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- 1. Robert Swaney Consult ing! Inc" Fundraising Growth NOW! 2013 Non-Profit Sustainability Conference “Building a Development Strategy” Scott Giffen Robert Swaney Consulting, Inc. January 16, 2013 Scott Giffen 1 of 17
- 2. Robert Swaney Consult ing! Inc" Welcome Fundraising Growth NOW! Thank You! Your Questions & Comments are encouraged throughout Scott Giffen 2 of 17
- 3. Robert Swaney Consult ing! Inc" YOU! Fundraising Growth NOW! 30 secs. or less 1. Name & Organization 2. What you’d like to learn today Scott Giffen & Bob Swaney 3 of 17
- 4. Robert Intro to RSC: Swaney Consult ing! Inc" Fundraising Growth NOW! Company Overview Established in 2006 NATIONAL PROVIDER OF: • contributed revenue growth strategies and • hands-on interim management For mainly arts and cultural institutions. OFFICES IN: Indiana, Missouri, Georgia and Utah Scott Giffen & Bob Swaney 4 of 17
- 5. Robert Intro to RSC: Swaney Consult ing! Inc" Fundraising Growth NOW! Our Clients Alliance TheatreŸAsheville Symphony OrchestraŸAtlanta Chamber PlayersŸAtlanta Symphony OrchestraŸAuditorium Theatre of Roosevelt UniversityŸBaton Rouge Symphony OrchestraŸBaltimore Symphony OrchestraŸBlue Barn TheatreŸBuffalo Philharmonic OrchestraŸCharleston Symphony OrchestraŸCharleston Stage CompanyŸColorado Springs PhilharmonicŸColumbus Symphony OrchestraŸDetroit Symphony OrchestraŸElgin Symphony OrchestraŸEvansville Philharmonic OrchestraŸIndianapolis Symphony OrchestraŸIndiana Repertory TheatreŸIRIS OrchestraŸJacksonville Symphony OrchestraŸKansas City SymphonyŸKnoxville Symphony OrchestraŸLafayette SymphonyŸLas Cruces SymphonyŸLong Center for the Performing ArtsŸLouisiana Philharmonic OrchestraŸThe Metropolitan OperaŸMinnesota OrchestraŸMississippi Symphony OrchestraŸMobile SymphonyŸMusic for All, Inc.ŸOpera OmahaŸOpera PacificŸOrchestra of the Southern Finger LakesŸThe People's Music SchoolŸThe Phoenix SymphonyŸRhode Island Philharmonic Orchestra & Music SchoolŸRochester PhilharmonicŸSaint Louis Symphony OrchestraŸSan Antonio SymphonyŸSan Francisco ExploratoriumŸShreveport Symphony OrchestraŸToledo SymphonyŸUK HealthcareŸVirginia Symphony Orchestra Scott Giffen & Bob Swaney 5 of 17
- 6. Robert Intro to RSC: Swaney Consult ing! Inc" Fundraising Growth NOW! Scott Giffen Senior Consultant Scott Giffen 15+ years in arts fundraising as an Executive Director, Director of Development and Executive Vice President CFRE (Certified Fundraising Executive) with Institutional Support, Major Gifts and Campaign Specialties Currently leading multi-million dollar arts campaign in Springfield MO Scott Giffen & Bob Swaney 6 of 17
- 7. Robert Swaney Consult ing! Inc" YOU! Fundraising Growth NOW! 30 secs. or less 1. Name & Organization 2. What you’d like to learn today Scott Giffen & Bob Swaney 7 of 17
- 8. Robert Swaney Consult ing! Inc" What is Strategy? Fundraising Growth NOW! • HOPE is not a strategy • Bigger than tactics, tasks, to-dos • Gets you to a Goal Scott Giffen 8 of 17
- 9. Robert Basics of a Swaney Consult ing! Inc" Fundraising Growth NOW! Development Strategy 1.How much funding is needed – not wanted? 2.When is it needed by? 3.Where funds will realistically come from? 4.What activities need to happen? 5.Who will do them? Scott Giffen 9 of 17
- 10. Robert Swaney Consult ing! Inc" What is a Good Strategy? Fundraising Growth NOW! Key Elements • Diversified • Pyramid-Shaped • Personalized • Front-loaded • Inside Out • Conservative • Follow-Through Scott Giffen 10 of 17
