Thrive  Founda.on  for  Youth  Grantee  Webinar  

What  works  in  Development  &  Fundraising  Moderator  &  Presenter:  Nicole  Taylor,  President  &  CEO  

Thrive  Founda.on  for  Youth    

Special  Guest  Grantee:    Mike  Painter,  President  &  CEO  Colorado  UpLi7  

2/27/15  

Webinar  Agenda  

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•  Welcome,  Roll  Call  &  Review  of  Webinar  Process  •  Opening  PresentaBons:  

–  The  Development  Audit  (N.  Taylor)  –  Colorado  UpLiN  –  Our  Development  Story  (M.  Painter)  

•  Oprah-­‐Style  Q&A  with  our  Special  Guest  Grantee  –  Nicole  interviews  Mike  using  grantee  quesBons  

•  Webinar  Feedback  and  Future  Planning  

2/27/15  

Some  Fundamentals  •  Why  success  of  your  organizaBon  depends  on  effecBve  fundraising  strategies  

•  Why  you  should  consider  a  development  “audit”  •  Where  is  the  REAL  money?  Are  you  tapped  in?  •  Where  are  you  pu]ng  your  efforts/prioriBes?  

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2/27/15  

Development  Audit  •  Fundraising  Strategies:  What  are  the  major  strategies  you  are  using?  

•  Human  Resources:  What  is  the  real  capacity  and  capability  of  your  team?  

•  Annual  Fundraising  Plan:  Do  you  have  the  essenBal  elements?  

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2/27/15  

Fundraising  Strategies  •  What  are  your  strategies?  Do  you  know  what  works  and  what  doesn’t?  

•  How  do  you  figure  out  what  strategy  to  use?  How  do  you  prioriBze  acBviBes?  

•  What  do  you  do  with/for  your  current  donors  vs.  prospecBve  donors?  

•  Who  knows  how  many  asks  are  going  out  to  your  community  of  supporters  (including  your  board!)?  

•  If  you  were  one  of  your  donors,  how  would  you  feel?  

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2/27/15  

Fundraising  Strategies  –  the  next  level  •  Planned  GiNs:  Are  you  ready?  •  CRM:  Do  you  have  one?  Don’t  you  need  one?  •  Moves  Management:  It’s  about  the  donor  

–  Next  level  donor  culBvaBon  

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2/27/15  

Human  Resources  •  Who  on  staff  is  involved  in  your  fundraising  acBviBes?  –  Capacity  –  Capability  –  Professional  development  

•  What  is  your  CEO’s/ExecuBve  Director’s  role?  •  How  are  you  measuring  success?  •  Debriefing,  pivoBng,  documenBng,  celebraBng  

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2/27/15  

Your  Annual  Fundraising  Plan  •  What  are  your  short-­‐  &  long-­‐term  goals?  •  What  are  the  specific  objecBves  you’re  shooBng  for?  •  Does  each  objecBve  have  its  acBon  plan?  •  Who  are  your  target  audiences?  How  do  you  reach  each  audience?  

•  Who’s  responsible  for  what  and  by  when?  •  What  is  the  cost-­‐benefit  or  ROI?  •  What  resources  are  needed?  •  Do  you  have  a  master  calendar/Bmeline?  

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2/27/15  

Your  Annual  Fundraising  Plan:  Double  Check  •  Have  you  captured  everything?    

–  Double  check  for  totality  and  prioriBzing  •  Your  “to  don’t”  list  is  as  important  as  your  “to  do”  list  •  Monitor  your  progress  

– What  metrics  make  sense  for  you  –  How  will  you  know  you  need  to  pivot,  change,  or  keep  moving  forward?  

–  Tie  to  progress  in  communicaBons/outreach    

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Development & Fundraising

Michael G. Painter President & CEO

February 27, 2015 9

Four Pillars of Development Success

Top Leadership

+

Airtight Case

Pride of Association

(excellence)

Continuity Of Relationships

(knowledge of

your donor base)

People give to People

(best asker)

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Single-Minded Development Strategy Simple Focus on Relationships

§  Not on Mechanics §  Not on Special Events §  Not on Running Traditional Campaigns

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Three Ways to Give Simultaneous Development Through Relationships

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Bequests

Capital/Projects Endowment

Annual & Operating

Achieving the GREATEST gift potential through CONTINUOUS trust relationships.

“Campaigns” vs. Relationships

Long-Term Relationships Play for the Stretch

§  Focus on Donor Needs §  Tailor the Organization’s needs

to Donor’s Interests §  Climate of Philanthropy

Traditional Campaigns/Events Win the Battle, Lose the War

§  Focus on Getting money §  Volunteers get out of the Loop Quickly §  Climate of Pressure

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Development Relational vs. Conventional

Relational §  Leadership Intensive §  Volunteers do Asking §  Streamlined §  Small Staff / Op Budget §  Low Development Costs §  External Mindset §  Focus on Endowment §  “Raises the Bar” §  Major Non-Profit Player §  Strategic §  Recession Proof §  Income Exceeds Budget §  Long-term Player

Typical NFP §  Staff Intensive §  Direct Mail / Events §  Cumbersome §  Large Staff / Budget §  High Development Costs §  Internal Mindset §  Focus on Meeting Payroll §  Survival §  Another Nice Charity §  Tyranny of the Urgent §  Peak & Valleys §  Fear of Deficit §  No Certain Future

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2013 Contributions by Recipient Organization

2013 Contributions: $335.17 billion BY SOURCE OF CONTRIBUTION

Health

Bequests 8%

Foundations 15%

Individuals 72% BY PERCENTAGE OF THE TOTAL

Corporations 5%

Human services

Gifts to foundations

Education

Religion

Gifts to individuals 1%

Public society benefit

Arts, culture, and humanities International affairs

Environment/animals

7% 5% 4% 3%

Source: Giving USA Foundation – Giving USA 2014

10%

11%

12% 16%

31%

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Reflects Giving Nationwide

Questions for Mike!

Michael G. Painter President & CEO

February 27, 2015 16

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QuesBons  from  You!  •  How  have  you  successfully  leveraged  public  support  with  private  philanthropy?  

•  How  do  we  build  a  long-­‐term  endowment  while  sBll  addressing  current  budget  requirements?  

•  I’d  love  to  gather  insights  on  strategies  for  mul2-­‐year  giNs.  

•  What  are  some  great  strategies  for  building  pipelines  for  mul2-­‐year  funding  for  the  growth  of  the  program?  

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More  QuesBons  from  You!  •  We  are  a  regional  organizaBon,  but  now  scaling  and  replicaBng  beyond  our  region.  How  can  we  leverage  this  to  alract  na2onal  funding?  

•  Share  some  insights  on  creaBng  a  campaign  around  growth  (vs.  a  capital  campaign  for  a  building)?  

•  How  are  other  organizaBons  in  the  cohort  successfully  securing  capacity  building  funds  to  support  their  growth?  

•  How  can  we  collec2vely  approach  funding  for  evalua2on?  

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ANY  OTHER  QUESTIONS?  

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THANK  YOU  FOR  ATTENDING  THE  THRIVE  FOUNDATION  FOR  YOUTH  

GRANTEE  WEBINAR!  

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