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JRDT Fundraising
 

JRDT Fundraising

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    JRDT Fundraising JRDT Fundraising Presentation Transcript

    • John Day River Territory January 2011
    • AGENDA amTHIS MORNING: from 9:00am to 12:00 pmTeaming up for Success – Working together to get things done – Building a team, keeping it going – Four Rules of a Successful Collaboration – Set up your Team
    • AGENDA pmTHIS AFTERNOON: from 1:00 to 4:00 pmFundraising for your Tourism Project(s)• Fundraising key principles & strategies• Specific sources of funding for tourism• Draft fundraising action plan for your Team
    • A to Z Complete A …to Z (10 minutes)Using objects you have ONYOU (backpack, purses OK)at your table.First group to finish shout!
    • TEAMA small number of people withcomplementary skills who arecommitted to a commonpurpose, performance goals,and approach for which they aremutually accountable.
    • COLLABORATION “A mutually beneficial and well structuredgroup of individuals with a common purposeworking to attain results they are more likely to achieve together, than alone.”
    • COLLABORATIVE EFFORTA TEAM is the dynamic expression of a collaborative effort
    • COLLABORATIVE CONTINUUM LEVEL OF RELATIONSHIP Collaboration Partnership Cooperation Coordination Networking
    • A-TEAM or NO-TEAMWhat are some benefits and challenges weencounter when working in a collaboration?Why collaborate ….. And when?
    • 8 Myths About Collaboration1. Collaboration is always good.2. We should all start collaborating…NOW!3. Collaboration saves money.4. The parties in a collaboration must have equal power.5. The main reason to collaborate is because funders like to fund collaborations.6. Collaborations must have written agreements.7. A written agreement is a guarantee against any problem.8. If you try hard enough, you can make any collaboration work.
    • LOCAL SUCCESSES (Activity 12 min) 1. 2 columns sharing examples of Top 3 successful Local Collaborations in your region and what made them successful. [10 min] 2. Report back to large group.List of Collaborations Reasons for their success1. 1.2. 2.3. 3.
    • CHALLENGES1. 2 columns listing examples of Challenges in yourcommunity and Better Ways to handle such challenges.2. Report top 3 back to large group.CHALLENGES BETTER WAYS1. 1.2. 2.3. 3.
    • MAKE it or BRAKE it (Collaboration Challenges)•Ideology: often leaves little room for the flexibilityneeded•Leadership: if no one has enough power to bring orkeep the group together …. It may fail.•Power: we must equally value different powers•History: historical disagreements make things hard•Tokenism: funders require teamwork, thus we gettogether …..•Structure: no collaboration can succeed without asolid structure.
    • STRUCTURE & CONSTRUCTION“A destination toward which travelers movetogether on a ship they built” • Destination = achieving mutually beneficial results • Travelers = teams of individuals • Ship = well-defined & constructed relationships and structure
    • CHANGING FOCUS• Competing building consensus• Working alone to including others• Focusing on short to demanding long- term results
    • SUM is BIGGER single THE PARTSThe bigger picture drives theTEAM’s actions. Team membersexists to serve the bigger picture.
    • DECISION MAKINGDecision making is a deliberate (mental) processesleading to the selection of one course of action(opinion) chosen among several alternatives.
    • TYPES OF DECISIONS
    • DECIDE HOW TO DECIDEA Decision-Making Protocol is a key element ofgroup collaborationAlways agree how to decide … before you start!
    • LOST AT SEA
    • ABANDON SHIP!!If you could bring with you just onething, what would it be?What if you could get 2, 3, 4 ….things?Prioritize your list of 14 objectsFirst [ 3 min.] on your own read IndividualInstructionsThen [15 min] Group Instructions withyour group
    • MAKING GROUP DECISIONS• What helped make a decision?• What got in the way?• Was there much conflict?• Did you reach consensus? If not?• Could you apply something from today tothose groups in the future?• What would you do differently?
