Fundraising 101: Tech4Good Surrey

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End of Year Campaign 101 Melanie Crombie Thrive! Resilient Community Solutions

description

This free workshop is for organizations who are planning their first or a more comprehensive Fall Campaign. It presents the basics on how to; refine your impact message, identify your targets, define your approach and create an end of year contributors' plan. This workshop is for organizations who are planning their first or a more comprehensive year-end campaign

Transcript of Fundraising 101: Tech4Good Surrey

Page 1: Fundraising 101: Tech4Good Surrey

End of Year Campaign101

M e l a n i e C r o m b i e

T h r i v e ! R e s i l i e n t C o m m u n i t y S o l u ti o n s

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End of Year Campaign 101Curriculum

The Basics Power Messaging Contributor

Selection Which Vehicle to

Choose The Plan A Joyous

Relationship

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The BasicsOrganizational credibility and expertise

History/ProgramsAwards/Accreditation

PoliciesPrivacy policyDonor Bill of RightsDonor Recognition PolicyReceipting Policy – CRA

Who else in the organization is asking now?

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The Power Message

The NEEDArticulate the need powerfully

Prove the needClearly

Concisely

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The Power Message

Convincing Evidence

Statistics/Data – Inputs, Outputs, OutcomesClient Focused, Community Focused

Problem your organization has solved Impact on society

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Contributor Selection

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Contributor SelectionWho Cares?

Current contributors

IndividualsFoundations Corporations

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Contributor Selection

Who Should Care?

Those who have not given this year but have a connection to the organization

Past Donors Customers of the services

Families of customers

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Contributor Selection

The Rest

o What are your goals for the rest?o What resources do you have available?

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Individuals

Decide on your criteria for selecting donors from your listDate of last giftNumber of gifts in the yearSize of gifts

Segment your list using your criteria.

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Corporations

Know your corporationGifting strategyConnectors and ConnectionsWhat do you want? cash, in-kind, volunteers

Benefit for Corporation - Volunteer Canada - 21% employee retention

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Which Vehicle to Choose?

LettersProposalsPersonal VisitsEmailNewsletter

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Letters

Powerful, conciseTell a storyMake the askGive some optionsOne page

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Proposals

Research, research, researchMatch the need to the donor’s

criteriaCall before you writeInclude your proof

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Personal Visits

ResearchConnection – take a volunteerPractice before the meetingLook for visual cuesBe brief but thoroughMake the ask - optionsTake the proposal to leave behind

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Email

Powerful messageNo attachmentsMore than once

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Newsletter

ShowcaseProofDonor Recognition

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The PlanMarket Segment Vehicle When Who

Current Donors below $

Gave after June

Newsletter – Holiday message

November 20th delivery

Jennifer

Current Donors below $

Given before June

Letter – Homeless Youth

November 15th

Pam

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The Donor CycleEngageAskThankReportEngageAsk

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How to Say Thank You Newsletter, Website

Events Ongoing Communication

Personal Approach Invitations

Invitation to events, dinners, AGM etc. Invitation to award presentations – presentation to volunteers

Circle of Friends

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QUESTIONS

?