STRENGTHENING OUR ORGANIZATIONS FOR THE LONG HAUL
|
|
- Myra Newton
- 5 years ago
- Views:
Transcription
1 STRENGTHENING OUR ORGANIZATIONS FOR THE LONG HAUL FACT Fundraising Assistance Project Webinar French American Charitable Trust July 2010
2 Outline Session 1 Creating A Culture of Fundraising Organizational Roles and Responsibilities Constituencies, Organizational Connections & Fundraising Building Membership, Building Grassroots Support Your Database: The Technological Nerve Center of Successful Fundraising Putting it all together: The Fundraising Plan and Fundraising Calendar Case Study: MUA Builds a Grassroots Fundraising Program Organizational Capacity for FR: Leadership and Fundraising Acknowledgements & Attend Money for Our Movements Conference! Fundraising Assistance Project 2
3 Outline Session 2 Why Major Gifts? Identifying Your Best Prospects and their Giving Capacity Telling Your Story: Articulating Need in Words and Money The Major Donor Campaign The Major Gift Top Ten Fundraising Assistance Project 3
4 Presenters Session 1: Alfreda Barringer is a member of the Management Assistance Team of FACT. Holly Fincke is a long-time fundraiser & fundraising consultant. She is also Director of the Windcall Institute. Rebecca Johnson is a member of the Management Assistance Team of the FACT. Fundraising Assistance Project 4
5 Presenters Rona Fernandez is a member of the consulting team of Klein & Roth Consulting. Kim Gilliam is a member of the Management Assistance Team of FACT. Andrea Lee is Co-Director for Administration and Development for Mujeres Unidas y Activas. Fundraising Assistance Project 5
6 Creating a Culture of Fundraising Fundraising Assistance Project 6
7 What Is Grassroots Fundraising? Non-grant writing based fundraising activities controlled by your organization that enables you to raise the money to keep your doors open. The amount of money needed to maintain vital services and presence is determined by your members, leadership, staff and board. Fundraising Assistance Project 7
8 But I Can Get A Grant With Less Work! How Do I Justify The Time? Small donors add up AND a donor base generates the major and mid-level donors. Must invest to get. Foundation fundraising may be taking more time than we realize. Results increase when an organization has a fundraising culture. Fundraising Assistance Project
9 Four + 1 Signs of a Healthy Fundraising Culture Everybody does some fundraising People feel that they are part of a team Fundraising is talked about regularly Fundraising aligns with the culture of the organization s constituency The groups own their fundraising goals, successes AND failures Fundraising Assistance Project
10 5 Steps to Developing a Fundraising Culture Identify fundraising champions. Get everyone involved. Train, practice, debrief Recognize and reward accomplishments Have fun! Fundraising Assistance Project
11 More Reasons to Build A Grassroots Fundraising Program It is important to have many strategies for raising money. It gives you the capacity to determine what is most important to your members/constituents regardless of foundation interests and trends. Grassroots Fundraising builds /increases Self determination Leadership Development Community/constituency commitment Fundraising Assistance Project 11
12 Organizational Roles & Responsibilities Board of Directors set policy, approve a budget and guarantee the organization has the funding it needs to carry out its mission, including making a commitment of time and money. Development or Fundraising Committee can help guide your Grassroots Fundraising Program Staff, all staff participate in some aspect of fundraising efforts. Volunteers can serve on the Development Committee as well as on event committees, help with canvasses, mailings, phone banking, member recruitment and individual donor visits. Fundraising Assistance Project 12
13 Constituencies, Organizational Connections & Fundraising All organizations have constituencies. Who are your constituents and how close are they to the center/heart of your organization? Fundraising Assistance Project 13
14 Constituency Circles Fundraising Assistance Project 14
15 Fundraising Assistance Project 15
16 Building Membership, Building Sustaining Support Sustainer Programs are an important component of a Grassroots & Small Donor Program. Where to Begin? Board members New members: 2x as responsive to a monthly giving request than renewers* Members who regularly give several gifts a year, or who send in unsolicited gifts Members who are already using a credit card to charge gifts * Grassroots Fundraising Journal, May/June 2006, p 5 Fundraising Assistance Project 16
17 Which Constituency Next? After members, your most likely pool of potential sustaining donors are: Current donors Online Activists Donors who make contributions using credit cards Fundraising Assistance Project 17
