C7 let's get fiscal   brenda torpy - cht
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C7 let's get fiscal brenda torpy - cht

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Let’s Get Fiscal is not your typical fundraising workshop. Designed to energize and empower participants with greater resource development confidence and efficacy, Let’s Get Fiscal includes an......

Let’s Get Fiscal is not your typical fundraising workshop. Designed to energize and empower participants with greater resource development confidence and efficacy, Let’s Get Fiscal includes an in-depth, real-world approach to successful fundraising from a rural nonprofit’s point of view. Let’s Get Fiscal covers a broad range of information from the basic fundamentals of successful fundraising to unique and distinctive fundraising campaign ideas designed to get participants engaged and ready to fundraise. Don’t miss this opportunity to build your organization’s fundraising muscle!

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  • First step to getting fiscal is getting fit: Mission- business double bottom lineThe story is central- of those whose lives you change/improve, and of your organization (roots in community, pioneer, innovator, making the entire community betterDon’t get in a fundraising rut (we always had the fun-run, gala, Christmas appeal. ) And with each component measure return on investment – easier today than ever- As I describe what we’re doing I will talk about our process.
  • CHT path to fitness: MERGERNot solution to all- But PROCESS of ‘environmental scan for risk/opportunity was-Describe- too many groups chasing too few dollars- and shrinking pie- 2 of us using development fee to prop up rentals and other program: FISCAL UN-fitnessONE GOAL FOR ME: UNITED WAY OF FUNDRAISINGBenefits of affordable housing- great storyWhy us and not them: terrible- non-starter
  • Today 1750 homes- 1750 rentalsCommunity Development- mixed use
  • 5,000 residents
  • These services make portfolio work for people: access, succeed, move up - OUR STORY
  • As with any service : a big part is people/staffing - 75
  • Our Operating budget actually supports 92 million in activities and manages ¼ billion in assets
  • Our focus today- CR All messaging, branding, friend-making and fundraising and marketingOur goal to connect it all - the story
  • Overall branding- messaging- CEO and Chris
  • Full-time designer
  • In-house- website, ads, photos, brochures
  • Shows power of story to build comprehensive environment of support (media, NIMBY)One hour Bfast around table also allows BACKSTORY- not a sound bite – e.g.cost of compliance in PM and Finance- for us value and performance of shared-equity (still new)


  • 1. Providing permanently affordable housing in Northwestern Vermont TELLING CHT’S STORYMESSAGING, FUNDRAISING, AND FRIEND-MAKING Lets Get Fiscal 2012 National Rural Housing Conference
  • 2. Providing permanently affordable housingin Northwestern Vermont I. Fiscal fitness II. Telling the story III. Evaluate/recalibrate
  • 3. Providing permanently affordable housing in Northwestern VermontFISCAL FITNESS
  • 4. CHT was created in 2006 as aresult of a merger betweenBurlington Community LandTrust and Lake ChamplainHousing Ventures – bothfounded in 1984 by the City ofBurlington as non-profitorganizations to provideaffordable, safe and decenthousing.
  • 5. Mixing Housing andCommercial Space
  • 6. Multi-family Condos& Rentals
  • 7. Single-familyHomes
  • 8. Non Profit Facilities
  • 9. Cooperatives
  • 10. Services• Homeownership Centers• Financial Counseling• Loans and rehab service• Social Services: homeless, disabilities, conflict• Ready- Set- Rent• Co-ops and resident control
  • 11. Our Operating Budget of $9,100,000 supports… Total Annual Value Added: $92,076,000 CHT plus Partnership Budgets: $21,418,000 Development and Capital Budgets: $70,658,000Assets Owned & Under Management: $251,851,000 All Assets – CHT and Partnerships (Value of Buildings, Land, Covenants, Cash, Receivables etc under stewardship)
  • 12. 15% of the overall revenue for the organization. Community Relations Department
  • 13. Community Relations• THE BOARD• Staff – 3.5 FTEs  CEO-  CR Director  Marketing  Advocacy  Executive Assistant 17
  • 14. Fundraising Board• 100% participation & giving• Tasks for everyone• Staff support• Replace non-participants• Supplement 18
  • 15. Traditional Public Relations• Events – ribbon cutting, ground breakings, etc.• Press releases – grant awards, new Board members, etc• Other organizational news 19
  • 16. Advocacy• Tours• Coalitions• Lobbying• Resident training and Legislative Day 21
  • 17. Providing permanently affordable housing in Northwestern VermontTHE STORY
  • 18. Tell the Stories Media Political Arena DonorsNote: Their story & Yours 25
  • 19. CHT endedInter-generationalpoverty 26
  • 20. Providing permanently affordable housing in Northwestern VermontEVALUATE ANDCALIBRATE
  • 21. Friend-making and Fundraising - 1 First membership drive Now Benevon model Targeted appeals Major Donors 28
  • 22. Benevon Model• Monthly one hour • Description of need HopeBuilder breakfast • Resident’s testimonial• 10-15 guests • Follow-up calls,• Not a fundraiser engagement• Volunteer to host • Cornerstone Lunch• Program description • Multi-year pledges with anecdotes 29
  • 23. Results! Breakfasts have led to media and magazine stories and political support for our work Luncheon raised $135,000 in gifts and pledges its first year
  • 24. Friend-making and Fundraising- 2 Major Donors• from all efforts• Lois H. McClure Homes Forever Fund• planned giving 31
  • 25. Friend-making and Fundraising- 3 Relationships• ‘friend-making’ Cultivation• Multiple contacts between asks Tool: Raisers’ Edge data base 32
  • 26. Website and Social Media• Engaging people where they are• Email list Illustrativ• Facebook and Twitter e Graphic• Understanding limitations, Here benefits• Evaluate 33
  • 27. Providing permanently affordable housing in Northwestern VermontI. Fiscal fitnessII. Telling the storyIII. Evaluate/recalibrate
  • 28. Questions?You can find us at: www.facebook.com/chtrust www.twitter.com/chtrustwww.champlainhousingtrust.org 35