7. Essential Fundraising Individuals $199.07 76.5% Establishing and managing development best practices that lead to a culture of ongoing fundraising throughout the organization
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20. Individuals $199.07 76.5% Personal Communications Case statement; Brochures; Electronic media such as website, blog, emails, online fundraising; Direct mail; and Written thank you notes Verbal Communications Phone call; Personal visits; Donor events, luncheons, tours; Board meetings, staff meetings Communications
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27. Why Do We Have an Annual Campaign? (+) It is not just about the money. A successful annual fundraising campaign helps achieve the mission and strengthen the unique nature of the nonprofit organization.
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50. Campaign Organization Fundraising Counsel Board of Directors Executive Staff Steering Committee Campaign Treasurer General Chair Inner Family Chair Lead/Advance Gifts Pacesetting Gifts Major Gifts Community Gifts Prospect Committee Ad Hoc Other PR/ Special Events Speakers Bureau
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55. Sample Gift Chart - $3,000,000 Goal Number of Gifts Gift Range Total 1 $450,000 to $500,000 $500,000 3 $100,000 - $449,999 $800,000 - $1,250,000 6 $50,000 - $99,999 $1,100,000 - $1,850,000 12 $25,000 - $49,999 $1,400,000 - $2,450,000 25 $5,000 - $24,999 $1,525,000 - $3,075,000 Numerous $4,999 and below
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58. Generational Giving Great Generation (81 and older): More likely to give to religious purposes than members of the Boomer generation. Silent Generation (64 – 80): More likely to give in areas where the government does not provide. Baby Boomers (46-63): Interested in giving to efficient and effective organizations. Want to know how donations are spent. Gen X (45-29): Tend to favor international causes and education over arts and health. Millennials (28 and under): Motivated to give by desire to make the world a better place. Give to social causes and where there is an opportunity to volunteer.
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63. Fundraising Best Practices 10. All volunteers deserve : a written job description; proper orientation and training; staff encouragement and assistance; communication on an ongoing basis; and recognition. 11. When volunteers become closely involved by stopping by the campaign office and being updated on almost a daily basis, successful, fun and exciting campaigns happen!
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Hinweis der Redaktion
Our Philosophy. We believe that within every board of directors and throughout every staff, you have a wealth of expertise, knowledge, and skill that can be leveraged for the success of your campaign. A ‘True’ Consulting Model with “Cost” Consideration. Jeffrey Byrne & Associates conducts campaigns on a true consulting model, so you as the client are not locked in to a set contract period once you’ve succeeded in achieving your goal. By conducting campaigns on this model, we save our clients thousands of dollars. You pay only for those services and onsite days incurred. Our Track Record. We are proud of our 98% success rate in helping clients achieve the financial levels recommended in our Readiness Assessments SM . Staff. Our consultants are full-time staff and members of the Association of Fundraising Professionals (AFP). Experienced nonprofit administrators, we are sensitive to the issues of administration and management that arise during a capital campaign. And, we are trained in the most current fundraising techniques. Innovation. We don’t rest on past accomplishments, and we have not lost our edge. At Jeffrey Byrne & Associates, we continue to create tools to assist our clients in making the proper decisions prior to and during a capital campaign. Comprehensive. Jeffrey Byrne & Associates conducts the most comprehensive Community Readiness Assessments SM in the country. Upon completion of the assessment report, we not only recommend a goal, timing, and leadership, but we also recommend an approach which includes an organization plan, calendar, and flow chart. Priorities. We place the client first. We are firmly committed to meeting our clients’ needs above our own because we strongly believe that our clients’ success builds our reputation and our future. Community-Based Fundraising. Community-based fundraising is the cornerstone of JB&A success. It is deeply rooted in our heritage and often manifests itself in our work ethic. Community-based fundraising is more successful than other approaches because it is organized, structure and systemic – as well as flexible enough to accommodate the needs of your local community. Community-based fundraising simply recognizes that you, your membership and your neighbors will ultimately generate the investment to support the YMCA. JB&A will simply help you get there more quickly and easily.
