Fundraising Leadership: Making fundraising a strategic priority
The Coming of Age of Collaborative Fundraising June 18, 2014.
-
Upload
fay-murphy -
Category
Documents
-
view
213 -
download
0
Transcript of The Coming of Age of Collaborative Fundraising June 18, 2014.
![Page 1: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/1.jpg)
The Coming of Age of Collaborative Fundraising
June 18, 2014
![Page 2: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/2.jpg)
The Rise of Collaborative Fundraising
“…a joint effort of two or more groups to raise more money than either group could alone.”
Kim Klein, publisher & editor, Grassroots Fundraising Journal
![Page 3: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/3.jpg)
Current USA Giving Trend 2013- $337 Billion
Giving increased by 4.4% over last year
72%- Individuals15% - Foundations8% -Bequests5% - CorporationsGiving USA
![Page 4: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/4.jpg)
Education grew the most 8.9%
Health, environmental, animal- related and arts 6-8.5% o Giving to Religion and by
Companies continues to slow
o The wealthy are becoming more confident to give
Giving USA
![Page 5: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/5.jpg)
Who is benefitting?
"When stock values are high, it makes a huge difference in the amount of money going into education, but it has little or no impact on religious donations, which rely on lots of small gifts from individuals.“
Info provided by The Atlas of Giving
![Page 6: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/6.jpg)
More N.C. Non-Profits
Total as of Feb. 2007: over 86,000
Total as of Nov. 2008: 91,971
Total as of Dec. 2011: 105,150
Total as of Dec. 2013: 108,301
26% increase in 6 years!
Info provided by North Carolina Secretary of State's Office
![Page 7: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/7.jpg)
Robust Growth for Non-Profits
2010 – North Carolina10% of workforce is non-profits400,000 paid employees
o 2013- USA44% of NFPs plan to create new positions20% plan to freeze, reduce or eliminate positions
North Carolina Philanthropy JournalNon-Profit HR Solutions
![Page 8: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/8.jpg)
Challenging Conditions More Non-profits vying Non-profits ok with operational
fundraising…struggling with capital fundraising
Harder to get donor attention In spite of stock market, still
cautious mood among many major donors
Non-profits very careful about over-reaching in setting fundraising goals
![Page 9: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/9.jpg)
The Rise of Collaborative Fundraising
“…a joint effort of two or more groups to raise more money than either group could alone.”
Kim Klein, publisher & editor, Grassroots Fundraising Journal
![Page 10: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/10.jpg)
The Rise of Collaborative Fundraising
United Way Approved
Campaigns
“Open Season”
“Great Recession”
Cautions Consideration & Possible Collaboratio
n
1960 – 1990 1995 – 2006 2007 – 2010 2011 – Present
![Page 11: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/11.jpg)
What Collaborative Fundraising is NOT
Teaming to support a worthy project where there is no direct benefit back to the organization
Fundraising by budget allocation rather than actual fundraising
![Page 12: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/12.jpg)
Example #1
Sea Pines Montessori and Hilton Head Prep- late 1990s
Collaborated in a capital campaign To fund a common facility and
entrance Successful due to:
Big common goal Strong leadership Rules of engagement
![Page 13: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/13.jpg)
How fundraising looked
Sea Pines Montessori
Hilton Head Prep
School
![Page 14: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/14.jpg)
“Joint fundraising is probably the most difficult form of non-profit collaborations. And the results are far from certain. I think the risk/reward perception is still not where it would need to be to make it attractive for most.”
Jonathan Howard, co-founder, Cause & Effect consulting services
![Page 15: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/15.jpg)
Major Donor confided…
“We once did a collaborative gift to well-known project and that was the beginning of the end of the place as the agencies fought over control of the funds. Kind of like throwing a steak over the fence at the dog pound.”
![Page 16: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/16.jpg)
Collaborative Fundraising works well when groups:
Share a similar BIG vision Share a similar culture and often size Commitment to joint planning to work
through issues in advance Trust each other (Board chairs often insure
good feelings permeate) Develop a written agreement about
money & labor Are perceived to be equally invested Agreement on how funds raised are
allocated to achieve campaign objectives
![Page 17: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/17.jpg)
Example #2
A North Carolina Community College wants to fund a Manufacturing Training Center
Invited Collaborative Partners (Schools, Chamber of Commerce, Industry, County, plus the College as lead)
Feasibility Study encouraging: A paradigm change for county Unifying Attracting major leaders
![Page 18: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/18.jpg)
A BIG Vision
“A Big vision is probably the most critical factor. A Big vision compels everyone (organizations & donors) to look beyond their own capabilities.“
Jeffrey Ouellette, director of development, Central Square Theatre, Cambridge M.A.
![Page 19: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/19.jpg)
When it works Well…continued
The reward must be greater than if each group had attempted on its own.
Marketing benefit: elevates the project well beyond what a single organization could achieve.
Collaborative fundraising allows groups to access a larger audience and donor pool.
A joint funding arm (committee) generally works to identify, cultivate and solicit joint prospects.
Each group solicits their own prospects, but certain donors are solicited ‘jointly.’
Able to access bigger donors and avoid ‘nickeling and diming.’
![Page 20: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/20.jpg)
Example #3
Midlands Gives- a wonderful collaborative effort Unifying BIG IDEA Strong leadership and credibility of CCCF Clear objectives Low risk – avoids donor confusion
![Page 21: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/21.jpg)
When Collaborative Fundraising does NOT work well, groups:
Do not have the resources to meet the campaign readiness steps
Fear losing their donors Can not find the right groups to work with Lack of commitment of time to
collaborate Boards and staff do not trust each other Can not agree on who to solicit jointly,
and how to allocate funds raised
![Page 22: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/22.jpg)
In Summary: What Makes the Difference A BIG Vision Strong volunteer leadership that is
confident, and insists on ‘trust’ When the groups know that their
major donor prospects like ‘Collaborative Fundraising.’
Keeping the collaboration clear (and simple)
Advance written ‘rules of engagement.’
![Page 23: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/23.jpg)
Example #4
Buncombe County Five Greenways, plus City, County, and Friends of Connect Buncombe Goal: Raise a nucleus fund of possibly
several million for matching grants for specific greenways
By joining together can raise and leverage more support from funders (DOT, Tiger Grants, CDBG, LWCF, etc.)
![Page 24: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/24.jpg)
What to Collaborate on Joint campaign planning team Advance project and community assessment Advance PR and marketing Case development Consulting Feasibility study Campaign coordinator Office and back-office Cultivation event(s) Lead gift solicitations Grant writing PR & Marketing Campaign events & Celebration Project Management
![Page 25: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/25.jpg)
Sample: Collaborative Fundraising Organizational Chart
Org. B
Campaign Steering Committee
BoardStaffFormer Bd. LeadHigh MajorMajorFoundationGift-in-kindPublic
Joint Funding Committee
• Prospect Evaluation• Lead & Challenge Gift• Other identified
prospects to be solicited jointly:
LeadOrg. A
Org. C
BoardStaffFormer Bd. LeadHigh MajorMajorFoundationGift-in-kindPublic
BoardStaffFormer Bd. LeadHigh MajorMajorFoundationGift-in-kindPublic
Campaign Director & Coordinator
Phases
![Page 26: The Coming of Age of Collaborative Fundraising June 18, 2014.](https://reader036.fdocuments.us/reader036/viewer/2022062714/56649cf95503460f949cab1b/html5/thumbnails/26.jpg)
High Quality Results
On Schedule, Over Goal, and Within
Budget