capacity building - indiana philanthropy alliance · 2019-12-19 · • email template • download...

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Capacity Building: Giving Days

Rose Meissner President Community Foundation of St. Joseph County

Mary Gibble President Hancock County Community Foundation

Today’s Speakers

Is It Capacity Building?

GEO’s Definition of “Capacity Building”

» Funding and technical assistance to help nonprofits increase

specific capacities to deliver stronger programs, take risks, build

connections, innovate, and iterate.

Leap Ambassadors’ Definition of “High Performance”

• High performance is the ability to deliver - over a prolonged

period of time - meaningful, measurable, and financially

sustainable results for the people or causes the organization is in

existence to serve.

Hancock County Community Foundation

Hancock County Community Foundation

HCCF’s Giving Day Objectives

Match Day, July 24, 2012 Match Day, July 24, 2015 Celebrate HCCF’s 20 year anniversary with a thank

you gift called “Match Day”

Exhaust Lilly GIFT VI Grant Allocated for Match

Day

Grow Operating Endowments

Help nonprofits grow their current resources and

their independence

All $’s Passed Through plus HCCF Match

Same

HCCF co-matched Lilly endowment $’s with

unrestricted grants

Raise awareness of the Participating Nonprofits with

the objective of increasing donor and volunteer base

Same

Impact a variety of nonprofits by engaging large

number of resources from the community

Same

Launch Re-branding

Hancock County Community Foundation

Nonprofits Play a Key Role in the Success of a Match Day

Provide the Tools They Need to be Successful!

• Match Day Marketing Timeline

• Roles and Responsibilities

• FAQ for Participating Organizations

• Social Media Tips

• Email Template

• Download Match Day Logo

• Promotional Flyer & Poster

• Match Day Fact Sheet

Hancock County Community Foundation

Nonprofit Participants • Submit logo, description, photos, video, etc. for a

profile page for your organization • Post giveHCgrowHC.org logo and link on your

website • Broadcast news about Match Day using existing

communication vehicles (Newsletters, E-Blasts, etc.)

• Pass out Match Day promotional materials • Staff the HCCF office during Match Day period at

least 2 shifts (4 Hours total) • Use social media (Facebook, Twitter, etc.) to

publicize the event • Brainstorm with HCCF other methods to publicize

the event • Place Banners at your location. • Utilize Foam Boards at events and meetings.

Hancock County Community Foundation

• Create a common message and brand for the campaign • Create dedicated Match Day website and on-line giving option • Provide nonprofit toolkit including Match Day promotional

information • Raise awareness in the community and generate media buzz

about the event • Work with local media and businesses to spread the word (HCCF

will serve as Match Day Speakers Bureau) • Inform our donors via ongoing correspondence (newsletters,

events, etc.) • Highlight participating nonprofits on Twitter and Facebook • Use HCCF website to spread the word about Match Day • Include information about Match Day in HCCF lobby • Acknowledge donor gifts and provide tax receipts

HCCF

Hancock County Community Foundation

Hancock County Community Foundation

Budget Time and Money the Year Prior to a Match Day Effort

2012 Costs for Match Day = $5,000 (website work donated)

2015 Costs for Match Day = $14,000 (created new website; not donated)

In-Kind Donations = $15,000 (estimate)

Staff Time –LOTS! Preparations for July event began in

February Building fully staffed for 24 hours on

July 24

Hancock County Community Foundation

Results of 24 hour Match Days 2012: Community + HCCF = Pass-through and Grants for Immediate Use

2015: Community + Lilly = Endowment Building; HCCF = Grants for Immediate Use

Year Community Gifts

HCCF Proportional

Grants for Immediate

Use

Lilly Endowment’s

GIFT VI .50 per $1.00

Match

Total Impact

2012 $203,889.04 $33,000 $0.00 $236, 889.04

2015 $226,877.28 $83,000 $84,361.69 $394,238.97

Hancock County Community Foundation

Match Day 2012 11 Organizations $203,889.04 Community Gifts

Match Day 2015

12 Organizations $226,877.28 Community Gifts

Hancock County Community Foundation

Total Number of Unique Donors (May have given multiple gifts, but for this report’s purpose, counted once)

2012 = 908

2015 = 813

Hancock County Community Foundation

Where are you from? Zip Code Area # of Donors 2012 # of Donors 2015

Fortville 21 17 McCordsville 23 13 Charlottesville 7 9 Greenfield 529 567 New Palestine 67 120 Wilkinson 10 17 Indianapolis 72 44 Shirley 4 5 Fountaintown 4 5 Carthage 4 6 Out of State 24 22 Other out of County 109 91

Hancock County Community Foundation

How Did You Hear About Match Day?

