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www.venture-asia.org Venture for Fund Raising Teaching the Joy of Giving May 16, 2008 Mayan G. Quebral

Teaching the Joy of Giving

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In the Philippines, non-profit organizations have been seeking for ways to raise funds in these dire economic times. Professional Mayan Quebral tells you how in this powerpoint presentation.

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Page 1: Teaching the Joy of Giving

www.venture-asia.org

Venture for Fund RaisingTeaching the Joy of Giving

May 16, 2008

Mayan G. Quebral

Page 2: Teaching the Joy of Giving

www.venture-asia.org

We are all about…

Teaching the joy of giving

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Venture for Fund Raising

VISIONA community that celebrates the joy of giving and ensures a bountiful and sustainable world

MISSION

To provide consulting, public

information, research, and training assistance to individuals and organizations so that they can raise and give resources to fulfill their missions

The only one of its kind in

Asia!

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Venture Partners

Consulting� ASEAN Foundation� Ayala Foundation� CBN Asia� Far East Broadcasting Corporation

� Haribon Foundation� Habitat for Humanity� International Institute of Rural Reconstruction

� Miriam College� Victory Leadership Institute� St. Paul University QC� The Asia Foundation

Training� Cordaid Partners � British Council� International Development Research Centre sponsored environmental research groups and developmental research organizations

� The Nature Conservancy� Partners of the Ford Foundation, Synergeia

� Pfizer & The Asia Foundation sponsored Patient Groups

� Philippine National Red Cross� Voluntary Service Overseas

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Research Publications

2001 & 2003

Survey on Giving

Investing in Ourselves: Giving & Fund Raising in Asia

The Fund Raiser’s Guideto Fund Raising

Fund Raising inthe Philippines

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Survey on Giving 2001

Is there really a giving public? Who are they? To whom do they give and how much?

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Survey on Giving 2003

How do you as a non-profit effectively get through to the Filipino giver?

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Why Do Filipinos Give?

Informs UseGenuine MotiveInforms Use5

Good ReputationHas ProgramGood Reputation4

Cause I LikeInforms UseCause I Like3

Genuine MotiveGood ReputationHas Program2

Has ProgramCause I LikeGenuine Motive1

GovernmentPrivateChurchRank

* Based on survey commissioned by Venture for Fund Raising, April 15 – May 21, 2003 in partnership with NFO Trends

In the Philippines...

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Who do they give to? (ever)

9%11%20%19%14%Government

42%34%56%52%45%Private

1%8%3%7%5%Not Give

96%90%89%80%89%Church

MatureYummies

YuppiesCollegeTotal

In the Philippines...

* Based on survey commissioned by Venture for Fund Raising, April 15 – May 21, 2003 in partnership with NFO Trends

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Are we starting to lose them?

5%Not Give

14%Gov’t

45%Private

89%Church

Total Ever

7%

6%

36%

86%

Total 12mos

In the Philippines...

* Based on survey commissioned by Venture for Fund Raising, April 15 – May 21, 2003 in partnership with NFO Trends

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Top Causes Supported

Youth91%

Health & Nutrition91%

Elderly & Disabled92%

Education92%

Children94%

TotalRanking

* Based on survey commissioned by Venture for Fund Raising, April 15 – May 21, 2003 in partnership with NFO Trends

In the Philippines...

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Survey on Giving 2003: A Closer Look at Giving in

Metro Manila

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Are Filipinos too poor to give?

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Ever Given

1%8%3%7%5%Not

Give

99%92%97%93%95%Give

MatureYumYupCollegeTotal

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Incidence of giving in the past 12 months

3%10%4%10%7%Not

Give

97%90%96%90%93%Give

MatureYumYupCollegeTotal

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People give! Well over 90% of them

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Who do they give to? (ever)

88%84%83%74%83%Church

9%10%15%18%13%Government

34%26%38%43%35%Non-profit

MatureYumYupCollegeTotal

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Who they gave to in the past 12 months?

86%81%82%70%80%Church

9%10%15%18%13%Government

33%26%37%40%34%Non-profit

MatureYumYupCollegeTotal

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How often do Filipinos give?

16%16%13%10%13%Quarterly

9%5%6%3%6%2x/year

22%16%28%29%24%Annually

22%21%31%29%26%Monthly

13%11%0%10%8%Weekly

MatureYumYupCollegeTotalNON-PROFIT

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How often do Filipinos give?

4%4%6%1%4%Quarterly

2%0%3%1%2%2x/year

10%8%4%3%7%Annually

30%31%23%30%29%Monthly

53%53%59%61%56%Weekly

MatureYumYupCollegeTotalCHURCH

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How often do Filipinos give?

29%0%0%0%8%Quarterly

0%0%33%0%6%2x/year

14%57%33%10%27%Annually

14%14%0%60%25%Monthly

14%0%0%30%13%Weekly

MatureYumYupCollegeTotalGOV’T

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People give to the church more often, weekly or monthly. They prefer giving monthly or annually to non-profits and

to the government.