18 Database: The Nerve Center Constituents, donors, members, social media, , online activists A successful Grassroots Fundraising Program requires sophisticated means of keeping track & staying in touch. Your database is key. There are 3 main types: Donor Management (DRM): Targeted support to track donors, prospects, pledges, premiums and giving levels, matching gifts, and sometimes grants and corporate sponsorships. Constituent Relationship Management (CRM): Track comprehensive data about each constituent their donations & membership dues, also, event attendance, volunteer record, and more. Integrated Online Systems: Combine different online functions in a single package. Track donors & other constituents, send broadcast s, take donations & event registrations online, & even manage a website, all in one system. Fundraising Assistance Project 18
19 How To Decide? Don t over prioritize price Make a plan for all your constituents and interactions Understand your own donor processes Identify your communication priorities Weigh flexibility vs. complexity Be aware of your internal technical capacity Consider the priority of accounting control Fundraising Assistance Project 19
20 Idealware Top 10 Fundraising Assistance Project 20
21 6 Key Steps: Fundraising Planning Planning next year s expenses Creating the Development Fundraising Plan Work the plan Mid-year evaluation and recalibration for balance of year Work the revised plan Critical analyze lessons learned and apply to next year Fundraising Assistance Project 21
22 CYCLE of PLANNING Analyze lessons learned Develop expense budget Develop statement of development objectives BEGIN FY Approved expense budget Approved stmt. of development objectives Create detailed FR implementation plan CYCLE of PLANNING Mid-year, evaluate YTD results And re-calibrate goals Fundraising Assistance Project 22
23 Planning Process Road Map LAYS OUT EXACTLY WHERE YOUR YEAR MUST END UP KEY POINTS TO CONSIDER ARE REVENUES GENERATED FROM EACH FUNDRAISING ACTIVITY HOW MUCH TIME WILL BE NECESSARY TO ACCOMPLISH EACH OBJECTIVE. Fundraising Assistance Project 23
24 Fundraising Objectives with Time Allocation Objective 1 Raise a total of $110,000 from foundations; $100,000 from four existing funders and $10,000 from one new foundation. Executive Director (ED) 15%; Director of Development (D of D) 20%; Staff Members (SM) 5% Objective 2 Raise $12,600 in membership/small donor gifts (under $100). Renew 80% of current members (200 x 80% = 160) by a renewal program ($3200); secure 50 new members through direct mail and acquisition ($1000); and mail spring and fall special appeal ($8400). End year with 210 active members/small donors. ED - 2%; D of D- 25%; SM 15% Objective 3 Raise $6000 from special events. Host two house parties ($2000); and Fall fest Gala and Silent Auction ($4000). ED - 10%; D of D- 20%; SM - 5% Objective 4 Raise $27,000 from twelve major donors; $25,000 from ten existing major donors and $2,000 from four new major donors. Make a total of twenty five face-to-face calls for the year. ED -18 visits & 10%; D of D- 7 visits & 25%; SM 2% Fundraising Assistance Project 24
25 Fundraising Objectives with Time Allocation Objective 5 Produce two newsletters this year (spring and winter) ED - 5%; D of D 5%; SM 2% Objective 6 Commit time necessary for administrative functions (staff meetings, etc.) and for planning, including developing annual fundraising plan, and six month review and recalculation of the plan. ED - 5%; D of D - 5%; SM 1% Total Fundraising Time: Executive Director 47%; Director of Development 100%; Staff Members 30% Total Revenues Raised $155,600 Annual Budget $151,500 Projected year end surplus $ 4,100 Fundraising Assistance Project 25
26 Case Study MUA: BUILDING A CULTURE OF FUNDRAISING Fundraising Assistance Project 26
27 Mujeres Unidas y Activas: Building A Culture of Fundraising 20 year old Latina immigrant organization Over 450 active members - low-income immigrant women primarily from Mexico and Central America. Based in Bay Area with offices in SF & Oakland. Double Mission: building personal power & organizing for social justice focusing on workers & immigrant rights. Organizational model has woven in belief in & commitment to developing the capacity of Latina immigrant women to be leaders of their own lives, in their community, & of their own organization this includes leading fundraising work. Fundraising Assistance Project 27
28 Mujeres Unidas y Activas: Building A Culture of Fundraising KEY MOMENTS IN MUA S HISTORY 1990 MUA born as Project of Northern California Coalition for Immigrant and Refugee Rights (NCCIR) MUA develops innovative service model and leads campaigns for immigrant and women s rights NCCIR closes and MUA loses funding, institutional and individual contacts, and paid staff Fundraising Assistance Project 28
29 Key Moments In MUA History MUA utilizes 15th anniversary to launch an individual donor campaign based on Latin American Quinceañera & forms first Board of Directors MUA creates structures to support grassroots fundraising programs (i.e. fundraising trainings, donor database, member-led fundraising work, donor contact calendar) MUA formalizes grassroots fundraising program Organizational Goal = 35% Grassroots fundraiser hired and staff takes on increased fundraising responsibilities New training and mentoring program for members launched Fundraising Assistance Project 29
