CHOO Fundraising 101 Sessions October 2013

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Fundraising 101 Inspiring people to get behind your cause!

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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 of CHOO Fundraising 101 Sessions October 2013

  • 1.Fundraising 101 Inspiring people to get behind your cause!

2. Jenny Mitchell Chavender Fundraising Consultant Professional Musician People-connector GCP: Generally Curious Person [email protected] 3. Who are you? What keeps you up at night? What questions do we want to address today? 4. 1. People giving to people 2. 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 Todays Session 5. Fundraising is the gentle art of teaching the joy of giving. -Hank Rosso Donors dont 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 6. 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 7. Board Volunteers People giving to people Know your organizational structure and how your people interact Staff (programming, development, events) 8. What makes your organization unique? Whats your olinguito? 9. Olinguito Mammal Carnivore Two pounds Cute First newly identified carnivore found in the Western Hemisphere in three decades Newly Discovered Carnivore Looks Like a Teddy Bear 10. What makes your organization unique? What makes your organization unique? Talk amongst yourselves We are the only ________. 11. Case for Support Make a promise (workshop) 12. All cases, 3 things: Make a promise. Relate it to people. Celebrate the donor. A case is not a description of what you do. A case is a description of what you promise. Case For Support | Tom Ahern |www.aherncomm.com 13. Case for support 14. Case for support 15. The Three Bs: Be Brief Be Brilliant Be Gone Case for support 16. Ultimately, why do donors give? Pre-existing values, interests, emotions, and connections. Case for support 17. 1. Why us? 2. Why now? 3. Why you? Three big questions to be answered in a Case for Support Case for support 18. Boundless Possibilities Case statement 19. Centrepointe Theatre 20. 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 21. Any surprises? Anyone want to share? 22. Individual Giving Fundraising is inherently intimate People giving to people 23. Individual Giving 24. 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 25. Why people give 26. Coffee dates Lunch dates Events 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? 27. 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 28. 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 fundraisers BEST friend! 29. Grant-writing Best Practices in 15 minutes or less 30. Get clear on why your services are needed in your community Get clear on the clients you exist to serve Get clear on your benefits to the community Get clear on what your project budget looks like GOOD Grant applications are: 80% planning 20% writing 31. Imagine Canada Grant Connect, Ajah Fund Tracker, BIG Online Grant application tracking in Excel Grant applications and volunteers 32. The Fundraising Plan Pick three things right now!(workshop) 33. The Funding Priorities and the Goal The Mission/Your Message The People (SWOT Analysis) The Tactics and Strategies Individual Giving Major Donor Groups Events Both large and small. Direct Mail Telemarketing Online Giving Grants - Foundations, Corporate, Government Corporate Giving Programs Walkathons, Chili bake-offs etc Annual Giving Planned Giving The Timeline Anatomy of a Fundraising Plan 34. Source of Revenue Last Years 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 hasnt 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? 35. Fundraising is about providing opportunities for your community to give. If you dont create opportunities, there will be no giving. A fundraising plan should help you choose the RIGHT opportunities for your organization. 36. Resources and Wrap-up Find what YOU need in these resources 37. Association of Fundraising Professionals (AFP) Fundraising Day is May 14th 2013 Giving groups 38. CHIMP Foundation 39. Association of Fundraising Professionals (AFP) resource center hot topics http://www.afpnet.org/ Tom Ahern - Case for Support http://uafoundation.org/information/faculty_staff/grantseeking/giftcenter /documents/Making_Your_Case_Presentation.pdf Kivi Leroux Miller - nonprofitmarketingguide.com Storytelling http://www.nonprofitmarketingguide.com/resources/aboutus/meet-kivi- leroux-miller/ Gail Perry Board Engagement http://www.gailperry.com/ Resources 40. Blogs to Follow Kivi 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.php Marc 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/ 41. 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 42. Lets Connect! [email protected] @JennyChavender www.chavender.com 613-286-9336