Lisa Hoffman, Nonprofit Consultant
Whether your organization is new to individual fundraising, or has an established program, you will learn tactics and techniques critical to success in this interactive workshop. Lisa will approach the topic from a continuum perspective, beginning with finding new donors, and concluding with exquisite stewardship once they have given."
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Jump Start Your Individual Giving
1. Jumpstart Your Individual Giving!
2013 Non-Profit Boot Camp
LISA HOFFMAN • COACH •
CONSULTANT
October 10, 2013, 1:40 PM-2:55 PM
2. Jumpstart Your Individual Giving!
What are your expectations?
Lisa Hoffman Coach Consultant
www.lisahoffman.net
3. Jumpstart Your Individual Giving!
Our time together…
The “new normal…”
Our strategic lens
Key individual giving tactics
Your questions!
Lisa Hoffman Coach Consultant
www.lisahoffman.net
4. What is the New Normal?
Focused giving: fewer organizations, larger gifts…
Impact: “We do good work” not good enough…
Work smart: “99%” works harder to raise money…
Lisa Hoffman Coach Consultant
www.lisahoffman.net
5. What is the New Normal?
Real engagement: Generations X – Y – Millennials…
Social networking!
Lisa Hoffman Coach Consultant
www.lisahoffman.net
6. What does that mean for success?
Move from:
Fundraising to fund development
Organizational to donor-centered
Separate tactics to relationship continuum
Lisa Hoffman Coach Consultant
www.lisahoffman.net
7. What is the donor relationship continuum?
Integrated activities that create/deepen
relationships with donors:
Lisa Hoffman Coach Consultant
www.lisahoffman.net
8. What is the donor relationship continuum?
Identify: find new potential donors at every level
Cultivate:
individualized relationships with potential major donors
steady communication with community donors
Acquire: successful ask!
Steward: take exquisite care of donor relationships
Lisa Hoffman Coach Consultant
www.lisahoffman.net
9. Identify!
Board, staff – culture of giving
Website
Social networking
Events
What else?
Lisa Hoffman Coach Consultant
www.lisahoffman.net
14. Steward!
What is the best way to insure a donors next gift?
Thank them exquisitely, multiple times!
Lisa Hoffman Coach Consultant
www.lisahoffman.net
15. Steward!
Major donors:
Personal thank you letter
Handwritten note
Phone call
Thank you event/activity
What else?
Lisa Hoffman Coach Consultant
www.lisahoffman.net
16. Steward!
Community donors:
Thank you letter
Email describing impact of community support
Annual or semiannual phonathon
Community appreciation event
What else?
Lisa Hoffman Coach Consultant
www.lisahoffman.net
17. Steward!
Why is stewardship critical?
Remember new normal: focused giving
Easier, less expensive to retain donors
Continuing donors more likely to upgrade
What else?
Lisa Hoffman Coach Consultant
www.lisahoffman.net
18. Jumpstart Your Individual Giving!
What happens next?
Continuum continues…
Lisa Hoffman Coach Consultant
www.lisahoffman.net
19. Jumpstart Your Individual Giving!
Bibliography
Books
Achieving Excellence in Fund Raising, Henry Rosso; including planned giving, endowment and
more.
Beyond Fundraising, Kay Sprinkel Grace; Inspirational and practical guide on moving from fund
raising to fund development.
The Board Building Cycle, www.Boardsource.org; Everything an organization needs to recruit
and orient board members effectively with clear expectations.
Fund Raising for Social Change, Kim Klein; From grassroots to major gifts, a practical and
accessible roadmap to effective fund development.
The Networked Nonprofit, Beth Kanter and Allison Fine; A fascinating and pragmatic look the
many opportunities offered by engaging in an interconnected web of networks, including how to
create and skillfully navigate such a web
What else?
Lisa Hoffman Coach Consultant
www.lisahoffman.net
20. Jumpstart Your Individual Giving!
Bibliography
Websites/Blogs/E-newsletters
Beth's Blog, Beth Kanter; http://www.bethkanter.org/welcome/; Everything you need to know
about social networking and nonprofits.
TechSoup; http://home.techsoup.org/pages/default.aspx; Resources for every aspect of
technology and e-communications.
Thelar Pekar and Associates; http://www.thalerpekar.com/client_case.php; Smart tools for
messaging and communications featured on this website.
Mal Warwick and Associates; http://www.malwarwick.com/; Sign-up for the free newsletter
and review back issues for a wealth of information and examples on every aspect of direct
marketing and communications, particularly e-strategies, e-mail samples and tactics and
more.
What else?
Lisa Hoffman Coach Consultant
www.lisahoffman.net
21. Jumpstart Your Individual Giving!
What are your key takeaways?
Lisa Hoffman Coach Consultant
www.lisahoffman.net