30 MUA S GRASSROOTS FUNDRAISING PROGRAM: HOW IT WORKS FULL-TIME GRASSROOTS FUNDRAISER STAFF POSITION INTENSIVE TRAINING FOR STAFF AND MEMBERS 45 hour popular education training 17 graduates Fundraising Assistance Project 30
31 MUA S GRASSROOTS FUNDRAISING PROGRAM: HOW IT WORKS GRASSROOTS FUNDRAISING COMMITTEE 16 month commitment with stipend 2-hour monthly meetings focus on-going training, project planning and check-in, and project evaluation. Rotation through 3 teams -- Direct Contact with Donors, Special Events, & Mailings/ -- meet monthly FUNDRAISING INTERNSHIP (to be launched Winter 2010) Fundraising Assistance Project 31
32 MUA TRAINING IMPACT & RESULTS TRAINING IMPACT 71 % of participants felt the training helped them feel more comfortable asking for a donation 71% felt they both could better evaluate what strategies were more effective and the different goals in developing donor relations 82% of the participants felt that the training helped them increase their ability to talk about MUA s work and significance to donors FUNDRAISING RESULTS Annual community fundraiser raised an additional $1500 in 2009 New fundraising event Sabor de MUA launched Summer phone banks reaching 500 donors each time held between October 2009 and June 2010 Collection of over 300 new s for alert list Member designed and written spring donor appeal Fundraising Assistance Project 32
33 NEW GRASSROOTS FUNDRAISER = INCREASED FUNDRAISING CAPACITY New member-led fundraisers Local business initiated fundraisers Improved communications New blast system synched with database YouTube presence Facebook page New donor categorization Better follow-up More targeted asks Fundraising Assistance Project 33
34 Mujeres Unidas y Activas: Building A Culture of Fundraising KEY LESSONS 1) Build Organizational Commitment Create a culture of transparency about money in your organization. If your members and staff doesn t understand what you need money for or where it currently comes from they won t feel the need to fundraise. Explore the impact of over-reliance on foundations and government on your organization and our movements 2) Set Goals Involve key stakeholders in deciding how much of your budget should come from the community. Create long-term plan for reaching that goal. Be realistic about what you are trying to do and what it will take to do it. Be patient and implement slowly step by step. Fundraising Assistance Project 34
35 Mujeres Unidas y Activas: Building A Culture of Fundraising KEY LESSONS 3) Create Infrastructure Good donor lists and effective databases help! Develop a basic donor contact calendar and add to it. Clarify staff roles and responsibilities on an on-going basis. 4) Develop Grassroots Capacity and Support Member Leadership Treat grassroots fundraising as a leadership development tool with the same trainings and support you give to other projects. Find a role for each member of your community to play in fundraising. Don t dismiss fears about fundraising confront them constantly! Give people concrete skills and opportunities to practice them. Build fundraising structures and formalize roles (committees, internships, etc.) Follow the lead of your members they will know what fundraising strategies will work. Fundraising Assistance Project 35
36 MUA: Building A Culture of Fundraising -- Important Reminders Do not fall into the trap of thinking that low-income folks of color cannot be fundraisers or donors. They are both. Identify seed funding, training, and outside support (i.e. consultants) to support you in building your fundraising program. Take advantage of concepts that resonate with the culture of your organization and constituents. Remember the network that surrounds your organization and call on your friends when you need them. Remember that Grassroots Fundraising is an investment. You won t see monetary results right away. Celebrate gifts and Fundraising every Assistance success. Project
37 Assessing Organizational Capacity What does it take for your organization to begin the process of creating a grassroots and donor fundraising program? Patience this is an incremental process. It will build at the pace your organization can manage, no faster or slower. Openness to new ideas because we are social change agents this should be easy. New ideas are our life force. Hard work goes without saying? Planning, planning and more planning this will most support the incremental growth of your fundraising program. Fundraising Assistance Project 37
38 ASSESSING YOUR READINESS Fundraising Assistance Project 38
39 Evaluating Your Capacity How are we financially? Have you discussed a new approach to fundraising with your volunteer leadership? How do they feel about it? How does the Executive Director feel about this new approach? If volunteer leadership and the ED are doubtful, are they willing to set doubts aside and give it a try? How does the staff feel? Is there a core group of leaders 3 to 5 -- excited, interested, willing to give it a go? If there is too much resistance, what are the three things that would bring about more willingness to try? Fundraising Assistance Project 39
