1. 7 “ Behind The Scenes of Fundraising A – 15 LEADERSHIP SEMINAR Wilmot Community Centre, New Hamburg, Ontario May 6, 2012

2. Presentation Overview 2

3. Vision Statement To be the global leader in community and humanitarian service. Mission Statement To empower volunteers to serve their communities, meet humanitarian needs, encourage peace and promote international understanding through Lions clubs. 3

4. LIONS INTERNATIONAL PURPOSE Encourage service- minded people to serve their community Coordinate activities & standardize Club administration Take an active interest in the civic, moral & cultural welfare of community Promote principles of good government & citizenship Unite clubs in bonds of friendship, fellowship & understanding Encourage efficiency & promote high ethical standards Organize, charter & supervise service clubs Provide a forum for open discussion of all matters of public interest Create & foster spirit of understanding 4

5. LIONS CODE OF ETHICS SHOW FAITH, GIVE INDUSTRIOUS APPLICATION TO THE END, MERIT A REPUTATION FOR QUALITY OF SERVICE; SEEK SUCCESS BUT ACCEPT NO PROFIT OR SUCCESS AT THE PRICE OF MY OWN SELF- RESPECT TRUE TO SELF, RESOLVE DOUBTS AGAINST MYSELF; BEAR IN MIND OBLIGATIONS AS A CITIZEN, GIVE UNSWERVING LOYALTY IN WORD, ACTION, DEED; CAREFUL IN CRITICISM; LIBERAL WITH PRAISE; BUILD UP NOT DESTROY GIVE FREELY OF MY TIME, LABOUR & MEANS; AID OTHERS BY GIVING SYMPATHY TO THOSE IN DISTRESS, MY AID TO THE WEAK AND MY SUBSTANCE TO THE NEEDY FRIENDSHIP AS AN END, NOT A MEANS; TRUE FRIENDSHIP DEMANDS NOTHING BUT ACCEPTS SERVICE IN THE SPIRIT IS WAS GIVEN CODE OF ETHICS 5

6. PROFESSIONAL FUNDRAISING CODE OF ETHICS GUIDELINES 6 (AFP) The Association of Fundraising Professionals

7. PURPOSE OF FUNDRAISING 7

8. FUNDRAISING GOAL 8

9. 9 KNOW YOUR FUNDRAISING EVENT - Is it busy work? - Is it about awareness? - Is it to raise DOLLARS?

10. Volunteer Burnout Sponsor Burnout Community Disengagement DANGERS OF FUNDRAISING 10

11. SPONSORSHIP DO’S & DON’TS RECOGNIZE THANK DO OVER USE TAKE FOR GRANTED DON’ T 11

12. COMMUNITY BURNOUT DISENGAGEMENT NOT KNOWING COMMUNITY NEEDS STRIFE WITHIN THE COMMUNITY EVENT NOT WELL ORGANIZED DID NOT DELIVER WHAT WAS PROMISED TOO MANY OF THE SAME EVENTS 12

13. An Effective Way To Bring New Ideas to the Table is the use of Brainstorming 94% improvement in ability to think of good ideas after brainstorming training session TIRED OF DOING THE SAME THING OVER & OVER & OVER…..? 13 “No one of us is as smart as all of us thinking creatively.”

14. BRAINSTORMING RULES 1.List the possibilities -quantity over quality -wild ideas welcomed -hitchhike on another’s idea -no criticizing, eye rolling, groans, sighs, etc. 14

15. 2.Look at the list -Any non-starters? -Look at what might work -any interesting ones? -can any be combined? -Prioritize BRAINSTORMING RULES 15

16. 3.Move through the list -Set rules -be open-minded -deal with one idea at a time -Refine the list -Clarify ideas BRAINSTORMING RULES 16

17. BRAINSTORMING RULES 4.Agree on an option -Is it practical? -What are the details that need to be considered to successfully implement? 17

18. CHOOSING YOUR FUNDRAISER 1.Check the community for similar events. 2.Does the event have an opportunity to grow? 3. Does it have the opportunity to feed off other events or traditions? Do your Homework! 18

