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Small Charity BIG

{

Success

Ann Rosenfield, MBA, CFRE AFP Congress 2013









How to get the biggest bang for your buck
(79%)
How to get going on major gifts (61%)
How to benchmark results (58%)
Stronger fundraising from Board (58%)
Getting buy-in on social media (32%)
Making budget for year end (23%)

Here’s what you said you wanted to
discuss
What do you have in

ABUNDANCE
Top 5 ideas
 Hire consulting expertise by the hour
 Easy corporate donations – product, space,
catering
 Take a hard look at killing an event (or 2)
 Small steps, big return – like maximize your
donation button, optimize online giving
 Monthly giving/pledged giving
Bonus idea
Plant a seed for the future, get going on bequests

Biggest bang for your buck
Top 5 ideas
 Get consulting help
 Don’t quit at mile 22
 Research
 Donor cultivation events
 Hands on volunteering
Bonus tip
Work this area into Board recruitment criteria for
future

How to get going in major gifts


Major Gifts







Events




80-150 major gift prospects to be cultivated over
next 2-5 years leading to 30-35 asks/year to yield
10-15 gifts/year1
Cost per dollar spends $1 to raise $362
High performing organizations have a
President/ED who is active in fundraising3
Average event spends 50 cents for each $1 raised

Annual Fund


29 cents to raise $12

Benchmarking results
Top 5 ideas
 Start by engaging in stewardship phone calls or
notes
 Engage by briefing and educating on how to work
an event
 Engage in mission – updated on the good news
 Warm introductions “will you have a coffee with”
 Annual contract – Kim Klein “53 Ways for Board
members to raise $1000”
Bonus tip
Find a Board member who can be an exemplar

Stronger Board Fundraising
Top 5 tips
 Just do it – ask for the magic superpowers to
run social media
 Set up your charity’s LinkedIn page and get
Board to join
 Prioritize recruiting tech savvy Board members
 Add social media benefits to your sponsorship
packages





LinkedIn is priority for corporations
Facebook more geared to individuals

Attend Be Good Be Social or Social Media week

Getting buy-in on social media
Top 5 tips
 Run your LYBUNTs and start calling now. Start with
$1000 donors
 Throw together a Giving Tuesday campaign (December
3)
 Check if every single one of your Board members have
given something
 Make your donate button easy to find on home page
and animate




Simplify your giving form

Do a round 2 of phone calls near fiscal year end

Bonus tip
Calendar now to do an active effort on this in August.
Many major gift donors begin year-end donation
shopping in August5

Making year-end budget
THANK
YOU!

Ann Rosenfield
@gratiacaritas
annrosenfield416@gmail.com
small shop BIG SUCCESS
small shop BIG SUCCESS
small shop BIG SUCCESS
small shop BIG SUCCESS
small shop BIG SUCCESS
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small shop BIG SUCCESS

  • 1. Small Charity BIG { Success Ann Rosenfield, MBA, CFRE AFP Congress 2013
  • 2.       How to get the biggest bang for your buck (79%) How to get going on major gifts (61%) How to benchmark results (58%) Stronger fundraising from Board (58%) Getting buy-in on social media (32%) Making budget for year end (23%) Here’s what you said you wanted to discuss
  • 3.
  • 4. What do you have in ABUNDANCE
  • 5. Top 5 ideas  Hire consulting expertise by the hour  Easy corporate donations – product, space, catering  Take a hard look at killing an event (or 2)  Small steps, big return – like maximize your donation button, optimize online giving  Monthly giving/pledged giving Bonus idea Plant a seed for the future, get going on bequests Biggest bang for your buck
  • 6.
  • 7. Top 5 ideas  Get consulting help  Don’t quit at mile 22  Research  Donor cultivation events  Hands on volunteering Bonus tip Work this area into Board recruitment criteria for future How to get going in major gifts
  • 8.
  • 9.  Major Gifts     Events   80-150 major gift prospects to be cultivated over next 2-5 years leading to 30-35 asks/year to yield 10-15 gifts/year1 Cost per dollar spends $1 to raise $362 High performing organizations have a President/ED who is active in fundraising3 Average event spends 50 cents for each $1 raised Annual Fund  29 cents to raise $12 Benchmarking results
  • 10.
  • 11. Top 5 ideas  Start by engaging in stewardship phone calls or notes  Engage by briefing and educating on how to work an event  Engage in mission – updated on the good news  Warm introductions “will you have a coffee with”  Annual contract – Kim Klein “53 Ways for Board members to raise $1000” Bonus tip Find a Board member who can be an exemplar Stronger Board Fundraising
  • 12.
  • 13. Top 5 tips  Just do it – ask for the magic superpowers to run social media  Set up your charity’s LinkedIn page and get Board to join  Prioritize recruiting tech savvy Board members  Add social media benefits to your sponsorship packages    LinkedIn is priority for corporations Facebook more geared to individuals Attend Be Good Be Social or Social Media week Getting buy-in on social media
  • 14.
  • 15. Top 5 tips  Run your LYBUNTs and start calling now. Start with $1000 donors  Throw together a Giving Tuesday campaign (December 3)  Check if every single one of your Board members have given something  Make your donate button easy to find on home page and animate   Simplify your giving form Do a round 2 of phone calls near fiscal year end Bonus tip Calendar now to do an active effort on this in August. Many major gift donors begin year-end donation shopping in August5 Making year-end budget

Editor's Notes

  1. Bang for the buck
  2. Getting started in major gifts
  3. Benchmarking
  4. 1 – Wealth Engine “Measuring Fundraising return on investment – page 92 – Association of Healthcare Philanthropy “2009 AHP Performance Benchmarks Service”3 – Underdeveloped – a national study of nonprofit fundraising. Study by Haas Family Foundation and Compasspoint (2012)
  5. Stronger Board
  6. Social media buy-in
  7. Making year end budget
  8. 5 – Robin Fowler, the Offord Group, CAGP Breakfast seminar october 2013