Altitude Fundraising Program: The Hero’s Guide to Raising Seed3/We… · Donor Table 101 Seed...
Transcript of Altitude Fundraising Program: The Hero’s Guide to Raising Seed3/We… · Donor Table 101 Seed...
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Altitude Fundraising Program: The Hero’s Guide to Raising Seed
Funds
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Week Three – The Market
Who is going to give?
Learning Objectives:
1. Create a donor table
2. Develop ideal donor profile
3. Create a working donor tree
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Different Audiences for Different Strategies
Annual Giving• Large base, small donations
• Direct response-focused
• Online giving; direct mail; DRTV; crowdfunding
Annual Giving• Large base, small donations
• Direct response-focused
• Online giving; direct mail; DRTV; crowdfunding
Events•Pay-to-play events•Grassroots: walks, races, pub-crawls, etc.•Black-tie: galas, auctions, art galleries
Events•Pay-to-play events•Grassroots: walks, races, pub-crawls, etc.•Black-tie: galas, auctions, art galleries
Major Giving•Personally cultivated •Direct-request•Transformational gifts
Major Giving•Personally cultivated •Direct-request•Transformational gifts
Organizational Giving• Grant-makers• Cause marketing partnerships
• Corporate sponsorships
Organizational Giving• Grant-makers• Cause marketing partnerships
• Corporate sponsorships
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Different Audiences for Different Strategies
Annual Giving• Large base, small donations
• Direct response-focused
• Online giving; direct mail; DRTV; crowdfunding
Annual Giving• Large base, small donations
• Direct response-focused
• Online giving; direct mail; DRTV; crowdfunding
Events•Pay-to-play events•Grassroots: walks, races, pub-crawls, etc.•Black-tie: galas, auctions, art galleries
Events•Pay-to-play events•Grassroots: walks, races, pub-crawls, etc.•Black-tie: galas, auctions, art galleries
Major Giving•Personally cultivated •Direct-request•Transformational gifts
Major Giving•Personally cultivated •Direct-request•Transformational gifts
Organizational Giving• Grant-makers• Cause marketing partnerships
• Corporate sponsorships
Organizational Giving• Grant-makers• Cause marketing partnerships
• Corporate sponsorships
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Donor Table 101
Seed Leaders 2016 Donor Table
# of Gifts Gift Amount# of
Prospects # of Asks Total Giving
1 $25,000.00 5 2 $25,000.00
2 $10,000.00 10 4 $20,000.00
4 $5,000.00 20 8 $20,000.00
8 $2,500.00 24 16 $20,000.00
15 $1,000.00 45 30 $15,000.00
31 104 30 $100,000
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Donor Prospecting
Capacity Propensity Identified Major Gift Prospect
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Donor Prospecting
Capacity
Criteria:• Capable of making a single gift of
$5,000+
Wealth Indicators:• Real estate records • Zip codes• Registered purchases (Airplanes,
Boats)• Executives at publicly traded
companies• Existence of family foundation
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Donor Prospecting
Capacity
Research Tools• County assessor’s website• Zip code demographics (esri.com)• Publicly traded executives
(salary.com; bloomberg.com; SEC)• Foundation Center; Charity Navigator;
Guidestar
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Donor Prospecting
Propensity
Criteria:• Demonstrated philanthropy at the
$5,000+ level• Demonstrated philanthropy to similar
causes
Propensity Indicators:• Gifts made to political parties and
campaigns (public)• Gifts made to alma mater• Gifts made to top 10 similar
organizations• Named sponsorships in the
community
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Donor Prospecting
Propensity
Research tools:• Federal Election Commission
(fec.gov)• Alma mater donor listings• Annual reports• Community sponsorships (zoos,
museums, art galleries, parks, historical buildings, etc.)
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Donor Tree
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Creating a Donor Tree
1st Degree Major Donor Prospects
1st Degree Major Donor Prospects
Connectors, Movers and
Shakers
Connectors, Movers and
ShakersIdentified Major Gift
Prospects
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Creating a Donor Tree
•Individuals meeting capacity/propensity criteria
1st Degree Donor Prospects
1st Degree Donor Prospects
•Individuals capable of introducing you to 5 or more major gift prospects ($5,000+)
ConnectorsConnectors
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Creating a Donor Tree
Step by Step Process:
1. Create a list of all major gift prospects you currently know 2. Create a second list of all connectors, as defined in the prior slide3. Sort these lists by “strongest relationship”4. Choose top 10 donors and move to a separate list5. Choose top 3 connectors and move to a separate list
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This Week’s Homework
Complete the 2016-2017 donor table spreadsheetComplete the 2016-2017 donor table spreadsheet
Complete the list of known major gift prospects
Complete the list of known major gift prospects
Complete the connectors listComplete the connectors list