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Fundraising from american trusts

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  • 1. The Association of Professional Fundraisers in Ireland Fundraising From American Trusts/ Foundations Thoughts from Kenneth Hoffman IoF 2013
  • 2. Fundraising From American Trusts/Foundations • There is no discourse by implication in the US - it is wonderfully direct • Until you say the number they don’t know they have been asked (they are Americans!)
  • 3. Fundraising from American Trusts/Foundations • Don’t use the passive voice • Don’t use conditionals • Sound confident
  • 4. Fundraising from American Trusts/Foundations • Two chief proprietary databases – Foundation Directory Online • www.fconline.foundationcenter.org – Foundation Search • www.foundationsearch.com • Tax returns of trusts/foundations – www.guidestar.org
  • 5. Fundraising from American Trusts/Foundations • You need to answer yes to 12 or more of the following questions to be a likely candidate for US fundraising 1.Is your organisation a registered charity? 2.Are some of your audience based outside the region of your base of operations?
  • 6. Fundraising From American Trusts/Foundations • 3. Is your annual expenditure above £250,000? • 4. Is your annual expenditure above £1 million? • 5. Do you currently raise any income from private sources (individuals, foundations, or corporations)?
  • 7. Fundraising From American Trusts/Foundations • 6. Do any of your board members donate their own, their corporation’s or their foundation’s money to your organisation? • 7. Do you have 10 or more fulltime staff in your organisation? • 8. Is any of your staff currently assigned fulltime to fundraising duties?
  • 8. Fundraising From American Trusts/Foundations • 9. Do you anticipate that your board members if asked and instructed properly will help the staff to raise the funds? • 10. Do you have any professional or personal contacts in the US to whom you, with advice, could speak about fundraising?
  • 9. Fundraising From American Trusts/Foundations • 11. Can you identify one or more specific projects, each with its own expense budget for which you could request support? • 12. Can you identify other charities doing work similar, in part, to your own, based in any country?
  • 10. Fundraising From American Trusts/Foundations • 13. Can you afford 12-24 months of investment of time and resources before earning a cash return from a US fundraising initiative? • 14. Can your chief executive make time to participate in a US fundraising programme?
  • 11. Fundraising From American Trusts/Foundations • 15. Do you have a senior staff person who can take primary responsibility for implementing the programme on a week to week basis? • 16. Are organisational circumstances stable enough for implementation of a new initiative e.g. no change in chief executive or financial crisis?