Financing Mastery: Mapping out a Path to Chapter Prosperity Learn how to establish a baseline financial plan to raise dollars in a scalable, systemic way, that can be replicated year over year Presenter: Marisa C Bartley Eastern Region Vice President

Fundraising or Funds Development?Establish Affiliiate/Auxiliary ProtocolBrand your MovementCreate Board AgreementABC’s of Relationship Management

Funds Development  What is it?  Strategies -Short term strategies with long term vision -Member based Creating sustainable outcomes Fundraising  What is it?  Strategies -Request Individual Donations -Sell a Product/Service -Ticketed Events Fundraising or Funds Development?

 What are your CEO’s expectations of the YPs?  Don’t Call List  Partnership w/ Development Director  Collective Asks (Affiliate & Guild)  Armed with a plan

 What is your chapter brand?  Creating Buy-In  Companies don’t sponsor events; people do  Why your chapter?

Questions to Consider  Why do you want board members involved?  How does shared understanding and ownership add value?  How can you make this work fun for your board members Strategies to make it work  Articulate the fund development roles of the board and the board member  Establish a Board-level Fund Development Committee  Host a complain-and-whine session

 Always send a Thank You note  Be on time, Be prepared, Be Open  Constant Contact (Not the system)

2013 PARTNERSHIP OPPORTUNITIES (all marketing will be posted for the fiscal year) Platinum Partner ($10,000) Logo and link to website on ULYP website – 1st Tier Listed on monthly e-blasts newsletter to approximately 1,000 subscribers Logo on ALL event advertising (ULYP hosts approximately 30 events annually) Choice to Sponsor one month of ULYP Signature Programming (MAY-king a Difference Month or Professional Development Month) Opportunity to host (2) EmPOWER hOURs (ULYP hosts approximately 4-6 per year) Opportunity to host (1) 2013 General Body Meeting (GBMs are held monthly) Opportunity to post jobs to our online Membership Portal 2 Professional Development workshops to be provided/facilitated by ULYP for your young professional employees Title Sponsor for (2) ULYP members to attend the NUL Annual Conference in Philadelphia (Includes the cost of registration, flight, and lodging) 20 Annual Memberships to ULYP for eligible employees Gold Partner ($7,500) Logo and link to website on ULYP website – 1st Tier Listed on monthly e-blasts newsletter to approximately 1,000 subscribers Logo on ALL event advertising Choice to Sponsor (1) ULYP Signature Program Opportunity to host (2) EmPOWER hOURs Opportunity to host (1) 2013 General Body Meeting Opportunity to post jobs to our online Membership Portal Title Sponsor for (2) ULYP members to attend the NUL Annual Conference in Philadelphia (Includes the cost of registration) 15 Annual Memberships to ULYP for eligible employees Silver Partner ($5,000) Logo and link to website on ULYP website – 2nd Tier Listed on monthly e-blasts newsletter to approximately 1,000 subscribers Opportunity to host (1) EmPOWER hOUR Opportunity to host (1) 2013 General Body Meeting 10 Annual Memberships to ULYP for eligible employees Bronze Partner ($2,500) Logo and link to website on ULYP website – 3rd Tier Opportunity to host (1) Empower hOUR or (1) 2013 General Body Meeting 5 Annual Memberships to ULYP for eligible employees Urban League Young Professionals of…(Fill in Chapter Name)