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South Lincoln County, Fundraising Presentation


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South Lincoln County, Fundraising Presentation

  1. 1. THIS MORNING: from 9:00am to 12:00 pmTeaming up for Success – Working together to get things done – Building a team, keeping it going – Team structure to increase success – VISION Draft Review, Niche Markets – Set up your Action Teams
  2. 2. THIS AFTERNOON: from 1:00 to 4:00 pmFundraising for your Tourism Project(s)• TO Matching Grant• Fundraising key Principles & Strategies• Specific sources of funding for tourism• Draft fundraising action plan for your Team
  3. 3. INTRODUCTIONS• Name• Organization• Why you are here today• What is your Favorite way to raise money ….
  4. 4. Complete A …to Z (10 minutes)Using objects you have ONYOU (backpack, purses OK)at your table.First group to finish shout!
  5. 5. A small number of peoplewith complementary skillswho are committed to acommon purpose,performance goals, andapproach for which they aremutually accountable.
  6. 6. “A mutually beneficial and well structured group of individuals with a common purpose working to attain results they are more likely to achieve together, than alone.”
  7. 7. A TEAM is the dynamic expression of a collaborative effort
  8. 8. LOWEST HIGHEST  Collaboration  Partnership  Cooperation  Coordination Networking
  9. 9. What are some benefits and challenges weencounter when working in a collaboration?Why collaborate ….. And when?
  10. 10. 8 Myths About Marriage1. Marriage is always good.2. We should all get married ….3. Marriage saves money.4. The parties in a Marriage shall have equal power.5. The main reason to Marry is because we get to keep the gifts.6. Married people shall have written agreements.7. In a Marriage a written agreement is a guarantee against any/all problems.8. If you try hard enough, you can make any Marriage work….
  11. 11. LOCAL SUCCESSES (Activity)1. List the Top 3 successful Local Collaborations inyour community and what made them successful.2. Report back to the group.List of Collaborations Reasons for their success1. 1.2. 2.3. 3.
  12. 12. Collaboration Barriers Time TurfTrust Trusses Transition
  13. 13. • Ideology: often leaves little room for the flexibilityneeded• Leadership: if no one has enough power to bring orkeep the group together …. It may fail.• Power: we must equally value different powers• History: historical disagreements make things hard• Tokenism: funders require teamwork, thus we gettogether …..
  14. 14. 1. 2 columns listing examples of Challenges in yourcommunity and Better Ways to handle such challenges.2. Report top 3 back to large group.CHALLENGES BETTER WAYS1. 1.2. 2.3. 3.
  15. 15. 1.The scope of the collaborative project is clearlydefined.
  16. 16. 2. Each partner knows how the collaboration willadvance the interests of his/her organization orbusiness..
  17. 17. 3. Role and responsibilities have been defined;mechanisms for communication and jointaccountability are in place.
  18. 18. 4. The relationship works: there is structure, trustand respect among the key players to support thelevel of risk and interdependence involved in theproject.
  19. 19. • Competing building consensus• Working alone to including others• Focusing on short to demanding long- term results
  20. 20. The bigger picture drives theCollaborative TEAM’s actions. Teammembers exists to serve the biggerpicture.
  21. 21. Decision making is a deliberate (mental) processesleading to the selection of one course of action(opinion) chosen among several alternatives.
  22. 22. Unilateral Consensus Democratic
  23. 23. A Decision-Making Protocol is a key element ofgroup collaborationAlways agree how to decide … before you start!
  24. 24. If you could bring with you just onething, what would it be?What if you could get 2, 3, 4 ….things?Prioritize your list of 14 objectsFirst [ 3 min.] on your own read IndividualInstructionsThen [7 min] Group Instructions with yourgroup
  25. 25. • What helped make a decision?• What got in the way?• Was there much conflict?• Did you reach consensus? If not?• Could you apply something from today tothose groups in the future?• What would you do differently?
  26. 26. 1. Shaving mirror2. Two-gallon can of oil-gas mixture3. Five-gallon can of water4. One case of U.S. Army MREs5. Twenty square feet of opaque plastic6. Two boxes of chocolate bars7. Fishing kit8. Fifteen feet of nylon rope9. …..
  27. 27. • Draft Community Vision Statement (15 years) – GROUP WORK: Input from Teams – Changes, additions• Community Vision Statement finalized
  28. 28. During the first week together we have come up witha Vision:“The communities in South Lincoln County havebeen able to leverage their human capacity andbuild the critical tourism and economicinfrastructure.This sustained focus and effort over nearly 20 yearshas created an integrated region, where importantfunctions and services are shared between thecommunities. ………”
  29. 29. Community / Social Aspects • Sustainable jobs & businesses, One single Chamber, Health services increased, ……..Economic / Tourism Aspects • Natural resources have been preserved, Activities are nature-based and diverse, Businesses are historically and culturally based ….Environmental Aspects • Today’s setting today is preserved and pristine, USFS is an active partner, towns & business districts are connected, we involve and educate the tourists …
  30. 30. HEADLINE NEWS !!2015 - Waldport and Yachats Chambers ofCommerce Merge & announce the opening of theSpruce Interpretive Trail …2020 - Driftwood sculpture festival drawsinternational chefs …2030 - South Lincoln County Convention Centerbreaks ground …
  31. 31. We are now going to operate under the assumption that, from this point forth, TEAMS (and not individuals) are going to be the unit of ORTS in South Lincoln County.
