Look to the Future and Become Energized about Fund Development

Nancy Beard, CFRE

Nancy Beard, CFRE | uchas.org

OutlineIntroduction to Fund DevelopmentStatistics and DefinitionsMechanics of DevelopmentResourcesQuestions and Answers

IntroductionWhat is your individual role in the non-

profit ornot-for-profit sector?

Are you responsible for philanthropy within your organization?

PHILANTHROPYThe love of humankind

Altruistic concern for human welfare and advancement, usually manifested by donations of money, property, or work to needy persons

ThoughtFaith-based organizations must offer

philanthropic training and opportunities for people to live out their faith and their love of humankind.

Practicing faith through volunteerism.

Think AboutPhilanthropists and how

they share their faith and gratitude

Philanthropy as giving and sharing beyond the family

Motivations and Rewards

Total Giving $316.23 billion

Top CategoriesReligion 32%Human Services

13%Health 9%

Individuals

Corporations

Foundations

Bequests

Source: GivingUSA 2013

Philanthropy is Strong

Source: GivingUSA 2013

2000 2007 2012 2018 (est)0

$229.70

$334.48 $316.23$344.00

Non-Profits in United States1.5 million non-profit organizations in

the United States (does not count organizations with income of less than $25,000)

Source: Foundation Center

Charitable Giving Statistics88% of households give to charityThe average annual household contribution is $2,213

The majority of gifts go to religion

Source: National Philanthropic Trust

ThoughtIt is every man’s

obligationto put back in the

worldat least the equivalentof what he takes out of

–Albert Einstein

TerminologyPhilanthropyFund RaisingDevelopmentAdvancement

Aspects of DevelopmentAnnual FundGrant WritingSpecial EventsLegacy GivingCapital Campaigns

Thought

Key to effective fundraisingis a strong cultureof philanthropywithin an organization. –Bill McGinly, PresidentAssociation for Healthcare Philanthropy

Say No To:Hit them upEntitlement

CHANGE OF ATTITUDE

Say Yes To:Offering

OpportunitiesProving Your Value

Founding Community—UCCTell Your Story and Develop a Loyalty

Provide a way for UCC members to live out their faith

Relationship of mutual respect

Sources of Funding:UCC Church and Members

Sources of Funding:Community Served By OrganizationIndividualsCorporationsFoundationsOther Faith Communities

Sources of Funding:Those Closest To The MissionBoard of Directors Committee

Members Employees VolunteersConsumers of

Services Family Members of

Consumers

StewardshipListen to donorsThank donors

within 48 hoursTell donors how

you used their giftInvolve donors in

the mission

Development StepsGet StartedGather Historical Information and Tell

YOUR StoryGather Historical Data of Donors and GiftsSet Measurable Goals and Expect

AccountabilityCreate a 12-Month Development Plan

Development StepsCreate a Truthful Budget that Includes All

ExpensesGet Board and Volunteers Involved

(but plan to do most of the work yourself)Have Fun, Offer Opportunities and Raise

Financial GiftsThank Your Donors

ResourcesAssociation of Fundraising Professionals - afpnet.orgFoundation Center – foundationcenter.orgGiving USA – givingusareports.orgGuideStar – guidestar.orgCenter on Philanthropy at Indiana University –

philanthropy.iupui.eduLeave a Legacy – leavealegacy.orgNational Philanthropic Trust - nptrust.orgNational Study on American Religious Giving

Questions?

Thank You!Nancy Beard, CFRE

President, United Church Homes and Services Foundationnbeard@uchas.org

Look to the Future and Become Energized about Fund Development

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