANICAL GARDEN SOCIETY ANNUAL FUND OFFICER Position Title: Annual Fund Officer Full or Part Time: 100% FTE Regular or Temporary: Regular Exempt or Non-exempt: Exempt Salary: Dependent on experience SAN FRANCISCO BOTANICAL GARDEN SOCIETY ANNUAL

More information

UNIVERSITY OF ILLINOIS FOUNDATION UNIVERSITY OF ILLINOIS BOARD OF TRUSTEES MEETING JULY 21, 2016

UNIVERSITY OF ILLINOIS FOUNDATION UNIVERSITY OF ILLINOIS BOARD OF TRUSTEES MEETING JULY 21, 2016 UNIVERSITY OF ILLINOIS FOUNDATION UNIVERSITY OF ILLINOIS BOARD OF TRUSTEES MEETING JULY 21, 2016 July 21, 2016 UI FOUNDATION & UNIVERSITY OF ILLINOIS - DEVELOPMENT PROGRAM BOARD OF TRUSTEES BRIEFING Program

More information

Meet the Speakers. James Citron CEO

Meet the Speakers. James Citron CEO Meet the Speakers moderator Victor Cho Lauren Antonelli James Citron Cassie Fowler Jacobi Wade CEO Director of Product CEO Director of Marketing Director Innovation-obsessed CEO with a history of reinventing

More information

Engaging Corporations in Your Watershed Work

Engaging Corporations in Your Watershed Work Engaging Corporations in Your Watershed Work Schuylkill Watershed Congress March 14, 2015 1 Today s Session Building relationships and partnerships with corporations more than just raising $ Reasons why

More information

Advancement: Best Practices

Advancement: Best Practices Advancement: Best Practices The advancement office exists to contribute to the strength and vitality of the school: to build relationships with current and new constituents; to manage communication programs;

More information

Getting your Organisation ready to win grants. Bianca Williams, Strategic Grants

Getting your Organisation ready to win grants. Bianca Williams, Strategic Grants Getting your Organisation ready to win grants Bianca Williams, Strategic Grants Is your organisation ready and able to win grants? Jobs Australia Conference October 2016 Presented by: Bianca Williams Copyright

More information

2011 Holiday Good Guide For Partners

2011 Holiday Good Guide For Partners 2011 Holiday Good Guide For Partners Your customers and employees are generous procrastinators: they want to join your holiday cause campaign, but need a little encouragement from you. This guide will

More information

RNL Crowdfunding Index 2017

RNL Crowdfunding Index 2017 RNL Crowdfunding Index 2017 Benchmarks and Best Practices for Charitable Crowdfunding Campaigns Based on a review of 4,200 crowdfunding campaigns totaling $22.5M through RNL Crowdfunding powered by ScaleFunder.

More information

FISCAL SPONSORSHIP PROGRAM OVERVIEW & FAQ S

FISCAL SPONSORSHIP PROGRAM OVERVIEW & FAQ S FISCAL SPONSORSHIP PROGRAM OVERVIEW & FAQ S New York Live Arts Fiscal Sponsorship program is a simple and affordable way for independent artists and companies to raise tax-deductible donations and apply

More information

AFP First Coast Wednesday, July 20, 2016

AFP First Coast Wednesday, July 20, 2016 AFP First Coast Wednesday, July 20, 2016 Jennifer Russ, CFRE Vice President and Consultant Multichannel Programs All material in this presentation, including text and images, is the property of Ruffalo

More information

Spring2ACTion Checklist for Success

Spring2ACTion Checklist for Success Spring2ACTion Checklist for Success The following checklist will guide you through planning a successful Spring2ACTion campaign. Templates, tips, images and more information can be found in the Nonprofit

More information

GLOBAL GRANTS BREAKDOWN. 1.2 million Rotary Members. A rating from Charity Watch, ,000 Rotary Clubs

GLOBAL GRANTS BREAKDOWN. 1.2 million Rotary Members. A rating from Charity Watch, ,000 Rotary Clubs Better Together. Who We Are Rotary International is a membership organization of more than 1.2 million community leaders who join together to bring positive, lasting change to communities around the world.

More information

RIT Alumni Association Volunteer Guide

RIT Alumni Association Volunteer Guide RIT Alumni Association Volunteer Guide Introduction Thank you for volunteering! You are part of an important Association of more than 118,000 alumni around the world! Thank you for your commitment to keep

More information

2017 Charity Briefing

2017 Charity Briefing 2017 Charity Briefing Thank you for choosing to participate in the Combined Federal Campaign. Your work empowers and inspires the generosity of the Federal community. 2 Agenda 01 03 CFC 101 CFC 101 Learn

More information

Believe in Zero

Believe in Zero www.unicef.ie Believe in Zero Agenda UNICEF at a glance The challenge Campaign overview Successes and lessons Lisa-Nicole Dunne Public Fundraising Director UNICEF Ireland Going forward 2 UNICEF at a glance

More information

Outline for the Session. Thank You! Frank Talk About Money. Finding Your Groove With Major Gift Cultivation. Frames of Reference

Outline for the Session. Thank You! Frank Talk About Money. Finding Your Groove With Major Gift Cultivation. Frames of Reference Outline for the Session Finding Your Groove With Major Gift Cultivation by David Allen Developed for Madison Non Profit Day 28 October 2013 Introductions Frank Talk About Money Decision Making Dynamics:

More information

Finding Your Groove With Major Gift Cultivation. by David Allen Developed for Madison Non Profit Day 28 October 2013

Finding Your Groove With Major Gift Cultivation. by David Allen Developed for Madison Non Profit Day 28 October 2013 Finding Your Groove With Major Gift Cultivation by David Allen Developed for Madison Non Profit Day 28 October 2013 Outline for the Session Introductions Frank Talk About Money Decision-Making Dynamics:

More information