Cole reese e portfolio assignment 2

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Cole reese e portfolio assignment 2

  1. 1. Prepared by Cole Reese 11/14/2013
  2. 2. Week 1: Review of Fundraising Basics & Principles  The contemporary context for philanthropy and fundraising  The 90/10 Rule  Prerequisites in fundraising success  Influential factors in successful fundraising
  3. 3. Words of wisdom from the past  A review of Rosso’s philosophy of fundraising  “Fundraising is values-based; values must guide the process”  "fundraising is the gentle art of teaching people the joy of giving“  "The American spirit of giving is known and admired in other nations“
  4. 4. Current state of the business  Recovery from the recession has continued  Technology is presenting new challenges and opportunities in the nonprofit sector  The Chronicle of Philanthropy shows that there has been an increase in online giving  Direct Mail responses continue to decline.
  5. 5. Week 2: Making the Case & Marketing your Fundraising Efforts      Essential fundraising materials An effective Case for Support Mission Statements and Vision Statements Presentation materials Branding and messaging
  6. 6. The mission statement  Your mission statement is your organization’s reason for existence  This should be a living, dynamic document that adjusts to match the changing needs in your community  You mission statement is also why your donors give to the organization.
  7. 7. Marketing for nonprofits  Marketing is not a four letter word for nonprofits  Marketing allows your organization to connect with the right crowd at the right time to make the right statement
  8. 8. Week 3: Management Basics  The total development plan  Evaluation and analysis  Efficiency and Effectiveness – models in strong management  Fundraising Modes
  9. 9. Staff Retention  On average a fundraiser will only stay with an organization for two years  Turnover makes stewardship challenging, but encourages good record keeping.
  10. 10. Week 4: Solicitation & Cultivation Vehicles  Giving Methodologies  Development Departments  Special Events
  11. 11. Special Events  Types of events  Cultivation  Solicitation  Stewardship  Integrated
  12. 12. Week 5: Relationship Building & Fundraising Ethics  Stewardship  Professional Ethics  Tainted Money
  13. 13. Ethics in fundraising  Ethics are what determine your integrity as a professional, and what give donors the faith to invest in your organization  Ethics are the bedrock to a successful fundraising operation
  14. 14. Stewardship  Good stewardship is good business  Stewardship is as much about the donor as it is about the donation
  15. 15. Week 6: Organizational Issues  Leadership  Organizational Strengths & Weaknesses  Budgeting / Overhead Costs  Human Resources
  16. 16. Fundraising Costs  Fundraising costs are an investment in the organization, but this is not understood by all donors.  Costs must be able to be justified
  17. 17. Budgeting/Overhead costs  Organizations are incentivized by websites like CharityNavigator.com to keep overhead costs low  This does not always equate to good business, and can result in deflated salaries
  18. 18. Week 7: Information Management & Technology  Record keeping  Controls  Establishing strategies and systems  Donor confidentiality
  19. 19. Donor information  With great power comes great responsibility. We must hold our donors information with great security  Also- databases.
  20. 20. Being strategic about information  Databases are key for managing information effectively. Without databases we end up with datasausage- results that taste good, but we don’t know how we got there
  21. 21. Week 8: Giving Trends & Latest Research  Generational Changes  Women as donors  Ethnicity and giving  High Net Worth Donors
  22. 22. What makes a good fundraiser?  Ethics must be at the core of one’s existence. There is too much money involved in this job to not have a strong moral compass  One must be able to ask in order to receive

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