A Fundraising Fit for All: Urban, Rural and Suburban Part 2 Presented by: Darlene Ike, Meals on Wheels for Chemung County Malcolm Murray, Citymeals on Wheels Lisa Woodring, Meals on Wheels Foundation of Western New York October 6, 2017

A little about our programs

Citymeals on Wheels 18,414 Clients 15,412 Volunteers 2.2 million home-delivered weekend, holiday and emergency meals served annually In 2016 total philanthropic dollars raised was $19 million Total budget is $29 million Staff – 30 people

Meals on Wheels for Chemung County 235 Clients 217 Volunteers 350 Meals served per day 82,000+ meals served in 2016 In 2016 total philanthropic dollars raised was $1,137,152 $104,622 annual fund $27,520 major fundraiser $1,005,010 capital campaign Total budget $516,000 Staff - 2 full time including Executive Director plus 8 part time

Meals on Wheels Foundation of Western New York 3,455 Home delivered clients 1,700Volunteers 3,600 home delivered meals and 1,500 congregate meals served per day 911,000 home delivered meals and 239,307 congregate served in 2016 1.5 Million meals produced in 2016 through home delivered, congregate and other business In 2016 total philanthropic dollars raised was $1,316,362 Total budget $8,085,599 Staff - 3 full time including Chief Executive Officer and 1 part time

What are we covering today? Direct Mail/Online Fundraising Recognition Major Gifts Planned Giving

Direct Mail Online Fundraising

Direct Mail Plan What is your goal? How often can and should you mail? Can your list be segmented? Can you differentiate your message? How do you define renewal? How do you define lapsed? Can you build and maintain a recurring gift program?

Direct Mail Package What is your goal? Who are you mailing to? What is in your package? What is your story or message? Does your ask tie into what you want? Did you make it easy to give? What are your gift strings? Does the timing of your mailing work? How are you tracking results?

Acquisition Bringing in new donors Using other sources within your organization Look at the long-term Testing and segmenting New donor welcome packet

Acknowledgement MUST THANK!!!!! Was the gift for or from something specific? Include tax/IRS language Who signs the letter Thanking them promptly Personalize and be personal

Online Fundraising What is your goal? Are your emails responsive? Who are you emailing? What is the overlap with direct mail? Are you sending a single blast or creating a campaign? How are you building in cultivation? How are you tracking results?

Online Events One-day giving campaigns Spring it On, Giving Tuesday, NY Gives, Share the Love Amazon.Smile Cultivate new donors Board/committee/staff share with their networks

Recognition

Recognition Thank you Process Personal note from CEO/President Thank you call script Listing in publications or website

Major Gifts

Major Gifts Enlist your team What is your organization’s definition of a major gift? Establishing goals Create your prospect list Prospect research Know your programs and projects Know your ABCD’s backwards Steward and show the love

Planned Giving

Planned Giving What is planned giving? Three categories: Outright gifts Gifts that return income or other financial benefits to the donor Gifts payable upon the donor’s death Benefits to the donor Benefits to the organization Where do we begin?

Questions?

Wrap Up Contact Us! Darlene Ike – darlene@mealsonwheelschemung.org Malcolm Murray – malcolm@citymeals.org Lisa Woodring – lwoodring@mealsonwheelswny.org