Presentation on theme: "An Introduction to Best Practices"— Presentation transcript:
1An Introduction to Best Practices Fundraising 101An Introduction to Best Practices
2The Basics The Fundamental Principle of Fundraising? People give to people!Find the right person to ask for the causeFind and get to know your prospectsThank your current donors. And thank them again.
3Did you know?America is, per capita, the most generous country on the planet.Individuals gave $229.3 BILLION to charity in 2011Corporations gave $14 billionFoundations gave $41 billion (just 13% of all giving!)
4What does that tell us?Focus more on actual people – foundations and corporations are there for us to lean on, but we have to count on friends and supporters more
5Fundraising is a process PlanningResearchEspecially with high-dollar donorsMarketingCommunicationsEvaluation
6The plan Determine the need(s) The pre-ask activities Create the plan! ExamplesCreate the plan!Track and monitor
7The need How much money do you need to raise? Unrestricted Individuals, foundations and corporations– in that orderWhat method(s) will work best for y’all?Can you accomplish your plan with the resources you have?
8The methods Special events (KISS) Sponsorships for projects Annual appeals*Direct mailCapital campaignsFoundation/CorporatePlanned giving/ legacy giving
9Special events (KISS) Keep It Short and Simple Think twice– a flop is not as bad as it seems, but it’s still bad!Do you have the time and volunteer support?Seek sponsorsConsider events that you’ve seen work well (theme?)
10Sponsorships Inverse pyramid Develop sponsorship committee Math!Develop sponsorship committeeOverachievers, well-connected, big dealsMake them work!Don’t assign amounts to the cost of the eventDevelop prospect listFind the right people (see above!)Thank your sponsorsKeep them involved/ask them again next year
11Plead your case Describe it Make it relate-able Prove that it’s real Convince the donorExplain where their $$ goes/ how it is usedDon’t go overboardCreate a sense of urgency
12Personal connections Fundraising is peer to peer Volunteer to volunteer, director to directorStart with who you knowMake a listPeople only give if they are asked!
13Identify prospects The bigger the net, the more fish you catch! Flat tire, dinner, Facebook, work, appendixKeep track
14Create the plan Timeline– count backwards! Schedule activities Establish due dates and deadlinesAssign duties– delegate! For God’s sake, delegate!Progress Reports, Updates, Takeaways, Evaluation
15Check in Own it! Make sure they’re doing what they say they are doing “Did you see what we mailed you?”The infamous stack!Facebook is mostly worthlessSo is Call and connect!
16SAY THANK YOU! Hand-written notes and phone calls to repeat donors Provide a record (EIN)Print on letterhead
17Evaluation Keep it honest, keep it real Praise sandwich (with volunteers)Did you make it?!Who did you ask? Who should you have asked? How were your volunteers? How were your sponsors?TrackingTake notes for next year
18OK, fine. But I’m ONE PERSON. Give me bite-size chunks If all else fails, two sure-fire ways to raise some moneyHouse partyAnnual appealTrack ALL data- can be Excel and Word!Delegate and ask for help
19SourcesJerold Panas, author of Asking: A 59-Minute Guide to Everything Board Members, Volunteers and Staff Must Know to Secure the GiftSarah Bonefas, Development Manager, Food Bank of IowaMary Mendenhall-Core, Development Director, Goodwill Industries of Central Iowa
20Ryan Crane Development Director, Primary Health Care firstname.lastname@example.org celllinkedin.com/in/ryancraneiowa