Sustainable Fundraising Practices

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Sustainable Fundraising Practices


<ul><li> 1. Sustainable Non-Profit Fundraising William Peck, MSW, President Organizational Solutions (OS, Inc) June 11, 2014 OS, Inc 1 </li> <li> 2. Five Keys to Fundraising Success 1 Case 2 Leadership 3 Informed Stakeholders 4 Infrastructure 5 Stewardship OS, Inc 2 </li> <li> 3. Non-Profit Competition ~ 1.48M NPOs nationally (IRS Data Book for 2012) ~ 46,000 NC NPOs (NC Secretary of State) ~14,000 Triangle Area (NC Secretary of State) Does your agency stand out in the crowd? What makes your agency so special/unique? Who is your target audience? What funding sources make most sense for your organization? OS, Inc 3 </li> <li> 4. 2012 Giving Results $316.23 billion to charitable causes 3.5% growth over 2011 Mirrored slow growth economy Individuals, corporations, bequests, foundations Represents hope and the power of American philanthropy (Gregg Carlson, Chair of the Giving USA Foundation, School of Philanthropy News, June 18, 2013, Giving USA: Charitable Donations Grew in 2012, but Slowly, Like the Economy) Source: Giving USA Foundation 2012 Report OS, Inc 4 </li> <li> 5. Sources of 2012 Giving Individuals: $228.93B 3.9% Inc. Bequests: $23.41B 7.0% Dec. Corporations: $18.15B 12.2% Inc. Foundations: $45.74 B 4.4% Inc. Special Event fundraising not included as source Source: Giving USA Foundation 2012 Report OS, Inc 5 </li> <li> 6. Elements Critical to Successful Fundraising Clear mission statement and vision Strategic plan Set a goal: amount and for what? Set reasonable expectations!!! Board support: the first to give and to ask We need to raise how much?!?! Capacity: who will do it? Staff, Volunteer, Board Member? Impact stories: what difference are you making? Make a specific ask Stewardship Create a mix of sources to sustain and grow your agency OS, Inc 6 </li> <li> 7. Typical Funding Sources Individuals Major Gifts Corporations/Businesses Foundations Special Events Kick Starter Campaigns (specific projects) 75% of all giving comes from individuals Bequests Focus on fundraising that is a natural match for the NPOs mission and capacity. Ideal number of funding sources depends on size and strength of NPO. OS, Inc 7 </li> <li> 8. Establish Your Giving Sources Source Individuals friends; family; volunteers; staff; board Foundations research match between your cause and their priorities (do your homework) Corporations research match; build relationships; create volunteer opportunities Bequests include information in all material; ask to be included in a will or life insurance plan Special Events improve what is working; ensure profit; scan competition; create fun Major Gifts need history and impact stories OS, Inc 8 </li> <li> 9. Build Your Database Collect names, addresses, and email Church directories Community association directories Always capture data Purchase list by zip code, home values, etc See other agency donor lists printed in annual report Board member recommendations Hold a friend-raising event OS, Inc 9 </li> <li> 10. Annual Giving Plan (Building a Culture of Giving) 7 contacts per year 2 to 3 requests 4 5 updates Letter, email, text, Facebook, Pinterest, Instagram, Twitter Include pics, be brief, but make your point Timing Compelling story impact State what their gift will achieve Ask for a specific amount Thank them in closing Stewardship: formal thank you within 5-7 days of gift receipt OS, Inc 10 </li> <li> 11. Sources Giving USA Foundation and its research partner, the Indiana University Lilly Family School of Philanthropy North Carolina Center for Nonprofits Philanthropy Journal American Institute of Philanthropy OS, Inc 11 </li> <li> 12. Contact Information Helping Nonprofits Grow: Fundraising / Marketing &amp; Communications / Board &amp; Staff Development Organizational Solutions, Inc (OS, Inc) William Peck, MSW, President 919.651.0974 or 919.622.4546 (mobile) OS, Inc 12 </li> <li> 13. Ive missed more than 9000 shots in my career. Ive lost almost 300 games. 26 times Ive been trusted to take the game winning shot and missed. Ive failed over and over and over again in my life. And thats why I succeed. --Michael Jordan OS, Inc 13 </li> </ul>


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