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Crisis Fundraising for Libraries
Presented by Ed Rossman
Friday March 15, 2019
Hosted by ALA Publishing eLearning Solutions
eCourse on Building Revenue Sources beginning July 8, 2019
and continuing for 4 weeks
A positive, proactive, financially-oriented response to a major
crisis in your community.
My background
and interest
 Broadcaster
 Librarian
 Cancer survivor
 Family in Panama City
 Facebook.com/rev4lib
"The most difficult thing is the
decision to act, the rest is merely
tenacity.“ - Ameilia Earhart
Definition of Crisis
 According to Dictionary.com:
• a condition of instability or danger, as
in social, economic, political, or international affairs,
leading to a decisive change.
• a dramatic emotional or circumstantial upheaval
Institutions can open quickly, but with vastly depleted
resources. Replenishing them without depending on
an overwhelmed bureaucracy is easier than ever
before, thanks to the internet and social media.
What lack of media can do
Webinar Format
 Part 1 about actual Fundraising techniques
 Question break / Sharing tips
 Part 2 about Preparation
 Final questions
 If time, exercise and resource review
New Orleans advice
 Ebsco interviewed librarians from Hurricane
Katrina that gave insights into how the
hurricane affected them
 What is the need for libraries?
 Seale Paterson – They need money!!! Tell
people that want to send books to have a book
drive and sell the books themselves and then
send you the proceeds in a check. Pretty much
anything can be fixed with money.
Friends are critical extensions!
 Share the recording link with your Friends groups.
Think Outside the box!
 Pt 1 - Methods you
can use to prop up
your libraries right
after the crisis.
 How to raise money
even outside your own
area.
-Special Publications / Publishing
Publishing via IngramSpark
- Cloud-based FR ideas
 Buy a Brick
 Amazon Smile
 Crowdfunding
 Donorschoose
 Charity mania!
 Third Party
retailers
Bricks show resilience!
Amazon Smile
Crowdfunding Bible
 Study success
1. Product
2. Pitch
3. Video
4. Incentives
5. Goal
6. Campaign
Donorschoose.org
CharityMania and Sports
Online Gift Shop
Questions and sharing break
Pt 2 - Preparing for a crisis
Steps that you can take before the crisis
arrives!
It wasn't raining when Noah built the
ark. - Howard Ruff
Legal and Board policy considerations
 Emergency Powers for Director
 Assessment of policies before chaos disburses the
board and quorum is impossible
 Check any tax consequences
 Policies Exercise at the end of this presentation
Audit now!
When disaster happens you’ll be in shock.
-Contracts and procedures
 Policies discuss the “what” and “why” aspects
of your operations
 Procedures cover the “how” and “who”
 Do contingency planning in advance for
anything dealing with money
 Keep your most important backups stored in
the cloud or away from your location
Be prepared to Bug Out
In a crisis change will be fast and furious.
Have emergency closure procedures
ready.
Anticipate the worst case
Inspect your business chain
 Payroll and Benefits administration
 Service logistics; book vendors
 Exercise – Contract Approval
 Recovery time management
-Promotions
 Recruit as many Friends you can before crisis
 Journaling to your extended core audience as
soon as internet is restored
 Term from broadcasting
 Social media emergency plan
Extend the passion for your cause
Gain support from others outside the
crisis zone with journaling
Partnerships
“These awesome prek teachers organized a drive to replenish our destroyed
prek classrooms! And the Greek Moving company is donating their time,
truck and men to bring the donations to us from 8 hours away! We are SO
blessed! — feeling loved.” (Personal Communication: Annie Andrako
November 6 • Facebook)
-Sponsorships
 Exercise For non-crisis times – Discovery for
sponsors
 Objective: Create a list of potential sponsors
through brainstorming or an audit of past
supporters.
Discovery Cultivation Solicitation Stewardship
Use Matching Grants
Integrate into any sponsor search
 Identify the areas’ largest employers
 Contact the benefits department
 Provide them with the proper paperwork
 Doublethedonation.com
 Exercise at the end of presentation
Pursue Co-op Advertising Donations
Enlist local
companies for
sponsorships and
then encourage
them to go to their
national brands to
aid in your cause.