  32. 32. • Review – what we have learned so far (ActionTeam Structures).• Act – divide in ACTION TEAMS to identifythe next steps necessary to accomplish short andlong term project goals.• Select – the most practical / beneficial /doable projects toward which we feel shouldmove.
  33. 33. Team A – TRAILS Group (Market Regional Trails /MtBike Trail Developments) [Convener - Lauralee Svensgaurd]Team B – Host Adventure Race [Convener – SusanWoodruff]Team C – Regional Marketing Increase ConnectivitySignage [Convener – Andrea Scharf & Susan Woodruff]Team D – Regional “We Speak” Program [Convener –Bev Wilson]Team E – Develop Guided Experience
  34. 34. Act – self-select the ACTION TEAM you wouldlike to participate in.Action Team will then identify:1. List of 4-5 Projects: some will be Short Term some Medium Term Projects (a list of 4-5)2. Prioritize the list and select first project3. Develop Strategies, Actions and roles necessary to accomplish short and long term goals.
  35. 35. Selected Projects should be:• practical• beneficial• doable• almost shovel ready (achievable in the next yearShort Term or Medium Term 2-5 years)• able to generate community “buy in”• consider connectivity• …….
  36. 36. Select – the most practical / beneficial / doableTourism Project(s) which your Team feels shouldtackle as first priority. [15 minutes]
  37. 37. Team Name: _______________________________Team Goal / Purpose: ____________________________Strategy: 1._____________________________________ 2._____________________________________ 3._____________________________________Action Steps: A._____________________________________ B._____________________________________ C._____________________________________Action Team Members ___________ Roles ___________
  38. 38. Team Name: _______________________________Project: ________________________________________Strategy: 1._____________________________________ 2._____________________________________ 3._____________________________________Action Steps: A._____________________________________ B._____________________________________ C._____________________________________Action Team Members ___________ Roles ___________
  39. 39. $10,000 available of a Matching Grant offered byTravel Oregon to your community to develop 1-3Tourism Project(s).“ For projects that contribute to the developmentand improvement of local economies andcommunities throughout the state by means of theenhancement, expansion and promotion of thevisitor industry.”
  40. 40. Fundraising is the gentle art of teaching the joy ofgiving.We should never forget that no Fundraising effortever succeeds unless one person asks another personfor money.
  41. 41. Fundraising make us a sort of“Financial prospectors”• What are we seeking• Where to look• How to extract (tools, time, efforts)• …. After we find it …. How do we takeit to market
  42. 42. “Whether is called development, advancement,attracting philanthropic resources, cultivatingvoluntary support, or friend raising, the key tofundraising success is relationship building”S. Nudd -1991
  43. 43. INGREDIENTS: RIGHT Cause (perceived need) RIGHT People (staff and volunteers) RIGHT Structure RIGHT Amount (research)PREPARATION: RIGHT Way (how) RIGHT Time (when) RIGHT Presentation (Marketing)
  44. 44.  If you want money, you have to ask for it. Donors are not ATMs; Thank before ( and after) you bank. Most money comes from people and most of those people are not rich. Donors have the right to say No. [FROM Kim Klein]
  45. 45. FoundationsCorporations Bequests Individuals
  46. 46. Corporations $15.69 5.1% Foundations $38.52 12.6%Individuals $229.03 74.8% Bequests $23.15 7.6%Source: Giving USA Foundation / Giving USA 2008
  47. 47. Source: Giving USA Foundation / Giving USA 2010
  48. 48. International Environment Arts, culture, affairs and animals and Foundations Unallocated $13.22 $6.96 $27.73 humanities 4.3% 2.3% givingPublic- $13.67 9.1% $23.67society 4.5% 7.7%benefit$22.65 7.4% Religion Health $102.32 $23.15 33.4% 7.6% Human services $29.64 Education 9.7% $43.32 14.1% Source: Giving USA Foundation / Giving USA 2008
  49. 49. • Timing• Mission• Priorities• PassionFind the “giving” criteria and ….You’ve found the key!
  50. 50. Carwash = $$ nowCorporate Donation = $$ 1 - 6 monthsGrants = 1 - 12 monthsGovernment Proposal = $$ 1 - 3 years
  51. 51. Others will invest in communities that invest in themselves.Tie in with other initiatives…not many grants for “tourism.”
  52. 52. “ Tourism product is any place (or project) in acommunity where a cash register rings because avisitor from out-of-town has brought in money ”Gail Trussel Univ. of Missouri
  53. 53. • Tourism Development is a form of EconomicDevelopment• Economic developers often refer to themselves asproduct developers• Tourism development and tourism promotionare the same things for promotion is an element ofmarketing.• Tourism developers are marketers
  54. 54. • Entrepreneurs (and not corporate executives) are more likely to be involved in tourism-related product development• Entrepreneurs are also more likely to be unfamiliar with the nuances of the economic development process• Often first-time entrepreneurs and those opening new markets are high-risk prospects.
