EXTENSION FUNDRAISING SESSIONFOR VOLUNTEERS AND STAFF

July 12, 2012

Draft Agenda1. Running your program like a “non-profit”

inside Penn State2. Is it a gift?3. 2012-13 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 officeITEM CHARITABLE

CONTRIBUTION OR GIFTUNRESTRICTED

GRANT

Maximum Deliverable Gift Acknowledgement Confirmation of Use and Purpose

Documentation Company Letter Stating Gift or Charitable Contribution

Company Letter Stating Financial Support

Funding Restriction None $50,000 per company, per PI, per fiscal year

F&A None 15% of Total Awarded

3. 2012-13 At a GlanceFundraising Goal: $1,500,000Planned Major Gift Solicitation Totals• 4-H - $1 million• Floriculture Trials - $150,000• Master Gardener - $100,000• RULE - $125,000Stewardship:• Extension and 4-H Tailgate (September 2012)• 4-H Annual Report (October 2012)• Outreach Appreciation Dinner (October 2012)

2012-13 at a GlanceMarketing/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 email 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: http://4hkeystonesociety.pbworks.com

Questions??????

Eric McGinnisExtension Development Office814-863-2754gem122@psu.edu