Welcome to our first Champion OrientationI am Colleen LaFontaine, EDThe goal for tonight is for you to learn a bit about our Champion Program and see if you and your project are a fitYou’ll learn tonight that the Champion Program is much more than Fiscal Sponsorship, in fact, if you are only looking for a fiscal sponsor, we are not the organization for you.Being a Champion means that you are part of a community – a community of like-minded individuals all focused on helping the world’s neediest children gain access to life’s basic necessities – food, shelter, education, healthcare. You want to be empowered to create the change we all know is possible.
This is our agenda for tonight. But first, let’s quickly go around the room and introduce ourselves. Please tell us your name, location of your project and briefly what your project is trying to achieve.Now Janet is going to take us through OWCF”s values and guiding principles.
How many people here have fundraising experience?Having been fundraising myself for over 30 years, I know that this is sometimes an area that people at times, find difficult. One of our goals, with the support of the champion community, is to help you feel comfortable fundraising. Tonight we’ve given you a small fundraising guide. It includes tips for fundraising from individuals (which will be you most effective fundraising) as well as event fundraising. We also have over 50 ideas, big and small, to help get you started. But I briefly wanted to go over some fundraising basics. Get comfortable asking! Like most things, are comfort grows with preparation and practice – so do both!
Ultimately – keep your story and your ask simple.Have confidence that you are working for a worthy cause and people want to helpStay focused on your goals and let your passion shine through!
We talked about the importance of planning – and part of that process is goal setting.
This includesREVIEW SHEETWe’ve created a short worksheet to help you organize the process. You’ll receive this electronically and can use it as a guide to organize your year. We’ve also included an events goal sheet – just to help you think through some of the things you'll need to consider.Your success means the world to your projects –
Our Core Values We value the knowledge and experience of local communities We believe that access to good nutrition, healthcare, education and safety are fundamental rights of every child We recognize that the well being of children is linked to the well being of their mothers and that economic and social opportunities for women are essential for the welfare of children. We believe that every individual living in the United States can make a difference to the well-being of the world’s children through their actions. Individuals can be inspired to take action through education, practical examples and through a network of support services and like-minded individuals.
Project Requirements For a project to be considered it must meet the following requirements: Serves children or their caregivers directly Children’s lives are transformed – the project has a real impact The project is either: Run by an established, well run grassroots/CBO/or equivalent organization with stable leadership, board of directors and financial history Or run by a grassroots group running a clear necessary program addressing an urgent, obvious need not being met by another organization in the community Wants and does not have an American fiscal sponsor and wants to raise money in the US
Project Requirements We also consider these factors when vetting a project: Easy to communicate with, accessible, responsive Measurable objectives Has a plan, timeline and ability to execute objectives Understands and is able to do business with OWCF Track record of success Ability to provide stories, images and other materials We are able to provide value other than just fiscal sponsorship
Champion Requirements For a Champion to be consider they must meet the following requirements: US resident (must live here at least part time) The project must meet requirements Willing to fundraise Value alignment Agree to terms of the Champion Agreement Not impose personal agenda and goals on project Wants more than fiscal sponsor Be an ambassador for OWCF
Champion Requirements Other factors we consider include: Has visited and has a relationship with project Attitude of reciprocity Responsive, accessible Has fundraising ideas Access to a network Cultural sensitivity Willing to participate in the Champion Community Minimum 3 year commitment Realistic goals Willing or able to do future site visits or has access to people that could visit
What we won’t do Programs focused on adults Programs without a child-centered focus American programming for overseas groups Individuals with a project Projects with another US sponsor Capital projects without a plan for sustainability Projects too burdensome for our staff to manage Child sponsorship Projects that only indirectly benefit children
Communications/Reporting Processes Execution of Legal Agreements Champion Annual Grant Reports Disbursements (4 x yr.) Project OWCF sends all legal documents to Champion. Champion completes Champion Agreement and sends back. Champion forwards Grant Agreement and Certificate of Authorization to Project who completes and sends back to OWCF. Champion Champion Project Project OWCF sends report template to Champion to forward to Project for completion; First report is due 13 mos after Grant Agreement is signed and every 12 mos after that. OWCF sends disbursement form to Champion 4x year. You should discuss the project’s needs, complete the form and return to OWCF. We send funds directly to the project Annual Champion Report Champion OWCF sends report template to Champion at end of calendar year; Report is due by mid-January.
