Hello!
Donations as a gift
Cause related donations for your NGO
4th Slovak-Czech Fundraising Conference, Bratislava
09.-11...
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Maik Meid - fundraisingnetz.de
Causes?
What kind of
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Milestone-Birthdays
Causes
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
(not only)
Funerals
Causes
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Weddings
Causes
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
(green, silver, golden, ...
Company Jubilees
Causes
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Events
Causes
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Miscellanous:
Service anniversary
Goodbyes
Christmas
Confirmations/
Communion
...
Causes
4th Slovak-Czech Fundraising Confe...
We´re talking
about donations
from
individuals.
Causes
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fund...
Before
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Before
Processes
Start Fundraising at the beginning!
(Sorry....)
How do incoming donations
„run“ in our organization?
Who ...
Before
What can
we afford?
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Donor - Cause...
Before
Which
projects
are suitable?
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Before
Clarify the way how to say
Thank You!
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnet...
Let‘s start!
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
To Do!
Preparations
Read: Newspapers, Blogs, local stuff, ...
Supply cause giver: Info and material
Make up a code word fo...
To Do!
Hold out for
stories!
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
No Cat Cont...
To Do!
Go and tell!
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Web
Community
Press
...
To Do!
Explain advantages!
Donor Cause giver
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnet...
To Do!
Make it easy!
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Web
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Web
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Web
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Web
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Web
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Rights *
* Disclaimer: Information bases on German laws
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fun...
Rights
Privacy Policy
§4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Rights
Clearify
previously!
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Donations Bi...
Rights
No donation receipt for
the cause giver!
Clearify previously!
4th Slovak-Czech Fundraising Conference, BratislavaMa...
Rights
„My wish is a donation for the WWF Slovakia.“
„I want money for my birthday.“
(... and I will (probably) donate it ...
Rights
Donations for an
organization that
does not exist!
Maik Meid - fundraisingnetz.de
Material
What kind of
do you need?
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Material
Best Practice
Tell repeatable stories!
Maik Meid - fundraisingnetz.de
Material
Material
Advertising in
community letters
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.d...
Material
Donation Collector
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Material
donation collector
Material
lace a package
Basis informations
Donation list
Insert Cards for invitations
Project information, customizable
cu...
Material
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Tips!
from the everyday life of a fundraiser
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnet...
Tips!
THANK YOU!
EVERY donation will be thanked!
Tips!
Gift donations:
first very
little step
forward to a
legacy gift!
Tips!
Create checklist for
executing!
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Tips!
Clairify the role of your
fundraising software!
Tips!
Always prepare two
versions.
Happy sad
Tips!
Point out:
Make contact before a
memorial display will be
released.
4th Slovak-Czech Fundraising Conference, Bratisl...
Tips!
Cause donations are a service!
Act like!4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingne...
Tips!
Look sharp at the list
prospect donors
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnet...
Tips!
Leave at least
six weeks.
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Tips!
Get help for the address
research.
internal Cause giver
Tips!
Every case is different.
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Tips!
Undertaker
are friends!
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Tips!
Take time for the
investment!
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Tips!
There are also flops!
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Tips!
4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
Thank You!
Glück auf!
Ďakujem vám!
Vielen Dank!
www.fundraisingnetz.de
www.sozialmarketing.de
info@fundraisingnetz.de
@frnetz
Contact
E-Mail:
Maik Meid
:
Nutzungsrechte der Bilder:
CC BY-ND 3.0 Maik Meid
Ausnahmen:
„Kind mit Seifenblasen“, „Hochzeitsbild“, sowie „Kind auf Arm...
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Donations as a gift - Cause related Giving

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Slides of the session "Donations as a gift - Cause related Giving" at the 4th Slovak-Czech Fundraising Conference in Bratislava, 09.-11.10.2013

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Donations as a gift - Cause related Giving

