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A Fundraising Primer



     Presented by Scott Hayman
  501 Commons Catalyst Consultant
        September 20, 2011
Fundraising Described

Soliciting and receiving funds from people
with whom a trusting and mutually
beneficial relationship has been
established, which is characterized by the
intersection of the contributor’s needs and
the mission of the nonprofit organization.
Board Engagement is Key

The #1 responsibility of the board
of directors is to ensure that the
organization has the funds
necessary to achieve its mission.
Giving at a Glance
                   2010 Contributions                                                            2005 Contributions
                     $290.89 Billion                                                               $260.28 Billion


                           Bequests                                                                        Bequests
                            $22.83                                                                          $17.44
                              8%                                              Corporations                   6.7%
Corporations
                                                                                $13.77       Foundations
  $15.29
             Foundations                                                         5.3%          $30.00
    5%
               $41.00                                                                          11.5%
                14%


                                           Individuals
                                                                                                                         Individuals
                                            $211.77
                                                                                                                          $199.07
                                              73%
                                                                                                                           76.5%




Data excerpted from Giving USA 2011: The Annual Report on Philanthropy and Giving USA 2006: The Annual Report on Philanthropy, researched and written by
The Center on Philanthropy at Indiana University, and published by GivingUSA Foundation
The Power of I



          Family
      I      Friends
                 Organizations
                     Corporations
                           Foundations
Giving Pyramid
                  Planned Gift

                  Major Gift
Years          Capital Campaign

               Annual Campaign

        Direct Response & Online Giving
               Event Participation

                  Volunteer
Fundraising Cycle
               Continuing
                            Identify
              Engagement




                                        Research
Recognition




                Solicit     Cultivate
The Top 10 Considerations
1. Engage the board or directors
2. Conduct a SWOT analysis
3. Create urgent and compelling case(s) for
   giving
4. Determine how much must be raised
5. Recruit volunteer leadership
The Top 10 Considerations
6. Calculate cost-benefit analysis/ROI
7. Acquire the necessary tools and resources
8. Consider organizational culture and values
9. Align fund development with mission goals
10.Tie fundraising to the Strategic Plan
The Fundraising Enterprise




Prepare     Prospect   Solicit   Steward   Build
With whom do we start?
•   Board members*
•   Volunteers*
•   Givers*
•   Former Clients
•   Mailing/E-mail Lists
•   Sympathizers
•   Event Participants
•   Vendors
* Past and present
As the Purse is
emptied the heart
     is filled.
      Victor Hugo
Thank you!
Best wishes for success!

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Catalyst Presentation

  • 1. A Fundraising Primer Presented by Scott Hayman 501 Commons Catalyst Consultant September 20, 2011
  • 2. Fundraising Described Soliciting and receiving funds from people with whom a trusting and mutually beneficial relationship has been established, which is characterized by the intersection of the contributor’s needs and the mission of the nonprofit organization.
  • 3. Board Engagement is Key The #1 responsibility of the board of directors is to ensure that the organization has the funds necessary to achieve its mission.
  • 4. Giving at a Glance 2010 Contributions 2005 Contributions $290.89 Billion $260.28 Billion Bequests Bequests $22.83 $17.44 8% Corporations 6.7% Corporations $13.77 Foundations $15.29 Foundations 5.3% $30.00 5% $41.00 11.5% 14% Individuals Individuals $211.77 $199.07 73% 76.5% Data excerpted from Giving USA 2011: The Annual Report on Philanthropy and Giving USA 2006: The Annual Report on Philanthropy, researched and written by The Center on Philanthropy at Indiana University, and published by GivingUSA Foundation
  • 5. The Power of I Family I Friends Organizations Corporations Foundations
  • 6. Giving Pyramid Planned Gift Major Gift Years Capital Campaign Annual Campaign Direct Response & Online Giving Event Participation Volunteer
  • 7. Fundraising Cycle Continuing Identify Engagement Research Recognition Solicit Cultivate
  • 8. The Top 10 Considerations 1. Engage the board or directors 2. Conduct a SWOT analysis 3. Create urgent and compelling case(s) for giving 4. Determine how much must be raised 5. Recruit volunteer leadership
  • 9. The Top 10 Considerations 6. Calculate cost-benefit analysis/ROI 7. Acquire the necessary tools and resources 8. Consider organizational culture and values 9. Align fund development with mission goals 10.Tie fundraising to the Strategic Plan
  • 10. The Fundraising Enterprise Prepare Prospect Solicit Steward Build
  • 11. With whom do we start? • Board members* • Volunteers* • Givers* • Former Clients • Mailing/E-mail Lists • Sympathizers • Event Participants • Vendors * Past and present
  • 12. As the Purse is emptied the heart is filled. Victor Hugo
  • 13. Thank you! Best wishes for success!