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How much do they give?

P1,020.00Mature

P1,168.10Yummies

P664.70Yuppies

P384.20College

Peso ValueEach time

265

304

173

100

Index

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The married and mature tend to give more, more than double that

of the single people.

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How much do they give?

121

151

69

67

100

Index

P567.80

P707.20

P325.30

P316.00

P468.00

Peso Value

Non-profit

P246.30

P307.50

P192.00

P30.00

P188.50

Peso Value

Government

131

163

102

16

100

Index

146

108

104

27

100

Index

P205.90

P153.40

P147.40

P38.20

P141.30

Peso Value

Church

Mature

Yummies

Yuppies

College

Average

* Based on survey commissioned by Venture for Fund Raising, April 15 – May 21, 2003 in partnership with TNS Trends

2003 survey says…

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Non-profit sector receives the highest amounts, more than triple of the

church or more than double than that of the government.

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However, we must remember that giving to the church is more consistent and regular.

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For the non-profit organization a good target to ask for is P150 monthly or P1,200 annually.

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Top causes

Youth91%

Health & Nutrition91%

Elderly & Disabled92%

Education92%

Children 94%

TotalRanking

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Top Causes Supported

66%

77%

81%

82%

76%

87%

93%

96%

92%

92%

95%

Yummies

66%

68%

72%

75%

75%

84%

88%

89%

91%

91%

94%

College

Indigenous People

Rural Development

Poverty Housing

Employment/Livelihood/ Microfinance

Environment/Endangered Species

Women’s Welfare

Youth

Basic Education

Health & Nutrition

Elderly & Disabled

Child Welfare

Cause

72%

74%

79%

80%

74%

81%

89%

92%

89%

91%

92%

Yuppies

65%

75%

76%

86%

73%

91%

81%

90%

93%

95%

Mature

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How do they perceive me?

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Top 5 Attributes to Giving

1. Informs donors where funds are being used

2. Has a genuine motive to serve

3. Has interesting programs

4. Supports a religious cause; and

5. Has a good reputation and

Promotes a cause

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How Filipinos Perceive the…

5

4

3

2

1

GovernmentNon-profit ChurchRank

Informs Use

Genuine Motive

Informs Use Has Religious Cause

Has Program

Good Reputation Cause I Believe In

Informs Use Has Religious Cause

Genuine Motive

Good Reputation

Has Program Has Program

Help the Needy Help Themselves

Genuine Motive

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What have we learned?

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�People give! Well over 93% of them.

�There seems to be a downward trend to giving, I.e. giving in the past 12 months is lower than ‘having ever given’

�People give to the Church more often, weekly or monthly. While they prefer giving monthly or annually to private and government.

What Have We Learned?

2003 survey says…

Do Filipinos give? How often?

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�The married and mature tend to give more, almost double that of the single people.

�Private NGOs receives the highest amounts, more than double of the Church or Government.

�However, we must remember that giving to the Church is more consistent and regular.

�For private organizations a good target to ask for is P150 monthly or P1,200 annually.

Who gives to what? How much?

2003 survey says…

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How do the different types give?

�Of those who give without being asked, most of them give to the Church, most are carefree givers. If people give because they are asked, around half of them are cautious givers (even with the Church).

2003 survey says…

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Involved GiverInvolved GiverInvolved Giver

MOST

INVOLVED

MOSTMOST

INVOLVEDINVOLVEDLEAST

INVOLVED

LEASTLEAST

INVOLVEDINVOLVED

ProspectProspectProspect UncommittedUncommittedUncommitted WantingWantingWanting

Levels of Involvement

All aware of NGOs/private organizations (PO’s)

Almost all gave to POs in the past 12 months

Skewed to Connected & Cautious Givers

All preferers for POs

Skewed to Yuppies

ABC+

Affiliated with church, homeowners, alumni organizations

All aware of POs

1 in 3 gave to POs in the past 12 months

Skewed to Cautious Givers

3 in 4 prefer POs

Skewed to AB

Affiliated with church organizations

4 in 5 aware of POs

1 in 5 gave to POs in the past 12 months

Skewed to Casual & Carefree Givers

1 in 5 preferrers for POs

Skewed to College Students

Proportionate economic class

No dominant org affiliation

1 in 5 aware of POs

None gave to POs in the past 12 months

Not prefer POs

Skewed to Yummiesand Mature

More broad C

No affiliation with any organization

18% 20%29%33%

2003 survey says…

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What Works? Total MarketHouse-to-house

solicitation

Second collection

at the church

Coin cans/

collection boxes

Solicitation letterFund raising

events

0

10

20

30

40

50

60

70

80

90

100

0 10 20 30 40 50 60 70 80 90 100

Donation through the

internet

Telephone/text pledges

Payroll deduction Solicitation by

relatives/

friends for an org

Solicitation in

public placesResponding to ads or

appeals thru media

Walk-in donationBuying products

for a cause

More frequently used & high success rateLess frequently used & high success rate

Less frequently used & low success rate More frequently used & low success rate

In the Philippines...