Total giving = $307.65 billion. Decrease of 2.0 percent (-5.7 percent adjusted for inflation). First decline in giving since 1987, and only decline attributed to economic climate. The 1987 drop was related to tax-law change. Individuals remain the single most important source. Individuals + charitable bequests = 82 percent of total. Foundation grantmaking = 13 percent of the total. — About 45 percent of independent, community, and operating foundation giving is from family foundations. Individual + Bequest + Family Foundations = 88 percent. Corporate giving is an estimated 5 percent of the total. — Consistent with the trend of the past decade.
Religion remains the largest single recipient at 35 percent of total. After religion, next highest categories are: Education 13 percent Foundations 11 percent Human services 9 percent Estimates grounded in data submitted by organizations to national agencies. Revisions made when new data available. Unallocated includes gifts to government agencies, public schools (not public school foundations), or new charities; grants to international organizations; and differences in fiscal year.
Went down 2% and 5/7% adjusted for inflation… This is great considering most peoples stock portfolio’s went down Dow Jones 10,000 to 6,500… 40% pretty impressive. People continue to give.
Essential fundraising is a continuum. You must have best practices in place, be able to manage them in order to support actual fundraising solicitations.
Does your strategic plan include FINANCIAL DEVELOPMENT???? Upfront decision on whether or not you are - get notes from Jennifer.
Need a matrix of all development programs - …… Make
Conduct interviews with external constituencies; Coordinate with key staff and volunteers to translate your long-range plan to your annual development and marketing activities;
Value an outsider (consultant) brings to process. Making the plan work, not sitting on a shelf
Needed for capital, program, or unrelated line of business expansion. May be needed when go to bank, foundations or institutional funders. New trend, boomers may be asking for it.
Why did you get involved, what keeps you here today. JBA BRAND : Six Elements to a Successful Solicitation: # 1. See Your Prospect In Person . #2. Make Your Own Commitment First #3. Make and Appointment and Plan Your Approach #4. Go In Pairs $5. Know the Case and Be Able to Express It In Your Own Words commitment to the success of the campaign. #6. At the Visit – Relax and... Tell the campaign story. Ask for the gift/pledge by requesting a specific amount. Seek pledges , not cash gifts. Do not leave the pledge card: it is your “control factor.” If needed, return within seven days. Always say thank you.
Define resource leader – Have affluence, influence Willing to open doors for organization Resources (more than dollars) Time People Dollars May write key responsibilities on a flip chart as discussion of board responsibilities. While they may change for organization to organization, what are the key responsibilities that should always be present? Add responsibilities here Does your board have an orientation process? What is importance of such a process? Board mentoring – Board should be structured to have both new and seasoned members serving simultaneously. Succession planning.
Types of Cases - Campaign Annual campaign Programs Etc.
Can include discussion about an integrated fundraising approach designed to reach all generations. What experiences to you have related to electronic versus traditional communication?
Relationship building Know your community foundations and grantor Attend and participate in any opportunities to meet grantors Contact grantors prior to submission to discuss proposal and be sure it means guidelines Reconfirm deadlines Be sure you are submitting grant in correct area Why include board members in site visits Engages board in fundraising process without them having to directly ask for a gift Indicates to the funder that your board is behind the project Having three people together during the visit creates easier conversation flow Also provides an additional set of ears to what the funder is saying and an opportunity for someone else to ask questions.
Have an integrated approach. Work on all components of raising money. Branding is important here!
Administration needs to be thoughtful and prudent. The development office needs to be fully informed of how money is invested and/or used and able to communicate the process to donors. Talk about use of restricted gifts. A gift must be used for the purposes indicated by the donor Develop a plan to communicate with donors in between solicitations. How often?
Develop a procedures manual so that the person in charge of updates should leave the organization, new staff can immediately begin “garbage in, garbage out!”
Is your tool box set up? Are you set up to use these tools? Are you using these tools? Stale websites and blogs are problematic. Are you using mission and telling stories on these tools for effective fundraising? Successful organizations using social media – Boy Scouts of American with centenial, American Red Cross featured in NonProfit Times in using mobile phone fundraising, Obama campaign, Animal Haven.
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