1. The Pennsylvania 4-H Keystone Society Presented by Eric McGinnis 4-H Development

2. The 4-H Keystone Society Institutional fundraising partner Volunteer-driven fundraising Low volunteer time investment High return on investment Highly structured approach

3. 4-H Keystone Society A giving society to recognize donors who make contributions to 4-H endowments A volunteer-driven program at the county and program level Counties will receive support from state and regional staff and statewide 4-H volunteers

4. Becoming a Member Individuals, organizations, businesses: –an annual contribution of $2500 + or a five year pledge of $500 + annually –$42 per month for 60 months Individuals aged 25 and under: –an annual contribution of $500 or a five year pledge of $100 annually.

5. Donor Recognition 4-H Keystone Society pin 4-H Keystone Society window cling Invitations to 4-H stewardship events Volunteers who recruit new 4-H Keystone Society members will be recognized Local stewardship will differ by county

6. Volunteer Structure County 4-H Volunteers & Staff County Extension Directors Regional Directors Director of Cooperative Extension 4-H Development Office Statewide 4-H Development Council

7. Recruiting the Right Volunteers Must be willing to give themselves Must be willing to ask for money Must be knowledgeable and connected to potential donors Must be willing to open their personal rolodex

8. How Endowments Work Endowments are established with a gift or pledge of at least $25,000 Gift principal generates interest At least 4.1% of principal is available each year Remainder of interest is added to principal Endowment proceeds can only be used as outlined in the guidelines

9. Building a New Endowment Minimum: $5000 annually for 5 years 10 donors @ $500/year 8 donors @ $500- $1000/year + = $25,000

10. Building Your Endowment

11. 4-H Keystone Gift Process Build a donor list and set solicitation goals Connect with Prospective Donors Return gift forms to 4-H Development Development sends pins/clings to county County recognizes local donors Assign volunteers/staff to solicit donors TRAINING & SUPPORT Report progress to 4-H Development Create Local 4-H Keystone Society

12. Managing the Process Identify and prioritize –Who are your top 50 prospective donors Organization –Create a way to track activity and information Strategy – Assign donors to volunteers

13. Building the List Who to solicit? –Banks –County volunteers –Buyers at livestock auctions –Vendors for county programs –County and state elected officials –Passionate parents and other community leaders –4-H alumni

14. Next Steps Convene a volunteer development committee Build your donor prospect list Create strategies and responsibilities Hit the pavement!

15. Additional Training Topics Setting the 1 st meeting Listening and high-value questions Making “the ask” Identifying prospective donors Developing a stewardship plan Strategies for larger donors

16. Thank you Eric McGinnis 4-H Development Office The 329 Building – Suite 214 University Park, PA 16802 814-863-2754 emcginnis@psu.edu