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Sept resource development meeting
 

Sept resource development meeting

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September 2011 Resource Development Meeting Power Point

September 2011 Resource Development Meeting Power Point

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    Sept resource development meeting Sept resource development meeting Presentation Transcript

    • Resource Development Meeting
      Thursday September 1st at 12 pm
    • Goals and Objectives for Collaborative Development: What Will Success Look Like?
       
      Our commitment to improved collaboration in development must be measured against meaningful desired outcomes. The following Goals and Objectives for Collaborative Development will guide our efforts and help us operate in a spirit of unity and transparency to further the ministry.
       
      1. We Will Raise More Funds
      Our objective is to house as many families as possible. We need significant funding to accomplish this goal. Working as partners, various units of the organization will have increased opportunities to engage donors and deepen their partnership with the organization.
       
      2. We Will Respect our Donors
      Our donors are a precious asset. How we treat them as donors is critical to our ability to retain them as partners. We are committed to coordinating efforts to avoid confusion, reflect our respect for donors, and ensure that donors are always aware of their importance to the ministry.
       
    • 3. We Will Promote Organizational Unity
      We are one organization; we share one name and one mission – the elimination of poverty housing. Our approach to serving families and fundraising will be seamless and transparent.
       
      4. We Will Manage Donor Expectations through Effective Communication
      Donors expect affiliates, Campus Chapters, state support organizations, and HFHI to know and understand the programs and accomplishments throughout the organization. Collaborative development will promote communication and education across these lines.
       
      5. We Will Plan Our Solicitations Strategically
      As a result of our expanded level of communication, we will consider all suitable approaches to submitting requests to donors in order to determine how the request is to be made and who should make it.
       
      6. We Will Exhibit Christian Ethics and Values
      As a Christian organization, Habitat's ministry is based on the conviction that to follow the teachings of Jesus Christ we must reflect Christ's love in our own lives by loving and caring for one another. This is true not only in building with partner families but in how well we treat each other and work together to secure the necessary funding and products to serve more families.
    • Resource Development Policies and Procedures
       
      While the coordination of fund-raising efforts among affiliates, state support organizations, Campus Chapters and Habitat for Humanity International (HFHI) is vital, perhaps the most challenging area of establishing productive policies and procedures for collaboration concerns the operations of individual affiliates, especially those working in close proximity. To help establish the framework for how affiliates can work together to the maximum benefit of the organization and the people we serve, affiliates are expected to fulfill the following:
       
      Each affiliate will have a geographically-defined service area, and will conduct its resource development efforts within that area. Affiliates whose service areas are in close proximity are encouraged to establish collaborative fundraising arrangements.
      Affiliates will not initiate solicitations of donors outside their service areas. If a donor is identified who may be willing and/or able to broaden support beyond the affiliate service area to neighboring affiliates, a state or a global program, then a strategy for proposing these possibilities must first be developed in cooperation with the affiliate in whose area the donor resides or corporation is headquartered, and that strategy will be implemented with full participation of that affiliate, whether by HFHI, SSO or single affiliate staff or volunteers.
    • At all times, donors’ decisions as to which affiliate(s) they choose to support will be honored. Affiliates are encouraged to provide their donors with information about HFHI and its programs, and about the work of nearby affiliates to promote donor understanding about the context of their role in the global ministry.
      Affiliates will collaborate on fundraising and donor management in order to simplify and improve donors’ experiences with Habitat for Humanity and to increase the likelihood of on-going support.
      Affiliates that have relationships with donors that had been previously established or are initiated by a donor who resides outside their service areas are encouraged to maintain those relationships and to introduce them to affiliate(s) located near to where the donors live.
    • The US Affiliate Agreement and the Quality Assurance Checklist establish the context for resource development and fundraising that reflect the importance the organization places on collaborative fundraising efforts in all contacts with donors.
      The most effective way for collaboration to occur is for affiliates to engage in frequent and open communication. In the event that conflicts between affiliates arise, affiliates need to willingly and cooperatively participate in efforts to resolve these conflicts, through such efforts as mediation and arbitration, led by the HFHI-US Area Office.
       
