New presentation -- given 4/12 at Michigan Affordable Housing Conference

1. Relationship-based Fundraising for Community Development Organizations Michael J. Montgomery Montgomery Consulting, Inc., The Remington Group & Lawrence Technological University

9. Components of Fundraising Success for Groups Serving Low Income Populations Continuity of Fundraising Effort Seen as Good Value for Biz Supporters Attractive to Clubs & Congregations Compelling to Individual Supporters Logical Investment for Foundations Good Stewardship Strong & “ Connected” Board Fundraising Success

23. Fundraising Plan/Program Board Giving & “Getting” Secure 100% participation at substantial level (determined by individual circumstances). Become “qualified” (credible) solicitors. ALL help fundraise in some appropriate way. ID & Rate Prospects, Open Doors, Solicit (when appropriate) Board Upgrading ID 3 to 5 people you can realistically hope to recruit to Board. (Give $500+/year, Arrange gift from employer/foundation/group. Solicit 3 to 5 others to also give.) Who/how/when to recruit? Stewardship Assure systems to thank, receipt and publicly acknowledge donors in-place. Make sure programs & initiatives well-conducted, resources properly used/accounted for and reports timely. Continuity of Effort Adequate resources for continuing FR effort in-place. Initially, mostly allocation of Board and Leadership TIME with some funds. Later, dedicated staff. Business Community ID sponsorship opportunities w/in organization. ID 10 or more prospective business donors & sponsors. Prep sponsorship “package.” Reach out to prospects. Educate on cause. Expose to give/sponsorship opportunities & make the “ask.” Clubs and Congregations Work with Board to ID 3 to 5 clubs, societies or congregations that might support group. Through “insiders” approach seeking opportunities to apply, present, preach or do whatever group asks those seeking its help to do. Individuals After giving, Board members solicit family and friends 1 on 1, parlor meeting or via email/US Mal. Those w/in community w/resources ID’d and solicited. Renew (year 2), Upgrade (year 3) Foundations (Major) Research. Find 3 to 5 viable prospects. Use relationships (if available) to seek discussion of opportunities to collaborate. If no relationship, approach via stated method. If invited, apply. Foundations (Small & Family) Via Board members and other friends, ID and approach 5 to 10 local small/family (low expectation) foundations seeking discussion. After invitation to apply, follow process