Presentation on theme: "Canadian Society of Association Executives 16 October, 2013 Successful Fundraising Strategies."— Presentation transcript:
Canadian Society of Association Executives 16 October, 2013 Successful Fundraising Strategies
Daniel P. Brunette President, AFP Ottawa Chapter Manager, Development and Donor Services,
Setting the stage Terminology Prime motivators The big questions The big mistakes Q&A Resources
Landscape 86,422 Charities (+ Qualified Donees) 75,000 Not-for-profits without Charitable status 2844 Charities in the National Capital Region 84% of the population aged 15 and over give (+/- 24 Million people).* $10.6 billion given annually by individuals.* $446 per donor on average per year, virtually unchanged from 2007.* * = Canada Survey of Giving, Volunteering and Participation, Statistics Canada 2010
HR Council (Not-For-Profit Sector) 75% of Not-for-Profits have less than 10 employees 76% of Not-for-Profits Sector employees are women 89% self-identified as White or Caucasian 88% are satisfied with their job 30% (+/-) have been with their employer 10 +years
Individuals & Families Private and Public Foundations Other Qualified Donees Government Employee Groups Associations/Clubs Corporations / Businesses (Philanthropy vs. Sponsorship)
Compassion for those in need (89%) Personal belief in a cause and desire to help (85%) Desire to contribute to their communities (79%) Personally affected by an organization’s cause (61%) Religious obligations or beliefs (29%) Income tax credit (23%). Top reason people do not give… They are not asked!!!
Seven Faces of Philanthropy - Russ Alan Prince, and Karen Maru File, 1994 Communitarian (26%): Doing Good where you belong Devout (21%): Doing Good is God’s Will Investors (15%): Doing Good is Good Business Socialite (11%): Doing Good Is Fun Repayer (10%): Doing Good in Return Altruist (9%): Doing Good Feels Right Dynast (8%): Doing Good Is a FamilyTradition
How do you do it? (Continued) Revenue Generation – Fundraising -Philanthropy
How do you do it? Revenue Generation / Fundraising / Philanthropy Membership fees Membership categories Membership “top up” donation Cross promotion within communications Job postings Sponsorships Event fees conference, trade shows, cross promotion, price differentials)
How do you do it? (Continued) Revenue Generation – Fundraising -Philanthropy Cash gifts (receiptable or non receiptable) Cost Reduction In-Kind gifts Legacy Gifts 3 rd party events Foundation model Other
What is important? Value Proposition / Case for Support Information Management Process management The Elevator Pitch Subject matter knowledge Audience knowledge The ask (Right person, right time, right way, right amount) Ethics & Transparency Relationships
Suspects Prospects Discovery NO! No … for now Maybe Stewardship Yes! Ask Cultivation Thank you
C apacity A ffinity T imeframe & P ersonal notes L inks to people and cause A ffluence indicators T ype of gifts T ype of philanthropist/member E njoyable things /Hobbies R ed Flags
◦ Memberships ◦ court ordered transfer of property to a charity; ◦ the payment of a basic fee for admission to an event or to a program; ◦ the payment of membership fees that convey the right to attend events, receive literature, receive services, or be eligible for entitlements of any material value that exceeds 80% of the value of the payment; ◦ a payment for a lottery ticket or other chance to win a prize ◦ the purchase of goods or services from a charity; ◦ Advantage or consideration exceeds 80% of the value of the donation;
◦ a gift in kind for which the fair market value cannot be determined; ◦ donations provided in exchange for advertising/sponsorship; ◦ gifts of services (for example, donated time, labour); ◦ gifts of promises (for example, gift certificates donated by the issuer) ◦ pledges; ◦ loans of property; ◦ use of a timeshare; and the lease of premises.
#2 Lack of planning (Strategic, Funding etc) #3 Failure to keep good records #4 Ineffective Board or lack of governance #5 Failure to invest in talent/expertise ◦ CRA, PIPEDA, CNCA etc
Pre & post meeting discussions Research profiles at the meeting Crisis Management Plan CRA Filing and Compliance Personal Information Protection and Electronic Documents Act (PIPEDA) Canada Not-For-Profit Corporation Act (CNCA) Etc… Learn from them!
Pro-Bono work Delegates and/or ambassadors Professional Advisors to Charities or Community causes Speaker Bureau of key influencers / Speakers Advocacy efforts for the NFP Sector College and University Clubs Mentorship programs
1-Luck is when planning meets opportunity (Seneca –Greek philosopher) 2-What’s your Iowa? (Betsy Myers) 3-“Don’t fear the reaper…” (Blue Oyster Cult) 4- Play where the puck will be. (Wayne Gretzky) 5-Two certainties in life, death and taxes…Philanthropy can help with both. And... ***The HBB (hit by a bus) rule overrules ***
Association of Fundraising Professionals: Canada Revenue Agency: Charity Village: Imagine Canada: CFRE Reading List: Global Philanthropy: AFP Ottawa Chapter Office c/o Jessica Harris The Willow Group 1485 Laperriere Avenue Ottawa, ON K1Z 7S8 Phone: