Counting Revocable Planned Gifts in Fundraising - Return from Fantasy Island
1 PLANNED FUNDRAISING EVENTS Grantsmanship and Fundraising College of Public and Community Service...
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PLANNED FUNDRAISING PLANNED FUNDRAISING EVENTSEVENTS
Grantsmanship and FundraisingGrantsmanship and Fundraising
College of Public and Community ServiceCollege of Public and Community Service
University of Massachusetts at BostonUniversity of Massachusetts at Boston
©2007 William Holmes©2007 William Holmes
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CHOOSING EVENTSCHOOSING EVENTS
Consider assetsConsider assets
Consider competing Consider competing eventsevents
Consider role in Consider role in program missionprogram mission
Consider donor profileConsider donor profile
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FITTING EVENT WITH ASSETS: 1FITTING EVENT WITH ASSETS: 1
Lunches, Dinners, Lunches, Dinners, MealsMeals
AuctionsAuctions
Fairs and FestivalsFairs and Festivals
Benefit Concerts, Benefit Concerts, Lectures, Lectures, PresentationsPresentations
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FITTING EVENT WITH ASSETS: 2FITTING EVENT WITH ASSETS: 2
Walkathons, Tournaments, Walkathons, Tournaments, Contests, Sporting EventsContests, Sporting Events
Home and Garden ToursHome and Garden Tours
Garage Sales, Bake Sales, Garage Sales, Bake Sales, Book Sales, etc.Book Sales, etc.
Beware Lottery Beware Lottery RestrictionsRestrictions
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DEVELOP EVENT BUDGET
Expenses
Income
Contingencies
Donations
Volunteers
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PLAN AND PACE EVENT ACTIVITIES
Calendar of Activities
Define Committees and Leaders
Plan Promotion and Publicity
Look for Corporate Sponsorship Opportunities
Review Implementation Process
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PLAN FOR RISKS AND LIABILITIES OF EVENTS
Check laws, ordinances, regulations, permit requirements
Review safety plans and procedures
Check insurance coverage
Track and protect income
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EXAMPLE EVENT SPREADSHEET
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ACTION PERSON DATE COMMENTS
Reserve Location
Mary 12/1/2009 Call DPW
Confirm speaker
John 12/2/2009 Call speaker
Do Invitations Sam 12/5/2009 Get list, draft invite, get approval
Make Decorations
Helen 12/9/2009 Check closet for supplies
Get Food John 12/10/2009 Donations and Purchase
Do setup Mary, Sam 12/11/2009 Mary in charge
Do cleanup John, Helen 12/11/2009 Recycle , John in charge
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EVENT WRAPUP
Thank participants and volunteers
Clean space
Verify income
Debrief staff and volunteers