Fundraising and fund_using

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  • Question 1: What was your most successful fundraising campaign, and why? Question 2: What methods of paying people to code do you think have been successful, and which have not? Why? Question 3: What other things should or can OSS NPOs spend money on? Why? Question 4: How do you take money from corporations, but prevent them from co-opting your organization?
  • Fundraising and fund_using

    1. 1. Fundraising and Fund-Using Josh Berkus OSCON 2013
    2. 2. who is this guy? ● 3yrs San Francisco Opera Development ● Assistant Treasurer, Software in the Public Interest
    3. 3. Fundraising 101
    4. 4. 3 Types of Giving 1. Individual 2. Corporate 3. Grants
    5. 5. 3 Questions
    6. 6. 1. Who are they?
    7. 7. 2. What do they want from your organization?
    8. 8. 3. How do you reach them?
    9. 9. Individuals
    10. 10. Who ● people who believe in your mission ● often already supporters ● also the general public – depending on your mission
    11. 11. Who ● Figure out who your supporters are – where do they hang out? – how do they communicate? – why do they support your organization?
    12. 12. What ● to feel good about your organization ● to feel good about your mission
    13. 13. what about “stuff”? Benefits Users Just Send Checks
    14. 14. How 1. Passive solicitation – cheap – easy – low-yield (usually) put it on your download page
    15. 15. How 2. Active solicitation – paper mail campaign – email campaign – web campaign
    16. 16. How 3. Merchandising – works for awareness, not so much for money – also issues for 501(c)3s 4. Events – meet donors – lose money (on individuals)
    17. 17. Corporate Sponsorship
    18. 18. Who ● Companies who: – are local for you – sell to/recruit your donors/clientele – have an image which coincides with your mission
    19. 19. What Marketing (sometimes HR)
    20. 20. How ● Branding – put their name on “something good” ● Events – companies love event sponsorships – especially if their staff get to go
    21. 21. How 1. Get an introduction 2. Write a formal ask – emphasize marketing value – use numbers! 3. Follow up with publicity 4. Check that they're satisfied
    22. 22. Grants
    23. 23. Who ● Foundations ● Corporate Grant Departments … who fund stuff in your mission area
    24. 24. What They want you to help fulfill their mission
    25. 25. How 1. Get a grant writer (really) 2. Research what's available 3. Fill out a lot of paperwork 4. Get the grant 5. Do reports on the grant progress 6. Renew (hopefully)
    26. 26. Fund-Using
    27. 27. “So, we just raised $100,000. Now what?”
    28. 28. First, hire a bookkeeper ● You need to file tax forms – Federal - 990 – State forms – maybe local as well ● You need to create an annual report
    29. 29. 2nd : Accounts ● You'll need a corporate checking account – one with good online tools – and good distributed business policy ● but get an investment account too
    30. 30. 3rd : A little tracking ● $100K is enough to steal ● Have a separate bookkeeper and treasurer ● Monthly reports on income and expenses ● consider Ledger-CLI + Git
    31. 31. What to spend it on?
    32. 32. Infrastructure ● servers & cloud servers – donate to OSL? ● test machines ● key developer laptops ● AWS bills
    33. 33. Services ● Bookkeeping & CPA ● Legal advice ● Infrastructure support ● Adminstrative person ● Insurance
    34. 34. Branding & Marketing ● Domain names ● Trademarks ● Logos ● Flyers/brochures ● Conference swag
    35. 35. Travel & Conferences ● Subsidize your annual conference ● Sponsor partner conferences ● Send your people to other conferences ● Send your people to speak to governments/companies/comunitie s
    36. 36. Paying for Coding ● How? – contract? – feature bounty? – student internships? – bug bounties? – something else?
    37. 37. Paying for Coding Should you? ● The “Jealosy” problem ● The “Who's First” problem
    38. 38. Q&A Copyright 2013 Josh Berkus. Licensed Creative Commons Attribution 3.0.

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