40 Follow-Up for FACT Grantees Receive 8 hours of follow-up technical assistance from the FAP Webinar Team if your organization is a FACT grantee Has not received a FAP grant (Your organization has not received the OSI/New World Donor Development and Diversification ("3D") Initiative grant) Fundraising Assistance Project 40
41 Request 8 Hours of TA by December 1, 2010 Contact Alfreda Barringer alfredab2@yahoo.com or Emily Goldfarb Egoldnrio@aol.com Join Us For Webinar Part 2 on July 13, Focus on Major Donors Fundraising Assistance Project 41
42 Acknowledgements The content of this webinar draws heavily on two sources: The Grassroots Fundraising Journal from GIFT and Untapped, a publication by Linchpin Project at the Center for Community Change. Both publications and their sponsoring organizations have helped many of us develop the essential mindset and skills necessary for becoming successful grassroots fundraisers. We are grateful for their commitment and resources. Fundraising Assistance Project 42
43 Attend The GIFT Conference Fundraising Assistance Project 43
44 Finance and Fundraising Resources To learn more about financial management and fundraising tools Good advice on non-profit issues (see FAQ s) National Society of Hispanic MBA s Has good on-line training resources on finance. Alliance for Non-profit Management: covers board development, strategic planning, fundraising, financial management, risk management, and credit card acceptance. Wiley and Jossey Bass are good publishers on nonprofit management and fundraising. Grassroots Fundraising Journal and GIFT training are great programs for community groups. Articles and resources on fundraising during recessions pdf Fundraising Assistance Project 44
Fundraising Assistance Program
Fundraising Assistance Program Webinar Supplemental Manual FRENCH AMERICAN CHARITABLE TRUST FRENCH AMERICAN CHARITABLE TRUST BY REBECCA JOHNSON, JAMES (KIM) GILLIAM, ALFREDA BARRINGER & EMILY GOLDFARB
More informationFundraising in a Small Shop Grassroots Fundraising Plans and Tactics
Fundraising in a Small Shop Grassroots Fundraising Plans and Tactics Association of Fundraising Professionals of Greater New Orleans Thursday, July 12, 2018 Real talk: You can t do everything (and you
More informationJoin Boston Arts Academy Foundation and help us change a young person s life today beginning with your own.
Director of Annual Giving and Events Boston Arts Academy Foundation Boston, Massachusetts About the Foundation: The Boston Arts Academy Foundation is a non-profit organization that was established in 1999
More informationFrequently Asked Questions (FAQ)
Frequently Asked Questions (FAQ) Contents 1) The LAPA Model... 1 2) Affordability of Fundraising Services... 2 3) Campaigns... 3 4) Feasibility Study... 4 5) Finding New Donors... 4 6) Paying for Fundraising...
More informationFund-Development Principles To Assure Your Mentoring Program s Future
Sustaining Program Viability Fund-Development Principles To Assure Your Mentoring Program s Future by Barbara Webster The most important leadership functions are those actions that are necessary to secure
More informationFirst Fundraising Strategies for Startup Organizations
First Fundraising Strategies for Startup Organizations Tom O Brien Program Director Neighborhood Connections Small Grants Program The Cleveland Foundation Cleveland, Ohio February 15, 2008 Goal for Today:
More informationIncome/Revenue Diversification
Income/Revenue Diversification April 20, 2007 Rick Crane Developed under cooperative agreement with HHS, HRSA, HAB Access Ryan White TA at careacttarget.org Module 1: Introduction to Income/Revenue Diversification
More informationDeveloping 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 informationFund for Louisville Capacity Building Grants. Information Session Friday, June 3, 2016
Fund for Louisville Capacity Building Grants Information Session Friday, June 3, 2016 1. Introduction to CFL 5 minutes 2. Capacity Building Definition & Examples 15 minutes 3. Technology 10 minutes The
More informationOLD NATIONAL BANK FOUNDATION 2018 GRANT APPLICATION GUIDELINES
PLEASE READ ALL INFORMATION BEFORE APPLYING FOR A GRANT Mission The Old National Bank Foundation believes that social responsibility is essential to fostering vibrant, sustainable communities. We realize
More informationAGENDA CONTACT INFORMATION NEIGHBORHOOD EXCHANGE. Fundraising & Fund Development WORKSHOP SERIES
AGENDA 5:45 p.m. - 6:10 p.m. Arrivals & Refreshments 6:10 p.m. - 6:15 p.m. Welcome & Introductions - Janai Gilmore 6:15 p.m. - 7:00 p.m. Essentials - Shamyle Dobbs Where s the Money Quiz - 15 minutes The
More informationSpring2ACTion 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 informationOLD NATIONAL BANK FOUNDATION 2017 GRANT APPLICATION GUIDELINES
PLEASE READ ALL INFORMATION BEFORE APPLYING FOR A GRANT Mission The Old National Bank Foundation believes that social responsibility is essential to fostering vibrant, sustainable communities. We realize