  1. 1. Hello! Donations as a gift Cause related donations for your NGO 4th Slovak-Czech Fundraising Conference, Bratislava 09.-11.10.2013 Maik Meid :-)
  2. 2. 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  3. 3. 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  4. 4. 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  5. 5. 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  6. 6. 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  7. 7. Maik Meid - fundraisingnetz.de
  8. 8. Causes? What kind of 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  9. 9. Milestone-Birthdays Causes 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de (not only)
  10. 10. Funerals Causes 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  11. 11. Weddings Causes 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de (green, silver, golden, ... )
  12. 12. Company Jubilees Causes 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  13. 13. Events Causes 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  14. 14. Miscellanous: Service anniversary Goodbyes Christmas Confirmations/ Communion ... Causes 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  15. 15. We´re talking about donations from individuals. Causes 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  16. 16. Before 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  17. 17. Before Processes Start Fundraising at the beginning! (Sorry....) How do incoming donations „run“ in our organization? Who is responsible for what and when? Analysis! 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de VD B I Bemerkung Post Start Teilprozess 2:Bearbeitung Testamenten und Vermächtnissen Eingang eröffnetesTestament dsw.pb-pb-2.4-06.01 Weiterleitungan FR Post Erfassung inGesamtliste FR FR ÜberwachungAnnahmefrist(6 Wochen) Prüfung RL2, FiCo, BIS ggf. extern FR FiCo BIS RLK Weiterleitung anVorstand mitStellungnahme Ausschlagung Annahme Entscheidung Testament 1 4: Gleichzeitig erfolgt eine Überprüfung der Aufnahme des Kontakts in die Fundraisingsoftware Alle weiteren Schritte durch FR werden in der Fundraisingsoftware dokumentiert. Liste 1: Die Weiterleitung des Testament genießt höchste Priorität. 2 6: FiCo und BIS prüfen wirtschaftlich und steuerlich, RL2 prüft juristisch (unter Einbeziehung von WTG Vorgaben), FR überwacht die Annahmefrist; alle Ergebnisse werden FR gemeldet Der Prozess beginnt mit dem Tod Erblassers FR RL2 FR 4 9 6 Stellungnahme 10 12 11 20 Revisionsstand 3 Seite 1 von 2 Revision vom 22.10.2012 (ohne Änderungen) Redaktion: Meid RL2 FR RL2 FiCo BIS RL1 Erbschaft erforderlichenfalls durch Erbschein sichern? nein ja Auftrag an Notar RL2 VorübergehendeSicherung derErbschaft FR RL2 16: Mögliche in dieser Phase eingehende Rechnungen werden von FR zu Lasten des in (12) eingerichteten Kostenträgers gezeichnet. Erbschein Erbschein erteilt Abwicklung desErbes 19: Dies geschieht in enger und kontinuierlicher Zusammenarbeit zwischen RL2, FR, BIS und FiCo mit der jeweiligen Fachverantwortung. FR kümmert sich um Kommunikation (u.a. mit Angehörigen) und die Wertermittlung der Erbschaft. FiCo kümmert sich um finanztechnische und steuerliche Abläufe. BIS kümmert sich um Grundstücke, Immobilien und Mobilien (z.B. landwirtschaftliche Nutzfahrzeuge etc.). Jeder Einzelfall ist zu beachten! Es finden zwei Abstimmungstreffen der Beteiligten statt (zu Beginn und zum Ende). FR FiCO BIS RL2 RL2 FR BIS FiCo 3 5 78 14 16 18 17 Info an RL2, FiCound BIS 3: Erstinfo per E-Mail oder schriftlich Austausch von erbschaftsrelevanten Dokumenten über den Ordner P: FundraisingVorgängeErbschaften & Testamente A 11: Fortsetzung nächste Seite B 19 EinrichtungKostenträger 12: Kostenträger erhält den Namen der Erbschaft, KSt. 740001 FiCo 13 FR Aufnahmeprotokoll 15
  18. 18. Before What can we afford? 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de Donor - Cause giver - Organization
  19. 19. Before Which projects are suitable? 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  20. 20. Before Clarify the way how to say Thank You! 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  21. 21. Let‘s start! 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  22. 22. To Do! Preparations Read: Newspapers, Blogs, local stuff, ... Supply cause giver: Info and material Make up a code word for account donations 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  23. 23. To Do! Hold out for stories! 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de No Cat Content!
  24. 24. To Do! Go and tell! 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de Web Community Press Mailings depositors
  25. 25. To Do! Explain advantages! Donor Cause giver 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  26. 26. To Do! Make it easy! 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  27. 27. Web 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  28. 28. Web 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  29. 29. Web 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  30. 30. Web 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  31. 31. Web 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  32. 32. Rights * * Disclaimer: Information bases on German laws 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  33. 33. Rights Privacy Policy §4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  34. 34. Rights Clearify previously! 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de Donations Birthday EduardMister Jaros 100,- EUR Miss Miller 100,- EUR Mister Dráb 50,- EUR total: 250,- EUR X
  35. 35. Rights No donation receipt for the cause giver! Clearify previously! 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  36. 36. Rights „My wish is a donation for the WWF Slovakia.“ „I want money for my birthday.“ (... and I will (probably) donate it later... somehow...) vs. 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de Yeah, I know, there is no WWF branch in Slovakia. ;-)
  37. 37. Rights Donations for an organization that does not exist! Maik Meid - fundraisingnetz.de
  38. 38. Material What kind of do you need? 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  39. 39. Material Best Practice Tell repeatable stories!
  40. 40. Maik Meid - fundraisingnetz.de Material
  41. 41. Material Advertising in community letters 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de For „churchy“ organizations.
  42. 42. Material Donation Collector
  43. 43. 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de Material donation collector
  44. 44. Material lace a package Basis informations Donation list Insert Cards for invitations Project information, customizable customizable payment slips incentives for thanks 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  45. 45. Material 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  46. 46. Tips! from the everyday life of a fundraiser 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  47. 47. Tips! THANK YOU! EVERY donation will be thanked!
  48. 48. Tips! Gift donations: first very little step forward to a legacy gift!
  49. 49. Tips! Create checklist for executing! 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  50. 50. Tips! Clairify the role of your fundraising software!
  51. 51. Tips! Always prepare two versions. Happy sad
  52. 52. Tips! Point out: Make contact before a memorial display will be released. 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  53. 53. Tips! Cause donations are a service! Act like!4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  54. 54. Tips! Look sharp at the list prospect donors 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  55. 55. Tips! Leave at least six weeks. 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  56. 56. Tips! Get help for the address research. internal Cause giver
  57. 57. Tips! Every case is different. 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  58. 58. Tips! Undertaker are friends! 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  59. 59. Tips! Take time for the investment! 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  60. 60. Tips! There are also flops! 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  61. 61. Tips! 4th Slovak-Czech Fundraising Conference, BratislavaMaik Meid - fundraisingnetz.de
  62. 62. Thank You! Glück auf! Ďakujem vám! Vielen Dank!
  63. 63. www.fundraisingnetz.de www.sozialmarketing.de
  64. 64. info@fundraisingnetz.de @frnetz Contact E-Mail: Maik Meid :
  65. 65. Nutzungsrechte der Bilder: CC BY-ND 3.0 Maik Meid Ausnahmen: „Kind mit Seifenblasen“, „Hochzeitsbild“, sowie „Kind auf Arm“ alle (C) Maik Meid „Wolpertinger“ - Public Domain via Wikimedia Commons Logos sozialmarketing.de und eulenblick unter Copyright der den Logos entnehmenden Eigentümer Icon „Button“ CC BY-ND Freeiconfinder Credits

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