  55. 55. To support these new high-risks TourismDevelopment our Communities mustprovide an effective structure to connectand encourage the first initial steps and toassist and foster them in the medium longterm.This is the ultimate goal of RTS …
  56. 56. • Travel Oregon Oregon Tourism Commission Yearly Matching grant Program• Oregon State Parks & Recreation• Oregon Department of Fish & Wildlife• Conservation Strategy Implementation Grants• Oregon Department of Transportation Scenic Byways• U.S. Federal Grants information• What about your County?
  57. 57. • Cycle Oregon (administered by OCF)• Bikes Belong Coalition• International Mountain Bicycling Association /USAC• Oregon Pedestrian and Bicycle Grant Program• OR Bike Manufacturers …..??• TFFF – The Ford Family Foundation• DMV ??• ……
  58. 58. • Oregon Department of Agriculture• Natural Resources Conservation Service (NRCS) - Conservation Innovation Grants (CIG)• USDA – Community Development Resources - Value- Added Producer Grant (VAPG)• USDA Rural Development• John Deere Foundation The John Deere Foundation has doubled its annual giving over the past three years and anticipates awarding grants and gifts totaling $12 million• More …..
  59. 59. • Oregon Cultural Trust• Oregon Arts Commission• Travel Oregon Oregon Tourism Commission Yearly Matching grant Program• Tourism Cares – Worldwide Grant Program• Oregon Community Foundation• More…
  60. 60. In Your TeamsSTEPS:1) Choose project (if more than one)2) Brainstorm Assets3) Create Expense Budget4) Create Income Budget and Income Strategies5) Create action plan for each strategy.
  61. 61. In your Action Team:• Define your top priority project (s) ( if you havemore than one)• Brainstorm and list your project/team assets usingWorksheet 1
  62. 62. Unique strengths your Team has to raise money: • physical assets (a building in a great location) • skills (a volunteer who is a great cook, grant writing experience ) • relationships (a board member who seems to know absolutely everyone in town) • a compelling mission (teaching disadvantaged youth to train guide-dogs for the blind) •Others?
  63. 63. Using Worksheet 1 (5 min):1. Brainstorm your Project/Team Assets2. Choose 5 most valuable Assets3. Share with the whole group
  64. 64. On a Flip Chart, brainstorm all the costs associated with your project [use Worksheet 2 (bottom half) to create an expense budget]: • Construction? • Marketing? • Printing? • Raw Materials? • Permits?
  65. 65. Use Worksheet 2 (bottom half) to create an expense budget
  66. 66. Income Cash In-Kind TotalGrants $5,000 $5,000Sponsors $1,100 $1,100Fundraising $2,000 $2,000In-Kind Labor $3,500 $3,500Total Income $7,000 $4,600 $11,600 Expenses Cash In-Kind TotalTree Planting $1,500 $1,200 $2,700Fencing $2,500 $2,800 $5,300Brick Wall $3,000 $600 $3,600Total Expenses $7,000 $4,600 $11,600
  67. 67. On a flip chart:1. Brainstorm a list of fundraising strategies / income sources • Hint: look back at your assets!!! • Don’t forget about TO Matching Grant! • In-Kind and Cash2. Rank Strategies: Screen and prioritize top 5 strategies. Determine which strategies best match budget your project needs.3. Use Worksheet 3.
  68. 68. Use Worksheet 2 (Top Half) to Create Income BudgetDoes your income match your expenses?
  69. 69. Income Cash In-Kind TotalGrants $5,000 $5,000Sponsors $1,100 $1,100Fundraising $2,000 $2,000In-Kind Labor $3,500 $3,500Total Income $7,000 $4,600 $11,600 Expenses Cash In-Kind TotalTree Planting $1,500 $1,200 $2,700Fencing $2,500 $2,800 $5,300Brick Wall $3,000 $600 $3,600Total Expenses $7,000 $4,600 $11,600
  70. 70. 1. Use Worksheet 4 to develop a plan for action for each Fundraising strategy your Action Team has idnetified (additional copies available).2.
  71. 71. Donors dont give to institutions. They invest inideas and people in whom they believe.- G.T. SmithIn good times and bad, we know that people givebecause you meet needs, not because you haveneeds.- Kay Grace
  72. 72. Thank you and Good Luck! Dr. Maurizio Valerio Regional Program Coordinator Rural Development Initiatives 541-519-3902 ...builds leadership networks and rural communities
  73. 73. 1. Events: current, historic or cultural2. Locations: man-made and natural environments3. Properties: sites and facilities4. Materials: guides, books, maps (fulfillment pieces and promotional give-away)5. Operations: controlled functions and activities that attract and/or accommodate people
  74. 74. Experience Creators Tourism Development Steering Plancommittee Marketing