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No Time, No Money
10 strategies for philanthropy success
Ann Rosenfield, MBA, CFRE
with support by Paulett Ramsey, CFRE
Session Agenda
Balancing Philanthropy with everything else
100% Board Giving
Expert Advice on a Tiny Budget
Q & A
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
Time …
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
Internal Meetings
Internal Meetings,
data entry, prep for
next week
Events
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
Only do worthwhile events
One of these events will have attendees who convert to
donors. The other will cost $0.50/$1 raised.
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
Focus on individuals
72%
15%
7%
6%
%	
  Donation	
  by	
  Source
Individuals
Foundations
Bequests
Corporations
Giving USA 2012
c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
Research your donors
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE
2016
Get productive
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey,
CFRE 2016
Set targets
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE
2016
The Anthony Keating
3 phone calls a day approach
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
Culture of Philanthropy >Fundraising
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey,
CFRE 2016
The most powerful sentence
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
Expert advice on a tiny budget
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE
2016
Get schooled
•  Humber – Fundraising Management Program
•  Seneca – Fundraising Management Program
•  Ryerson – Fundraising Management (Some faculty)
Pro bono consulting
•  Endeavor
•  MAS
Networking
•  Association of Fundraising Professionals
•  LinkedIn Groups
•  Informal networking
•  Pints Not Profits
•  Netwalking with Paul Nazareth
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE
2016
Thank you
•  Ann Rosenfield, MBA, CFRE
•  charitablyspeaking.com
•  ann@charitablyspeaking.com
•  416)536-5222
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE
2016
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey,
CFRE 2016

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Spectacular philanthropy success in 10 steps

  • 1. No Time, No Money 10 strategies for philanthropy success Ann Rosenfield, MBA, CFRE with support by Paulett Ramsey, CFRE
  • 2. Session Agenda Balancing Philanthropy with everything else 100% Board Giving Expert Advice on a Tiny Budget Q & A (c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
  • 3. Time … (c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
  • 4. (c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016 Internal Meetings Internal Meetings, data entry, prep for next week
  • 5. Events (c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
  • 6. Only do worthwhile events One of these events will have attendees who convert to donors. The other will cost $0.50/$1 raised. (c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
  • 7. Focus on individuals 72% 15% 7% 6% %  Donation  by  Source Individuals Foundations Bequests Corporations Giving USA 2012 c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
  • 8. Research your donors (c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
  • 9. Get productive (c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
  • 10. Set targets (c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
  • 11. The Anthony Keating 3 phone calls a day approach (c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
  • 12. Culture of Philanthropy >Fundraising (c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
  • 13. The most powerful sentence (c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
  • 14. Expert advice on a tiny budget (c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
  • 15. Get schooled •  Humber – Fundraising Management Program •  Seneca – Fundraising Management Program •  Ryerson – Fundraising Management (Some faculty) Pro bono consulting •  Endeavor •  MAS Networking •  Association of Fundraising Professionals •  LinkedIn Groups •  Informal networking •  Pints Not Profits •  Netwalking with Paul Nazareth (c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
  • 16. Thank you •  Ann Rosenfield, MBA, CFRE •  charitablyspeaking.com •  ann@charitablyspeaking.com •  416)536-5222 (c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
  • 17. (c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016