1 planned fundraising events grantsmanship and fundraising college of public and community service...

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1 PLANNED FUNDRAISING PLANNED FUNDRAISING EVENTS EVENTS Grantsmanship and Fundraising Grantsmanship and Fundraising College of Public and Community Service College of Public and Community Service University of Massachusetts at Boston University of Massachusetts at Boston ©2007 William Holmes ©2007 William Holmes

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Page 1: 1 PLANNED FUNDRAISING EVENTS Grantsmanship and Fundraising College of Public and Community Service University of Massachusetts at Boston ©2007 William

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PLANNED FUNDRAISING PLANNED FUNDRAISING EVENTSEVENTS

Grantsmanship and FundraisingGrantsmanship and Fundraising

College of Public and Community ServiceCollege of Public and Community Service

University of Massachusetts at BostonUniversity of Massachusetts at Boston

©2007 William Holmes©2007 William Holmes

Page 2: 1 PLANNED FUNDRAISING EVENTS Grantsmanship and Fundraising College of Public and Community Service University of Massachusetts at Boston ©2007 William

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CHOOSING EVENTSCHOOSING EVENTS

Consider assetsConsider assets

Consider competing Consider competing eventsevents

Consider role in Consider role in program missionprogram mission

Consider donor profileConsider donor profile

Page 3: 1 PLANNED FUNDRAISING EVENTS Grantsmanship and Fundraising College of Public and Community Service University of Massachusetts at Boston ©2007 William

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FITTING EVENT WITH ASSETS: 1FITTING EVENT WITH ASSETS: 1

Lunches, Dinners, Lunches, Dinners, MealsMeals

AuctionsAuctions

Fairs and FestivalsFairs and Festivals

Benefit Concerts, Benefit Concerts, Lectures, Lectures, PresentationsPresentations

Page 4: 1 PLANNED FUNDRAISING EVENTS Grantsmanship and Fundraising College of Public and Community Service University of Massachusetts at Boston ©2007 William

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FITTING EVENT WITH ASSETS: 2FITTING EVENT WITH ASSETS: 2

Walkathons, Tournaments, Walkathons, Tournaments, Contests, Sporting EventsContests, Sporting Events

Home and Garden ToursHome and Garden Tours

Garage Sales, Bake Sales, Garage Sales, Bake Sales, Book Sales, etc.Book Sales, etc.

Beware Lottery Beware Lottery RestrictionsRestrictions

Page 5: 1 PLANNED FUNDRAISING EVENTS Grantsmanship and Fundraising College of Public and Community Service University of Massachusetts at Boston ©2007 William

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DEVELOP EVENT BUDGET

Expenses

Income

Contingencies

Donations

Volunteers

Page 6: 1 PLANNED FUNDRAISING EVENTS Grantsmanship and Fundraising College of Public and Community Service University of Massachusetts at Boston ©2007 William

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PLAN AND PACE EVENT ACTIVITIES

Calendar of Activities

Define Committees and Leaders

Plan Promotion and Publicity

Look for Corporate Sponsorship Opportunities

Review Implementation Process

Page 7: 1 PLANNED FUNDRAISING EVENTS Grantsmanship and Fundraising College of Public and Community Service University of Massachusetts at Boston ©2007 William

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PLAN FOR RISKS AND LIABILITIES OF EVENTS

Check laws, ordinances, regulations, permit requirements

Review safety plans and procedures

Check insurance coverage

Track and protect income

Page 8: 1 PLANNED FUNDRAISING EVENTS Grantsmanship and Fundraising College of Public and Community Service University of Massachusetts at Boston ©2007 William

EXAMPLE EVENT SPREADSHEET

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ACTION PERSON DATE COMMENTS

Reserve Location

Mary 12/1/2009 Call DPW

Confirm speaker

John 12/2/2009 Call speaker

Do Invitations Sam 12/5/2009 Get list, draft invite, get approval

Make Decorations

Helen 12/9/2009 Check closet for supplies

Get Food John 12/10/2009 Donations and Purchase

Do setup Mary, Sam 12/11/2009 Mary in charge

Do cleanup John, Helen 12/11/2009 Recycle , John in charge

Page 9: 1 PLANNED FUNDRAISING EVENTS Grantsmanship and Fundraising College of Public and Community Service University of Massachusetts at Boston ©2007 William

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EVENT WRAPUP

Thank participants and volunteers

Clean space

Verify income

Debrief staff and volunteers