Fundraising Strategies For EWB-Chapters

What We Plan to Cover

• Developing a Case for Support

• EWB-USA Funding Guidelines

• EWB-USA Grant Cycle

• Finding Other Funding Sources

Develop Your Case for Support

Case for Support

So what is a case for support?

In its most basic form, it is a philanthropic investment prospectus: a simple, typed document which states, in clear language, what your chapter hopes to accomplish with the funds to be raised.

Case for Support

Prepare the case statement

• What is the problem or social need that is central to your chapter's concern? Why do you exist?

• What special service, or programs, do you offer to respond to these human needs?

• Who should support your organization?

• Why should any individual or corporation offer gift support?

512 Example for Case

You’ve Got' a have a Plan

Failing to plan is planning to fail!

EWB-USA Funding Guidelines

EWB-USA National maintains a certain amount of funding for Chapters in the form of grants. Grant invitations are only advertised through the EWB-USA e-newsletter and through other email communications with Chapters.

Recipient Chapters are responsible for providing reports, budgets, pictures, 512 form, or other requested information to EWB-USA National.

EWB-USA Grant Cycle

Spring Cycle Fall CycleAnnouncement February/March August/September

Application Submission Deadline

March 31 September 30

Applicants Notified April 27 October 27

Report Submission Deadline September 15* February 15*

NOTE: All Dates are subject to change. Check www.ewb-usa.org for official dates.* Report Submission Deadlines are subject to specific grant funding requirements.

Finding Other Funding Sources

Our StoryEWB-USA Grants Policy

Before submitting a grant or other funding proposal to any current EWB-USA Sponsor, National or international company or foundation must first obtain approval from the EWB-USA Development Coordinator.

Our StoryEWB-USA Grants PolicyIn the event of a funding award, payment must be made to EWB-USA and sent to the EWB-USA office.

All funds received from grants using EWB-USA financials, tax identification number (including IRS Form 990) or EWB-USA’s 501(c)3 status must be handled by EWB-USA’s central office exclusively. EWB-USA will deduct 5% of the funding for administrative purposes. The amount of requested funds should take this fee into account.

Since EWB-USA will receive the funding, all expenditures made under the grants must be submitted to EWB-USA’s central office using the EWB-USA Expense Report along with all appropriate receipts and invoices. Expenditures will then be reimbursed by EWB-USA.

Our Story

Subheading

Corporate & Individual Solicitation

LAI Principle (Donor Acquisition)

LinkageAbility

Interest

Treat each corporate prospect as an individual, matching interests with your chapter’s needs.

• Linkages: Identify the linkages between your chapter and key executives, employees, stockholders, etc. Are you a customer of the corporation?

• Ability: Collect data on the corporation’s ability to give and history of giving.

• Interest: Where has the corporation’s ability to give and history of giving been directed? Is there any indication of a shift or change in interests?

Our Story

Subheading

Prospect Rating

LINKAGE & INTEREST KEY: 1= Strong; 2= Moderate; 3= Neutral; 4= Low; 5= None

ABILITY RANGE KEY: A= $100-$1,000; B= $1,000-$2,000; C= $2,000-$5,000; D= $5,000-$10,000; E= >$10,000

LIKELIHOOD KEY: 1= Very Likely; 2= Somewhat Likely; 3= Possibility, but Likelihood Unknown; 4= Haven’t a Clue!

PROSPECT NAME BEST CONTACT PERSON LINKAGE INTEREST ABILITY LIKELIHOOD

1 1 2 3 4 5 1 2 3 4 5 A B C D E 1 2 3 4

2 1 2 3 4 5 1 2 3 4 5 A B C D E 1 2 3 4

3 1 2 3 4 5 1 2 3 4 5 A B C D E 1 2 3 4

4 1 2 3 4 5 1 2 3 4 5 A B C D E 1 2 3 4

5 1 2 3 4 5 1 2 3 4 5 A B C D E 1 2 3 4

6 1 2 3 4 5 1 2 3 4 5 A B C D E 1 2 3 4

7 1 2 3 4 5 1 2 3 4 5 A B C D E 1 2 3 4

8 1 2 3 4 5 1 2 3 4 5 A B C D E 1 2 3 4

9 1 2 3 4 5 1 2 3 4 5 A B C D E 1 2 3 4

10 1 2 3 4 5 1 2 3 4 5 A B C D E 1 2 3 4

Our StorySoliciting for a GiftSolicitation Techniques by Effectiveness:

1. Personal: face –to-face• Team of two• One person

2. Personal letter (on personal stationery)• With telephone follow up• Without telephone follow up

3. Personal telephone• With letter follow up• Without letter follow up

4. Personalized letter

Our StorySoliciting for a GiftSolicitation Techniques by Effectiveness: cont’d

5. Impersonal letter (direct mail)

6. Impersonal telephone (phonathon/telemarketing)

7. Fundraising benefit (special event)

8. Door-to-door

9. Media (advertising)

Donor Information SheetSubmitted by NAMETITLECHAPTER NAMEPHONE NUMBEREMAIL ADDRESS

FIRST LAST CHECK PURPOSENAME NAME ADDRESS CITY STATE ZIP AMOUNT DATE ie CHAPTER/PROJECT

12345678910111213141516171819202122232425TOTAL ON THIS PAGE $0.00

Fundraising Techniques

Our Story

Subheading

Corporations as Donors

1. It is important to remember that each corporation is a separate donor requiring a separate approach. Treat a corporate donor as you would other types of donors: approach with a solid case, ask for the right amount, thank, inform, and cultivate them for subsequent gifts. 2. Additionally, remember that giving is often based on personal relationships. Get to know the corporation’s local representatives as well as the corporate gifts officer. Many corporate giving programs include and rely on the opinions and views of local representatives.

Our Story

Subheading

Tips for Raising Money from Corporations

• Research the Corporation

• Show the Benefit to the Corporation

• Demonstrate Credibility

• Focus on Building a Relationship

• If You’re Cutting Edge or Controversial, You May Have to Work Harder

Our Story

Subheading

Tips for Raising Money from Corporations

• Be Aware of Market Factors

• Don’t Request Money from Everyone

• Personalize Correspondence

• Be Persistent

• Rally Support from Many Allies

In a grant request we look for:

• Relevance to our Mission

• Sustainability

• Clarity

Corporate Perspective

First Data Western Union Foundation share some of their criteria for a well-crafted grant request and a well-built relationship.

In a grantee/grantor relationship, we strive for:

• Realism

• Creativity

• Integrity

Corporate Perspective

First Data Western Union Foundation

Think Big

"This next number is for all you philanthropists out there."

Thank, Thank, Thank

University Resources

Remember: Your chapter is a MAJOR asset to your university!

• Sororities, fraternities, student clubs (service clubs) and the Alumni association

• On-campus fundraising: (t-shirts/apparel, around sporting events)

• Offices that may provide direct support: Chancellor’s office, study abroad programs, engineering and PR dept. (corporate/foundations officer)

Rotary Clubs

Rotary International and Clean Water

Contact EWB-USA Rotary Coordinator:Doug Frisbie at ROTARY@ewb-usa.org

Rotary has provided $500,000+ for EWB-USA projects

Fiscal Calendar Starting July 1: Apply ASAP thereafter Note: Rotary only funds materials, NOT travel or logistics

Social Media

Social What?

A quick introduction to the more popular social networks

Popularity of Social Networks with Nonprofits

Community Size

0

1000

2000

3000

4000

5000

6000

Facebook Myspace Twitter Youtube

5391

1905

291 268

Micro-Donations on Twitter

Campaign Ran form Dec 16-25, 2008

Fundraising on Facebook & MySpace

What does Social Media Cost?

Social media offers numerous benefits to:• Fundraising• Volunteering• Events• Advocacy• Service Delivery

HIDDEN COSTS• TIME AND RESOURCES

REQUIREMENTS• COMMITMENT BY ORGANIZATION

Take Away!

Online Fundraising with Social Media requires • Complete commitment from your organization• Content…lots and lots of content• Authenticity and transparency• Engagement

Its all about the conversations

When all else Fails!

EWB-USA National Office Resources – Take

advantage!Art Enns, Development DirectorArt.enns@ewb-usa.org ; 720-204-3193Manages all development activity

Ella Levy, Development CoordinatorElla.levy@ewb-usa.org ; 720-204-3221Supports and coordinates all development areas, including grants, corporate sponsorship and individual donations

Doug Frisbie, Rotary CoordinatorDoug.frisbie@ewb-usa.org ; 720-204-3203Helps to connect EWB-USA chapters with Rotary clubs

Jenny Starkey, Public Relations & Events ManagerJenny.starkey@ewb-usa.org; 720-204-3208Handles all PR and media relations requests and initiatives

A non-profit volunteer humanitarian organization.A non-profit volunteer humanitarian organization.