EXTENSION FUNDRAISING SESSION FOR VOLUNTEERS AND STAFF July 12, 2012

Draft Agenda 1.Running your program like a “non-profit” inside Penn State 2.Is it a gift? at a glance

What’s on your mind? What would you like to learn from this session today? I.E. - Fundraising tools, processes, rules of the road, expectations, best practices, how to get started, how to make an ask, how to finesse a relationship…….etc.

1. Extension - an embedded Non-profit 4-H, Master Gardeners, RULE, Floriculture Trials, Shale Gas Education, Strong Women (and many more). Significant advantage verses other non-profits Leveraging resources – Proposal writing – Major gift solicitations – Donor research – Donor assessment – Corporate and Foundation guidance – Grant submission, processing, tracking

Staff and Volunteer Roles Identification of prospective donors/sponsors Introductions to prospective donors Building relationships with donors Thanking and acknowledging donors/sponsors in ways that THEY wish to be thanked and acknowledged Great programming

Leveraging University Resources Get to know the Extension Development Office – Eric McGinnis! – Provide guidance, insight, and access to direct support of fundraising efforts – volunteer or staff- led. – The better I understand your goals and how they fit in with Extension priorities, the more resources and support I can direct to you.

2. Is it a gift? Yes, if… Donor is an individual, company, association, or foundation Qualifies as charitable contribution by IRS Donor may define the purpose Unexpended funds are not returned No quid pro quo A report of expenditures may be requested Research results are not required to be shared

Benefits of Gifts vs. Grants No overhead or F&A charged to gifts Modest F&A for unrestricted grants with some formal deliverable requirement Processed through development office or Ag Sci grant office ITEM CHARITABLE CONTRIBUTION OR GIFT UNRESTRICTED GRANT Maximum DeliverableGift Acknowledgement Confirmation of Use and Purpose Documentation Company Letter Stating Gift or Charitable Contribution Company Letter Stating Financial Support Funding RestrictionNone $50,000 per company, per PI, per fiscal year F&ANone15% of Total Awarded

At a Glance Fundraising Goal: $1,500,000 Planned Major Gift Solicitation Totals 4-H - $1 million Floriculture Trials - $150,000 Master Gardener - $100,000 RULE - $125,000 Stewardship: Extension and 4-H Tailgate (September 2012) 4-H Annual Report (October 2012) Outreach Appreciation Dinner (October 2012)

at a Glance Marketing/Awareness: We have plans to develop a “Legacy in PA” program in partnership with Penn State Gift Planning and the MCOR. We are developing a statewide 4-H focused estate giving campaign A Gift Planning is being sent in July to many donors and prospective donors at Penn State that highlights the 4-H Centennial through the lens of the 4-H Robotics Program. Annual Appeals: 4-H Annual Appeal (November 2012) Master Gardener Annual Appeal (October 2012) 4-H Science Appeal (January 2013) – targeted corporate 4-H Follow-up appeal (March 2013) Special purpose TBD Floriculture Trials Appeal (June 2013)

Volunteer and Staff Resources For the latest fundraising materials (session recordings, PowerPoint presentations, fundraising guidelines, fundraising forms, volunteer job descriptions, etc.) visit:

Questions?????? Eric McGinnis Extension Development Office