D S  Louisville Fundraising
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D S Louisville Fundraising

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    D S  Louisville Fundraising D S Louisville Fundraising Presentation Transcript

    • 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!
    • 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
    • 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
    • New Campus Life Long Learning Center
    • New Campus Life Long Learning Center
    • Membership and Friends
      • 1977
      • Membership 15 Friends 40
      • 1996
      • Membership 84 Friends 350
      • 2001
      • Membership 225 Friends 650
      • 2008
      • Membership 720 Friends 14,000
    • 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
    • Donor Profile
    • 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
    • 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
    • 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
    • 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
    • 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
    • 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
    • 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
    • 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
    • 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
    • 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
    • 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
    • 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
    • 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
    • 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
    • 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
    • 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
    • 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
      • THANK THANK THANK the DONOR!
    • 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
    • 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?
    • 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???
    • 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?
    • 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
    • Questions??
      • Contact Diana Merzweiler
      • [email_address]
      • 502-495-5088