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How 100 Hoosier Libertarians raised $40,000 in one day The Libertarian Party of Indiana Modei By Sara Chambers, .r<; executive director '98-'00 Set your party's fundraising goal one to three months before your state convention. Earlier is better so you can articulate your goals to your members and shift their attitudes to align with yours. Determine Your Need 1. What are you currently doing that requires funding? a. newsletter b. telephone/fax/photocopying c. candidate or initiative promotion d. 2. What would you like to do that requires funding? a. open a state party office b. hire full- or part-time staff c. provide matching funds for candidates d. bankroll a targeted race or ballot drive e. Assess Your Assets 1. What is your monthly UMP income? 2. What is currently in the checking account? a. Is it an average baseline amount? b. Do you want to convert it to an interest-bearing account? c. Convert it to a monthly figure for budgetary consistency. 3. What are additional assets that can replace or enhance budgeted items? a. Donation of goods or services, such as office space, equipment, photocopying, refreshments at meetings, etc. b. Regular financial support of members, such as state officer donations at each committee meeting (offertory) Set Your Budget ...then Set Your Goal 1. How much must you raise each month to pay the bills? 2. How much must you raise each month to sustain one or more of the projects on your "wish list"? 3. What is your targeted monthly fundraising goal? __ Determin.e-and-&xecute-y-ou.r- strateg·iG- plan-fer-ra-is·j·ng -the- furrds: - F'tanwen fo- - maximize your effectiveness. Articulate the party's goals 1. Focus on one or two dedicated goals from the "wish list." 2. Incorporate these goals and why they are important to the future of your party in every newsletter. 3. If you don't send regular fundraising letters to your members, prospects, and friends, start now by promoting a monthly pledge from each member. Begin Your Monthly Pledge Program 1. Use these goals as the rationale for starting the new tradition. 2. Show what the party has done to reach the goal and what you are committed to do in the short- and long-term. 3. Always include the tools for fulfillment: A letter, a card, and a pre-printed (not necessarily pre-stamped or business reply) return envelope. 1

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Page 1: The libertarian party of indiana modelof fundraising

How 100 Hoosier Libertarians raised $40,000 in one dayThe Libertarian Party of Indiana Modei

By Sara Chambers,.r<; executive director '98-'00

Set your party's fundraising goal one to three months before your stateconvention. Earlier is better so you can articulate your goals to your members and shift theirattitudes to align with yours.

Determine Your Need1. What are you currently doing that requires funding?

a. newsletterb. telephone/fax/photocopyingc. candidate or initiative promotiond.

2. What would you like to do that requires funding?a. open a state party officeb. hire full- or part-time staffc. provide matching funds for candidatesd. bankroll a targeted race or ballot drivee.

Assess Your Assets1. What is your monthly UMP income?2. What is currently in the checking account?

a. Is it an average baseline amount?b. Do you want to convert it to an interest-bearing account?c. Convert it to a monthly figure for budgetary consistency.

3. What are additional assets that can replace or enhance budgeted items?a. Donation of goods or services, such as office space, equipment, photocopying,

refreshments at meetings, etc.b. Regular financial support of members, such as state officer donations at each

committee meeting (offertory)

Set Your Budget ...then Set Your Goal1. How much must you raise each month to pay the bills?2. How much must you raise each month to sustain one or more of the projects on your

"wish list"?3. What is your targeted monthly fundraising goal?

__Determin.e-and-&xecute-y-ou.r- strateg·iG-plan-fer-ra-is·j·ng -the- furrds: -F'tanwen fo- -maximize your effectiveness.

Articulate the party's goals1. Focus on one or two dedicated goals from the "wish list."2. Incorporate these goals and why they are important to the future of your party in every

newsletter.3. If you don't send regular fundraising letters to your members, prospects, and friends, start

now by promoting a monthly pledge from each member.

Begin Your Monthly Pledge Program1. Use these goals as the rationale for starting the new tradition.2. Show what the party has done to reach the goal and what you are committed to do in the

short- and long-term.3. Always include the tools for fulfillment: A letter, a card, and a pre-printed (not necessarily

pre-stamped or business reply) return envelope.

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4. Be specific in your request. If $30 each month is what you have budgeted as a need,then say exactly what $30 will buy the party. Your pledge card should include higher andlower giving levels since each member's financial situation is different.

5. Send your letter in the national party's "off months" so the two appeals do not competewith each other.

6. Agree on who will record, track, and process monthly pledges. Also, designate who willsend monthly check invoices and follow up on bad credit cards or delinquent checkpledgers.

7. Be sure your merchant account is working since you will want to encourage credit/checkcard pledges over any others. (Sending monthly check invoices almost always have adecreasing rate of return.)