    • According the Navy SEALS1. Shaving mirror2. Two-gallon can of oil-gas mixture3. Five-gallon can of water4. One case of U.S. Army MREs5. Twenty square feet of opaque plastic6. Two boxes of chocolate bars7. Fishing kit8. Fifteen feet of nylon rope9. …..
    • FOUR RULES FOR SUCCESFUL COLLABORATION1.The scope of the collaborative project is clearlydefined.•Bouquet of Flowers
    • FOUR RULES FOR EFFECTIVE COLLABORATION2. Each partner knows how the collaboration willadvance the interests of his/her organization orbusiness..
    • FOUR RULES FOR EFFECTIVE COLLABORATION3. Role and responsibilities have been defined;mechanisms for communication and jointaccountability are in place.
    • FOUR RULES FOR EFFECTIVE COLLABORATION4. The relationship works: there is enough trust andrespect among the key players to support the levelof risk and interdependence involved in the project.
    • STRATEGIES & ACTIONS (Team process Activity)• Review – what we have done, seeing, andlearned so far.• Select – the most practical / beneficial /doable direction toward which we feel shouldmove.• Act – divide in ACTION TEAMS to identifythe next steps necessary to accomplish short andlong term goals.
    • From Session 1of ORTSDuring the first week together we have come up –as a group with some GOALS and potentialSTRATEGIES and Actions. Let’s review:
    • JDRT TOURISM (Strategies & Actions)•John Day River Territory DMO, website,marketing materials• Community Beautification/Revitalize firstimpression and community pride•Asset Mapping
    • Other ORTS FINDINGSYou have also explored other Tourism Development Areas that could be furtherdeveloped by your Action TeamsAgriTourism Events Cultural Tourism
    • ACTION TEAMS Ideas• Recreation Development Plan – including a comprehensive list of what we have already, put together what we want to build• Marketing what we have now – can focus on gathering these assets. Digital media: the website, Brochure ; Define what these activities will be• Itinerary Development – could be highly focused on one topical area, or more broad• Community Engagement – Business Service Development – This group would focus on getting businesses together and recognizing importance tourism• Signage – bring all three counties together to address signage
    • ACTION TEAMS Ideas• Marketing• Experience Creators – Itinerary Development – Frontline Staff training – Signage – Product Dev.• Outdoor Recreation – Development Plan
    • JDRT TOURISM (Strategies)Cultural Heritage Tourism1.Recorded audio tours linking area’s history(sites, stories, etc)2.Way of Life visitor experiences packaged(brochure, website, etc)3.Explore interest of local farmers/ranchers—connect with Source Tours4.Murals—capture, provide info throughvarious mediums
    • ACTION TEAMS 2 selectSelect – the most practical / beneficial / doableTourism Development which you feel John DayRiver Territory should tackle.[15 minutes]
    • ACTION TEAMS 3 selectAct – divide in ACTION TEAMS to identify theroles & next steps necessary to accomplish shortand long term goals. [10 minutes]
    • MY ACTION TEAMTEAM Name: _____________________________Project/Strategy ___________________________TEAM Members: _____________________________Roles: _______________________________________Next Steps: A._____________________________________ B.____________________________________ C._______________________________________Next Meeting: _____________________________
    • LUNCH BREAK Day John r e Riv tory i T e rr
    • FUNDRAISING
    • FUNDRAISING “ in quotes”Fundraising is the gentle art of teaching the joy of giving.We should never forget that no Fundraising effort eversucceeds unless one person asks another person formoney.