Brainstorming
Exercise: Partner Identification
Form distant relationships
- Technology
 Satellite vs only cell tower connections
 Contingency plans for communications
 Off-site backups or cloud storage
 “Prepositioned” agreements with
network providers in case your own in-
house servers are destroyed
Tech contingencies
 Temporary mirror
site using your URL
 A method to access
satellite comm
 Recovery plan for
your cloud or
physical backups
 Crisis list of experts
Exercise – Discovery for sponsors
Potential sponsor brainstorming/audit joint exercise!
- Come up with top 25 potential local sponsors
- Describe 3 ways, use simple table columns:
1.Have a close local tie; friend, family y/n
2. Existing or past sponsor? y/n
3. Are they a neighbor to your facility but w/ no
past use and no personal ties y/n
Exercise – Double the Donation audit
 Do an environmental scan of major employers and
national chains in your area
 Use DoubletheDonation.com to see if they have a
Matching Grant program.
 Sherwin-Williams matches up to $3,000 per
employee or retiree each year at a 1.5:1 ratio.
People can donate up to $3,000 and Sherwin-
Williams will provide a contribution of up to
$4,500.
Exercise – Amazon Smile
 The Amazon Smile Foundation will donate 0.5% of
the purchase price of eligible products to the
charitable organization of your choice.
 Directions on registering as an organization:
https://org.amazon.com/
 Directions for donors wishing to give to you:
https://smile.amazon.com/
Exercise – Crowdfunding Platform
Comparison
Exercise – Policy Audit
 In a disaster zone it may be hard to get a board meeting together to arrange
policies on naming rights, crowdfunding, and other fundraising methods.
 Your policies guideline audit
 Look through your organizations policies for guidelines on naming
rights / sponsorships
 Investigate policies for your oversight organization; ex: school board,
university, city or county government.
 Among questions that boards may face include:
1. What special contingencies need to be considered to handle raised funds and
under whose authority will they be disbursed in an emergency?
2. Does the Director’s spending authority need to be expanded so that expenditures
over a certain amount that can be spent in a timely fashion rather than requiring
a board vote?
3. Would there be any qualms about using third parties to sell items online for
you?
4. Is there anybody you would not accept money from? Where would you draw the
line in acknowledging gifts?
Exercise – Contract Approval review
 Objective: In the prior exercise policy oversight was
asked to be reviewed. However there may be business
office protocols that are not included in a policy book.
This exercise requires you to investigate those.
 Very simply put, as a nonprofit agency, is there a
dollar, timeframe, content or any other threshold for
contracts that your board or oversight mechanism (city,
county, state) needs to approve?
 Know your constrictions so you can get around them!
Exercise – Partner Identification
 Professional partnerships outside the disaster
zone are needed; won’t know how big that is until
you need them!
 Pre-planning can be helpful and increase
recovery efficiency
 Try drawing a spider web with your organization
in the middle. Use strands to organize different
groups of possible support groups outside of your
immediate region, at a statewide, regional or
national level. (Slide image)
Good Resource Platforms
 https://www.charitynavigator.org/
 http://www.good360.org/
 http://adoptaclassroom.com/
 http://www.modestneeds.org/
 https://www.gofundme.com/
 https://www.generosity.com/
References
 Double The Donation. 2018. “Matching Gift Search”
https://doublethedonation.com/tips/matching-gift-search/
 Ebscopost. September 21, 2017. “Recovering and Rebuilding after a Hurricane — What
Librarians Learned from Hurricane Katrina” https://www.ebsco.com/blog/article/recovering-and-
rebuilding-after-a-hurricane-what-librarians-learned-from-hu
- Interview comments by Seale Paterson, Library Manager – Hubbell Library
 Ingram Content Group. 2018. “IngramSpark” https://www.ingramspark.com/
 Statista. 2018. “Average annual amount spent on Amazon according to U.S. Amazon Prime and non-Prime
members as of June 2018”. https://www.statista.com/statistics/304938/amazon-prime-and-non-prime-
members-average-sales-spend/
 Wikipedia. Sept 28, 2018. “Bug-Out Bag” https://en.wikipedia.org/wiki/Bug-out_bag
Good luck! Contact me!
