Fundraising 101

How to improve your luck!!??

August 1, 2007

Introductions and Expectations Deborah Stanley, CFRE – President, The

NonProfit Resource Group 15 years corporate sales and marketing in

technology industry 7 years in the non-profit sector including

development, executive management and volunteer support

“around the table”

August 1, 2007

August 1, 2007

Introduction

August 1, 2007

First things first…..

Who are you?? Mission Statement Why do you exist?

The “case” for support!

August 1, 2007

Determining the “plan”

Do you receive fees or contract funds? Dues or other?

Where do your contributions come from – individual, corporate, foundation, organizations, events, United Way?

Percents? History? Analysis? How do you figure this out??

August 1, 2007

Creating a fundraising plan

1. How much do you need to raise?

2. Where is it going to come from? Identify key donors in all areas Track and evaluate new prospective donors.

Make a goal of how many to add each month, year

3. Select and budget for the appropriate activities to reach all types of donors

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The breakdown

EventsGrantsInd/ Corp/ Org

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Events

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Some ideas

$20 story Comedy Incorporated Non-events Raffles

A word about auctions!!

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Fundraiser versus Friendraiser

25%

20%

55%

EventsGrantsInd/ Corp/ Org

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The 55%

Analyze your current database

The issue…..Restricted versus unrestricted gifts

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The 55%

Tools Direct Mail – Annual Campaign Major Gift program

The Nifty 50 Newsletters and other communication tools Face to face ASK!!

Tracking Performance

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Grants

“There is so much grant funding out there that no one applies for….”

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Finally – Grants!

Develop a simple template Introduction – who are you and why are you

qualified? Problem statement Program Objectives Methods Evaluation Other sources of funding Budget

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Tracking Success

Goal = $20K in grant funding

Average win rate: 27%

Average grant $: $2500

To reach our goal….

We need to have $65,000 in pending grant dollars.

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Filling the pipeline

Identify the right funders Guidestar Foundation Center Grantmanship Center San Diego Foundation

Look at 990s to identify normal grant amount

Monthly goal = 3 grants per month for a total of $10,000 (more or less)

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Sample Foundation Center FunderAbel-Weatherwax Foundation

c/o Merrill Lynch Trust Co.P.O. Box 1525, MSC 06-03Pennington, NJ 08534-1525Donor(s): Scott A. Weatherwax.Type of grantmaker: Independent foundation.Background: Established in 2000 in WA.Fields of interest: Community development.Geographic focus: WashingtonLimitations: Applications not accepted. Giving primarily in Aberdeen, WA. No grants to individuals.Application information: Contributes only to pre-selected organizations.Officer: Scott A. Weatherwax, Pres.Financial data: (yr. ended 08/31/04): Assets, $2,352,538 (M); expenditures, $116,386; total giving, $94,000; qualifyingdistributions, $95,861; giving activities include $94,000 for 2 grants (high: $54,000; low: $40,000).EIN: 912146653Last updated: 10/10/2005

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Conclusion

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The plan for the Amazing Agency Write 2 -3 grants per month Host 2 events per year Meet with 3 – 5 donors per month –

requesting $5k - $10K total each month Send two newsletters and three email blasts

for cultivation Hold a donor appreciation event each year as

the annual campaign kickoff.