More informationStrengthening Rural Organizations through Grassroots Fundraising
Strengthening Rural Organizations through Grassroots Fundraising Diana Tellefson Torres, Executive Director of the United Farm Workers (UFW) Foundation Adriana Rocha, Board Chair of Grassroots Institute
More informationMaximizing 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 informationUNDERSTANDING CONSTITUENT RELATIONSHIP MANAGEMENT SYSTEMS
UNDERSTANDING CONSTITUENT RELATIONSHIP MANAGEMENT SYSTEMS Money For Our Movements 2016 Introductions Hi! I m Rebecca. I work with social change and environmental justice orgs on fundraising, DB development
More informationFREQUENTLY ASKED QUESTIONS. Table of Contents
FREQUENTLY ASKED QUESTIONS Table of Contents What is United Way? 2 What geographical area does United Way of the Alberta Capital Region serve? 2 How do I get involved with United Way? 2-3 Does organized
More informationHeritage Consulting Inc. What we will cover in 20 minutes. Diversifying your revenue sources. The Profitable Nonprofit
The Profitable Nonprofit Oakland County Heritage Conference September 10, 2009 1 DONNA ANN HARRIS HERITAGE CONSULTING INC. What we will cover in 20 minutes Diversifying revenue sources Where the money
More informationTURN YOUR SUPPORTERS INTO THIRD PARTY FUNDRAISERS
TURN YOUR SUPPORTERS INTO THIRD PARTY FUNDRAISERS In the age of digital and social media, individuals are more empowered than ever to support causes dear to their heart by hosting their own in-person or
More informationSTAGE ONE APPLICATION GUIDE
THE CHRISTMAS CHALLENGE 2018 Discover. Donate. Double. STAGE ONE APPLICATION GUIDE Monday 21st May Friday 6th July STAGE ONE APPLICATION GUIDE The application for The Christmas Challenge 2018 is divided
More informationFund Development Handbook A PROJECT OF RESOURCES FOR INDEPENDENCE CENTRAL VALLEY
Fund Development Handbook A PROJECT OF RESOURCES FOR INDEPENDENCE CENTRAL VALLEY Fund Development Handbook A PROJECT OF RESOURCES FOR INDEPENDENCE CENTRAL VALLEY Compiled by, Eli Gelardin, Executive Director
More informationPolicies and Procedures for Funded Agencies
Policies and Procedures for Funded Agencies Adopted: September 2016 1 United Way s vision for Southeast Mississippi is to transform the quality of life in our community. We are on a mission to cultivate
More informationThe F Word and How to Use It
Page 1 of 10 The F Word and How to Use It Posted by Emily Davis on Nov 3, 2016 12:42:42 PM Nonprofit governance is a shared role by an organization s chief executive and the board as a collective. Together
More informationIndependent School Fundraising. By Patricia Voigt & Kelly Grattan, Senior Consultants, Schultz & Williams
Independent School Fundraising 2018 Trends By Patricia Voigt & Kelly Grattan, Senior Consultants, Schultz & Williams The philanthropic landscape for the independent school sector has changed substantially
More informationSTAGE ONE APPLICATION GUIDE
CHRISTMAS CHALLENGE 2017 Discover. Donate. Double. STAGE ONE APPLICATION GUIDE Monday 5th JuneFriday 7th July STAGE ONE APPLICATION GUIDE The application for the Christmas Challenge 2017 is divided into
More informationTahoe Truckee Community Foundation (TTCF) President and CEO Position Description
Tahoe Truckee Community Foundation (TTCF) President and CEO Position Description The Tahoe Truckee Community Foundation is seeking a seasoned leader to engage the community and build the leadership and
More informationCalifornia Fund for Youth Organizing
California Fund for Youth Organizing See below for the following documents: History and Background Grant Application Proposal Ranking Sheet History and Background Youth organizing relies on the power,
More informationMonthly 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 informationTurning Passion Into Performance. Creating Excitement Among Current And Potential Investors
Turning Passion Into Performance Creating Excitement Among Current And Potential Investors A Gleam in the Eye is a Good Start Most of us engaged in community oral health share many common traits: Passion
More informationOutline 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 informationFinding 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 informationUCSF Community Fundraising Event Tool Kit
UCSF Community Fundraising Event Tool Kit Be a Community Fundraiser Thank you for your interest in supporting UCSF by hosting an event! UCSF is dedicated to promoting health worldwide through advanced
More information2015 MEMBER SPONSORSHIP OPPORTUNITIES
2015 MEMBER SPONSORSHIP OPPORTUNITIES 1 TABLE OF CONTENTS Who We Are 3 Partner With Us...4 Event Sponsorship Opportunities....5 Year-Long Sponsorship Opportunities. 12 Scholarship Opportunities.17 Thank
More informationFundraising Event Handbook
Fundraising Event Handbook Daniel, 12, wish to go to Australia Daniela, 15, wish to be a model Madison, 11, wish to swim with dolphins About Make-A-Wish Mid-Atlantic Make-A-Wish Mid-Atlantic grants the
More informationPARTNER QUICK START GUIDE. Tips and tools for United Way of the National Capital Area nonprofit partner organizations.