Plan the Convention Strategy1. Choose five to seven people to serve on the ad-hoc fundraising committee.

a. The state chairb. The director (especially if a paid staffer)c. The three biggest donorsd. Include the convention chair, the treasurer, and any other prominent and

respected leaders in your organizatione. Do not include anyone who is not donating above the minimum (except the

director)2. Vvork with your convention chair so you each understand the goal and strategies to reach

it. Be sure your ticket costs allow you to break even, but don't set them too high if youare going to aggressively fundraise during the event.

3. Determine the current monthly pledge of each committee member and ask each toconsider a matching pledge at the convention

a. Joe is donating $50 each month.b. Ask Joe to match pledges: "If we raise $100 in monthly pledges within the next

ten minutes, I'll pledge $100 each month."c. Or, if Joe has the means: "I'll match each individual monthly pledge over $100 if it

is made before dinner tonight."4. If your pledge program began a few months before convention, have the state chair call

each and ask for an increase.a. Use a giving ladder. Ask them to double their amount, then increase by 50%, then

20%, then any amount at all.b. Be armed with facts. Tell them what good things the party has done and will do

with their hard-earned money.c. Offer an incentive, too. You could offer these pledgers a special table at dinner,

an exclusive reception with an honored guest, a lapel pin, or other way to saythanks.

d. Be thankful for their support during the call. You don't want to lose the existingpledge!

5. Line up fundraising speakers (see "Raising Money At the Convention," below)-6-.·-Articulate-th-e-gO"attn"thtn:omTention-tneme or other prfnteamaterials." -LeT spe~'lkers-k-now

your goal so they can work it into their presentations, as well.7. Print three times as many pledge cards as you have attendees.8. Consider creating a foamboard "thermometer" to gauge the giving progress.

a. The United Way usually uses one during their annual campaign.b. The Statue of Liberty can be "hash marked" down one side and progressively

colored-in with success. She can even travel from room to room so thefundraising reminder is ever-present.

c. Color in the amount already raised from pledgers and UMP income as visual "seedmoney."

Raise Money at the Convention. Every LP convention has the potential to raise at least$1000 a month in pledges. You've created the plan, now put it into action.

Distribute pledge cards so they are ever-present and accessible.1. In each goody bag or attendee packet

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2. At each place during the business meeting3. At each place setting at lunch and at dinner4. In stacks in the hospitality suite or reception area

Before the convention begins, have a quick fund raising committee meeting.1. Decide who is taking up the pledge cards, and be sure each fundraising speaker knows

to point donors in that direction.2. The state treasurer should tally the monthly pledges as they are received so the chair can

announce the progress (and mark the "thermometer") after each break.3. If the goal is to raise money for paid staff, existing staff should not be a visible part of the

convention fundraising efforts. Staff should not ask for money or take up the pledgecards unless first approached by the pledger.

4. Make copies of the attendee list at the hotel desk and divide it among the committeemembers. Be sure current pledgers are quickly identified so they are not insulted whenasked to pledge.

Line up your fundraising speakers so they "turn up the heat" as the conventionprogresses (see attached example from the 1999 LPIN convention or watch the video)

1. The opening or "State of the State" address by state chair or convention chair mentionsthe party's goal but should not mention fundraising

2. Place your director or other "meat and potatoes" party producer early on the agenda.3. Paid staff treats the convention as a board of directors meeting, offering proof of the

party's accomplishments under her watch and promoting the strategies to reach setgoals. Essentially, she is justifying their pledges. Charts and graphs don't hurt.

4. Before each break, line up a two-minute "testimonial" from a fundraising committeemember. He briefly says why he was inspired to pledge and why others should, too.Two or three testimonials spaced throughout the day is plenty.

5. During each break, committee members circulate to nicely ask people on their list topledge. (They do not expose the list or alert attendees to the fact that this is highlyorchestrated!) They thank existing pledgers and, politely encourage them to consider an

~ increase. (Remember, existing pledgers have already been called.)6. After the luncheon speaker, the state chair or other respected designate makes a five- to

ten-minute presentation about the goal and offers the first serious pressure to pledge.Cards are already on tables, and the speaker will remind the attendees to whom to givethem.

7. Pressure mounts with each subsequent pre-break testimonial.8. Depending on how the fundraising is going, all the stops are pulled out at dinner.

a. Cards are again at each place.b. The "thermometer" is at the front of the room.c. The state chair readies himself for an all-out, shameless pitch after the dinner

speaker concludes.d. Several pitches may have to be given, depending on the energy and frequency of

pledges. Always reinforce the goal.e. The designated "collector" gathers each card and returns it to the treasurer for

tallying and addition to the "thermometer."f. Auctions or other methods of bidding can be incorporated to increase excitement.

9. The chair will need to know when to end the evening-preferably on a high note,before people tire and begin having an unpleasant time.

10. Always thank the attendees.a. Never make those who didn't pledge feel as if they haven't contributed.b. Always appreciate pledgers, and reinforce the fact that they have made reaching

the goal possible (or one step closer, depending on how much was raised).

