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How your      Donor Management System can help        Create a Culture of Philanthropy                  David Unger       ...
Protecting and Preserving the     www.cjwconsulting.com            Institutional Memories of            Nonprofits Since 1...
Affordable collaborative data             management in the cloud.A Service   Of:                     Sponsored by:
Today’s Speaker                                   David Unger                                       President,            ...
Supporting a Culture of Philanthropy        With YourDonor Management System                           5
Today we will begin to explore:• What a Culture of Philanthropy means.• The basic steps needed to create a Culture of  Phi...
7
8
9
If you do not have a formal Strategic Plan, thencreate a minimum of three Strategic Goals.These goals should be:          ...
Fundraising should NOT be crisis-driven.                                           11
Fundraising should be Proactive                                  12
• Potential donors look for organizations who  are authentic and communicate with them as  donors.• Successful organizatio...
“How will this help me raise more money?”                                            14
• You have to want to do this. This is time and  resource extensive.• You have to begin thinking as a donor.• You have to ...
Its all about the donor                          16
Step 1:      Understand What …    You Need The Funds For                             17
Step 2:   Create a Case for Support                               18
Step 3:         Build The   Necessary Relationships                             19
Goals• To increase the number off meals we serve by                     50%            • Renovate our kitchen             ...
Your Development efforts should be based on  building ongoing relationships, which are a       year-round, gradual, open e...
Step 4: Manage, Understand and Use          your Donor    and Contact Information                              22
23
24
25
• There needs to be regular on going discussion about implementation and  evaluation, about your progress and setbacks at ...
Understand and accept,your success and long term sustainability is         dependent on your donors.                      ...
28
A Culture of Philanthropy …   Provides the needed human and financial resources              to achieve your mission in an...
Find listings for our current season          of webinars and register at:            NonprofitWebinars.comA Service   Of:...
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How your Donor Management System can help Create a Culture of Philanthropy

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In this webinar we will explore what a Culture of Philanthropy means. Why your donor management system is integral to this process. The basic steps needed to create a Culture of Philanthropy. How a Culture of Philanthropy supports your work.

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Transcript of "How your Donor Management System can help Create a Culture of Philanthropy"

  1. 1. How your Donor Management System can help Create a Culture of Philanthropy David Unger February 28, 2012A Service Of: Sponsored by:
  2. 2. Protecting and Preserving the www.cjwconsulting.com Institutional Memories of Nonprofits Since 1993 (866) 598-0430 info@cjwconsulting.comA Service Of: Sponsored by:
  3. 3. Affordable collaborative data management in the cloud.A Service Of: Sponsored by:
  4. 4. Today’s Speaker David Unger President, Unger & Associates LLCAssisting with chat questions: Hosting:April Hunt, Nonprofit Webinars Cheri J Weissman, CJW Consulting & Services, Inc.A Service Of: Sponsored by:
  5. 5. Supporting a Culture of Philanthropy With YourDonor Management System 5
  6. 6. Today we will begin to explore:• What a Culture of Philanthropy means.• The basic steps needed to create a Culture of Philanthropy.• How building this culture is in partnership with you Donor Management System. 6
  7. 7. 7
  8. 8. 8
  9. 9. 9
  10. 10. If you do not have a formal Strategic Plan, thencreate a minimum of three Strategic Goals.These goals should be: measurable realistic affordable obtainable. 10
  11. 11. Fundraising should NOT be crisis-driven. 11
  12. 12. Fundraising should be Proactive 12
  13. 13. • Potential donors look for organizations who are authentic and communicate with them as donors.• Successful organizations view the community as a partner in their work.• Successful organizations invite others into the process and value what they learn from them. 13
  14. 14. “How will this help me raise more money?” 14
  15. 15. • You have to want to do this. This is time and resource extensive.• You have to begin thinking as a donor.• You have to answer the question “Why should I care?” (in “donorese”, rather than “missionflow”) 15
  16. 16. Its all about the donor 16
  17. 17. Step 1: Understand What … You Need The Funds For 17
  18. 18. Step 2: Create a Case for Support 18
  19. 19. Step 3: Build The Necessary Relationships 19
  20. 20. Goals• To increase the number off meals we serve by 50% • Renovate our kitchen Development Plan • 10% increase in donors • 10% increase in new dollars • $1 million Capital Campaign 20
  21. 21. Your Development efforts should be based on building ongoing relationships, which are a year-round, gradual, open ended, multi dimensional process. 21
  22. 22. Step 4: Manage, Understand and Use your Donor and Contact Information 22
  23. 23. 23
  24. 24. 24
  25. 25. 25
  26. 26. • There needs to be regular on going discussion about implementation and evaluation, about your progress and setbacks at the Board, Committee and Staff level.• There needs to be ongoing in-house training around your donor management system and get the staffs input on how it can be better used.• Your budgetary process needs to be reflective and supportive of this culture.• Training times need to be built in. Solicitor Training, Marketing, etc.• Understand and accept, your success and long term sustainability is dependent on your donors. 26
  27. 27. Understand and accept,your success and long term sustainability is dependent on your donors. 27
  28. 28. 28
  29. 29. A Culture of Philanthropy … Provides the needed human and financial resources to achieve your mission in an organized non crisis, planned process. 29
  30. 30. Find listings for our current season of webinars and register at: NonprofitWebinars.comA Service Of: Sponsored by:
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