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Creative Fundraising 101

Creative Fundraising 101. By Recresynthesis Consulting Inc. If the government, your municipality or agency offered full funding for your department, would you still want to do outside fundraising? Why?. LEISURE DEVELOPMENT COURSE 2012.

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Creative Fundraising 101

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  1. Creative Fundraising 101 By RecresynthesisConsulting Inc. LEISURE DEVELOPMENT COURSE 2012

  2. If the government, your municipality or agency offered full funding for your department, would you still want to do outside fundraising? Why? LEISURE DEVELOPMENT COURSE 2012

  3. Your learning experience will include the following, interspersed with fun of course… • Why do people give? Fundraising principles. • Developing Your Case (Project) Statement • Setting goals and basic types of fundraising • Fundraising processes & techniques • Your assignment…can’t forget that!! LEISURE DEVELOPMENT COURSE 2012

  4. YOUR SUCCESS IN FUNDRAISING DEPENDS FIRST AND FOREMOST ON HOW YOU answerone deceptively simple question: “What is the money for?” LEISURE DEVELOPMENT COURSE 2012

  5. FUNDRAISING PRINCIPLESHOW IT WORKS….. • PEOPLE GIVE TO PEOPLE …. TO HELP PEOPLE • PEOPLE GIVE RELATIVE TO THEIR MEANS • THOSE CLOSEST MUST SET THE PACE • SUCCESSFUL FUNDRAISING – WHAT DOES IT LOOK LIKE? • 80/20 RULE IS BECOMING THE 90/10 RULE • THE NEED FOR BALANCE LEISURE DEVELOPMENT COURSE 2012

  6. * IMAGINE CANADA 2011 LEISURE DEVELOPMENT COURSE 2012

  7. * IMAGINE CANADA 2011 LEISURE DEVELOPMENT COURSE 2012

  8. * IMAGINE CANADA 2011 LEISURE DEVELOPMENT COURSE 2012

  9. What is a Case Statement - A concise, compelling, and inspirational pitch for your overall cause or for a particular project or program. AKA: YOUR CASE FOR SUPPORT LEISURE DEVELOPMENT COURSE 2012

  10. Uses of a Case StatementA case statement = basis of every request for support Overall organization pitch Specific fundraising projects and/or programs Volunteer programs LEISURE DEVELOPMENT COURSE 2012

  11. Context of Case Statements • Write it before you ask for the first dollar • Focus on all of the pyramid • “Elevator speech” in writing LEISURE DEVELOPMENT COURSE 2012

  12. Primary Goals of a Case Statement •Educate the donor prospect •Create a sense of urgency •Create a lasting impression •Encourage gifts LEISURE DEVELOPMENT COURSE 2012

  13. Comprehensive Formal Case Statement LEISURE DEVELOPMENT COURSE 2012

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  15. BEING WORTHY OF SUPPORT….. • Have a clear sense of mission • Strengthen your services • Be different • Strengthen the board • Remain tuned in to community perceptions • Be willing to change • Develop an active volunteer pool LEISURE DEVELOPMENT COURSE 2012

  16. Setting Fundraising Goals 1/ summarize old and new gift potential 2/ create a goal based on board of directors donations 3/ perform feasibility study 4/ prepare comparative statistics 5/ use an analysis of each prospect and request amount LEISURE DEVELOPMENT COURSE 2012

  17. Levels of Donor Involvement Board Members  Agency Management Major Donors Former Donors Past Clients Family Members Volunteers  General Donors Staff Members Patrons Clients General Public  Possible donors with compatible interests LEISURE DEVELOPMENT COURSE 2012

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  19. The Four Basic Types of Fundraising • Institutional Grantors • Federal/Provincial/Municipal, Businesses, Foundations, Service Clubs, Unions, Employee Funds, Professional Groups, Other Nonprofits • Special Events & Product Sales • Giving donors something for their money • Direct Marketing • Direct mail, Telephone Campaigns, Paid Advertising, PSAs, Telethons, Door-to-door, Electronically • Major Individual Donors • Planned Giving, One-on-one with individuals, small groups LEISURE DEVELOPMENT COURSE 2012

  20. Cost-effectiveness of Fundraising Strategies • Direct mail acquisition .90 - $1.25 / $ raised • Direct mail renewal .25 - .38 / $ raised • Telephone acquisition .90 - $1.20 / $ raised • Telephone renew & upgrade .27 - .40 / $ raised • Special Events 45 – 55% of gross • Grants: Corporate & Foundation .03 - .20 / $ raised • Planned Giving .05 - .25 / $ raised • Major gift personal solicitation .02 - .15 / $ raised • Capital campaigns .03 - .10 / $ raised LEISURE DEVELOPMENT COURSE 2012

  21. Mail Solicitation – a distanced option allowing you to: LEISURE DEVELOPMENT COURSE 2012

  22. It has been a while since we last made contact…Did you realize your last contribution assisted in allowing 15 disadvantaged children to participate in our recreation and park department programs? LEISURE DEVELOPMENT COURSE 2012

  23. Phone tips SIMPLE TELEPHONE TIPS LEISURE DEVELOPMENT COURSE 2012

  24. Grant Writing Tips for the Non-grant Writer LEISURE DEVELOPMENT COURSE 2012

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  27. Special Events LEISURE DEVELOPMENT COURSE 2012

