Fundraising 101: Tech4Good Surrey
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Transcript of 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
End of Year Campaign 101Curriculum
The Basics Power Messaging Contributor
Selection Which Vehicle to
Choose The Plan A Joyous
Relationship
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?
The Power Message
The NEEDArticulate the need powerfully
Prove the needClearly
Concisely
The Power Message
Convincing Evidence
Statistics/Data – Inputs, Outputs, OutcomesClient Focused, Community Focused
Problem your organization has solved Impact on society
Contributor Selection
Contributor SelectionWho Cares?
Current contributors
IndividualsFoundations Corporations
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
Contributor Selection
The Rest
o What are your goals for the rest?o What resources do you have available?
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.
Corporations
Know your corporationGifting strategyConnectors and ConnectionsWhat do you want? cash, in-kind, volunteers
Benefit for Corporation - Volunteer Canada - 21% employee retention
Which Vehicle to Choose?
LettersProposalsPersonal VisitsEmailNewsletter
Letters
Powerful, conciseTell a storyMake the askGive some optionsOne page
Proposals
Research, research, researchMatch the need to the donor’s
criteriaCall before you writeInclude your proof
Personal Visits
ResearchConnection – take a volunteerPractice before the meetingLook for visual cuesBe brief but thoroughMake the ask - optionsTake the proposal to leave behind
Powerful messageNo attachmentsMore than once
Newsletter
ShowcaseProofDonor Recognition
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
The Donor CycleEngageAskThankReportEngageAsk
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
QUESTIONS
?