2017-2018 PARTNER QUICK START GUIDE Tips and tools for United Way of the National Capital Area nonprofit partner organizations. These benefits and responsibilities are in effect from July 2017 through
More informationFundraising Basics The Building Blocks of Fundraising Success
Fundraising Basics The Building Blocks of Fundraising Success Sage Solutions Nonprofit Consulting, LLC Peggy M. Owens, CFRE Peggy M.Owens: 406-932-4053 peggymowens@gmail.com About You What would you like
More informationCrowdfunding 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 informationStrategic Fundraising Plan. for the. Gunnison Ranchland Conservation Legacy. July prepared by Susan Lohr
Strategic Fundraising Plan for the Gunnison Ranchland Conservation Legacy July 1999 -prepared by Susan Lohr Lohr Associates, P.O. Box 1757, Crested Butte, CO 81224 Phone/fax (970)349-7416, email: slohr@crestedbutte.net
More informationTop 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 informationFUNDRAISING 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 informationFacebook & MySpace: Strategies to Boost Your Alumni & Development Efforts
Facebook & MySpace: Strategies to Boost Your Alumni & Development Efforts Devin T. Mathias University of Michigan outcomes You will have: Tools to engage and identify donors via socialnetworking tools
More informationStrategic 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 informationLeaving a Legacy: Translating SPRC s Sustainability Recommendations into Action
Leaving a Legacy: Translating SPRC s Sustainability Recommendations into Action 1 Contents Background and Purpose of this Document... 3 Recommendations... 3 1) Adopt a Sustainability Mindset... 4 2) Build
More informationCharitable Donations WUSC Local Committees Frequently Asked Questions (FAQ)
Charitable Donations WUSC Local Committees Frequently Asked Questions (FAQ) (August 2015) As a WUSC Local Committee, you will likely be involved in campus fundraising activities. Fundraising is important
More informationWelcome and Thank you! #OMAHAGIVES :: OMAHAGIVES.ORG
Welcome and Thank you! Last year, you raised almost $8 MILLION! 2017 Results OMAHA COMMUNITY FOUNDATION We inspire philanthropy to create a thriving community for all. NONPROFITS We act as a connector
More informationREVENUE 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 informationUnited Way of Thurston County
fights for the Health, Education and Financial Stability of every person in our community. TOP 10 STEPS TO TOP 10 Steps to a Successful Campaign 1. Recruit a campaign planning committee. 2. Evaluate campaign
More informationStrategic Plan
Mission Statement: The Herb Society of America is dedicated to promoting the knowledge, use and delight of herbs through educational programs, research, and sharing the knowledge of its members with the
More informationWESTERN NEBRASKA COMMUNITY COLLEGE FOUNDATION THREE-YEAR PLAN
WESTERN NEBRASKA COMMUNITY COLLEGE FOUNDATION THREE-YEAR PLAN -2010 Mission Statement: The Western Nebraska Community College Foundation shall advance the mission and goals of Western Nebraska Community
More informationNew Jersey Institute for Social Justice Development Associate
New Jersey Institute for Social Justice Development Associate The New Jersey Institute for Social Justice seeks a dynamic and entrepreneurial Development Associate to work with the Institute s development
More informationDevelopment Update Regional Directors meeting FIRST Championship 22 April 2015
Development Update Regional Directors meeting FIRST Championship 22 April 2015 FIRST is... Inspiring youth to become science & technology leaders & innovators, by engaging them in exciting, experiential,
More informationScholarship Fundraising Tool Kit For Michigan State University Alumni Communities
Scholarship Fundraising Tool Kit For Michigan State University Alumni Communities Provided by the University Scholarships & Fellowships Advancement Office 3 Introduction 4 Development Office Contact Information
More informationBARNARD COLLEGE ALUMNAE VOLUNTEER FUNDRAISING GUIDE
BARNARD COLLEGE ALUMNAE VOLUNTEER FUNDRAISING GUIDE Barnard Alumnae Fundraising Volunteer Guide Mission Statement Barnard College aims to provide the highest quality liberal arts education to promising
More informationHow to apply for grants
How to apply for grants A guide to effectively researching, writing, and applying for grants by Creative Capital s Marianna Schaffer. Illustrations by Molly Fairhurst. Applying for a grant is not only
More informationHOW TO WRITE SUCCESSFUL GRANT PROPOSALS
HOW TO WRITE SUCCESSFUL GRANT PROPOSALS Presented by: Jessica Cook Development Officer, WWCC Foundation October 28 and 29, 2014 Non-Profit Learning Center Day One Review Program Development Mission Develop
More informationThe Future of Community Foundations: The Next Decade
The Future of Community Foundations: The Next Decade Prepared for John S. and James L. Knight Foundation July 7, 2005 Foundation Strategy Group, LLC 20 Park Plaza 50 California Street Blvd. Georges-Favon
More informationAmy Eisenstein. By MPA, ACFRE. Introduction Are You Identifying Individual Prospects? Are You Growing Your List of Supporters?...
Simple Things You re NOT Doing to Raise More Money Amy Eisenstein By MPA, ACFRE Introduction........................................... 2 Are You Identifying Individual Prospects?.......................
