For Non-Profits

EVENTS & FUNDRAISING

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SOURCES

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OneOC Presenter: James M. Greenfiled, ACFRE, FAHPBased on “Budgeting for Fundraising and Evaluating Performance:Chapter 31 in Achieving Excellence in Fundraising. Third Edition.Eugine R. Tempel, Timothy L. Seiler, Eva E. Aldrich, editors.Jossey-Bass, A Wiley Imprint, 2011. p. 349-369.

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LEANING OBJECTIVES

•The Value of Events to Non-profits•Expenses Vs. Income•Successful Events•Pitfalls to Avoid

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VALUE OF EVENTS

Why are events valuable to Non-profits?

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VALUE OF EVENTS

The 4 Key Values of Events: • Raise Money for the Organization• Exposure to New Demographics• Potential New Donors• Media Exposure

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TYPES OF EVENTS

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WINE NIGHT

Demographics:Young ProfessionalsBusiness ProfessionalsMillennials Generation

Media:Online Calendars

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RIBS, PIGS & WATERMELONS-PRO BBQ COMPETITION & BEER

FESTIVAL

Demographics:BBQ GurusBeach GoersMenFamilies

Media:KTLAKCAL CBSOC WeeklyOC RegisterMore…

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STANDUP FOR THE CURE

Demographics:WomenBreast Cancer SurvivorsStandup Paddle BoardersRelation to the Cause

Media:OC RegisterABCOC WeeklyNational MagazinesMore…

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EXPENSES VS. INCOME

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EXPENSES VS. INCOME

Fundraising Analysis # 1

Fundraising Goal: $600,000 Budget: $131,135

Results

Funds Raised: $561,235 94% of goalBudget Spent: $135,850 108% of budgetGoal Shortfall: $38,765

6.5%Budget Overspent: $4,735 3.6%

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EXPENSES VS. INCOME

Are these results acceptable?

Efficient?

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EXPENSES VS. INCOME

Fundraising Analysis # 2

Fundraising Goal: $600,000 Budget: $131,135

Results

Net Revenue: $425,385Fundraising Cost:$0.24/$1.00Return on Expense: 313%

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EXPENSES VS. INCOME

Are these results acceptable?

Efficient?

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EXPENSES VS. INCOME

• Spending 24 cents/$1.00 raised to net $425,385 at a return on expense of 313% is EFFICIENT

• Failing to make goal may NOT be a failure of effectiveness

• Exceeding budget may NOT be a failure of efficiency

• Fundraising results analysis is NOT about budget alone

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EXPENSES VS. INCOME

The Basics:

Spending 20 to 30 cents to the dollar is a good range

Budget Amount Spent = Money Raised

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SUCCESS EVENTS

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TO AVOID PITFALLS

Your Organization needs…

• An overall fiscal plan in order to define a new fundraising budget

• To explain how it’s program and services goals are established

• To explain how its funding priories are set

• To explain how its fundraising goals are set

• To explain how these funds will deliver a positive impact in the community

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WHY DO FUNDRAISING EVENTS RESULTS VARY?

• The popularity of the cause or issue• The organizations age• The fundraising methods used• The skills and expertise in fund

development• The competition of friends and funds• The character of the constituency• The charisma of the leader• Your media exposure

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CHALLENGES THAT AFFECT FUNDRAISING BUDGET PLANNING

• The board does not understand fundraising• The CEO/ED does not understand

fundraising• Everyone is focuses only on

fundraising costs• Everyone is focused on the “bottom-

line” results

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BEFORE YOU BEGIN YOUR NEXT BUDGET ASK

• What are your current fundraising goals?

• What are your current priority projects?

• What is your current budget?• What is your current staff size?• How large is your volunteer pool?• How large is your current donor pool?• What were your results last year?

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BASED ON YOUR ANALYSIS

• Should you continue with this fundraising event?

• Can you repeat the same results as last year?

• What improvements can be made?• What is your forecast of future results?• How relievable is your forecast?• You should continue with this event?

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REPORT YOUR EVENT RESULTS

Let everyone know your results of the fundraiser

• Report to your board of directors• Report to your development committee• Report to you volunteers• Report to your donors and prospects• Report to your management staff• Report to your community

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WHAT WE JUST LEARNED

• The Value of Events to Non-profits• Expenses Vs. Income• Successful Events• Pitfalls to Avoid

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THANK YOU

Contact: Courtney Lutkus(714) 270-2719

Courtney@sreventplanning.comwww.sreventplanning.com

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