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D S  Louisville Fundraising
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D S Louisville Fundraising


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  • 1. Balance Of Support
    • Learning Objectives
    • Relationships are vital to the sustainability and growth of your organization
    • Meeting your members needs and performing the group’s mission will bring financial success
    • Donors are waiting to be asked to invest in your mission!
  • 2. DSL History
    • 1977
    • Established first infant/ toddler intervention program in Kentucky in partnership with the local school district
    • Enrollment 5 Staff 1 Volunteers 3
    • 1996
    • 4 Programs Enrollment 60
    • Staff 1 Full time 1 Part time Volunteers 30
    • 2001
    • 6 programs Enrollment 125
    • 2 Full time Staff 1 Part time 60 Volunteers
    • 2008
    • 15 Programs Enrollment 400
    • Staff 5 Fulltime 3 Part time Volunteers 400
  • 3. Life Long Learning Center
    • New Family Outreach Program
    • Infant Developmental Intervention
    • Toddler/Pre-School Developmental Playgroups
    • School Age Creative Enrichment Program/Summer Camp
    • Sib-Shops
    • Totally Tweeners Social Skills/Communication Development
    • Dreams with Wings Teen Summer Camp
    • Teen and Adult Life Style/ Social Program
    • Steps to Independence Life Skills Programs
    • Adult Literacy Individual tutoring and group classes
    • Everyone Reads Program
    • Behavior Intervention / Family Counseling
    • Career Solutions Job Placement
    • Advocacy for Education Health Community Access
    • Family Networking Events
  • 4. New Campus Life Long Learning Center
  • 5. New Campus Life Long Learning Center
  • 6. Membership and Friends
    • 1977
    • Membership 15 Friends 40
    • 1996
    • Membership 84 Friends 350
    • 2001
    • Membership 225 Friends 650
    • 2008
    • Membership 720 Friends 14,000
  • 7. Balance of Support
    • Ideal Source of Support
    • 20% Grants
    • 50% Donations
    • 20% Events
    • 10% In Kind
    • Typical Source of Support
    • 10%Grants
    • 10% Donations
    • 70% Events
    • 10% In Kind
  • 8. Donor Profile
  • 9. Building Your Infrastructure
    • Board Structure :
    • Recruit parents, extended family, volunteers and community professionals
    • Percentage of board members of community professionals goal to be at least 40%
    • Establish policies for attendance and participation in fundraising activities and campaigns
    • Establish a Development Committee
    • Include a Development goal in your board’s strategic plan
  • 10. Building Your Infrastructure
    • Members Recruitment & Retention
    • Establish policies and practices to ensure a welcoming environment for all. Inclusive of age, complexity of diagnosis, race, religion, ethnic, economic, or sexual orientation
    • Establish an effective referral network with community partners
    • Develop an effective First Call program including a system for maintaining contact with new parents
    • Host regular networking events appropriate for various age groups
    • When creating programs survey membership for relevancy for their needs
  • 11. Building Your Infrastructure
    • Friend Recruitment and Retention
    • Encourage participation of extended family to attend member networking events and volunteer
    • Contact local civic and business groups to book speaking engagements and encourage members to volunteer or attend events
    • Invite Friends to events and programs that showcases your organization
    • Seek advice from Friends/Supporters within their area of expertise
    • Invite Friends/Supporter to serve on special projects or committees
    • Treasure your volunteers and seek input from experienced volunteers in future planning
  • 12. Building Your Infrastructure
    • Data Base
    • Implement a consistent method of collecting member/friend contact information.
    • Create a data base system to record member’s/friend detailed contact information including donations, volunteer history, career and charitable interests.
    • Allocate volunteer/staff to record and update information
  • 13. Building Your Infrastructure
    • Communications and Public Relations
    • Include a communication/public relations goal in your strategic plan
    • Send all Friends/Supporters your general newsletter
    • Develop an electronic system communication that is informative but not annoying
    • Establish relationships with local TV, Radio and Print media
    • Send press releases in regard to programming events and accomplishments not just fund raising events
    • Portray a Positive Community Presence
  • 14. Grant Basics
    • Must be a 501c3 Non-Profit Organization
    • Competitive /Graded on specific criteria
    • Rate of Success Average 20%
    • Equipment and educational materials are funded at a higher rates than salaries
    • Grantors accept proposals during a specific time frame
  • 15. Grant Basics
    • Identify staff, volunteer or professional grant writer to complete the grant
    • Seek grant writing training
    • Allocate time to identify Grantors who’s guidelines match your needs
    • Create a written descriptive narrative and budget for the request for funds
    • Develop a relationship with grantor’s director
  • 16. Grant Basics
    • Allocate time for reports that Grantors require usually outcome measurements of your program
    • Grantors typically do not fund the same need year after year.
