WAYS TO GIVE

Mission: Advancing the science of anesthesia through education and research

www.aanafoundation.com

Sandra K. Tunajek, CRNA, DNPLuanne Irvin, MS

Rules for Fundraising

1. ASK.2. THANK! THANK!

THANK!3. We are stewards….we must give money away. It’s the law!

Advancing the science of anesthesia through education and research

The Donor “Life-Line”

• Prospects

• Impulse Givers

• Habitual Givers

• Thoughtful Givers

• Planned Giving

Relationships

Advancing the science of anesthesia through education and research

Why People Give1. Belief in institution and purposes2. Belief current needs are important3. Sense of loyalty, gratitude, affection4. Tax consideration5. Friendship and respect for solicitor6. Honoring the past7. Funding the future – not the past8. Involvement with peers9. Recognition10. Identification with a “winner”

Advancing the science of anesthesia through education and research

People…• People give because they want to.• People give money to people, not programs.• People give money to opportunities• People give to successful organizations• People give money to make a change for the

good.• People don’t give unless they are asked.

Advancing the science of anesthesia through education and research

The Seven Faces of PhilanthropyA New Approach to Cultivating Major Donors

by Russ Alan Prince and Karen Maru File

• The Communitarian: Doing Good Makes Sense (26%)• The Devout: Doing Good is God’s Will (21%)• The Investor: Doing Good is Good Business (15%)• The Socialite: Doing Good is Fun (11%)• The Repayer: Doing Good in Return (10%)• The Altruist: Doing Good Feels Right (9%)• The Dynast: Doing Good Is a Family Tradition (8%)

Advancing the science of anesthesia through education and research

Personalize the PitchMake the Ask

Advancing the science of anesthesia through education and research

Peer to Peer• Grassroots

- State Meeting- Newsletter- State Website- Students

• Social Media Sites

Advancing the science of anesthesia through education and research

Social Media• Facebook pages – CRNA and Student

• Twitter

• YouTube

Advancing the science of anesthesia through education and research

Say Thank You – 7 TimesMake as personal as possible

• Phone calls • Thank you notes, letters and Emails• Recognition Annual Report• Each time you meet • Recognition events – banquet• Updates with “good news” about AANAF • Offer opportunity for involvement

Advancing the science of anesthesia through education and research

Giving Options• Proof is Power Campaign (Annual Giving Campaign)• Scholarship Sponsorships• Tributes and Memorial Gifts• Lorraine Jordan Special Recognition Research Fund• Endowment Giving• Planned Giving

Advancing the science of anesthesia through education and research

Proof is Power Campaign (Annual Giving Campaign)

Advancing the science of anesthesia through education and research

Scholarship SponsorshipsIt’s Easy to Sponsor a Scholarship:• Send in a check for a minimum of $3,000 with a completed Student

Scholarship sponsor application by December 31st. (If you are a sponsor that has supported a student scholarship prior to August 31, 2006, you may send in a check for a minimum of $1,000 to support a scholarship.)

• Include a name for the scholarship.• Define one specific criterion for the recipient i.e. attends a specific

university, lives in a specific state, has leadership experience, etc.Recognition includes: • Invitation to student luncheon at the AANA Annual Meeting in the year

the scholarship is awarded.• Thank you letter with the name of the scholarship recipient .• Listing in all AANA Foundation recognition materials.

Advancing the science of anesthesia through education and research

Memorial and Tribute Gifts

A gift in memory or in honor of a CRNA is a wonderful way to recognize someone and honor their profession.

Advancing the science of anesthesia through education and research

Lorraine Jordan Special Recognition Research Fund

Established in 2011 to celebrate the AANA Foundation’s 30th Anniversary.

Advancing the science of anesthesia through education and research

Endowments

• Restricted and Unrestricted Funds• Principal held in perpetuity (invested)• Interest – general scholarships, grants

- endowed scholarship funds - endowed research funds

Advancing the science of anesthesia through education and research

Planned Giving• Bequests• Gift Annuity• Charitable Remainder Trust• Charitable Lead Trust• Retained Life Insurance• And…

Advancing the science of anesthesia through education and research

Friends for LifeEncourage others to join a special group of Foundation supporters and make a planned gift that will leave a legacy.

Advancing the science of anesthesia through education and research

Friends for Life Medallion

Advancing the science of anesthesia through education and research

Giving Vehicles• Cash• Checks• Credit Card• Monthly Giving

Advancing the science of anesthesia through education and research

Barriers and Challenges

Advancing the science of anesthesia through education and research

Recognition Annual Giving Gem Levels

• Diamond = $5,000 and above• Ruby = $2,500 - $4,999• Emerald = $1,000 - $2,499• Sapphire = $500 - $999• Amethyst = $250 - $499• Topaz = $100 - $249

Advancing the science of anesthesia through education and research

Thank You / Recognition Practices1. Acknowledgement letter and Gift Tax Receipt2. Thank You Note/Letter from Advocate3. Board Member Phone Calls4. Ribbons and Pins

Advancing the science of anesthesia through education and research

Thank You /Recognition Practices (cont.)

5. Annual Meeting Foundation Booth Banner Listing

6. Annual Report and Recognition Booklet7. Website Donor Listing8. Annual Awards and Recognition Event9. And…

Advancing the science of anesthesia through education and research

Gertrude Fife Society

Established to honor thosewho make significant cashcontributions to the Foundation:

• Individuals• Businesses• State Associations

Advancing the science of anesthesia through education and research

Call (847) 655-1170or visit our website at

www.aanafoundation.com

Thank you!

Advancing the science of anesthesia through education and research

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