- 11. Robert Swaney Consult ing! Inc" The Devo Plan ChartSeptember STAGES Development Plan 2004-2005 October through Fundraising Growth NOW! OCTOBER NOVEMBER DECEMBER 1-8 11-15 18-22 25-31 1-5 8-12 15-19 22-30 1-10 13-17 20-24 27-31 1-7 Phonathon BACKSTAGERS Dismantle Aug-Oct 2R Mailing ID Nov-Dec Nov-Dec 1R Jan-Oct LC Design BS Card Phonathon Phonathon Drive Lobby Apr-Jul LC ----- Jan-Mar 1R Des Lee Gaylord Fox Assoc. Garvey Proposals Due MAC Arts (11/1) (11/1) (8) Longmire (Deadline) Ed (4) Woods Bohle (11/1) Monsanto RAC Draft (8) (11/1) AEA (11/1) Prospects McBride (Academy) Saigh (Proposal) (Action) Fox Family (Proposal – Academy) Monsanto Arts & Ed - Monsanto Arts & Ed - Funder Report Final Ameren 100% Mtg 100% MasterCard US Bank Mtg. Follow-up ----- Whitaker Mtg. (before Emerson Mtg. Board/Staff ---- Board/Staff Report & Mtg. (Deadline) Invoice 2/3 Report (1) pdg) participation Garvey Mtg. participation of MAC CAMELOT CAROLING ----- EVENTS & Closing COCKTAILS Night Board BOARD Board Meeting Meeting Steering Capital Committee Campaign Meeting Auction Items Due Prep for APPLAUSE! APPLAUSE! Thankyous Out (10?13) Thankyous & Meeting Revenue Education & Sue Tribute Other Scott Giffen Projections Renewals Thanksgiving Christmas 11 of 17 New Year Meeting
- 12. Robert Swaney Consult ing! Inc" The Pyramid Fundraising Growth NOW! Pyramid of Giving ! by James Greenfield Scott Giffen 12 of 17
- 13. Robert Swaney Consult ing! Inc"#$% ( % ! $* +!Prospect !" &' The &,- !" ! #) Matrix #!$% () *+*&, !- (*. (*/*0) /*. &!1. . 2 Fundraising Growth NOW! &' ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! H am m ons 3() ' *&, !45) (/! ! Scott Giffen ) . / . 0123$ 13 of 17
- 14. Robert Swaney Consult ing! Inc" def. Successful Fundraising Growth NOW! • Related to Succeed • etymology = to come after • To follow-up Scott Giffen 14 of 17
- 15. Robert Swaney Consult ing! Inc" Self-Assessment Fundraising Growth NOW! • What is your strategy? • What can you improve? • Where do you perceive growth? Scott Giffen 15 of 17
- 16. Robert Swaney Consult ing! Inc" Sample Strategies Fundraising Growth NOW! • STAGES Majors • MOZ Ambassadors • SAC Momentum Scott Giffen 16 of 17
- 17. Robert Swaney Consult ing! Inc" Thank you! Fundraising Growth NOW! CONTACT INFORMATION Scott Giffen Senior Consultant Robert Swaney Consulting, Inc. p: 314.749.4516 e: sgiffen@rrsconsult.net w: www.rrsconsult.net Scott Giffen 17 of 17
Hinweis der Redaktion
- 1:47 – 1:48 Outline of Workshop What is a strategy? What is NOT strategy? Where & How do you start? Keys to Suc*cess Self-Assessment & Discussion BUILDING A DEVELOPMENT STRATEGY How in the world do you effectively raise charitable dollars in this climate? Where do you even start? It ’s a common saying: the scarcest resource for fundraisers (professional or volunteer) isn’t money — it’s time. During this hour-long workshop, certified fundraising executive Scott Giffen will take us through the essential steps of running an efficient, diversified, and long-term development office built for growing your mission. Whether you’re large or small, during this interactive time you will access your own program, master the basics, and advance your organization.
- 1:48 – 1:49 Explain Introductions Introduce yourself while you think of your answers
- 1:49 – 1:51 My Story
- 1:51 – 1:53
- 1:53 – 1:56
- 1:56 – 2:06
- 2:06 – 2:09 BUILDING A DEVELOPMENT STRATEGY How in the world do you effectively raise charitable dollars in this climate? Where do you even start? It ’s a common saying: the scarcest resource for fundraisers (professional or volunteer) isn’t money — it’s time. During this hour-long workshop, certified fundraising executive Scott Giffen will take us through the essential steps of running an efficient, diversified, and long-term development office built for growing your mission. Whether you’re large or small, during this interactive time you will access your own program, master the basics, and advance your organization.
- 2:09 – 2:11
- 2:11 – 2:18 Diversified – lots of different types of sources, individuals, foundation, corporation, government, special events, planned giving Pyramid-Shaped – more smaller gifts than larger gifts Personalized – customize approach, stewardship, one-on-one, thought out, planned backward Front-loaded – raise early in the year, momentum, time for new Inside Out – start with board/staff, constituents, interested, precedence Conservative – contingency, count on attrition, attainable
- 2:18 – 2:20
- 2:20 – 2:22
- 2:22 – 2:24
- 2:24 – 2:25
- 2:25 – 2:38
- 2:38 – 2:44
- 2:44 – 2:45