1. Spring Forward: Eight Months Left For 2014 Fundraising

2.  80% of funds should be committed  If not, what are you plans?  Where are you looking Banks (CRA) Foundations Corporations  Loan Committee 2013…Where Are You?

3. Let’s Talk 2014…

4. There Is That CRA Thing Again…  Banks can receive Community Reinvestment Act (CRA) credit for supporting your WtW program Operating grant Volunteering on loan committee Teaching financial education classes Providing checking and savings accounts to clients

5. Ways to Work - CRA Connection  Bank’s interest in WtW: Financial education Volunteer loan committee Exposure/visibility from any involvement  Need to be able to leverage this interest to secure key program resources: Operating grants Donated office space

6. Still Unclear About the WtW- CRA Connection?  You don’t need to be a CRA expert  Banks understand their CRA needs  What you need to know: The opportunities for a bank to get involved with your WtW program What the bank’s involvement will cost in terms of time and resources What you need from the bank (grants, volunteers, office space, etc.)

7. Foundations  Are you engaging them  How are you presenting your program  Research is key  Elements of a good proposal  What next From No to Yes Importance of relationship

8. Corporations  Vested interest in the community  Good corporate citizen  Marketing opportunities  Volunteer  Research

9. Research Tips for Corporations  Varied language “Corporate Responsibility” “Community Relations” “Sustainability”  Varied places Stand alone foundation Corporate giving Investor driven

10. Corporate Donor - Caterpillar  Found under “Sustainability”  “Caterpillar Foundation”

11. Corporate Donor - Caterpillar  Caterpillar Foundation – “The Brag Page”  We’re looking for “Request a Grant”

12. Corporate Donor - Caterpillar  Launch into questionnaire  Series of yes/no questions  Serves as a check for eligibility

13. Corporate Donor – A.O. Smith  This time, we’ve hidden it under “About A.O. Smith”

14. Corporate Donor – A.O. Smith  “Foundation” – on the right side of the page

15. Corporate Donor – A.O. Smith  Foundation Mission  Click on “Foundation Guidelines”

16. Corporate Donor – A.O. Smith  Instructions for a mail-in letter of inquiry

17. Engaging Your Loan Committee  They are your greatest asset  How are you engaging them  Strategies for your LC: Make introductions to the potential funders Host an annual open house Recruit new members

18. 2014…What Are Your Plans?  Engaging Your Team Internal External  What are you goals  WtW Budget  What is your fundraising gap  Current donors – can you count on them  Bringing in new donors

19. Tools  Grants Calendar  Severson Center http://alliance1.org/severson  Ways to Work Grant Guide New Update Summer 2013!  Outcomes Studies Business Talk – “Return on Investment” (ROI)

20. Sample Grants Calendar

21. Questions?

22. Funding Support Services Matt Mueller Phone: (414) 359-6573 Mobile: (414) 975-7527 Email: mmueller@waystowork.orgmmueller@waystowork.org Linked-In: www.linkedin.com/in/mattmuellerwtwwww.linkedin.com/in/mattmuellerwtw La Vang Phone: (414) 359-6616 Mobile: (414) 335-1982 Email: lvang@waystowork.orglvang@waystowork.org Linked-In: www.linkedin.com/in/lavangwww.linkedin.com/in/lavang Peter Metzger Phone: (414) 359-6606 Email: pmetzger@waystowork.orgpmetzger@waystowork.org Linked-In: http://www.linkedin.com/in/pmmetzgerhttp://www.linkedin.com/in/pmmetzger