the pennsylvania 4-h keystone society presented by eric mcginnis 4-h development

The Pennsylvania 4-H Keystone Society

Presented by Eric McGinnis4-H Development

The 4-H Keystone Society

• Institutional fundraising partner

• Volunteer-driven fundraising

• Low volunteer time investment

• High return on investment• Highly structured approach

4-H Keystone Society

• A giving society to recognize donors who make contributions to 4-H endowments

• A volunteer-driven program at the county and program level

• Counties will receive support from state and regional staff and statewide 4-H volunteers

Becoming a Member

• Individuals, organizations, businesses:– an annual contribution of $2500 + or a five year

pledge of $500 + annually– $42 per month for 60 months

• Individuals aged 25 and under:– an annual contribution of $500 or a five year

pledge of $100 annually.

Donor Recognition

• 4-H Keystone Society pin

• 4-H Keystone Society window cling

• Invitations to 4-H stewardship events

• Volunteers who recruit new 4-H Keystone Society members will be recognized

• Local stewardship will differ by county

Volunteer Structure

County 4-H Volunteers & Staff

County Extension Directors

Regional Directors

Director of Cooperative Extension

4-H Development

Office

Statewide 4-H Development Council

Recruiting the Right Volunteers

• Must be willing to give themselves

• Must be willing to ask for money

• Must be knowledgeable and connected to potential donors

• Must be willing to open

their personal rolodex

How Endowments Work

• Endowments are established with a gift or pledge of at least $25,000

• Gift principal generates interest

• At least 4.1% of principal is available each year

• Remainder of interest is added to principal

• Endowment proceeds can only be used as outlined in the guidelines

Building a New Endowment

Minimum: $5000 annually for 5 years

• 10 donors @ $500/year

• 8 donors @ $500-$1000/year

+

= $25,000

Donor 1 $500

Donor 2 $500

Donor 3 $500

Donor 4 $500

Donor 5 $1,000

Donor 6 $1,000

Donor 7 $500

Donor 8 $500

Building Your Endowment

$0

$50,000

$100,000

$150,000

$200,000

$250,000

1st Year

2nd Year

3rd Year

4-H Keystone Gift ProcessBuild a donor list

and set solicitation goals

Connect with Prospective

Donors

Return gift forms to 4-H Development

Development sends pins/clings

to county

County recognizes

local donors

Assign volunteers/staff to solicit donors

TRAINING & SUPPORT

Report progress to 4-H

Development

Create Local 4-H Keystone Society

Managing the Process

• Identify and prioritize– Who are your top 50 prospective donors

• Organization– Create a way to track activity and information

• Strategy– Assign donors to volunteers

Building the List

Who to solicit? – Banks– County volunteers– Buyers at livestock auctions– Vendors for county programs– County and state elected officials– Passionate parents and other community leaders– 4-H alumni

Next Steps

• Convene a volunteer development committee

• Build your donor prospect list

• Create strategies and responsibilities

• Hit the pavement!

Additional Training Topics

• Setting the 1st meeting• Listening and high-value

questions• Making “the ask”• Identifying prospective donors• Developing a stewardship plan• Strategies for larger donors

Thank youEric McGinnis

4-H Development Office

The 329 Building – Suite 214

University Park, PA 16802

814-863-2754

emcginnis@psu.edu