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Agenda

Key Principles

Match requirements

Funding landscape

Basic fundraising steps

The Circle Exercise

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Key Principles

People give to people

Fundraising is 90% networking and 10%

grant writing Market your services

Commitment, passion & expertise

Listen Fundraising is not a science

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Match Requirements

RWJF requires a 50% match of grant awarddollars for CKF Part I

Grantees must begin using match funds nolater than the beginning of the third year ofthe grant.

The match requirement is designed to identifynew sources of funding for the CKF initiative.

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Match Requirements

RWJF will not provide more than 50% of the

total RWJF funds until the match support

begins, if earlier than the third year.

Should no match funds be secured by the

beginning of Year 3, no additional RWJF

funds will be provided to the grantee.

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Match Sources that do not qualify:

No federal funds

No in-kind contributions RWJF has a strong preference that match

sources do not come from entities that

manufacture or distribute alcohol, tobaccoand/or firearms

Match Requirements

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Grantees are strongly encouraged to submitmatch commitment documentation to theirregional coordinator as soon as it is received

If a project fails to secure previouslycommitted match funds, contact your regionalcoordinator immediately

For more information regarding the matchcertification process, please refer to Section 6of the CKF Program Management Handbook,and/or contact your regional coordinator

Match Requirements

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Landscape for CKF Grantees

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Why Do Corporations Give?

Increase profits

Improve image Good corporate citizens

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Why Do Foundations Give?

Issue focus

Geographic focus Seed programs

Quality

Feasibility Innovation

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Why Do Government

Agencies Give?

Politics Community support

Budget issues

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Taking Stock of Your Assets

Projects

Passion, commitment, and expertise

Intuition

Network

Fundraising is 90% networking and 10%

grant writing

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Targeted Networking

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Jump Start Your Networking

State hospital association

Chamber of Commerce

Foundation forums

Opinion pieces in local papers

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Prospect Research

Compile broad list Network

Corporations

Local hospitals

Insurers that manage SCHIP/Medicaid programs

Foundations Government agencies

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Prospect Research

Resources

Annual reports

Local newspapers Online resources

Prospects Web site

Hoovers online, LexisNexis

Foundation center

Network

Prospect

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Prospect Research

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Prospect Research

Donor Criteria

Tobacco or alcohol companies Gun manufacturers

Unethical business practices

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Prospect ResearchNarrow Your Prospects

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Prospect Research

Identify top priorities

Focus on a few large prospects

Low-hanging fruit

Time considerations

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Understand Funders

Point of View

Return on Investment

Feasibility

Sustainability Community support

Politics

Acknowledgement opportunities

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Rehearse

Avoid lingo

Use their terminology

Positive tone

Be succinct

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Talking points

Overview of CKF

Description of issue as it relates to your

community (and their interests) Specific objectives

Plan of action

Track record

Amount of funds to be requested

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Make the call

Goal is to get a face-to-face meeting or

be invited to submit a proposal

Call time:10 a.m. and 2 p.m.

Listen and ask questions

Be persistent

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The Ask

When?

How?

Verbally

Written proposal

How much?

Whats next?

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Follow-up

Follow Up

Follow UpFollow Up

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Stewardship

Thank you

Progress reports

Spend money wisely

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Covering Kids & Families

Fundraising Materials

Fundraising 101

(from Covering Kids &

Families AnnualMeeting)

Meeting the Match: A

Guide to Fundraising

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