 (216) 392-0200
 erossman74@yahoo.com
 www.facebook.com/rev4lib
 https://www.linkedin.com/in/erossman74
 https://www.alastore.ala.org/content/40-
new-revenue-sources-libraries-and-
nonprofits

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Crisis Fundraising for Libraries

  • 1. Crisis Fundraising for Libraries Presented by Ed Rossman Friday March 15, 2019 Hosted by ALA Publishing eLearning Solutions eCourse on Building Revenue Sources beginning July 8, 2019 and continuing for 4 weeks A positive, proactive, financially-oriented response to a major crisis in your community.
  • 2. My background and interest  Broadcaster  Librarian  Cancer survivor  Family in Panama City  Facebook.com/rev4lib "The most difficult thing is the decision to act, the rest is merely tenacity.“ - Ameilia Earhart
  • 3. Definition of Crisis  According to Dictionary.com: • a condition of instability or danger, as in social, economic, political, or international affairs, leading to a decisive change. • a dramatic emotional or circumstantial upheaval Institutions can open quickly, but with vastly depleted resources. Replenishing them without depending on an overwhelmed bureaucracy is easier than ever before, thanks to the internet and social media.
  • 4. What lack of media can do
  • 5. Webinar Format  Part 1 about actual Fundraising techniques  Question break / Sharing tips  Part 2 about Preparation  Final questions  If time, exercise and resource review
  • 6. New Orleans advice  Ebsco interviewed librarians from Hurricane Katrina that gave insights into how the hurricane affected them  What is the need for libraries?  Seale Paterson – They need money!!! Tell people that want to send books to have a book drive and sell the books themselves and then send you the proceeds in a check. Pretty much anything can be fixed with money.
  • 7. Friends are critical extensions!  Share the recording link with your Friends groups.
  • 8. Think Outside the box!  Pt 1 - Methods you can use to prop up your libraries right after the crisis.  How to raise money even outside your own area.
  • 11. - Cloud-based FR ideas  Buy a Brick  Amazon Smile  Crowdfunding  Donorschoose  Charity mania!  Third Party retailers
  • 14. Crowdfunding Bible  Study success 1. Product 2. Pitch 3. Video 4. Incentives 5. Goal 6. Campaign
  • 19. Pt 2 - Preparing for a crisis Steps that you can take before the crisis arrives! It wasn't raining when Noah built the ark. - Howard Ruff
  • 20. Legal and Board policy considerations  Emergency Powers for Director  Assessment of policies before chaos disburses the board and quorum is impossible  Check any tax consequences  Policies Exercise at the end of this presentation
  • 21. Audit now! When disaster happens you’ll be in shock.
  • 22. -Contracts and procedures  Policies discuss the “what” and “why” aspects of your operations  Procedures cover the “how” and “who”  Do contingency planning in advance for anything dealing with money  Keep your most important backups stored in the cloud or away from your location
  • 23. Be prepared to Bug Out In a crisis change will be fast and furious. Have emergency closure procedures ready.
  • 25. Inspect your business chain  Payroll and Benefits administration  Service logistics; book vendors  Exercise – Contract Approval  Recovery time management
  • 26. -Promotions  Recruit as many Friends you can before crisis  Journaling to your extended core audience as soon as internet is restored  Term from broadcasting  Social media emergency plan
  • 27. Extend the passion for your cause
  • 28. Gain support from others outside the crisis zone with journaling
  • 29. Partnerships “These awesome prek teachers organized a drive to replenish our destroyed prek classrooms! And the Greek Moving company is donating their time, truck and men to bring the donations to us from 8 hours away! We are SO blessed! — feeling loved.” (Personal Communication: Annie Andrako November 6 • Facebook)
  • 30. -Sponsorships  Exercise For non-crisis times – Discovery for sponsors  Objective: Create a list of potential sponsors through brainstorming or an audit of past supporters. Discovery Cultivation Solicitation Stewardship
  • 31. Use Matching Grants Integrate into any sponsor search  Identify the areas’ largest employers  Contact the benefits department  Provide them with the proper paperwork  Doublethedonation.com  Exercise at the end of presentation
  • 32. Pursue Co-op Advertising Donations Enlist local companies for sponsorships and then encourage them to go to their national brands to aid in your cause.
