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Page 1: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

If you are having trouble with audio through your computer,

please dial in at (866) 740-1260 and enter passcode 8315693

Capacity Building: Giving Days

Page 2: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

Rose Meissner President Community Foundation of St. Joseph County

Mary Gibble President Hancock County Community Foundation

Today’s Speakers

Page 3: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

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.

Page 4: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

Hancock County Community Foundation

Page 5: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

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

Page 6: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

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

Page 7: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

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.

Page 8: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

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

Page 9: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

Hancock County Community Foundation

Page 10: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

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

Page 11: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

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

Page 12: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

Hancock County Community Foundation

Match Day 2012 11 Organizations $203,889.04 Community Gifts

Match Day 2015

12 Organizations $226,877.28 Community Gifts

Page 13: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

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

Page 14: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

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

Page 15: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

Hancock County Community Foundation

How Did You Hear About Match Day?

Page 16: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

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 *

Page 17: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

Hancock County Community Foundation

Who were the Donors?

2012 2015

Individuals 815 762

Churches 19 10

Service Groups 11 8

Companies 63 33

Page 18: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

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

Page 19: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

Hancock County Community Foundation

How did Donors Give?

2012 2015

Check 57% 48%

Credit Card 33% 40%

Cash 10% 12%

Stock Zero Two

Page 20: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

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%

Page 21: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

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

Page 22: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

Hancock County Community Foundation

Page 23: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

Hancock County Community Foundation

Enjoy!!

Page 24: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

Hancock County Community Foundation

Page 25: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

Community Foundation of St. Joseph County

Page 26: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

Community Foundation of St. Joseph County

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

Page 27: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

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)

Page 28: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

Community Foundation of St. Joseph County

Endowing the match requires a BIG pool…

Page 29: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

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+)

Page 30: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

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

Page 31: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

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)

Page 32: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

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

Page 33: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

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

Page 34: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

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”)

Page 35: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

Community Foundation of St. Joseph County

Page 36: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

What’s On Your Mind?

Dialogue and Your Questions

Page 37: Capacity Building - Indiana Philanthropy Alliance · 2019-12-19 · • Email Template • Download Match Day Logo • Promotional Flyer & Poster ... • Create a common message and

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