* Based on survey commissioned by Venture for Fund Raising, April 15 – May 21, 2003 in partnership with NFO Trends

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The First Nationwide Survey on Giving 2006!

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Possible Donors

�Bilateral Agencies

�Multilateral Agencies

�Foundations

�Corporations

�Individuals

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Individual Donors

Why They Give

�They SHARE your:

- Values

- Mission

- Goals

- Strategy

- Project

� They get a RETURN

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Who did we talk to? � Number: 1,200 respondents

� Geographically: NCR, Balance Luzon, Visayas, Mindanao

� Location: Urban, Rural

� Socio-economic Classes (SEC): ABC, D, E

� Gender: Male, Female

� Age & Work: College, Young Single, Young Married, Mature Adults

In the Philippines...

* Based on a 2006 survey commissioned by Venture for Fund Raising, in partnership with Social Weather Stations

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Where is the Giving Market for NGOs?*

� Geographically: National Capital Region

� Urban or Rural: Urban

� Among Socio-economic Classes (SEC): Class E

� Among the 2 Sexes: Female

� According to Age & Work: Mature Adults

In the Philippines...

* Based on a 2006 survey commissioned by Venture for Fund Raising, in partnership with Social Weather Stations

*Median Freq of Annual Giving x Ave Amount Given per Giving Occasion

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Who Gives? (Geographical)

Government

Non-profit

Church

MindanaoVisayasB. LuzonNCR

In the Philippines...

* Based on survey commissioned by Venture for Fund Raising, 2006 in partnership with Social Weather Stations

1,370.52 67.26 109.94 186.20

874.08 530.28 86.44 122.21

60.05 131.09 34.09 111.76

Median Freq of Annual Giving x Ave Amount Given per Giving Occasion

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Median Freq of Annual Giving x Ave Amount Given per Giving Occasion

Government

Non-profit

Church

EDABC

356.13 106.69 851.04

1,199.28 517.80 85.05

71.08 104.87 69.67

* Based on survey commissioned by Venture for Fund Raising, 2006 in partnership with Social Weather Stations

In the Philippines...

Who Gives? (SEC)

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Government

Non-profit

Church

Mature

Adults

Young Marrieds

MaleFemale

228.00 126.20 74.73 285.22

472.56 131.27 310.22 122.61

53.73 137.34 92.90 126.58

Median Freq of Annual Giving x Ave Amount Given per Giving Occasion * Based on survey commissioned by Venture for Fund Raising, 2006 in partnership with Social Weather Stations

Who Gives? (By Sex & Age)

In the Philippines...

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Top Important Causes In the National Capital Region...

Based on a 2006 survey commissioned by Venture for Fund Raising in partnership with Social Weather Stations

DSWDYouth / Juvenile Delinquent

DENRCleaning the Environment

GABRIELA; DSWDNeeds of Abused Women

DSWD; Bantay Bata 163Orphans / Street Children

Public health center; TRUST Family Program

Reproductive Health

DSWDRehab of Drug Dependent Youth

Home for the Aged; DSWDCaring for Elderly / Disabled

DSWDEducation

DOH; Knights of ColumbusHealth and Nutrition

Couples for Christ; Gawad KalingaHousing for the Poor

Top of Mind:(NGO, Church, Gov)

Cause

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Successful Strategies*

Based on a 2006 survey commissioned by Venture for Fund Raising in partnership with Social Weather Stations

Coin Collection64%

Buying Products for a Cause64%

Solicitation in Public Places62%

House-to-House Solicitation63%

Fund Raising Events 65%

Solicitation Letter65%

Payroll Deduction 68%

Walk-in Donation 75%

Second Collection at Church78%

Solicit to a Friend/Relative81%

Fund Raising StrategiesPercentage

In the Philippines...

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Fund Raising Works!

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Fund Raising Vehicles�Special Events �Direct Mail�Face-to-Face Solicitation �Capital Campaign

�Planned Giving

�Other Effective Acquisition Strategies⌧Direct Response Marketing⌧Cause-Related Marketing⌧Employee giving⌧Email/Internet Fund Raising⌧Affinity Cards⌧Coin Collection

�Earned Income�Grants

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Key Principles

� Fund raising is friend raising.

� People don’t give money to causes, they give money to

people with causes.

� An appropriate mix of funding sources helps to achieve financial sustainability.

� There are no quick fixes in raising funds.

� Organizations need money to raise money.

� Corporations support NGOs that complement their

mission and target their market.

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Upcoming Trainings

�The Basic Course on Fund Raising #48� May 27-29, 2008

�The Art of Asking: Face-to-Face with Major Donors�May 30, 2008

�The Basic Course on Fund Raising #49�December 2-4, 2008

�The Earned Income Fund Raising Workshop�December 5, 2008

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The 3rd Fund Raising Congress 2008

Home of the Kyra Awards

It’s all about Fund Raising!

The Convention, The Exhibit and The Kyra Awards

JOIN US!

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Venture for Fund Raising

Teaching the joy of giving