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Tuesday, June 11 and Thursday, June 13, 2013
Join the conversation: #movesmanagement @AccuFundCRM
@LaValB
Monitor. Track. Built. Repeat.
Exploring the Disciplines of
Successful Major Gift Fundraising
with Moves Management
WELCOME.
LaVal Brewer, President of LaVal Brewer Consulting Nonprofit Management, Nonprofit Consulting and Major Gift Fundraising Experience.
Sarah Finley, AccuFund CRM Product Manager, AccuFund Higher Ed. Development and CRM Management Experience
MAJOR GIFT FUNDRAISING WITH MOVES MANAGEMENT DEFINITION:
The system of policies, procedures, and practices that directs the actions a nonprofit takes to identify donors, grow relationships, and generate major gifts.
MAJOR GIFT FUNDRAISING GENERAL STATISTICS:
• Corporations & foundations are easier to target for major gifts, but 4 out of 5 gifts (80%) were given by individuals or household donors in 2011 totaling $217.79 billion.*
• The top 30 most recent gifts given by individuals in 2013 equal $311.2 million. **
• Major gifts range from $1M - $35M.
• Donated to higher education, museums, hospitals, community foundations and medical research around the country.
*Giving USA, a report compiled annually by the American Association of Fundraising Counsel
** The Chronicle of Philanthropy, America’s Top Donors
WHAT MAKES MAJOR GIFT FUNDRAISING WITH MOVES MANAGEMENT SUCCESSFUL? 1. Prioritize & Balance your
Fundraising Initiatives 2. Identify & Define your Existing
Assets 3. Utilize an Electronic System 4. Establish your ‘Moves Manager’ 5. A Culture of Philanthropy 6. The ASK
KEYS TO SUCCESS
1. Prioritize & Balance your Fundraising Initiatives
2. Identify & Define your Existing Assets
3. Utilize an Electronic System 4. Establish your ‘Moves Manager’ 5. A Culture of Philanthropy 6. The ASK
Prioritize & Balance
The strive for fundraising success is derived from development efforts, and the balance of those efforts
Special Events Major Gifts Annual Gifts Board Gifts / Solicitation Online Giving Grants
Because of staff size or readily available resources, most organizations can’t preform all these efforts at once, therefore prioritizing & balancing these efforts is a must.
Prioritize & Balance
80/20 Rule 80% of all giving is contributed by 20% of your donors.
Major Gift Fundraising has the potential to provide the most return for your efforts. Major gift fundraising can decrease overall fundraising costs.
One major gift can be less time consuming and more cost effective than coordinating an event to receive 50 smaller gifts.
How much time should be devoted to major gift fundraising? Your role and organization size will determine how much
of your time should be spent with major gift fundraising compared to other development efforts.
Prioritize & Balance
16%
32% 33%
19%
What are our audience’s major gift fundraising goals?
To initiate a major giftfundraising program.
To strengthen our currentmajor gift fundraisingprocess.
To increase the number ofmajor donors.
To increase the averagemajor gift amount.
Other Responses: • Changing major gift levels • Proactive involvement from staff & board • Formalize the Moves Management Program
KEYS TO SUCCESS
1. Prioritize & Balance your Fundraising Initiatives
2. Identify & Define your Existing Assets
3. Utilize an Electronic System
4. Establish your ‘Moves Manager’
5. A Culture of Philanthropy
6. The ASK
Identify & Define Assets
Do you have: Strong board support
Experienced fundraising team members (Usually this is the CEO)
A CEO that values fundraising as a key component of their professional success
Successful programs that positively impact the community
Team members that keep your organization prepared and current
Identify & Define Assets
21%
34%
13%
32%
How many years of major gift fundraising experience does our audience have?
None
1-3Years
4-6Years
7+ Years
Identify & Define Assets
13%
66% 1-2
Members
11%
4% 6-10 Members
6% 11+ Members
How many staff members are actively engaged with major gift fundraising at your organization?
None
1-2 Members
3-5 Members
6-10 Members
11+ Members
None
2-5 Members
Identify & Define Assets
After identifying organizational assets, as a team, determine how to utilize the current assets for your major gifts plan.
