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Small Shop, Big Ideas & Great Results 10 tips to help you go from good to great Barbara Stead-Coyle Jose Van Herpt AHP 2013 Regional Conference, Halifax

Small shop, big ideas, great results

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Jose Van Herpt's presentation to the 2013 Association for Healthcare Philanthropy Conference.

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Page 1: Small shop, big ideas, great results

Small Shop, Big Ideas

& Great Results 10 tips to help you go from good to great

Barbara Stead-Coyle

Jose Van Herpt

AHP 2013 Regional Conference, Halifax

Page 2: Small shop, big ideas, great results

Your Presenter

Jose Van Herpt,

CFRE

Principal & Chief

Counsel, Good

Works

Page 3: Small shop, big ideas, great results

How we’re gonna do this …

Page 4: Small shop, big ideas, great results

Our objective today …

Page 5: Small shop, big ideas, great results

Small

shop?

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Big ideas?

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Great results?

Page 8: Small shop, big ideas, great results

‘Great Fundraising’ Study’

Fundraising greatness delivers the kind

of growth that is transformational for the

organization and its programs either in

scale or in content so that the

organization can multiply its societal

impact.

www.claytonburnett.com

Page 9: Small shop, big ideas, great results

Tip #1:

Educate your board

Page 10: Small shop, big ideas, great results

Tip #2:

Hire smart, train well

& empower

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Right people on, wrong people off …

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12

Tip #3: Set the right goal

• Be clear on what you’re

trying to do with your

pyramid

• Stabilize the base

• Grow the base

• Grow the vertical

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• Be realistic

about growth

• Set long-term

direction

• Know how you

intend to

measure

success

13

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The spreadsheet is your friend

14

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Tip #4:

Use words &

language that

matters

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TELL YOUR

STORIES

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Case for

support

Key

messages

Stories

Emotion

Page 23: Small shop, big ideas, great results

Tip #5: •

Know your numbers

• Benchmarks/KPI’s

• Donor file size

• Average gifts & gift

frequency

• ROI

• Audit Gryphon Report

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Tip #6: Donor retention

• Service

• Stewardship

• Preferences

• Accountability

• Listening

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Tip #7:

Small can

be an

advantage

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Tip #8: Integrate tactics

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Email & Mail

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Tip #9:

Look outside

of your

universe for

learning,

ideas &

inspiration

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Tip #10:

Dare to

believe

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Terry Fox

believed

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Scott

Harrison

believes

www.charitywater.org

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Time to talk about you!

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www.simonejoyaux.com

www.aherncomm.com

www.sofii.org

www.fundraisingisbeautiful.com

www.theagitator.net

www.goodworksco.ca

www.sethgodin.com

www.futurefundraisingnow.com

www.grassrootsfundraising.org

Page 42: Small shop, big ideas, great results