19. THE EVENT COMMITTEE The Event Committee has the approval to move ahead with preparations to deliver a successful fundraiser. The Committee must follow club principals and ethics and abide by the code of fundraising ethics Event & Budget Approved by Club Respect for roles within the committee and assigned tasks is paramount. A committee member should not interfere with another's role unless they have cleared it with that committee member and informed the Chair. Committee To limit unnecessary use of regular meeting time, the Chair or designate is spokesperson. The report should include any request for budget increases and the reason why or another concern that might adversely effect the event and request for assistance from the general membership Reporting Back 19

20. COMMITTEE STRUCTURE Key Roles The Chair The Treasurer/Secretary Media/Communications A strong committed committee Function A good chair has a clear desk but knows everything Keeps committee on track and on budget Setting time lines/develop media relations, etc. Could possibly be a sub- committee to meet event needs Willing to work/be focused for the duration of the event/fundraiser 20

21. THE PERFECT COMMITTEE TIME & ENERGY COMMITMENT COMMON SENSE & GOOD JUDGEMENT RESPECT FOR GROUP PROCESS CENTREDNESS OPENNESS A SENSE OF HUMOR 21

22. COMMITTEE BREAKDOWN JOHNNY / JANEY ONE-NOTE OVERLOADED DEVIL’S ADVOCATE THE AUTHORITY FIGURE OFF THE WALL ARTIST 22 Adapted from “Board Membering,” Karl Mathiasen.

23. 23 Fundraising 101 Fundraising is: _____ Planning _____ Doing _____ Thanking

24. ORCHESTRATE YOUR EVENT Run through the event from - beginning to end - end to beginning Never assume anything plan for everything Assumption (makes an ass of you and me) Have a backup plan! Set your event time lines and stick to them Deal with issues as they unfold 24

25. RECORD/ARCHIVE INFO KEEP A RECORD OF YOUR EVENT The report becomes a resource and a valuable tool that can be utilized by the organization to evaluate the event: volunteer participation sponsors feedback from public or the committee ratio of $ raised / to dollars earned volunteer work load the fundraising goal. 25

26. SAMPLE PLANNING FORM Event Name Chair/Lead Committee Members When Time Where Description Cost Delivery Set-up Event Kit Rehearsal 26

27. SAMPLE BUDGET FUNDRAISER PROJECT:TOTAL INCOME FeesAdmission SponsorshipsCompany In-Kind SponsorshipsBusiness Individual TOTAL INCOME $0.00 EXPENSES Cost per Item#Item Total Start-up Cash/Funds Total VenueName Total Suppliesxxx Total AdvertisingPaper 1 Media /TV PromotionsPaper 2 Total Lunchxxxx Total Craft Suppliesxxx Total Other xxx Total TOTAL EXPENSES $0.00 PROFIT / LOSS $0.00 27 What a budget does: Helps committee realistically price entry to the event; Serves as a tool for review/evaluation; Measures each goal, task, time frame and outcome; Provides a method to evaluate the results by comparing actual; Provides comparison to the previous year’s results if yearly; Shows current year results; Serves as tool for future projections; Evaluates success level comparing goals versus actual Shows need for improvement or change.

28. SAMPLE SUMMARY REPORTING FORM NAME OF FUNDRAISER Project Lead Max Budget Start / Finish Date Location[s] Participation Numbers Members Non-Club Volunteers Youth Volunteers Attendance Numbers Brief Project Description Successes Challenges Recommended Changes Activities Left to Do 28

29. SAMPLE ARCHIVE FORM TRACK WHAT YOU DO EACH YEAR 2012 Fundraiser NameProject LeadDetails# VolunteersStart/Finish Date 29

30. Summary 30

31. QUESTIONS? 31

32. 7 “ Behind The Scenes of Fundraising A – 15 LEADERSHIP SEMINAR Wilmot Community Centre, New Hamburg, Ontario May 6, 2012