CanadaHelps shares current and cutting edge data and resources from across the sector so you can bring more clarity and sustainability to your funding strategy.

1. Filling the Fundraising Gaps
in uncertain times:
The decline of granting
and the rise of
fundraising and philanthropy
Paul Nazareth, Vice President. CanadaHelps

2. #FUELGOOD18
YOUR PRESENTER
PAUL NAZARETH
VICE PRESIDENT, COMMUNITY ENGAGEMENT
@CANADAHELPS

3. #FUELGOOD18

4. #FUELGOOD18
1. Disruption in 2018 means what?
2. Changes today to consider
3. The critical strategy to fundraising: A culture of philanthropy
4. Tools and tactics
5. Resources to continue the conversation
AGENDA

5. #FUELGOOD18

6. #FUELGOOD18
Disruption in 2018
means what?

7. #FUELGOOD18
Disruption: The new norm

8. #FUELGOOD18

9. #FUELGOOD18
P2P: Influence the new currency.
Sources: Government of Canada, Fundraising Study. 2016 Digital Giving Index. .
$1.4B P2P for charity
market in Canada.
The average charity
grows donations by 15%
when they launch P2P.
Friend-driven gifts,
influence is the new
currency – the
implications are still
unfolding.
Represents 18% of
funds raised in US.
Total US 2017 P2P
market $12B.
P2P is the fastest
growing way to give.
70% personal
30% charity

10. #FUELGOOD18
CHARITY?
Cause
Marketing
Crowdfunding
Social-
Enterprise
Small business
Corporations
CSR Vs. Action
B-Corps
Triple Bottom
Line
Social
Purpose
Investments

11. #FUELGOOD18

12. #FUELGOOD18
50% using
27% strategy
½ feel shame
Source: 2016 State of the Web Nation. Good Works, AFP Canada

13. #FUELGOOD18
For-profit Vs. For-purpose
• Social entrepreneurs emerging from all sides and getting funding
• Next generation of philanthropists driving impetus to solve social problems while making profits
– the popularity of a triple bottom line – people, planet, profits
– “I can do it better on my own”
• 5,000 B Corps and Benefit Corporations in US, 124 in Canada
– “blended value prop” behind social entrepreneurship/B Corps)
• What would happen if properly funded B Corps or corporations got tax incentives for
leveraging existing know-hows to do good?

14. #FUELGOOD18
What can we do today?
What do we need to
consider is coming,soon

15. #FUELGOOD18

16. #FUELGOOD18

17. #FUELGOOD18
Online is unstoppable
7-10% of
overall fundraising
revenues are now
raised online.
Online giving
growing faster than
overall giving
(9.2% vs. +1.6%).
Small charities
growing online
donations faster
(+18.4%).
Canadians are
connected 4 hours,
53 minutes each day.
Data from CanadaHelps, StatsCan, CAF International, and BlackBaud.

18. #FUELGOOD18

19. #FUELGOOD18

20. #FUELGOOD18

21. #FUELGOOD18

22. #FUELGOOD18

23. #FUELGOOD18

24. #FUELGOOD18
YOUR HOME PAGE ISN’T:
WHO WHAT
WHEN WHERE WHY
YOU ARE.

25. #FUELGOOD18
25
info@email
front desk #
titles not names

26. #FUELGOOD18

27. #FUELGOOD18
The critical strategy to
fundraising:
A culture of philanthropy

28. #FUELGOOD18
Fundraising Planning
• Need based
• Campaigns
• Asking for
What / Why
• Service based
• No pressure
• Responding to
HOW

29. #FUELGOOD18
STEWARDSHIP=GIVING

30. #FUELGOOD18

31. #FUELGOOD18

32. #FUELGOOD18

33. #FUELGOOD18

34. #FUELGOOD18
Charity Google + Impact Narrative

35. #FUELGOOD18Paul Nazareth, VP Community Engagement, CanadaHelps
• Theory of Change – how will you eradicate the problem?
• Tension between service vs. solving. A reality check.
• How many impact frameworks are there?
• The annual report is table stakes in 2018
• Asks by impact: A new narrative
Input Process Output Outcome Impact

36. #FUELGOOD18
Have you dissected your donor’s journey?
Tracking mail, phone, online?
Customize by appeal and channel?
From gift, to visit to donation?

37. #FUELGOOD18
Tools and tactics

38. #FUELGOOD18
Canada’s largest online mutual fund
& securities donation platform.

39. #FUELGOOD18
Personal Events Tax Events
 Retirement
 Estate Planning
 Loss of loved one
 Family Illness
 Inheritance
 Business Sale
 Option Exercise
 Sale of Property
 Deemed disposition
at death
Insurance Tax Will & Estates
Advisors are partners!

40. #FUELGOOD18

41. #FUELGOOD18
WHERE DO YOU FIT IN THE STORY?

42. #FUELGOOD18

43. #FUELGOOD18
MONEY VS. WHY I GIVE

44. #FUELGOOD18
WHY
INCOME
HOW
ASSETS

45. #FUELGOOD18

46. #FUELGOOD18

47. #FUELGOOD18
Resources to continue
the conversation

48. #FUELGOOD18
48

49. #FUELGOOD18

50. #FUELGOOD18

51. #FUELGOOD18

52. #FUELGOOD18

53. #FUELGOOD18

54. #FUELGOOD18
ONLINE EDUCATION
• Communications
• Fundraising
• Analytics
• Social Media

55. #FUELGOOD18
ACCOUNTING
INSURANCE
BANKING
ESTATE LAW
PHILANTHROPIC

56. #FUELGOOD18

57. #FUELGOOD18

58. #FUELGOOD18

59. #FUELGOOD18

60. #FUELGOOD18

61. #FUELGOOD18

62. #FUELGOOD18
THANK YOU FOR INVESTING YOUR TIME!
Paul Nazareth, CanadaHelps
pauln@canadahelps.org
All presentations will be made available after the conference

63. #FUELGOOD18
Please take 5mins to
fill out your session
evaluations
One lucky winner will
win an Amazon Echo!

64. #FUELGOOD18
www.sparkrock.com @sparkrockinc
Nonprofit, Human Services & K12
software to help you serve more
people, with less effort, stress &
expense.