By Recresynthesis Consulting Inc. LEISURE DEVELOPMENT COURSE 2012

Creative Fundraising 101

By Recresynthesis Consulting Inc.

LEISURE DEVELOPMENT COURSE 2012

If the government, your municipality or agency offered full funding for your department, would you still want to

do outside fundraising?

Why?


◦ 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!!

Your learning experience will include the following, interspersed with fun of

course…


YOUR SUCCESS IN FUNDRAISING DEPENDS FIRST AND FOREMOST ON HOW

YOU ANSWERONE DECEPTIVELY SIMPLE QUESTION:

“What is the money for?”


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

FUNDRAISING PRINCIPLESHOW IT WORKS…..



* IMAGINE CANADA 2011





What is a Case Statement -


A concise, compelling, and inspirational pitch foryour overall cause or for a particular project or

program.

AKA: YOUR CASE FOR SUPPORT

Uses of a Case StatementA case statement = basis of every request for

support


Overall organization pitch

Specific fundraising projects and/or programs

Volunteer programs

Write it before you ask for the first dollar

Focus on all of the pyramid

“Elevator speech” in writing

Context of Case Statements



Primary Goals of aCase Statement

•Educate the donor prospect

•Create a sense of urgency

•Create a lasting impression

•Encourage gifts

What is the organization’s

history?

Whom does the organization

serve?

What needs confront the

people served by the organization?

How does the organization

address these challenges?

What is the organization’s

reputation for the business acumen?

How is the planning process

described?

What are the goals for the future?

How will the donor’s

investment be used?

How will the donor’s

involvement be acknowledged?

Comprehensive Formal Case Statement


MissionObjectives

TargetsMeasures

Fundraising Strategic Management - The Plan

StrategyFormulation

SystemsDesign

ExecutionGoal

Formulation

History /Shared

Experiences

How To's ofdoing

business

StructurePeopleCulture

Who doeswhat & when?Control Factor

Evaluation

Internal ResourcesStrengths

Weaknesses

ExternalEnvironmentOpportunities

Threats


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

BEING WORTHY OF SUPPORT…..


1/ summarize old and new gift potential

3/ perform feasibility study4/ prepare comparative statistics 5/ use an analysis of each prospect and request amount

2/ create a goal based on board of directors donations

Setting Fundraising Goals


Levels of Donor Involvement

Volunteers General DonorsStaffMembersPatronsClients

General Public Possible donors withcompatible interests

Board Members Agency ManagementMajor Donors

Former Donors Past ClientsFamily Members



PRIMARY MARKET

Who: those closest with most theresources

Timing: solicit earlyApproach: highly personalized

SECONDARY MARKET

Who: Somewhat less affluent supportersTiming: after primary

Approach: offer frequent opportunities toparticipate and donate

TERTIARY MARKET

Who: those not yet associated but withshared values

Timing: nurture relationships with theaffluent people early

Approach: solicit when ready

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

The Four Basic Types of Fundraising


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

Cost-effectiveness of Fundraising Strategies


Mail Solicitation – a distanced option allowing you to:

Acquire new donors

Inform existing donors and stakeholders (your community)

Tell a story about someone who has benefited from your agency’s work

Renew existing donors

Upgrade donors to a higher level of giving

Education tool for your stakeholders

Bring in contributions for your fund

•donors know what they are getting

•they continue to be in alignment with your mission

•they already have a relationship with your agency

Donor renewal is the contacting of existing donors. This is most

important in the mail solicitation process for

the following:


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?


Phone tips

know the purpose of your call in advance

prepare a list of questions which need answers

when you don’t have an obvious

contact point take advantage of the

corporate hierarchy

ask for permission to speak

set up a telephone appointment

use the smile & dial methodology

listen to what is going on in the

background

practice the Q/A/F/Q technique

most important – be persistent in your quest

SIMPLE TELEPHONE TIPS



Grant Writing Tips for the Non-grant Writer



The single biggest benefit of a special event is not raising money but in raising awareness. Hopefully through your event people in your community become aware of what it is you do!! The potential of funds at the end is a bonus!!