Keep Your Eyes on the Prize. Entropy will set in if you do not nurture your pledgers,members, and party leaders.

1. Follow through with any incentives or prizes that were part of the convention fundraisingeffort. Do this immediately so you are taken seriously.

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2. Send a special fundraising letter to every member and friend who did not attend theconvention. They may not have been able to attend, but they may be able to give. (TheLP of Michigan has had tremendous success in this area.)

3. Continue sending fundraising letters like the ones previously discussed to your list.Existing pledgers may give more, and you will always more than break even if done welland "layered" with additional reinforcement of the goal in other areas (newsletter, stateevents, e-mail lists, etc.).

4. Prospects may not have joined yet (or they may not intend to sign the pledge); however,they may be very interested in pledging or making a donation. Keep them on yourfund raising list for a few months ... even longer if they respond.

5. Keep a tight ship:a. Promptly process credit card pledges the same week each month.b. Call the donor immediately if the card is declined. It is probably a simple problem

that can be fixed with a friendly call.c. Send professional monthly invoices to those who pledged by check.d. Give check pledgers a friendly call if they do not fulfill their pledge on time.

Encourage them to switch to credit or check card. It will save the LP a lot ofmoney and time, which will mean a lot to the member.

e. Make fundraising an integral part of your party activities.a. Always ask for money at every meeting of the LP, even at the county level.b. Many churches do this every week with great success, and freedom is more

important than religion for some people.c. People give because they believe in the goal, because they are used to being

asked, and because they know financial support is expected of them.d. Remember: "If not you, then who?" Do we expect Republicans and Democrats to

give us money?e. Keep it in perspective: "If you say you would die for liberty, then why won't you

give $30 each month?" This is Indiana's goal for each member ... and is the samecost as one soft drink a day, one decent round of golf, two pizzas, or one dailyTwinkie from the vending machine at work.

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From theory to reality:How 100 Hoosier Libertarians raised $40,000 in one day

r=-; The Libertarian Party of Indiana Model

"* June 1998: The LP of Indiana set the goal to hire an executive director to manage theparty's headquarters and facilitate activities surrounding that fall's Secretary of Stateballot access race.

"* Summer 1998: In-kind donors of goods were lined up, and the party negotiated a salarywith the potential director. The SOS candidate agreed to split the salary with the LPIN.

"* August 1998: The executive director was hired, and the headquarters opened.

"* Campaign 1998: From August until November, the focus was on the SOS candidate andmaintaining ballot access. The director was an essential part of the campaign effort,mostly serving as a media/activist/communications hub.

"* November 1998 to April 1999:

After the successful election, the goal we articulated to members before and during theconvention shifted to "See what we did with an executive director? Let's keep her so wecan do it again ... and do more." Everything revolved around that goal, which includedarticulating everything the director accomplished, since that was the point.

Indiana's LP publications alternated monthly between a Progress Report (to raise money)and a newsletter (to talk about the great things we did with the money, like increasemedia hits, run campaign training, manage the activity of the headquarters, support arecord number of candidates, etc.). A bi-weekly e-mail missive called the Liberty Beaconwas sent from the director to all e-mail addresses we had on file. It was an update ofstate- and county-level activity in the LPIN and helped subconsciously reinforce the ideathat a director was important to the party.

"* April 1999:

Convention. All the steps listed in this guide were followed and raised ... well, see the title.

The players (see the accompanying video):

Joe Hauptmann, state chair, led the build-up of excitement and closed, as SteveDasbach, national director, says: "shamelessly." Joe's vision and eloquence added thenecessary emotional element to encourage people to want to give.

Sara Chambers (nee Cotham), executive director, showed the accomplishments,strategies, facts, and figures to the members. She also served as convention chair,persuading guest speaker and Jesse Ventura's campaign manager Doug Friedline toauction off a Ventura baseball cap to raise money for the LPIN.

Mark Rutherford, fundraising director, and Mike Runnebohm, state treasurer, coordinatedthe convention fundraising efforts with Chambers. Rutherford gave testimony andworked the crowd. Runnebohm kept track of the pledges.

Brad Klopfenstein, county activist, and Andy Horning, high-profile candidate, testifiedabout the need for a director and how having one had benefited their areas of Libertarianactivism. Erin Hollinden, LP activist and professional fundraiser, helped members of thestate Central Committee work the crowd for new pledges.

*: February 2000: Chambers resigns because she has moved out of Indianapolis and feelsthe new experiment is not the most productive arrangement for the party. She seeks aposition making more than $25, 000 and aids in the search for a replacement.

*: March 2000: The LPIN hires Brad Klopfenstein, who is highly qualified andenergetic ... and who also hopes the salary will increase.

*: February 2001: Having slowed fundraising in 2000 to focus on campaign moneymakingactivities, the LPIN leadership holds a day of strategic planning and gears up for asuccessful year of raising money and preparing for 2002's ballot access race.

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