More informationYear 1 Fundraising Plan. October 2013
P a g e 1 Mapleton Charter at Whitehall October 2013 To cover projected expenses for Mapleton Charter at Whitehall (Mapleton) during the two planning years, the Board of Directors will be actively engaged
More informationFive-Year Strategic Plan
Five-Year Strategic Plan Approved May 2017 Executive Summary: Chicago Engineers Foundation 2017 Strategic Plan The Chicago Engineers Foundation (CEF) is at an exciting stage of development. The leadership
More informationDonor-Advised Fund Guidelines 2017
Donor-Advised Fund Guidelines 2017 1 Hartford Foundation for Public Giving Donor-Advised Fund Guidelines Table of Contents Staff Contact Information 3 Hartford Foundation Mission Statement..4 Role Of Fund
More informationTHIRD PARTY FUNDRAISING EVENTS AGREEMENT
THIRD PARTY FUNDRAISING EVENTS AGREEMENT First and foremost, we want to thank you for your desire to make a difference in our community by assisting Volunteers of America of Eastern Washington & Northern
More information2017 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 informationHow to Start a TIME BANK & SKILL EXCHANGE
Webinar Series: How to Start a TIME BANK & SKILL EXCHANGE October 11, 2012 1:00pm EDT Our Mission The Center for a New American Dream helps Americans to reduce and shift their consumption to improve quality
More informationFY 2017 Year In Review
WEINGART FOUNDATION FY 2017 Year In Review ANGELA CARR, BELEN VARGAS, JOYCE YBARRA With the announcement of our equity commitment in August 2016, FY 2017 marked a year of transition for the Weingart Foundation.
More informationPeninsula Clean Energy Community Outreach Small Grant Pilot Program Guidelines and Application
Peninsula Clean Energy Community Outreach Small Grant Pilot Program Guidelines and Application Does your organization work with residents in San Mateo County? Harness the power of your existing communications,
More informationOPERATING PRINCIPLES. Strengthening Nonprofit Organizations. Approaching Grants as Investments. Leveraging Resources
OPERATING PRINCIPLES Fidelity Investments Chairman Edward C. Johnson 3d and his father, the founder of the company, established the Fidelity Foundation, a private, non-operating foundation, in 1965 with
More informationWork 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 informationSAN 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 informationJuly, Greetings!
July, 2012 Greetings! Congratulation! Your organization has been nominated! Hats & Mittens is a charitable organization dedicated to helping children and youth. Each year Hats & Mittens holds a charity
More informationConsumer Health Foundation
Consumer Health Foundation Strategic Plan 2014-2016 Table of Contents Executive Summary.... 1 Theory of Change.... 2 Programs.... 3 Grantmaking and Capacity Building... 3 Strategic Communication... 4 Strategic
More informationCoordinator/Keyworker Reference Guide
Coordinator/Keyworker Reference Guide 2016 King County/North Puget Sound Combined Federal Campaign Give Online: kcnps-cfc.org 1 COORDINATOR PLANNING Activity Attend Coordinator Training Confirm agency
More informationHow to Create A Grant Readiness 3-Ring Binder
Get PowerPoint Slides GrantReadiness.com/slides How to Create A Grant Readiness 3-Ring Binder With Phil Johncock Question? WHAT IF you could get 3 times more grant funding while cutting the time it takes
More informationYour 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 informationA 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 information3.3 Raising Money Key Considerations. 3.3 Planning for Your Incubator Project 32
3.3 Raising Money There is no magic bullet for raising funds for your farm incubator program and the funding climate, along with the economy at large, is not the most encouraging for anyone at the moment.
More informationTEACHING NOTE FOR JOHN AND MARCIA GOLDMAN FOUNDATION
TEACHING NOTE: SI-112 TN DATE: 06/01/13 TEACHING NOTE FOR JOHN AND MARCIA GOLDMAN FOUNDATION John Goldman is a sixth generation San Franciscan and a descendant of Levi Strauss, the entrepreneur who started
More informationEffective Fundraising for Education Foundations
Effective Fundraising for Education Foundations NJEFP Annual Conference THE POWER OF EDUCATION FOUNDATIONS: Facing the Future of Public Education in NJ April 25, 2009 www.ruthellenrubin.com Success in
More informationMidlands Gives Logistics Webinar #2
Midlands Gives Logistics Webinar #2 Presenters Nancye Bailey Midlands Gives Coordinator Cherise Arrendale Strategic Initiatives & Communications Manger Agenda for Today s Webinar Reminders Prizes Matches
More informationLeadership Annual Giving: A Case Study in Increasing Revenue and Participation NEDRA CONFERENCE 2012
Leadership Annual Giving: A Case Study in Increasing Revenue and Participation NEDRA CONFERENCE 2012 Dan Lowman Grenzebach Glier and Associates dlowman@grenzglier.com Date of Presentation/Report AGENDA
More informationOpen 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 informationHow 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 information2018 COMMUNICATIONS TOOLKIT
Communications Toolkit 2018 COMMUNICATIONS TOOLKIT Thanks for joining #GivingTuesday! We re so glad to have you involved in the movement! We encourage you to use the following resources to talk about your
More informationRevenue 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 informationRegional Philanthropy Director Job Announcement
Regional Philanthropy Director Job Announcement Scion Executive Search (www.scionexecutivesearch.com) has been retained to conduct a search for a new Regional Philanthropy Director for Mercy Housing Northwest
More informationCHIEF DEVELOPMENT OFFICER
CHIEF DEVELOPMENT OFFICER CHIEF DEVELOPMENT OFFICER Non-Union Exempt FULL TIME THE ORGANIZATION Mission Episcopal Community Services of San Francisco helps homeless and very low-income people every day
More informationOur members aggregate their social capital to improve the lives of women and girls.
