Financing Mastery: Mapping out a Path to Chapter Prosperity

Learn how to establish a baseline financial plan to raise dollars in a scalable, systemic way, that can be replicated year over year

Presenter: Marisa C BartleyEastern Region Vice President

Fundraising or Funds Development?

Establish Affiliiate/Auxiliary Protocol

Brand your Movement

Create Board Agreement

ABC’s of Relationship Management

Financing Mastery: Mapping out a Path to Chapter Prosperity

Funds Development What is it? Strategies-Short term strategies with

long term vision

-Member basedCreating sustainable outcomes

Fundraising What is it? Strategies

-Request Individual Donations-Sell a Product/Service

-Ticketed Events Fundraising or Funds Development?

What are your CEO’s expectations of the YPs?

Don’t Call List Partnership w/ Development

Director Collective Asks (Affiliate & Guild) Armed with a plan

Establish Affiliate/Auxiliary Protocol

What is your chapter brand? Creating Buy-In Companies don’t sponsor events;

people do Why your chapter?

Brand your Movement

Questions to Consider Why do you want board members

involved? How does shared understanding

and ownership add value? How can you make this work fun

for your board members

Create Board Agreement

Strategies to make it work

Articulate the fund development roles of the board and the board member

Establish a Board-level Fund Development Committee

Host a complain-and-whine session

Always send a Thank You note Be on time , Be prepared, Be Open Constant Contact (Not the email

system)

ABC’s of Relationship Management

2013 PARTNERSHIP OPPORTUNITIES(all marketing will be posted for the 2013-2014 fiscal year)

Platinum Partner ($10,000) Logo and link to website on ULYP website – 1st Tier Listed on monthly e-blasts newsletter to approximately 1,000 subscribers Logo on ALL event advertising (ULYP hosts approximately 30 events annually)Choice to Sponsor one month of ULYP Signature Programming (MAY-king a Difference Month or Professional Development Month)Opportunity to host (2) EmPOWER hOURs (ULYP hosts approximately 4-6 per year)Opportunity to host (1) 2013 General Body Meeting (GBMs are held monthly)Opportunity to post jobs to our online Membership Portal2 Professional Development workshops to be provided/facilitated by ULYP for your young professional employees Title Sponsor for (2) ULYP members to attend the NUL Annual Conference in Philadelphia (Includes the cost of registration, flight, and lodging)20 Annual Memberships to ULYP for eligible employees

Gold Partner ($7,500)Logo and link to website on ULYP website – 1st Tier Listed on monthly e-blasts newsletter to approximately 1,000 subscribers Logo on ALL event advertisingChoice to Sponsor (1) ULYP Signature ProgramOpportunity to host (2) EmPOWER hOURs Opportunity to host (1) 2013 General Body MeetingOpportunity to post jobs to our online Membership PortalTitle Sponsor for (2) ULYP members to attend the NUL Annual Conference in Philadelphia (Includes the cost of registration)15 Annual Memberships to ULYP for eligible employees

Silver Partner ($5,000) Logo and link to website on ULYP website – 2nd Tier Listed on monthly e-blasts newsletter to approximately 1,000 subscribers Opportunity to host (1) EmPOWER hOUROpportunity to host (1) 2013 General Body Meeting10 Annual Memberships to ULYP for eligible employees

Bronze Partner ($2,500) Logo and link to website on ULYP website – 3rd Tier Opportunity to host (1) Empower hOUR or (1) 2013 General Body Meeting5 Annual Memberships to ULYP for eligible employees

Urban League Young Professionals of…(Fill in Chapter Name)

Questions???