Fundraising and fund_using
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Fundraising and fund_using

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  • Question 1: What was your most successful fundraising campaign, and why? Question 2: What methods of paying people to code do you think have been successful, and which have not? Why? Question 3: What other things should or can OSS NPOs spend money on? Why? Question 4: How do you take money from corporations, but prevent them from co-opting your organization?

Fundraising and fund_using Fundraising and fund_using Presentation Transcript

  • Fundraising and Fund-Using Josh Berkus OSCON 2013
  • who is this guy? ● 3yrs San Francisco Opera Development ● Assistant Treasurer, Software in the Public Interest
  • Fundraising 101
  • 3 Types of Giving 1. Individual 2. Corporate 3. Grants
  • 3 Questions
  • 1. Who are they?
  • 2. What do they want from your organization?
  • 3. How do you reach them?
  • Individuals
  • Who ● people who believe in your mission ● often already supporters ● also the general public – depending on your mission
  • Who ● Figure out who your supporters are – where do they hang out? – how do they communicate? – why do they support your organization?
  • What ● to feel good about your organization ● to feel good about your mission
  • what about “stuff”? Benefits Users Just Send Checks
  • How 1. Passive solicitation – cheap – easy – low-yield (usually) put it on your download page
  • How 2. Active solicitation – paper mail campaign – email campaign – web campaign
  • How 3. Merchandising – works for awareness, not so much for money – also issues for 501(c)3s 4. Events – meet donors – lose money (on individuals)
  • Corporate Sponsorship
  • Who ● Companies who: – are local for you – sell to/recruit your donors/clientele – have an image which coincides with your mission
  • What Marketing (sometimes HR)
  • How ● Branding – put their name on “something good” ● Events – companies love event sponsorships – especially if their staff get to go
  • How 1. Get an introduction 2. Write a formal ask – emphasize marketing value – use numbers! 3. Follow up with publicity 4. Check that they're satisfied
  • Grants
  • Who ● Foundations ● Corporate Grant Departments … who fund stuff in your mission area
  • What They want you to help fulfill their mission
  • How 1. Get a grant writer (really) 2. Research what's available 3. Fill out a lot of paperwork 4. Get the grant 5. Do reports on the grant progress 6. Renew (hopefully)
  • Fund-Using
  • “So, we just raised $100,000. Now what?”
  • First, hire a bookkeeper ● You need to file tax forms – Federal - 990 – State forms – maybe local as well ● You need to create an annual report
  • 2nd : Accounts ● You'll need a corporate checking account – one with good online tools – and good distributed business policy ● but get an investment account too
  • 3rd : A little tracking ● $100K is enough to steal ● Have a separate bookkeeper and treasurer ● Monthly reports on income and expenses ● consider Ledger-CLI + Git
  • What to spend it on?
  • Infrastructure ● servers & cloud servers – donate to OSL? ● test machines ● key developer laptops ● AWS bills
  • Services ● Bookkeeping & CPA ● Legal advice ● Infrastructure support ● Adminstrative person ● Insurance
  • Branding & Marketing ● Domain names ● Trademarks ● Logos ● Flyers/brochures ● Conference swag
  • Travel & Conferences ● Subsidize your annual conference ● Sponsor partner conferences ● Send your people to other conferences ● Send your people to speak to governments/companies/comunitie s
  • Paying for Coding ● How? – contract? – feature bounty? – student internships? – bug bounties? – something else?
  • Paying for Coding Should you? ● The “Jealosy” problem ● The “Who's First” problem
  • Q&A Copyright 2013 Josh Berkus. Licensed Creative Commons Attribution 3.0.