Hancock County Community Foundation

Marketing Medium # of Respondents

2012 # of Respondents

2015

Employer 78 76

Parade 22 3

Newspaper 93 105

Direct Mail 90 38

Email 66 50

Facebook 21 23

Twitter 3 1

Other 26 71 *

Hancock County Community Foundation

Who were the Donors?

2012 2015

Individuals 815 762

Churches 19 10

Service Groups 11 8

Companies 63 33

Hancock County Community Foundation

Average Gift Size

2012 = $224.55 2015 = $257.52

Gift Size Excluding Gifts of Over $5000

2012 = $195.12 2015 = $213.37

Hancock County Community Foundation

How did Donors Give?

2012 2015

Check 57% 48%

Credit Card 33% 40%

Cash 10% 12%

Stock Zero Two

Hancock County Community Foundation

Donors New to HCCF 2012 = 587 of 908 (65%) 2015 = 446 of 813 (55%)

New E-mail Addresses

2012 = 683 2015 = 518

Donations Delivered to Our Building

2012 = 70% 2015 = 64%

Hancock County Community Foundation

Board Giving 2012 = 17 of 18 (94%) 2015 = 14 of 22 (64%)

Emeritus Giving

2012 = 23 of 35 or 66% Active 2015 = 23 of 41 or 56% Active

Hancock County Community Foundation

Hancock County Community Foundation

Enjoy!!

Hancock County Community Foundation

Community Foundation of St. Joseph County

Community Foundation of St. Joseph County

Give Local St. Joseph County… Concept: “Help Your Favorite Charity Now and From Now On.”

Community Foundation of St. Joseph County

Rules:

• Limited to NFPs with agency endowments • 75% now/25% + share of match to endowment • Floor ($10,000) and Ceiling ($200K)

Community Foundation of St. Joseph County

Endowing the match requires a BIG pool…

Community Foundation of St. Joseph County

Endowed match requires BIG pool One Leadership Gift ($1 MM+) Limited Group of Major Sponsors ($75K +) Encourage Challenge Grants to Capture Pool ($10K+)

Community Foundation of St. Joseph County

Give Local St. Joseph County 2017 • $1,000,000 Lead Gift from Private Foundation

• $1.4 million from Major Sponsors ($150K +/-)

• 67 participating nonprofits

Community Foundation of St. Joseph County

Key Elements of Success • Compelling Scale • Outstanding coordination of 67 campaigns • Great media engagement • Outstanding operational coordination • Accepted All Gifts (checks, DAF, online, stock, IRA)

Community Foundation of St. Joseph County

Results • $8.2 million total raised (including matching)

• $3.9 million added to endowment

• Over 9500 gifts (payable to CFSJC)

• Goodwill: Priceless

Community Foundation of St. Joseph County

Challenges • Complexity (yes, you will use algebra) • Disappointing to non-eligible charities • When to encourage/discourage agency

endowments • Success is a very heavy lift • Pressure to do it again

Community Foundation of St. Joseph County

Benefits • Donors loved it (very appreciative) • Charities loved the collective, unified effort • Major increase in Community Foundation profile • Great team builder for staff, board, volunteers • Endowment education (now vs. later => “both”)

Community Foundation of St. Joseph County

What’s On Your Mind?

Dialogue and Your Questions

The Series

» January 23: Small Nonprofits

» February 27: Mid-sized Nonprofits

» March 20: Large Nonprofits

» April 17: Giving Days

» June 8: Developing a Plan Session with GEO at IPA conference