How big does it need to be? Only as big as the support (budget & community) will allow…

THE EVENT:

Ensure the event is a fit with your organization’s mission

Think about who you want to attend – and why?

Know what you wish to accomplish from the event

Stay within your means – create a realistic budget…

Consider how the local media can cover the event

Know what else is going on in your community at the time of your eventWhat time of year best fits with your agency & you are likely to get more helpKeep the event fun & you will be successful

Special Events


EVERYONE WANTS TO BE A DOG… Sunday June 10th 1PM @ 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

Corporate Sponsorship Policy

PurposeThe 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.

ScopeIf the value of the public recognition element is over $35,000, or offers significant corporate profile, a competitive process will be undertaken.

DefinitionCorporate 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.


Compact disc information

Web site contact information

Email communiqués

Gifts catalogues

Gifts brochures

Renting staff to events

Other Fundraising Ideas:


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

Chris’ 10 Best Practices for Fundraising



Top Ten New Trends in Online Fundraising

1. MULTI/CROSS-CHANNEL COORDINATIONOrganizations are coordinating online/offline efforts to maximize ROI, as multi-channel donors are more valuable and more loyal.

2. MONTHLY/SUSTAINER GIVINGBeyond 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 INPUTDonors 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 NETWORKSNew 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 MAPSOnline 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.


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. VIDEOVideo 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 DONORSYes, 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 AGAINAt 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.

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.


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


http://www.funnyplace.org/slike/0716-o.jpg

Banner Advertising Info

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.

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 page Add a link to us from your site


http://www.csae.com/client/csae/CSAEHome.nsf/web/How+To+Join+CSAE?OpenDocument

http://www.charityvillage.com/charityvillage/baninfo.html

http://www.charityvillage.com/charityvillage/news.asp

http://www.charityvillage.com/careercentre/default.asp

http://www.charityvillage.com/nonpr/index.asp

http://www.charityvillage.com/charityvillage/guides.asp

http://www.charityvillage.com/marketplace/index.asp

http://www.charityvillage.com/charityvillage/volbb.asp

http://www.charityvillage.com/charityvillage/ires.asp

http://www.charityvillage.com/charityvillage/lib.asp

http://www.charityvillage.com/learn/index.asp

http://www.charityvillage.com/charityvillage/advertise.asp

http://www.charityvillage.com/charityvillage/search.asp

http://www.charityvillage.com/charityvillage/post.html







http://www.charityvillage.com/charityvillage/profas.asp


http://www.charityvillage.com/charityvillage/ires2.asp

http://www.charityvillage.com/charityvillage/stand.html

http://www.charityvillage.com/charityvillage/ires6.html

http://www.charityvillage.com/charityvillage/fund.asp

http://www.charityvillage.com/research/index.asp

http://www.charityvillage.com/charityvillage/books.html

http://www.charityvillage.com/charityvillage/bkrev.asp

http://www.charityvillage.com/charityvillage/faq.html

http://www.charityvillage.com/charityvillage/club.asp

http://www.charityvillage.com/charityvillage/resource.html


http://www.charityvillage.com/charityvillage/abouthb.html


http://www.charityvillage.com/marketplace/veninfo.html

http://www.charityvillage.com/charityvillage/mast.html

http://www.charityvillage.com/

http://www.charityvillage.com/charityvillage/welcome2.html

http://www.charityvillage.com/charityvillage/welcome.html

http://www.charityvillage.com/charityvillage/baninfo9.html

http://www.charityvillage.com/charityvillage/media8.html

http://www.charityvillage.com/charityvillage/myhome.html

http://www.charityvillage.com/charityvillage/linktous.html

http://www.charityvillage.com/charityvillage/welcome.html

http://www.csae.com/client/csae/CSAEHome.nsf/web/How+To+Join+CSAE?OpenDocument








http://www.charityvillage.com/charityvillage/lib.asp

http://www.charityvillage.com/learn/index.asp

http://www.charityvillage.com/charityvillage/advertise.asp




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…

Documents

By Recresynthesis Consulting Inc. LEISURE DEVELOPMENT COURSE 2012