D S Louisville Fundraising


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D S Louisville Fundraising

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