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An	
  eye	
  to	
  the	
  future:	
  	
  
Individual	
  giving	
  
	
  
April	
  23,	
  2013	
  
Bob	
  Carter	
  
Chair	
  AFP	
  Interna?onal	
  
•  Gree%ngs	
  from	
  the	
  board	
  
–  Listening	
  
–  Ac?ng	
  
	
  
•  Exci%ng	
  %me	
  for	
  AFP	
  
–  New	
  Reali?es	
  
	
  
•  Moving	
  forward	
  in	
  philanthropy	
  &	
  training	
  
•  Convening	
  and	
  issue	
  mo%on	
  
•  Policy	
  &	
  Interna%onal	
  
From	
  AFP	
  
 
Shall	
  We	
  Ask?	
  
Discussion	
  of	
  Major	
  GiN	
  	
  
Fundraising	
  Prac?ces	
  
	
  
	
  
	
  
	
  
2011	
  charitable	
  giving	
  	
  
Total	
  =	
  $298.42	
  billion	
  
Types	
  of	
  recipients	
  of	
  contribu%ons,	
  2011	
  	
  
Total	
  =	
  $298.42	
  billion	
  
•  Case	
  for	
  support	
  
–  Clear,	
  persuasive,	
  ra%onal,	
  URGENT,	
  EMOTIONAL	
  
•  Available	
  prospects	
  
–  With	
  capacity,	
  willing	
  to	
  listen,	
  with	
  interest	
  
•  Leadership	
  	
  
–  Boards,	
  Senior	
  Staff	
  
•  Professional	
  support	
  
–  Staff	
  with	
  experience,	
  counsel	
  
Criteria	
  for	
  Fundraising	
  Success	
  
•  Donor	
  awareness	
  right	
  here	
  
•  Donors	
  emo%onally	
  effected	
  
•  More	
  chari%es	
  sending	
  $	
  abroad	
  
•  Larger	
  impact	
  could	
  lead	
  to	
  larger	
  giWs	
  
•  Global	
  fear	
  
•  USA	
  founda%ons	
  for	
  global	
  chari%es	
  
•  Intensity	
  of	
  solicita%ons	
  
How	
  are	
  we	
  impacted	
  by	
  na%onal	
  &	
  
global	
  events?	
  
•  Collabora%on	
  versus	
  Compe%%on	
  
•  Issues	
  versus	
  Ins%tu%ons	
  
•  Alterna%ves	
  Financing	
  	
  
•  Solu%on	
  Based	
  
•  Leverage	
  
What’s	
  going	
  on	
  out	
  there?	
  
•  Access	
  to	
  clean	
  water	
  
•  Climate	
  change	
  
•  Human	
  Trafficking	
  
•  Educa%on	
  
•  Food	
  Security	
  
•  Healthcare	
  
•  Poverty	
  
•  Post-­‐conflict	
  countries	
  
•  Hai%	
  
Global	
  Issues	
  
•  USA	
  
•  Middle	
  East	
  
•  Asia	
  
•  La%n	
  America	
  
Where	
  is	
  wealth?	
  
•  What	
  do	
  we	
  do?	
  
•  How	
  can	
  we	
  maximize	
  what	
  we	
  have?	
  
•  We	
  need	
  larger	
  giWs.	
  
•  Global	
  “think”	
  is	
  big	
  
	
  
So……	
  what	
  now?	
  
•  Cul%va%on	
  with	
  mega	
  giW	
  in	
  mind	
  
•  Crea%ve	
  thinking	
  about	
  opportuni%es	
  for	
  transforma%onal	
  
investments	
  
–  Large	
  impact	
  packaging	
  
•  Acquire	
  or	
  posi%on	
  exis%ng	
  exper%se	
  
•  Discuss	
  early	
  with	
  trusted	
  advisors	
  (theirs)	
  
•  Prepare	
  for	
  preliminary	
  discussion	
  of	
  “ideas”	
  
•  Make	
  that	
  person	
  the	
  cataly%c	
  stakeholder	
  
The	
  Mega/Major	
  GiW	
  Scenario:	
  
•  Access	
  
•  Outcomes	
  
•  Collabora%on	
  not	
  compe%%on	
  
•  Leverage	
  not	
  limits	
  
•  Cataly%c	
  not	
  contentment	
  
	
  
What	
  do	
  “Megas”	
  Want?	
  

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Bob carter cultura da doação

  • 1.       An  eye  to  the  future:     Individual  giving     April  23,  2013   Bob  Carter   Chair  AFP  Interna?onal  
  • 2. •  Gree%ngs  from  the  board   –  Listening   –  Ac?ng     •  Exci%ng  %me  for  AFP   –  New  Reali?es     •  Moving  forward  in  philanthropy  &  training   •  Convening  and  issue  mo%on   •  Policy  &  Interna%onal   From  AFP  
  • 3.   Shall  We  Ask?   Discussion  of  Major  GiN     Fundraising  Prac?ces          
  • 4. 2011  charitable  giving     Total  =  $298.42  billion  
  • 5. Types  of  recipients  of  contribu%ons,  2011     Total  =  $298.42  billion  
  • 6. •  Case  for  support   –  Clear,  persuasive,  ra%onal,  URGENT,  EMOTIONAL   •  Available  prospects   –  With  capacity,  willing  to  listen,  with  interest   •  Leadership     –  Boards,  Senior  Staff   •  Professional  support   –  Staff  with  experience,  counsel   Criteria  for  Fundraising  Success  
  • 7. •  Donor  awareness  right  here   •  Donors  emo%onally  effected   •  More  chari%es  sending  $  abroad   •  Larger  impact  could  lead  to  larger  giWs   •  Global  fear   •  USA  founda%ons  for  global  chari%es   •  Intensity  of  solicita%ons   How  are  we  impacted  by  na%onal  &   global  events?  
  • 8. •  Collabora%on  versus  Compe%%on   •  Issues  versus  Ins%tu%ons   •  Alterna%ves  Financing     •  Solu%on  Based   •  Leverage   What’s  going  on  out  there?  
  • 9. •  Access  to  clean  water   •  Climate  change   •  Human  Trafficking   •  Educa%on   •  Food  Security   •  Healthcare   •  Poverty   •  Post-­‐conflict  countries   •  Hai%   Global  Issues  
  • 10. •  USA   •  Middle  East   •  Asia   •  La%n  America   Where  is  wealth?  
  • 11. •  What  do  we  do?   •  How  can  we  maximize  what  we  have?   •  We  need  larger  giWs.   •  Global  “think”  is  big     So……  what  now?  
  • 12. •  Cul%va%on  with  mega  giW  in  mind   •  Crea%ve  thinking  about  opportuni%es  for  transforma%onal   investments   –  Large  impact  packaging   •  Acquire  or  posi%on  exis%ng  exper%se   •  Discuss  early  with  trusted  advisors  (theirs)   •  Prepare  for  preliminary  discussion  of  “ideas”   •  Make  that  person  the  cataly%c  stakeholder   The  Mega/Major  GiW  Scenario:  
  • 13. •  Access   •  Outcomes   •  Collabora%on  not  compe%%on   •  Leverage  not  limits   •  Cataly%c  not  contentment     What  do  “Megas”  Want?