    • Grantors will fund new programs if well designed and the pilot program demonstrates positive outcomes
  • 17. Annual Campaigns/Donations
    • Establish an Annual Fund instead of Membership
    • Membership dues typically sets the bar to low
    • Membership may imply a time commitment
    • Yearly Donations set a habit with the donors that can last a life time
    • Donors will contribute to both an annual campaign and the Buddy Walk
    • An Annual campaign does not need to be in December
  • 18. Annual Campaigns/Donations
    • Create a case of support
    • Detail why you need the funds
    • Illustrate your service in relation to a suggested donation
    • Example $100.00 will purchase 3 new parent welcome baskets
    • Demonstrate how the donor’s funds will impact a person with Down syndrome
    • Use a personal story or ask a family to write a letter to donors
    • describing how the organization met their needs.
    • Document that your organization is reliable, responsible and good stewards of donated funds
  • 19. Annual Campaigns/Donations
    • Organize Your Campaign
    • Recruit/appoint Chair/Co Chair
    • Set a Goal and a start and ending date for the campaign
    • Recruit committee members including all board members
    • Train Committee on techniques for asking for donations
    • Analyze your list of members/friends and project donors that are likely to donate and estimate an average donation
    • Set a Budget include printing ,mailing cost and event expenses
  • 20. Annual Campaigns/Donations
    • A Personal Call Makes a Difference
    • Mailing a brochure is not an annual campaign
    • Typical return on just mailing is 1-5%
    • Select from your data base Supporters that warrant a personal call or visit DO NOT MAIL
    • Check with your committee to see who may have a connection with donors that will receive a call/visit
    • Use the power of e-mail but selectively
    • The personal touch raised over $10,000 with 105 donors 1/3 of our goal
  • 21. Annual Campaign/Donations
    • The Dreaded Ask:
    • The Donor is Waiting for the Opportunity To Give!
    • Learn more about the “friend” and why he is a supporter of your cause
    • Understand his giving history both dollars and talent
    • Call or e-mail for a short appointment
    • Bring on the appointment a recent newsletter or materials that illustrate the growth of the group
    • Share with the donor either your personal story or another member that benefited from their support. Thank him/her for his prior contributions
  • 22. Annual Campaigns/Donations
    • Share with the donor the objectives of the campaign and the goal
    • Ask for his advise or comments on the plan
    • Invite her to invest in the vision and join the campaign
    • Ask the donor to complete the pledge sheet
    • Thank the donor for his time and invite him to an upcoming event
  • 23. Annual Campaign/Donations
    • Show us the Money
    • Set up convenient ways for people to give
    • Arrange with bank to accept all credit cards
    • Arrange with bank for auto debit on a monthly basis
    • Allow for pledges with quarterly payment schedule especially for larger donations
    • Design your brochure for an easy return envelope
  • 24. Donations
    • Celebrate and Honor
    • List in every newsletter the opportunity to donate to honor any life event or a memorial
    • List the opportunity to donate on the web site
    • Create donation envelopes with lines to honor a loved one
    • Insert a donation envelope in each newsletter
    • Distribute donation envelopes to area Funeral Homes
  • 25. THANK The DONOR
    • Thank the donor in a formal letter that is suitable for tax purposes
    • Thank the donor within 7 days
    • Thank the donor with a phone call for first time gifts or extraordinary gifts ( not necessarily based on size of gift)
    • Designate giving levels and list donors in those levels
    • Thank the donor next time you see them
    • Thank the donor in your newsletter
    • Ask your members to thank the Donor
    • Consider an event to thank donors and volunteers
  • 26. Fundraisers By Friends
    • Developing Relationships with Community Organizations
    • Identify service organizations that raise dollars for charities
    • Join and attend your local chamber of commerce and business association
    • Identify labor unions or employee associations that raise dollars for charities
    • Inquire with members whose employers sponsor Charity days
    • Identify restaurants that fundraise for charities
  • 27. Fundraising Events
    • 3 Essential Elemental Questions
    • What will it cost to produce?
    • What is the minimum dollars it will raise?
    • What is the cost of human resources?
  • 28. Fundraising Events
    • Answers or More Questions
    • The ideal cost range to produce 0- 30%
    • Is the minimum dollars raised less than the projection cost??? If Yes STOP!
    • Will staff or volunteer comprise core services to prepare and staff event???
  • 29. Fundraising Events
    • Will this event showcase your mission?
    • Will this event afford opportunities for individuals with Down syndrome to participate?
    • Will this event introduce new “Friends” to your organization?
    • Will this event be unique and fun?
    • Will you be competing with established events?
  • 30. Fundraising Events
    • Get Organized
    • Recruit chair/co chair
    • Set Fundraising Goal and Budget
    • Book Venue
    • Solicit businesses for Sponsorship
    • Solicit volunteers
    • Solicit vendors for favorable discounts
    • Solicit guests /participants
    • Advertise
    • Set up Clean up
  • 31. Questions??
    • Contact Diana Merzweiler
    • [email_address]
    • 502-495-5088