First fare 2010 first fundraising toolkit-dmh
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First fare 2010 first fundraising toolkit-dmh






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  • Companies want to invest in their local school

First fare 2010 first fundraising toolkit-dmh First fare 2010 first fundraising toolkit-dmh Presentation Transcript

  • Fundraising 101
  • Table of Contents
    • Fundraising 101 : What is it all about?
    • Getting Started : How to get going
    • Game Plan: Assigning Roles
    • Resources : Templates and tools
    • Targets: Going after the low hanging fruit
  • The Science of Fundraising
    • It’s an essential business skill
    • Fundraising is also called “sales” or “business development”
    • It’s more than just asking for money, its about:
      • connecting with others
      • engaging in a cause
      • sharing your story
    • People are inclined to support something they believe in, so give them a reason to believe
  • Engage family, friends, neighbors, classmates in the cause Meet with community influencers (i.e. reporters, bloggers, rotary, city council, mayor, associations) Consider a fundraiser event (i.e., bake sale, garage sale, car wash)
  • What are the local engineering companies? Do our friends have parents who work there? What’s our story? Do we know any local reporters, bloggers? What’s our fundraising goal? How much money do we need? Who is our top sales person? What is our script and financial ask?
  • Create a Business Plan
    • Executive Summary :
      • 2-3 paragraphs summarizing your team
      • your team strategy
      • your “ask”
        • Mentors
        • Sponsorship
    • Team Profile :
      • Introduce your team
      • Include community members supporting you
        • Include your high school
        • Mentors
        • FIRST organization
    Create a Business Plan
  • Create a Business Plan
    • “ Product” description :
      • What’s unique about your team?
      • What are you trying to accomplish?
      • Explain thoughtful strategy
        • win the regional competition
        • get students to college
  • Create a Business Plan
    • Funding request & financials :
      • Describe what your goal is
      • how much you’ve raised already
      • what the funds will support – be specific
        • Registration and Robot Kit of Parts $5,000
        • Extra Parts for Robot $2,000
        • T-shirts for 40 $ 500
        • Travel Expenses $ 750
        • Event Give Aways $ 500
  • Develop Key Messages
    • The Story
    • The “Ask”
    • What is FIRST?
    • Who are the members of your team?
    • Why did you decide to participate in FIRST?
    • What do you hope to accomplish?
    • What is the purpose of the robot? What will it look like? What will it do?
    • What’s your financial goal?
    • Why do you need financial support?
    • What will the funds pay for?
    • Why is financial support so important?
    • How will the support help your team?
    • How can people contribute? (Write a check? To whom? Host a fundraiser?)
  • Business Cards -CHEAP 500 cards $22
  • Fundraising Packet
    • One Page Summary
    • Photo of Team/Robot
    • Team Brochure
    • Sponsorship Levels
    • Sample Budget
    • Sponsors
  • Marketing Collateral
    • Website
    • Brochure
  • NOTE: Size of circles represent the how large of a role the individual should play in each activity. ACTIVITY & ASSIGNMENTS Brainstorm Make Your Call List Schedule Appointments Events and Promotions Follow Up Team Lead      Entire Team      Mentor      School      Parents     
  • Organize for Success
    • Make a list of targets
    • Prioritize and customize approach
    • Assign each team member a select number of targets
    • Help potential donors understand how far their support will go
    • Show excitement and enthusiasm
    • If appropriate, capture their contact info
    • Say “thank you”
  • Work Your Community
    • Identify and meet with local influencers who can:
    • Help with introductions to potential sponsors
    • Spread the word of your mission and financial goal
    • Open doors you didn’t realize
      • Chamber of Commerce
      • Rotary Club Leaders
      • Lion Club Leaders
  • Hit the Streets and Phones
    • Sometimes people will say “no, thanks” – That’s OK!
    • The more people you ask , the more people you will meet who will say “yes” – it’s a numbers game
    • Make sure you clearly state what the funds will support and why it’s important
    • START EARLY – The sooner you get started, the more successful you will be!
    • Be polite and professional and say Thank You!
  • Schedule Meetings
    • Get organized: find the right phone numbers, contact names, pronunciation, and practice your message
    • Start with the largest and/or most relevant companies
    • Schedule the meeting with someone you or your friends know personally
    • Do your homework and learn about what the company does and what they care about – speak to your audience
    • Determine who should attend and who has an existing relationship with the contact
    • Figure out what your donors will get in return for supporting you,
      • Logo of the robot
    • Pick up the phone!
  • Sample Pitch
    • Hi! My name is _____________ from ___________ High School.
    • We are working toward becoming the first team ever from __________ High School to win the regional FIRST Robotics competition. We’re just getting started with our entry – a robot! – and would love to tell you more about our program.
    • FIRST is ( elevator pitch ). Our team would like to ( describe goals and strategy for the competition ). The competition is on ( insert DATE ). We would love it if you could support our team with either mentors volunteers or sponsors.
    • Can we take 10 minutes of your time for a couple of students to make a presentation?
    • THANK YOU!
  • Sample Sales Tools
    • Present photos and/or videos from last year
    • Create a simple fact sheet and/or brochure (share your story, goals and marketing plans)
    • Draft a fundraising letter for situations where you cannot arrange an in-person meeting
    • Hold a robot demonstration (if you are a rookie, you can partner with another team)
    • Mayor’s office/City council
    • Local state representative
    • Neighborhood bloggers
    • School board
    • PTA/ASB
    • Newspaper reporters
    Sample Targets
    • High school newspaper
    • Neighborhood chapters of:
      • Rotary
      • Junior League
      • Chamber of Commerce
      • Associations
  • Keep Up A Dialogue
    • Keep a database of contacts
    • Offer email or Web site updates
    • Blog or Twitter about your progress toward goal
    • Take photographs and share them
    • One page Newsletter
    • Keep sponsors and targets informed
    • Be funny!
  • Online Resources
    • Oregon Chamber of Commerce Executives:
    • Rotary International club locator:
    • Fundraising Fundamentals from
    • Writing a Fundraising letter from
    • TechAmerica, Oregon:
    • Oregon Society of Professional Engineers:
    • Small Business Association: Writing a business plan:
  • Summer
    • Set your goals
    • Talk to your friends, family, community
    • Start a list of fundraising targets
    • Write a sample script for your meetings with targets
    • Draft a fundraising letter
    • If you’re a new team, reach out to a neighboring team to borrow their robot
    Start of the school year
    • Start having regular meetings with fundraising targets
    • Assign each member a few targets and meet often to discuss updates, tips and progress
    • Show your targets photos of the robot project in process
    • Determine if you want to host a fundraising event, begin planning
    Late Fall
    • Keep in touch with your donors with project updates
    • Schedule and conduct meetings with community members, local leaders, and community newspapers
    One month before competition
    • Invite donors to the competition
    • Take photos of your robot and your team
    After the competition
    • Send a thank you note with a photo and share your results!
  • Contact Name Profession/Title Company Name Phone Call Meeting Letter Donation $ Enter first & last name Enter title and/or industry Enter company name   Was phone call made? Enter date   Did you conduct a meeting? Enter date   Was a letter sent? Enter date Was a donation made? Enter amount                                    
  • Final Words of Wisdom
    • Start Early : The sooner you start, the sooner you will see results
    • Stay Organized : Keeping on schedule, charting progress and adjusting plan as needed will keep your fundraising effort on track
    • Have Fun : If you are having a good time, it will come across to others