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
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