      With these expectations in place, a set of policies and procedures have been designed to clarify the roles of the various units of the organization—HFHI, Campus Chapters, Affiliates and SSOs—in a wide assortment of fund-raising activities. 
    • Major Gifts, Leadership Gifts and Principal Gifts 
      Large gifts from high net-worth individuals, and generally involves cultivation and solicitation in a private, face-to-face manner.
       
      Definitions:
      For the purposes of clarity, the following terms and definitions are offered:
      Major Donor (aka Special Donor): Capacity for an annual gift or a multi-year pledge of $5,000 to $99,000
      Lead Donor: Capacity for an annual gift or a multi-year pledge of $100,000 to $499,000
      Principal Donor: Capacity for an annual gift or a multi-year pledge of $500,000 or more
    • Solicitation Strategies
      New donor / acquisition stewardship track
      Donor screening, research, prospecting
      Segmented donor portfolios: Donors, Special, Major, & Leadership with dedicated Development Officers
      Build the Dream Brunch
      Board Fundraising Plans: Give & Get
    • Leadership on Site, Committees / Board
      Planned
      Giving
      Long Term Commitment
      Regular
      Volunteer/
      Committees
      Major
      Donor
      In Depth Involvement
      Repeat
      Volunteer
      Regular
      Donor
      On-Going Support
      One time Donor
      One Day Volunteer
      One Time
      Time
      Financial
    • The Five I’s of Fundraising
      Donor-Centric
      Traditional
      Identify
      identify/evaluate donor or prospect
       
      Investigate
      investigate what’s meaningful to the donor
       
      Integrate
      integrate the difference the donor wants to make with your ability to make it happen
       
      Involve
      involve in appropriate capacity
       
      Invest
      invest in appropriate capacity
      Identify
      identify/evaluate donor or prospect
       
      Inform
      inform about organization and programs
       
      Interest
      demonstrate how the organization serves
      the donor and community
       
