PHILANTHRO OURISM…nonprofitconferences.org/resourcelibrary/RESOURCE-Philan...Fundraiser," continues to transform nonprofit executives tasked with the raising of money in a tumultuous

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PHILANTHROTOURISM…

“Away from the normal routines, life takes on a different hue. On the ocean, the air is fresher, the sky is brighter. In the desert, water means something and so do our friends. In the mountains, nature quiets us, we hear each other. Absent the tyranny of the mundane we are who we really are. Goals focus. Objectives sharpen. We find our common calling and we realize our shared purposes when we get away together.

You see, the river of philanthropy is deep & wide and there will always be generous people who will amply support your great dream backed by a sound plan when…

…THEY FALL IN LOVE AND BECOME MEANINGFULLY INVOLVED WITH YOUR ORGANIZATION”


REALIZING A SHARED DREAM… …BY SEEING THE WORLD TOGETHER


…is a seamlessly

integrated combination

of donor development

and recreational travel

providing nonprofits and

their supports superior

relationship building

experiences.


…cultivates new levels of

intimacy with benefactors

resulting in greater

awareness of organizational

purpose, deeper involvement

in agency mission,

and increased personal

financial investment.

PHILANTHROTOURISM… …generates revenues

for nonprofits through new

donor acquisition, special

event proceeds and major

gift income.


WHAT IS A PHILANTHROTOUR? A PhilanthroTour is a uniquely creative travel excursion that highlights a nonprofit’s mission and compelling case for support. The purpose of a PhilanthroTour is three-fold. First, it creatively attracts “PROSPECTS WITH WEALTH & INFLUENCE” to learn about your mission. Second, it meaningfully involves “PROSPECTS WITH WEALTH & INFLUENCE” to participate at a higher financial level with your organization. Finally, when a PhilanthroTour is executed properly the “right” new friends take a step into your nonprofit universe and become:

a. Board Members b. Committee Members c. Campaign Cabinet Members d. Campaign Visitors e. Foundation Givers f. Corporate Underwriters g. Major Donors h. Legacy Givers i. Local Church Advocates j. Performance Volunteers k. Event Table Hosts l. Advisory Council Members m. Board of Reference Members n. …and much more

Organizations who host PhilanthroTours distinguish themselves within the charitable marketplace. Remember, a prospective donor’s time is valuable and you’re competing with other nonprofits for their heart and mind. The amount of energy an agency places in the creativity of hosting a PhilanthroTour raises the level of visibility of their mission and gets above the noise of the marketplace competing for philanthropic dollars. Quite often a PhilanthroTour generates a first point of contact with the future “Champions” your organization needs to realize your mission in ways you never thought possible. Here’s the rub…the diligent work invested in hosting a successful PhilanthroTour is only as a valuable as the time your nonprofit invests in introducing your compelling case for support during the excursion. One of the most important moments during this creative get-a-way will be the way in which you introduce your mission, project, and its associated dollar amount. Your “case” must be presented in a manner way that considers your travel partner’s goals and desires above the needs of the nonprofit. Remember…money “chases after ideas” and there will always be generous people who will amply support your great dream when it’s backed by a sound plan.


1. LIST BUILDING: If you’re going to ensure that you have the right people on your PhilanthrTour then you must discover the three resources at your disposal that provide you the names and addresses of the individuals in the community who can make major philanthropic investments.

a. INTERNAL LISTS: a. INTERNAL LISTS: Don’t prejudge your own internal mailing list. Unless properly researched you don’t know the personal net worth and capabilities of the existing friends and family members who already know of your organization or may have even given a gift. Internal potential is determined by uploading your mailing list to DonorScope.com appending publically known information to receive an overlay of their personal holdings, giving history, and large gift potential.

DONORSCOPE MINING RECORD SAMPLE PROVIDED AFTER UPLOAD:


b. SECURED LISTS: When visiting DonorScope.com you will be provided a count for the number of households in a radius of a zip code select of your choosing who possess a net worth of $800,000 or more (or an increased net worth amount of your own choosing) who’ve indicated they give charitable gifts. DonorScope also enables users to download the names and complete contact information of every prospect identified in an excel spreadsheet format. Here’s an example of count returns from DonorScope.com:

c. ORIGINATED LISTS: The most important task in identifying community leaders of influence is to perform online research and secure as comprehensive a list as possible of the publically known altruists, philanthropists, political leaders, and volunteers who invest their time and resources in the charitable sector. This is accomplished by visiting websites, downloading annual reports, finding donor club/society lists, and reviewing board member rosters. In each case record the first and last name and then cross reference this information against both your rented lists and internal file. If an address record isn’t located then use Google, internet White Pages, and other online resources to secure complete contact information. When done properly, addresses can be located for as many as 75% of the initial names identified. Here are a few of the following resources that should be explored to produce an originated list:

a. Chamber of Commerce Membership b. Bankers Association Membership Roster c. Women In Philanthropy d. Hospital Foundation's Annual Report e. Community Foundation's Annual Report f. Museum Foundation's Annual Report

Compiling these lists and then de-duplicating them against each other provides you a file that allows you to produce an individual plan of care that properly invites the “right” prospects to join your PhilanthroTour.