  • 35. - Technology  Satellite vs only cell tower connections  Contingency plans for communications  Off-site backups or cloud storage  “Prepositioned” agreements with network providers in case your own in- house servers are destroyed
  • 36. Tech contingencies  Temporary mirror site using your URL  A method to access satellite comm  Recovery plan for your cloud or physical backups  Crisis list of experts
  • 37. Exercise – Discovery for sponsors Potential sponsor brainstorming/audit joint exercise! - Come up with top 25 potential local sponsors - Describe 3 ways, use simple table columns: 1.Have a close local tie; friend, family y/n 2. Existing or past sponsor? y/n 3. Are they a neighbor to your facility but w/ no past use and no personal ties y/n
  • 38. Exercise – Double the Donation audit  Do an environmental scan of major employers and national chains in your area  Use DoubletheDonation.com to see if they have a Matching Grant program.  Sherwin-Williams matches up to $3,000 per employee or retiree each year at a 1.5:1 ratio. People can donate up to $3,000 and Sherwin- Williams will provide a contribution of up to $4,500.
  • 39. Exercise – Amazon Smile  The Amazon Smile Foundation will donate 0.5% of the purchase price of eligible products to the charitable organization of your choice.  Directions on registering as an organization: https://org.amazon.com/  Directions for donors wishing to give to you: https://smile.amazon.com/
  • 40. Exercise – Crowdfunding Platform Comparison
  • 41. Exercise – Policy Audit  In a disaster zone it may be hard to get a board meeting together to arrange policies on naming rights, crowdfunding, and other fundraising methods.  Your policies guideline audit  Look through your organizations policies for guidelines on naming rights / sponsorships  Investigate policies for your oversight organization; ex: school board, university, city or county government.  Among questions that boards may face include: 1. What special contingencies need to be considered to handle raised funds and under whose authority will they be disbursed in an emergency? 2. Does the Director’s spending authority need to be expanded so that expenditures over a certain amount that can be spent in a timely fashion rather than requiring a board vote? 3. Would there be any qualms about using third parties to sell items online for you? 4. Is there anybody you would not accept money from? Where would you draw the line in acknowledging gifts?
  • 42. Exercise – Contract Approval review  Objective: In the prior exercise policy oversight was asked to be reviewed. However there may be business office protocols that are not included in a policy book. This exercise requires you to investigate those.  Very simply put, as a nonprofit agency, is there a dollar, timeframe, content or any other threshold for contracts that your board or oversight mechanism (city, county, state) needs to approve?  Know your constrictions so you can get around them!
  • 43. Exercise – Partner Identification  Professional partnerships outside the disaster zone are needed; won’t know how big that is until you need them!  Pre-planning can be helpful and increase recovery efficiency  Try drawing a spider web with your organization in the middle. Use strands to organize different groups of possible support groups outside of your immediate region, at a statewide, regional or national level. (Slide image)
  • 44. Good Resource Platforms  https://www.charitynavigator.org/  http://www.good360.org/  http://adoptaclassroom.com/  http://www.modestneeds.org/  https://www.gofundme.com/  https://www.generosity.com/
  • 45. References  Double The Donation. 2018. “Matching Gift Search” https://doublethedonation.com/tips/matching-gift-search/  Ebscopost. September 21, 2017. “Recovering and Rebuilding after a Hurricane — What Librarians Learned from Hurricane Katrina” https://www.ebsco.com/blog/article/recovering-and- rebuilding-after-a-hurricane-what-librarians-learned-from-hu - Interview comments by Seale Paterson, Library Manager – Hubbell Library  Ingram Content Group. 2018. “IngramSpark” https://www.ingramspark.com/  Statista. 2018. “Average annual amount spent on Amazon according to U.S. Amazon Prime and non-Prime members as of June 2018”. https://www.statista.com/statistics/304938/amazon-prime-and-non-prime- members-average-sales-spend/  Wikipedia. Sept 28, 2018. “Bug-Out Bag” https://en.wikipedia.org/wiki/Bug-out_bag
  • 46. Good luck! Contact me!  (216) 392-0200  erossman74@yahoo.com  www.facebook.com/rev4lib  https://www.linkedin.com/in/erossman74  https://www.alastore.ala.org/content/40- new-revenue-sources-libraries-and- nonprofits