      Involve
      involve in appropriate capacity
       
      Invest
      invest in appropriate capacity
    • Loyal Donor versus Stakeholder
      An annual donor makes loyalty gifts.
      A stakeholder makes passion gifts.
      A driving force for giving is a deep desire to make a difference in an area that is important to the donor, not what’s important to us.
    • 5 “Passion” Questions
      If you had all the money in the world, what would you want to pursue?
      If money were no object, what’s the difference you would want to make?
      If you could change anything, what would you change?
      If you could make the world a better place, what would you do?
      If you could do something truly transformational, what would you do?
    • Five Categories for Information Gathering
      Philanthropic Priorities/Charitable Intentionality
      Where do you rank?
      Wealth and Its Composition
      Are they asset rich and cash poor?
      Are they debt laden?
      Professional Background
      May indicate their current wealth picture.
      May indicate what their retirement picture will look like.
      May indicate their potential for connections/introductions.
    • Five Categories for Information Gathering (continued)
      Family/Health
      What is their attitude toward providing for their children?
      What concern might they have about needing to access funds in the future?
      Hobbies/Interests/Other Involvements
      May indicate their wealth picture.
      May indicate their potential for connections/introductions.
    • Five Categories to Keep on Track
      Identify and Build Donor Profile
      Are they affluent, do they have affinity, are they available?
      Strategize touch points and time frame.
      Identify appropriate individuals to be involved.
      Cultivation Phase
      Identify interests, build rapport, involve.
    • Five Categories to Keep on Track (continued)
      Intensification Phase
      Identify donor’s passion, intensify contacts, begin to collaborate on ideas.
      Solicitation Phase
      Refine proposal, ask.
      Stewardship Phase
      Maintain contact and involvement, strategize future gifts.
    • Five You Questions for the Donor
      Tell me more about your ______ experience…
      What made that experience so important, special, impactful, meaningful, for you…
      What’s important to you about…
      Tell me more about what that means to you…
      What makes you feel so strongly about…
    • Five Transitions to the Ask
      Based on:
      what I’ve heard you say…
      your strong feelings about…
      your desire to…
      our evaluation of the opportunity…
      what we’ve been talking about…
      I’d like to share with you…
      would you like to be a part of…
      would you consider…
      would you be interested in…
      could I show you…
    • Additional Thoughts
      Success stories
      Be creative: think beyond direct mail
      Use your web site and social media to help fundraise
      Partner with HFHI: donors
      see “one Habitat”
      • Treat corporate leaders as
      individual prospects
    • The Work-site as a Point of Contact
    • Case Study: Apostles Build
    • Case Study: Apostles Build
    • Case Study: ReStore donation
    • Celebrating our 20th Year of Success!WHERE WE ARE
      ECONOMIC IMPACT
      • Building our 90th + house locally providing decent shelter for over 400 low-income individuals.
      • Added $6.5 million to the City & County’s tax base.
      • Habitat homeowners have paid over $245,000 in property taxes.
    • ECONOMIC IMPACT
      • In the past year, spent locally $1 million purchasing building materials and paying sub-contractors.
      • Not 1 Habitat family lost their home because of current economic problems.
      • The ReStore has Recycled 4,500 tons of building materials from going to our landfill since opening 3 years ago.
    • HABITAT’S THRIVING FAMILIES
      • 97% of Habitat homeowners still live in their homes, some as long as 19 years. Most low-income renters live in their homes for less than 1 year.
      • Remarkably, 71% of children of Habitat homeowners graduate from High School & attend an institution of higher education. Children to not change schools frequently.
      • 50% of families say that their health has improved
    • HABITAT’S THRIVING FAMILIES (continued)
      • 69% of homeowners reported increased earnings.
      • Inadequate housing hinders education because it undermines a student’s ability to feel safe enough to learn.
    • Home Sponsorships
      Sponsorship Levels
      Legacy Sponsorship
      Cover the full construction costs for a new home
      $100,000……………..Volunteer up to 10 weeks*
      Keystone Sponsorship
      Cover the majority of construction costs for a new home
      $80,000……………Volunteer up to 8 weeks*
      Cornerstone Sponsorship
      Cover a portion of constructions costs for a new home
      $60,000…………Volunteer up to 7 weeks*
      *Volunteering is optional. If you choose to sponsor a home, you can decide how much, if any, volunteer time you would like (within the guidelines noted above)
    • Corporate Sponsorship Levels
      Level 1: Build the Foundation $10,000
      This level will help us build a strong foundation for a healthy home. As one of only three major sponsors at this level, your company will be highlighted in all of the home events, marketing materials, newsletters and much more.
    • Benefits:
      Your company's preference for a date in participation on one of our special “Build for a Day” events complete with volunteer T-shirts and a lunch.
      Your business name and logo will be included in all marketing and public relations materials including volunteer T-shirts.
      Your business name and logo will appear on any invitation, advertisment and/or media release.
      Website exposure on event page, and home page.
      Signage at site to include sign for duration of build and banner for the dedication.
      Logo on programs
    • Level 2: Sponsor a Room $5,000
      At this level of support, you will fund a room for a home.
      Benefits:
      Your company’s participation in one of our special “Build for a Day” events complete with volunteer T-shirts and a lunch.
      Your business name and logo will appear on any invitation, advertisement and/or media release.
      Website exposure on home page and events page.
      Signage at site for duration of build.
      Logos on programs.
    • Level 3: Raise the Roof $2,500
      Help us “raise the roof” and make the home a reality.
      Benefits:
      Website exposure on events page and home page.
      Signage at the job site for the duration of the build.
      Logo on programs
      Your loo on volunteer T-shirts.
    • Level 4: Light up the home $1,000
      Help us “light up this home” and make the home a reality.
      Benefits:
      Website exposure on events page and home page.
      Signage at the job site for the duration of the build.
      Logo on programs.
      Your logo on the volunteer T-shirts.