Communications Other Channels of Champion Communication
Donations Received for Champion Projects Champion Notified Donor Gift Acknowledged Entered into Giftworks (donor database) Payment Method Check Donor and gift entered into Giftworks. Donor’s project preference indicated. Champion notified via monthly report from OWCF. Donor sent acknowledgement letter from OWCF. Cash Regular Mail to: 1012 Torney Avenue San Francisco, CA 94129 Donor sent acknowledgement letter from OWCF. Champion notified via monthly report from OWCF. Donor and gift entered into Giftworks. Donor’s project preference indicated. Credit Card Credit Card donation made via OWCF’s website or other online sites such as Facebook OWCF receives statement indicating donor’s project preference. Enters donor and gift into Giftworks. Donor receives email receipt from Groundspring.org. Champion notified via monthly donation report from OWCF. Online Donations to Champion Projects OWCF coordinates stock/fund transfer and enters into Giftworks after transfer takes place. Stock donations Donor sent acknowledgement letter from OWCF. Champion notified via monthly donation report from OWCF. Other In Kind donation of equipment, supplies, etc is made; form completed and turned in to OWCF. Donor and gift entered into Giftworks. Donor’s project preference indicated. Donor sent acknowledgement letter from OWCF. Champion notified via monthly donation report from OWCF.
Site Visit Set expectations and goals How can your visit benefit your fundraising? Stories Pictures Metrics Can you find out about new priorities? What can you learn about the community? How can you improve communications? Be aware of your role
Stories, Photos and Videos Sharing your project with the world Explaining the need and projecting the solution Stories are a great way to communicate About the children About the organization itself About the community Ask permission! Gather names Think about captions and credit The more info you get the more widely you can use your images
Fundraising People give when they are asked Explain the problem and explain how your project solves it Explain your need – simply This is your “Case for Support” Practice with a friend Feel comfortable answering questions about your project Know that people want to help Tell the story of a single child Then explain why this is a good investment Break your goal into achievable mini-goals Focus on big asks first
Fundraising People will give again if they are thanked and kept up to date on your project There’s no need to do it alone Plan! Think through your fundraising year Are there holidays you can use to fundraise around Are there events where you can promote your project What networks do you have access to Donating yourself? Make it a challenge grant Matching funds from companies
Some simple ideas Progressive dinner Multi-family yard sale Host a house party “Second Collection” Sell your frequent flyer miles Have a raffle Give talks about your project – alumni, clubs, work Write a letter asking for donations to everyone in your address book Tell your story to the local newspaper Ask for a specific amount – just higher than you think they can give
Fundraising Keep it simple Do it with confidence Have a “can do” attitude Have empathy Focus Be passionate!
What happens next? Your Letter of Intent The Champion Interview Reference check Application from Project Application Review and Committee Approval Board Approval Due Diligence Champion and Project Agreements
Project Approval Process Initial Screen by OWCF employee Decline Suggest alternative funder, if appropriate Inquiry Doesn’t fit criteria From:
Fits criteria Send OWCF’s Letter of Inquiry (LOI) and Champion Packet / Invite to Champion Orientation Meeting LOI Received from Prospective Champion
Sent to Project Committee members
Champion invited to make a 15 minute presentation at the meeting
Committee runs reference checks on Champion (30 day review)
Decline Suggest alternative funder, if appropriate Project Committee Presentation Doesn’t fit criteria Approved by Project Committee Request Completed Application Form from Project Decline Suggest alternative funder, if appropriate Project Committee Meeting Application reviewed Doesn’t fit criteria
Final form sent to Project; Due diligence and reference checks done (30 day review)
Prospective Champion sends email introducing OWCF to project contact in the field