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Annual Giving
    The Building Block for All Successful Fundraising




•   Presented by R. Scott Fortnum, MA, ACFRE

•   for Permorming Arts Alliance / Alliance des arts de la scène
    200 - 17, rue York Street
    Ottawa, ON  K1N 9J6
    Tel./tél.: 613.562.3515
    www.capacoa.ca

•   November 21, 2012




                                                 1
Agenda
• The Donor Pyramid
• What is Annual Giving?
• Where do the gifts come from?
• Donor Cycle
• Tools and Vehicles
• Strategies for Growth

                    2
The Donor Pyramid




        3
What is Annual Giving?
• Renewable Gifts
• Often more than annually
• Typically for current use
• Usually smaller in size
• Transactional vs. “stop-and-think”
                     4
Where do
the gifts come from?

• Individuals
• Corporations
• Foundations
• Organizations
                  5
Hank Rosso’s
Concentric Circles
    Donor’s Relations




            6
Donor Cycle
                    Identify
                     Identify
                      Identify
                        Identify




Steward
  Steward
 Steward
   Steward                              Communicate
                                          Communicate
                                        Communicate
                                           Communicate




        Solicit
         Solicit
         Solicit
          Solicit                  Cultivate
                                   Cultivate
                                    Cultivate
                                     Cultivate




                          7
Tools & Vehicles
•   Direct Mail

•   Telefundraising

•   Online Giving

•   Text-2-Give

•   Special Events

•   Telethons

•   Coin Boxes
                      8
Ladder of Communication
 •
      Effectiveness
  Visualize a ladder, and starting at the top #16 rung - the most effective - move down to the
  bottom #1 rung - the least effective.

  16.   Face-to-to Face Conversation
  15.   Small Group Discussion
  14.   Telephone Conversation
  13.   Hand Written Letter
  12.   Word Processed Letter
  11.   E-Mail to someone not known
  10.   Fax
  9.    Large Group Discussion
  8.    Social Networking Media
  7.    ListServ E-Mail
  6.    Website
  5.    Video
  4.    Mass Produced Letter
  3.    Pamphlets & Brochures
  2.    Item in the News
  1.    Advertisement



                                           9
Tools Discussion
• Direct Mail
• Special Events
• Online Giving
• Peer-to-Peer
• Face-to-Face
• Text-2-Give
                   10
Increase Gift Size
    •   Specific ask amount

    •   Gift array

Increase the number of gifts
•   Special appeals

•   Monthly giving / EFT

Increase the number of donors
•   Aquiring new donors

•   LYBUNT     (Last Year But Unfortunately Not This)   / SYBUNT   (Some Year But Unfortunately Not This)




                                                         11
Stewardship
                    Identify
                     Identify
                      Identify
                        Identify




Steward                                 Communicate
                                                         •
  Steward                                 Communicate
 Steward
   Steward
                                        Communicate
                                           Communicate


                                                             Thanking

                                                         •   Recognizing

        Solicit
         Solicit
         Solicit
          Solicit                  Cultivate
                                   Cultivate
                                    Cultivate
                                     Cultivate
                                                         •   Engaging




                                                   12
Supporting your efforts

• Public awareness
• Advertising
• Social Media
• Google Ad words
• Use of volunteers
                      13
WHY ????

• Attrition
• Feed the pyramid
• Ancillary benefits
• Fun

                       14
QUESTIONS?

 Thank you!

     15

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Webinar Annual Giving Scott

  • 1. Annual Giving The Building Block for All Successful Fundraising • Presented by R. Scott Fortnum, MA, ACFRE • for Permorming Arts Alliance / Alliance des arts de la scène 200 - 17, rue York Street Ottawa, ON  K1N 9J6 Tel./tél.: 613.562.3515 www.capacoa.ca • November 21, 2012 1
  • 2. Agenda • The Donor Pyramid • What is Annual Giving? • Where do the gifts come from? • Donor Cycle • Tools and Vehicles • Strategies for Growth 2
  • 4. What is Annual Giving? • Renewable Gifts • Often more than annually • Typically for current use • Usually smaller in size • Transactional vs. “stop-and-think” 4
  • 5. Where do the gifts come from? • Individuals • Corporations • Foundations • Organizations 5
  • 6. Hank Rosso’s Concentric Circles Donor’s Relations 6
  • 7. Donor Cycle Identify Identify Identify Identify Steward Steward Steward Steward Communicate Communicate Communicate Communicate Solicit Solicit Solicit Solicit Cultivate Cultivate Cultivate Cultivate 7
  • 8. Tools & Vehicles • Direct Mail • Telefundraising • Online Giving • Text-2-Give • Special Events • Telethons • Coin Boxes 8
  • 9. Ladder of Communication • Effectiveness Visualize a ladder, and starting at the top #16 rung - the most effective - move down to the bottom #1 rung - the least effective. 16. Face-to-to Face Conversation 15. Small Group Discussion 14. Telephone Conversation 13. Hand Written Letter 12. Word Processed Letter 11. E-Mail to someone not known 10. Fax 9. Large Group Discussion 8. Social Networking Media 7. ListServ E-Mail 6. Website 5. Video 4. Mass Produced Letter 3. Pamphlets & Brochures 2. Item in the News 1. Advertisement 9
  • 10. Tools Discussion • Direct Mail • Special Events • Online Giving • Peer-to-Peer • Face-to-Face • Text-2-Give 10
  • 11. Increase Gift Size • Specific ask amount • Gift array Increase the number of gifts • Special appeals • Monthly giving / EFT Increase the number of donors • Aquiring new donors • LYBUNT (Last Year But Unfortunately Not This) / SYBUNT (Some Year But Unfortunately Not This) 11
  • 12. Stewardship Identify Identify Identify Identify Steward Communicate • Steward Communicate Steward Steward Communicate Communicate Thanking • Recognizing Solicit Solicit Solicit Solicit Cultivate Cultivate Cultivate Cultivate • Engaging 12
  • 13. Supporting your efforts • Public awareness • Advertising • Social Media • Google Ad words • Use of volunteers 13
  • 14. WHY ???? • Attrition • Feed the pyramid • Ancillary benefits • Fun 14