SPARK During the last six years, 5,000 young women and men invested over $1,000,000 in grants and pro bono services for 93 grassroots women s organizations. Those are the numbers. That s not the whole
More informationABOUT THE COMMUNITY FOUNDATION FOR GREATER ATLANTA
1 ABOUT THE COMMUNITY FOUNDATION FOR GREATER ATLANTA Since 1951, the Community Foundation for Greater Atlanta has been connecting donors, nonprofits and community leaders to strengthen the 23-county Atlanta
More informationExecutive Search. Director of Development. Habitat for Humanity of Orange County
Executive Search for the Director of Development Habitat for Humanity of Orange County February 2017 1 Habitat for Humanity of Orange County Position Description: Director of Development http://orangehabitat.org/
More informationUNIVERSITY 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 informationMeasuring Constituent Engagement to Drive Nonprofit Success
Measuring Constituent Engagement to Drive Nonprofit Success White Paper Measuring Constituent Engagement to Drive Nonprofit Success September 2013 Document Overview This white paper was developed by Accenture
More informationResources Guide. Helpful Grant-Related Links. Advocacy & Policy Communication Evaluation Fiscal Sponsorship Sustainability
Resources Guide This Resource Guide has been made available to grantees and potential grantees in preparing their proposal submissions to The SCAN Foundation (TSF), and includes the a quick and easy to
More informationGRANT PROPOSAL GUIDELINES
GRANT PROPOSAL GUIDELINES The Chester County Community Foundation connects people who care with causes that matter, so their philanthropy makes a difference now and forever. The Community Foundation is
More informationMember Quick Start Guide. Tips and tools for United Way of the National Capital Area nonprofit member organizations
2016-2017 Member Quick Start Guide Tips and tools for United Way of the National Capital Area nonprofit member organizations These benefits and responsibilities are in effect from July 2016 through June
More informationVision/ Mission/ Values. Goals. Action. Evaluation
****DRAFT**** DPL Trustees Working Group Vision/ Mission/ Values Goals Action VISION: Evaluation As Trustees, we are a voice for the community of users within the library and a voice for the library within
More informationFOR THE LOVE OF COMMUNITY
FOR THE LOVE OF COMMUNITY OUR HISTORY In 1999, a group of concerned citizens launched an effort to create a community foundation in Renton. But they needed seed money. So, they changed the name of the
More informationOpt In for Kids! Pilot Project Evaluation Developing local revenue to support youth
Opt In for Kids! Pilot Project Evaluation Developing local revenue to support youth 6/5/2017 The Brooklyn Bridge Alliance for Youth Rebecca Gilgen Ivan Lui Revised 2/10/2016 Background In Minnesota there
More informationFive-Year Plan. Adopted on November 13, 2015
Five-Year Plan 2015 2020 Adopted on November 13, 2015 November 13, 2015 Dear Alumni, IU s legacy of alumni leadership began in 1854 in response to a plea for help. A fire had destroyed the seminary that
More informationDocument author Assured by Review cycle. P168 Fundraising Manager Trust Board Annually. 1. Executive Summary Purpose Scope...
Fundraising strategy Board library reference Document author Assured by Review cycle P168 Fundraising Manager Trust Board Annually This document is version controlled. The master copy is on Ourspace. Once
More informationPresenters: Erin Jones Cheryl Rooney Amnesty International Monthly Giving Coordinators
Presenters: Erin Jones Cheryl Rooney Amnesty International Monthly Giving Coordinators Erin Jones Monthly Giving Coordinator - Retention Cheryl Rooney Monthly Giving Coordinator - Acquisitions Part 1:
More informationMy organization has multiple programs. Can I register all of them to receive Fremont Area Big Give donations? No. Only one listing per Federal Identif
Nonprofit FAQs Why should my organization participate? The Fremont Area Big Give will allow your nonprofit organization to participate in a day of philanthropy that: raises awareness about your organization
More information