St. Augustine - CITY NET WORTH $800,000+ COUNT: 2,228

St. Augustine - CITY NET WORTH $1.2 Million+ COUNT: 1437

St. Augustine - 60 MILE NET WORTH $800,000+ COUNT: 35,827

St. Augustine - 60 MILE NET WORTH $1.2Million+ COUNT: 24,706

g. United Way's Toqueville List h. United Way's Young Philanthropists List i. Board Member Lists of Local Nonprofits j. Donor Lists of Local Nonprofits k. Rotarian List l. …and much much more


MONETIZING YOUR PHILANTHROTOUR:

Remember, you just had a big win. Now it’s time to secure the 5, 6, & 7 figure gift. First, create individual plans of care consisting of multiple points of contact that further increase involvement from new and existing supporters who’ve been inspired by your “Case for Support”. Second, build new relationships with the individuals of gravity, wealth, and influence who met you for the first time on the Tour. Finally, “earn the right” to ask for the big gift.

YOU CAN DO THIS Fundraising is simply...

…finding a need and meeting it …making a promise and keeping it


AUTHORS – PHILANTHROTOURISM

James P. LaRose, CFRE, CNC - Founder - James P. LaRose Companies Phone: (803)808-5084 Email: [email protected]

James P. LaRose, CFRE, CNC known around the world as “Jimmy LaRose the Fundraiser's Fundraiser," continues to transform nonprofit executives tasked with the raising of money in a tumultuous 21st Century economy. His passion for the nonprofit sector is without bounds and his love for the leaders who serve is unparalleled. His heroes are those men and women of the

charitable world who lay down their lives daily for the hurting and the hopeless. He’s spent the last twenty years supporting nonprofit sector executives, volunteers, staff and board members across six continents who spend themselves in service to others. Jimmy is fond of sharing with professionals that, "Money chases after ideas, and there will always be generous people who will amply support a great dream backed by a sound plan." Jimmy is the founder of the National Development Institute, Development Systems International and ProPlatforms.com. He is the author of the internationally recognized fundraising series MAJOR GIFTS RAMP-UP and is the designer of the MAJOR GIFTS RAMP-UP CLOUD, a

complete back-office for nonprofit executives. Jimmy led the design team that established Certified Nonprofit Consultant (CNC), a credentialing process that supports nonprofit executives committed to sharing their management experience with their peers. He is the co-founder of the CauseCause.com platform, an online social media community network that supports citizens of the world committed to advancing the common good. He is the co-founder of DonorScope.com, a web-based research portal that identifies philanthropists, altruists, and leaders and their capacity to give to causes for which they personally care. Jimmy has been credentialed by the National Development Institute as a Certified Nonprofit Consultant (CNC) and holds the Certified Fund Raising Executive (CFRE) certification. He is the founding President of the Western Maryland Chapter of the Association of Fundraising Professionals (AFP) and is a graduate of AFP's Faculty Training Academy (FTA) and has been named by the AFP as a “Subject Matter

Expert” on the raising of money. Jimmy has also served as a specialist with the U.S. State Department's Speakers Bureau and has traveled the world working with embassies, foreign governments, and leaders to promote philanthropy and civil society in developing countries. He is a graduate of Indiana University's Executive Leadership Program, Indianapolis, IN, the National Planned Giving Institute, Memphis, TN, Tennessee Temple University, Chattanooga, TN and the Word of Life Bible Institute, Schroon Lake, NY. Rev. LaRose was ordained as minister of the gospel by the Ecumenical Church of Christ in 2010 to further support his service to the hurting and the hopeless around the world. Jimmy and his wife Dianne make their home in Columbia, SC and are blessed with three children and three grandchildren.


Honnie Korngold – Founder – Travel With Spirit Television Phone: 714-442-9999 Email: [email protected]

Honnie Korngold has nearly 20 years experience developing highly successful travel programs for Christian ministries and the travel industry. Honnie has been recognized by national media for her innovative approach to Christian events and faith-based travel programs, and has been featured in TIME Magazine, USA Today, The CBS Early Show, Los Angeles Times, Travel Weekly,

and TBN’s JCTV. Honnie is the Executive Producer and Host of Travel with Spirit®, a half hour television program airing on FamilyNet, American Life Network, Sky Angel, American Family Channel, R&R Network and NRB Network. Honnie also serves as the Editor-in-Chief of Travel with Spirit® Magazine. As Director with the Conference Ministry of Campus Crusade for Christ for nearly 10 years, Honnie was involved in marketing, developing, and overseeing nearly 6,000 Christian events. She has authored articles and lectured on the topics of faith-based travel and events. Her strategic approach to building a business is

reflected in her work as founder and President of Christian Travel Finder, a unique and innovative California-based travel company specializing in cruises, tours and travel events.

ADDITIONAL ONLINE FUNDRAISING RESOURCES:

www.JimmyLaRose.com www.MajorGiftsRampUp.com www.ConsultingCertification.org www.NonprofitConferences.org www.DonorScope.com www.Development.net www.PAXglobal.com www.eMediaFundraising.com www.FundraisingFarmer.com www.twitter.com/jimmylarose www.facebook.com/nonprofitdevelopment

P.O Box 2675 - Columbia, SC 29202 Voice: 803-808-5084

Fax: 803-808-0537 [email protected]

[email protected] www.PhilanthroTourism.com

mailto:[email protected]

http://www.jimmylarose.com/

http://www.majorgiftsrampup.com/

http://www.consultingcertification.org/

http://www.nonprofitconferences.org/

http://www.donorscope.com/

http://www.development.net/

http://www.paxglobal.com/

http://www.emediafundraising.com/

http://www.fundraisingfarmer.com/

http://www.twitter.com/jimmylarose

http://www.facebook.com/nonprofitdevelopment



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PHILANTHRO OURISM…nonprofitconferences.org/resourcelibrary/RESOURCE-Philan...Fundraiser," continues to transform nonprofit executives tasked with the raising of money in a tumultuous