Identify and develop additional assets needed for success. Database
Board Involvement
Training
Weekly Meetings
KEYS TO SUCCESS
1. Prioritize & Balance your Fundraising Initiatives
2. Identify & Define your Existing Assets
3. Utilize an Electronic System
4. Establish your ‘Moves Manager’
5. A Culture of Philanthropy
6. The ASK
Utilize an Electronic CRM System By utilizing an electronic CRM (constituent
relationship management) system for your major gift fundraising, you’re giving yourself and your team a valuable tool set and tangible asset. Reporting, Dashboards & Forecasting
capabilities Track and visualize
the relationships & affiliations of your major donor prospects
History of event attendance, direct mail, other donations, etc…
Points of contact and communication history ‘Ticklers’ or Reminder Notes for key relationship building
opportunities Enables team members to collaborate effectively &
efficiently
Utilize an Electronic CRM
0.00%
20.00%
40.00%
60.00%
80.00%
Yes No
76.92%
23.08%
Are you utilizing an electronic CRM system for
donor management/ tracking?
0.00%
10.00%
20.00%
30.00%
40.00%
50.00%
60.00%
70.00%
Yes No
65.38%
34.62%
Are you using an electronic CRM to track major gift fundraising activities?
Utilize an Electronic CRM System Reporting & Dashboard
‘Must Haves’ Staff Activity
Call Logs, Email Activity
Potential major gift stages Monitor progress of the
potential major gifts by the moves management stages they are in
Major donor prospect ratings Monitor contacts that have
been identified as a potential major donor
CY or FY major gift fundraising goal and progress of meeting that goal
Utilize an Electronic CRM System Relationship Tracking
Track the relationships that already exist among your constituents and potential major donors
Relationship tracking is another important asset to equip your organization with for major gift fundraising
With a cloud based CRM, you can even access your database from mobile devices to: Add or update notes after on-site prospect visits Sync notes for in-office staff viewing View reports and dashboards on-the-go
KEYS TO SUCCESS
1. Prioritize & Balance your Fundraising Initiatives
2. Identify & Define your Existing Assets
3. Utilize an Electronic System
4. Establish your ‘Moves Manager’
5. A Culture of Philosophy
6. The ASK
The Moves Manager
Define the Moves Manager within your organization
Moves Manager = Database Manager Strategist
Focused & goal orientated
Proficient with the Moves Management system
Familiar with current donor prospects
Ensures the electronic system is utilized correctly & integrity of data is sound
KEYS TO SUCCESS
1. Prioritize & Balance your Fundraising Initiatives
2. Identify & Define your Existing Assets
3. Utilize an Electronic System
4. Establish your ‘Moves Manager’
5. A Culture of Philanthropy
6. The ASK
A Culture of Philanthropy Successful major gift
fundraising is embraced by each team member within the organization. main responsibility in most
organizations lies on the shoulders of CEO and Development teams.
By developing a major gift plan that identifies, cultivates, and manages donors - you will make it easier for every member of your team to participate.
What would you do if James Cameron was a personal connection and shared the passion of your mission?
A Culture of Philanthropy
CEO Major Gift Officers Director of Development
Board Members Administrative Assistants Volunteers Program Participants
• Working as a whole will return greater results and effective fundraising.
• Each team member has unique relationships and networks that can be ‘tapped’ for potential major donors.
You are all working towards and supporting one mission
KEYS TO SUCCESS
1. Prioritize & Balance your Fundraising Initiatives
2. Identify & Define your Existing Assets
3. Utilize an Electronic System
4. Establish your ‘Moves Manager’
5. A Culture of Philanthropy
6. The ASK
The ASK. Timing is Everything.
Asking too early may result in a smaller gift than expected, or no gift at all in some cases.
Asking too late may result in a large gift that could have been received earlier, or even a relationship that is not tied to the organization and its’ mission.
The ASK. Panas PEG Chart
Low
F
inan
cial
Cap
acit
y
Hig
h 6
5
4
3
2
1
1 2 3 4 5 6
Low Inclination/Interest to Give High
THANK YOU.
Monitor. Track. Built. Repeat.
Exploring the Disciplines of
Successful Major Gift
Fundraising with Moves
Management
www.accufund.com/moves2013