  28. Everyone wants to be a dog…  Sunday June 10th1PM @ Mutrie Park 220 McKay Rd bring your favorite pet or we can supply one for you to our  S.P.C.A. PET WALK  For more information call 250-888-FIDO (3436) or online at spcavernon.com A fundraiser for your local SPCA Vernon Branch LEISURE DEVELOPMENT COURSE 2012

  29. Corporate Sponsorship Policy Purpose The purpose of the Corporate Sponsorship Policy is to provide an opportunity for businesses to make financial contributions towards programs, events, services or facilities in return for public recognition. Scope If the value of the public recognition element is over $35,000, or offers significant corporate profile, a competitive process will be undertaken. Definition Corporate Sponsorship: A mutually beneficial business arrangement between the municipality and an external company wherein the external party contributes funds to a municipal program, event, service or facility in return for recognition, acknowledgement or other promotional consideration. LEISURE DEVELOPMENT COURSE 2012

  30. Other Fundraising Ideas: LEISURE DEVELOPMENT COURSE 2012

  31.  Chris’ 10 Best Practices for Fundraising  • Don’t Fear Fundraising • Know Yourself • What’s Your Definition of Success? • Know Your Audience • Question Conventional Wisdom • What’s Driving the Prospect’s Decision? • Framing the Message • Emotion Trumps Data • Building a Community • Walk the Talk LEISURE DEVELOPMENT COURSE 2012

  32. Top Ten New Trends in Online Fundraising 1. Multi/cross-channel coordination Organizations are coordinating online/offline efforts to maximize ROI, as multi-channel donors are more valuable and more loyal. 2. Monthly/sustainer giving Beyond having the capability of managing online monthly donations, organizations are putting resources into developing full strategies for attracting and retaining sustainer donors. 3. Donor choice, donor input Donors want more say about where their donation go as demonstrated by organizations like Kiva and Donors Choose. They are also looking for non-biased info from peers on organizations. 4. Groups and networks New offers of badges and widgets make it easy for donors to raise money for their favorite causes on their websites, social networking pages and blogs. 5. Search and maps Online users expect everything to work as easy as Google so organizations should be sure their web site is easy to navigate. Maps (particularly those that visitors can add to or update) can effectively demonstrate great messages —from locations of food banks to supporters of an organization.  LEISURE DEVELOPMENT COURSE 2012

  33. 6. Web 2.0 (social networks, blogs, etc.) Of course it's all the buzz — and many organizations are jumping right in to tap into these networks to raise funds.  7. Video Video can tell a story like no other medium, and organizations are creating videos and encouraging supporters to make their own to tell their stories. 8. Major donors Yes, major donors DO go online.  They will research organizations and their first impressions may come from an organization's website. Many want to make their donations online — some even make big gifts to earn credit card miles! 9. "Beyond the button" The question now is not whether to take donations online (of course the answer is yes!) but how to do that strategically. Organizations are investing more resources into strategy to maximize ROI.  10. Everything old is new again At the end of the day, fundraising — online or otherwise — is about building trust and serving the donor. Your online strategies should focus on cultivating relationships, one donor at a time.  LEISURE DEVELOPMENT COURSE 2012

  34. GRANT SOURCES:Government  Foundations Corporations FOUNDATIONS: Community  Family  Corporate General Purpose Operating  Philanthropic  Private Public Charity Special-Purpose PLANNED GIVING: contributions made with some professional guidance and usually involves tax concessions to the donor. In 2010 bequests in the U.S. were nearly $25 billion and significantly greater than all corporate contributions in total. CAPITAL: usually a one time shot to bring in special funds for a specified project/program. ENDOWMENTS: developed for ongoing support of specified projects and/ or programs. LEISURE DEVELOPMENT COURSE 2012

  35. Have you ever thought about planned giving to our parks system?? It’s tax deductable! Contact our parks office 818-888-TREE (8733) for details LEISURE DEVELOPMENT COURSE 2012

  36. You are on Main Street at Charity Village®, Canada's supersite for the nonprofit sector --- 3,000 pages of news, jobs, information and resources for executives, staffers, donors, and volunteers. If philanthropy and volunteerism are part of your world, this is your place. Discover what's new today in the village, or visit our Welcome Centre for first-time visitors and the media. Since our launch in 1995, our audience has downloaded 410,091,853 files from Charity Village. Make Main Street your home pageAdd a link to us from your site News | Jobs | Suppliers | Organizations | Volunteer Opportunities | QuickGuides | Professional Associations | Online Resources | Online Publications | Online Discussions | Online Tools | Sources of Funding | How-to Articles | The Book Store | Book Reviews | FAQ | The Webmasters Club | Other Resources | Search | About CharityVillage Ltd. | Contact Us | Information for Advertisers All contents of this web site are copyright and may not be reproduced without the explicit consent of CharityVillage Ltd. Banner Advertising Info LEISURE DEVELOPMENT COURSE 2012

  37. Your Fundraising 101 Assignment Option One: Develop your case statement for a fundraising project of your department or a community organization to which you may be associated. Option Two: Produce a gifts catalogue for your department related to a special project or ongoing functions of the agency. Your assignment is to be no more than six pages in length, not including title page, letter of introduction, table of contents and appendices. Good luck… LEISURE DEVELOPMENT COURSE 2012

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