    • LOOKING FOR $$Fundraising make us a sort of“Financial prospectors”• What are we seeking• Where to look• How to extract (tools, time, efforts)• …. After we find it …. Take to market
    • RELATIONSHIPS BUILDING“Whether is called development, advancement,attracting philanthropic resources, cultivatingvoluntary support, or friend raising, the key tofundraising success is relationship building”S. Nudd -1991
    • RECIPE FOR SUCCESS INGREDIENTS: RIGHT Cause (perceived need) RIGHT People (staff and volunteers) RIGHT Structure RIGHT Amount (research) PREPARATION: RIGHT Way (how) RIGHT Time (when) RIGHT Presentation (Marketing)
    • KEY FUNDRAISING PRINCIPLESIf you want money, you have to ask for it.Donors are not ATMs; Thank before ( and after)you bank.Most money comes from people and most ofthose people are not rich.Donors have the right to say No. [FROM Kim Klein]
    • WHO GIVES IN THE US? FoundationsCorporations Bequests Individuals
    • 2007 charitable givingTotal = $306.39 billion ($ in billions) Corporations $15.69 5.1% Foundations $38.52 12.6% Individuals $229.03 74.8% Bequests $23.15 7.6% Source: Giving USA Foundation / Giving USA 2008
    • Types of recipients of contributions, 2007 Total = $306.39 billion ($ in billions) International Environment Arts, culture, affairs and animals and Foundations Unallocated $13.22 $6.96 $27.73 humanities 4.3% 2.3% givingPublic- $13.67 9.1% $23.67society 4.5% 7.7%benefit$22.65 7.4% Religion Health $102.32 $23.15 33.4% 7.6% Human services $29.64 Education 9.7% $43.32 14.1% Source: Giving USA Foundation / Giving USA 2008
    • FINDING THE KEY• Timing• Mission• Priorities• PassionFind the “giving” criteria and ….You’ve found the key!
    • FUNDRAISING TAKES TIME!Carwash = $$ nowCorporate Donation = $$ 1-6 monthsGrants = 1- 12 monthsGovernment Proposal = $$ 1-3 years
    • FUNDING FOR TOURSIMOthers will invest in communities that invest in themselves.Tie in with other initiatives…not many grants for “tourism.”
    • FUNDING FOR TOURSIM A Survey
    • FUNDING FOR TOURSIM• Travel Oregon Oregon Tourism Commission Yearly Matching grant Program• Oregon State Parks & Recreation• Oregon Department of Fish & Wildlife• Conservation Strategy Implementation Grants• Oregon Department of Transportation Scenic Byways• U.S. Federal Grants information• What about your County?
    • FUNDING FOR TOURSIM (Biking)• Cycle Oregon (administered by OCF)• Bikes Belong Coalition• International Mountain Bicycling Association /USAC• Oregon Pedestrian and Bicycle Grant Program• OR Bike Manufacturers …..??• TFFF – The Ford Family Foundation• DMV ??• ……
    • FUNDING FOR TOURSIM (Agritourism)• Oregon Department of Agriculture• Natural Resources Conservation Service (NRCS) - Conservation Innovation Grants (CIG)• USDA – Community Development Resources - Value- Added Producer Grant (VAPG)• USDA Rural Development• John Deere Foundation The John Deere Foundation has doubled its annual giving over the past three years and anticipates awarding grants and gifts totaling $12 million• More …..
    • FUNDING FOR TOURSIM (Cultural)• Oregon Cultural Trust• Oregon Arts Commission• Travel Oregon Oregon Tourism Commission Yearly Matching grant Program• Tourism Cares – Worldwide Grant Program• Oregon Community Foundation• More…
    • RAISING MONEY – THE PLAN
    • FUNDRAISING for your Team ProjectIn Your TeamsSTEPS:1) Choose project (if more than one)2) Brainstorm Assets3) Create Expense Budget4) Create Income Budget and Income Strategies5) Create action plan for each strategy.
    • Step1. Which Project?Each team Chooses One Project (3 min)
    • Step 2. FUNDRAISING ASSETSUnique strengths to raise money • physical assets (a building in a great location) • skills (a volunteer who is a great cook, grant writing experience ) • relationships (a board member who seems to know absolutely everyone in town) • a compelling mission (teaching disadvantaged youth to train guide-dogs for the blind) •Others?
