choo fundraising 101 sessions october 2013
DESCRIPTION
These are the slides from the Council of Heritage Organizations of Ottawa (CHOO) prepared by Jenny MItchell of Chavender, a fundraising consulting business in Ottawa.TRANSCRIPT
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Fundraising 101
Inspiring people to get behind your cause!
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Jenny Mitchell
Chavender
Fundraising Consultant
Professional Musician
People-connector
GCP: Generally Curious Person
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Who are you? What keeps you up at night?
What questions do we want to address today?
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1. People giving to people2. What makes you unique? 3. Case for support (workshop)4. Individual giving 5. Grant-writing best practices 6. The fundraising plan (workshop)7. Resources and wrap-up
Today’s Session
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Fundraising is the gentle art of teaching the joy of giving.-Hank Rosso
Donors don’t give to institutions. They invest in ideas and people in whom they believe.-G.T. Smith
In good times and bad, we know that people give because you meet needs, not because you have needs.-Kay Sprinkel Grace
People giving to people
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1. Admission fees or Ticket Sales
2. Corporate Sponsorship
3. Government Funding
4. Foundations & Grantmaking
5. Individual Giving• Board Appeal• Online Giving• Annual Appeal• Major Gifts program• Planned Giving
6. Events?
Know your revenue streams
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Board
Volunteers
People giving to people
Know your organizational structure and how your people interact
Community
Staff(programming,
development, events)
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What makesyour organization unique?
What’s your olinguito?
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Olinguito
MammalCarnivoreTwo poundsCute
• First newly identified carnivore found in the Western Hemisphere in three decades• Newly Discovered Carnivore Looks Like a Teddy Bear
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What makes your organization unique?
What makes your organization unique?
Talk amongst yourselves
We are the only ________.
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Case for Support
Make a promise
(workshop)
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All cases, 3 things:
Make a promise.Relate it to people.
Celebrate the donor.
A case is not a descriptionof what you do.
A case is a description ofwhat you promise.
Case For Support | Tom Ahern |www.aherncomm.com
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Case for support
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Case for support
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The Three B’s:• Be Brief• Be Brilliant• Be Gone
Case for support
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Ultimately, why do donors give? Pre-existing values, interests, emotions, and connections.
Case for support
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1. Why us?2. Why now?3. Why you?
Three big questions to be answered in a Case for Support
Case for support
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Boundless Possibilities – Case statement
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Centrepointe Theatre
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Work in teams?
Remember the last few slides:• Be Brief, Brilliant, Gone!• Why us? Why Now? Why you?
Case for support
Workshop – My Case for Support
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Any surprises?Anyone want to share?
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Individual Giving
Fundraising is inherently intimate
People giving to people
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Individual Giving
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You want people involved in your organization that:
• LOVE what your organization does• Are “sneezers” (thank you Gail Perry)• Are part of your organization's "inner circle”• Would be willing to make a gift if they were asked in the right way
People are everywhere in your organization:
• Your board• Your staff• Your volunteers• Your ticket-purchasers• Your event attendees• Your community where you are located
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Why people give
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Coffee datesLunch datesEvents
Meaningful questions:Help me to understand…What is your passion….Could I ask your advice on…?What other organizations interest and inspire you?Could I share something very exciting/important with you?
Tim Kluke, Jennifer Van Noort Ottawa Hospital Foundation
Major Gift in your organization?
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Board Appeal
Annual Appeal• Email appeal• Print appeal
Online “donate” button (Canada Helps)
Events
Membership form donation click-box
Major Gifts
Individual giving in a small to mid-size organization
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•Where to find them ?•How to write them?•How to communicate them (what tools do you have in place already?)
Is your donor the hero in the
story?
Stories are a fundraiser’s BEST friend!
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Grant-writing Best Practices
…in 15 minutes or less
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Get clear on why your services are needed in your communityGet clear on the clients you exist to serveGet clear on your benefits to the community
Get clear on what your project budget looks like
GOOD Grant applications are:80% planning20% writing
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Imagine Canada Grant Connect, Ajah Fund Tracker, BIG OnlineGrant application tracking in Excel Grant applications and volunteers
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The Fundraising Plan
Pick three things – right now!(workshop)
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The Funding Priorities and the Goal The Mission/Your MessageThe People(SWOT Analysis)The Tactics and Strategies
Individual Giving Major Donor Groups Events – Both large and small.Direct MailTelemarketingOnline GivingGrants - Foundations, Corporate, GovernmentCorporate Giving ProgramsWalkathons, Chili bake-offs etcAnnual GivingPlanned Giving
The Timeline
Anatomy of a Fundraising Plan
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Source of Revenue Last Year’s net (Gross – expenses)
Current year Next Year Volunteers?
Individual Donors
Board Appeal
Events – itemize them
Ticket Sales
Walkathons etc
Memberships
Online Giving
Grants – Foundation etc.
Corporate giving
Direct Mail
Fundraising Plan in numbers
Identify Strategies! • What has worked with the sources of revenue?• What hasn’t worked? What can you modify or change for success?• What are new opportunities that you want to take advantage of – new Executive Director, special anniversary or new “urgency” to your plans?
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Fundraising is about providing opportunities for
your community to give.
If you don’t create opportunities, there will be no giving.
A fundraising plan should help you choose the RIGHT opportunities for your organization.
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Resources and Wrap-up
Find what YOU need in these resources
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Association of Fundraising Professionals (AFP)
Fundraising Day is May 14th 2013
“Giving groups”
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CHIMP Foundation
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Association of Fundraising Professionals (AFP) resource center “hot topics” http://www.afpnet.org/
Tom Ahern - Case for Supporthttp://uafoundation.org/information/faculty_staff/grantseeking/giftcenter/documents/Making_Your_Case_Presentation.pdf
Kivi Leroux Miller - nonprofitmarketingguide.com – Storytellinghttp://www.nonprofitmarketingguide.com/resources/aboutus/meet-kivi-leroux-miller/
Gail Perry – Board Engagement http://www.gailperry.com/
Resources
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Blogs to FollowKivi Leroux Miller
http://www.nonprofitmarketingguide.com/blog/Fundraising 101
http://101fundraising.org/Future Fundraising Now
http://www.futurefundraisingnow.com/future-fundraising/Tom Ahern – donor communications/direct mail
http://aherncomm.com/news.phpMarc A. Pitman – The Fundraising Coach
http://fundraisingcoach.com/Gail Perry – Fired up Fundraising
http://www.gailperry.com/2013/04/give-board-members-something-to-say/
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Use me as one of your resources!
I am holding 10 one-hour sessions with individual organizations via skype after this workshop.
Discounted rate is $60 per session. Skype: chavenderresearch
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Let’s Connect!
@JennyChavender
www.chavender.com
613-286-9336