    • Step 2. FUNDRAISING ASSETS (activity)Using Worksheet 1 (5 min):1. Brainstorm your Project/Team Assets2. Choose 5 most valuable Assets3. Share with the whole group
    • Steps 3: Brainstorm Costs
    • Steps 4: Create Expense Budget Use Worksheet 2 (bottom half) to create an expense budget
    • 4. EXPENSE BUDGETPROJECT DESCRIPTION: COMMUNITY PARKS IMPROVEMENT PROJECT Cash In-Kind TotalSources (Income)Grants 5,000 5,000Corporate Sponsors 1,100 1,100Fundraising Event 2,000 2,000In-kind Labor 3,500 3,500Total sources (income) $7,000 $4,600 $11,600Uses (expenses)Tree rejuvenation 1,500 1,200 2,700Fencing 2,500 2,800 5,300Brick walkway 3,000 600 3,600Total Uses (expenses) $7,000 $4,600 $11,600
    • Step 5: FUNDRAISING STRATEGIESOn a flip chart:1. Brainstorm a list of income strategies/sources • Hint: look back at your assets!!! • Don’t forget about TO Matching Grant! • In-Kind and Cash2. Rank - Screen and prioritize strategies. Determine which strategies best match budget needs.3. Transfer to Worksheet 2.
    • Step 6: CREATE INCOME BUDGET Use Worksheet 2 (Top Half) to Create Income Budget Does your income match your expenses?
    • RESOURCES BUDGETPROJECT DESCRIPTION: COMMUNITY PARKS IMPROVEMENT PROJECTSource Description Cash In-Kind TotalIn-kind • Urban logger 1,000 1,000 • Fence installation 2,500 2,500Grants • The Ford Family Foundation 5,000 5,000Corporate sponsors • Concrete Company 300 300 • Gravel Company 600 600 • Local Hardware (herbicide) 200 200Fundraisers • Buy-A-Brick Campaign 2,000 2,000TOTAL Sources (Revenue) $7,000 $4,600 $11,600
    • ACTION PLAN (Action Steps for each Strategy)1. Use worksheet 4 to develop a plan for action for one strategy.
    • MATCHING GRANT$10,000 available of a Matching Grant offered byTravel Oregon to your community to develop 1-3Tourism Project(s).
    • FUNDRAISINGDonors dont give to institutions. They investin ideas and people in whom they believe.- G.T. SmithIn good times and bad, we know that peoplegive because you meet needs, not because youhave needs.- Kay Grace
    • RTS WRAP UP & CLOSINGThank you and Good Luck! Laurel MacMillan Economic Vitality Manager Rural Development Initiatives 503-803-8260 www.rdiinc.org ...builds leadership networks and rural communities
    • FUNDRAISING FOR A PRODUCT“ Tourism product is any place (or project) in acommunity where a cash register rings because avisitor from out-of-town has brought in money ”Gail Trussel Univ. of Missouri
    • TOURISM IS ECONOMIC DEVELOPMENT• Tourism Development is a form of EconomicDevelopment•Economic developers often refer to themselves asproduct developers• Tourism development and tourism promotionare the same things for promotion is an element ofmarketing.• Tourism developers are marketers
    • ENTREPRENEURS• Entrepreneurs (and not corporate executives) are more likely to be involved in tourism-related product development• Entrepreneurs are also more likely to be unfamiliar with the nuances of the economic development process• Often first-time entrepreneurs and those opening new markets are high-risk prospects.
    • SUPPORT your ENTREPRENEURSTo support these new high-risks TourismDevelopment our Communities must provide aneffective structure to connect and encourage thefirst initial steps and to assist and foster them inthe medium long term.
    • TOURIST PRODUCTS1. Events: current, historic or cultural2. Locations: man-made and natural environments3. Properties: sites and facilities4. Materials: guides, books, maps (fulfillment pieces and promotional give-away)5. Operations: controlled functions and activities that attract and/or accommodate people