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Fundraising 101: Tech4Good Surrey

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This free workshop is for organizations who are planning their first or a more comprehensive Fall Campaign. It presents the basics on how to; refine your impact message, identify your targets, define your approach and create an end of year contributors' plan.

This workshop is for organizations who are planning their first or a more comprehensive year-end campaign

Published in: News & Politics, Education
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Fundraising 101: Tech4Good Surrey

  1. 1. End of Year Campaign 101 Curriculum   The Basics  Power Messaging  Contributor Selection  Which Vehicle to Choose  The Plan  A Joyous Relationship
  2. 2. The Basics  Organizational credibility and expertise  History/Programs  Awards/Accreditation  Policies  Privacy policy  Donor Bill of Rights  Donor Recognition Policy  Receipting Policy – CRA  Who else in the organization is asking now?
  3. 3. The Power Message The NEED  Articulate the need powerfully  Prove the need  Clearly  Concisely
  4. 4. The Power Message Convincing Evidence  Statistics/Data – Inputs, Outputs, Outcomes  Client Focused, Community Focused  Problem your organization has solved  Impact on society
  5. 5. Contributor Selection
  6. 6. Contributor Selection Who Cares?  Current contributors  Individuals  Foundations  Corporations
  7. 7. Contributor Selection Who Should Care?  Those who have not given this year but have a connection to the organization  Past Donors  Customers of the services  Families of customers
  8. 8. Contributor Selection The Rest o What are your goals for the rest? o What resources do you have available?
  9. 9. Individuals  Decide on your criteria for selecting donors from your list  Date of last gift  Number of gifts in the year  Size of gifts  Segment your list using your criteria.
  10. 10. Corporations  Know your corporation  Gifting strategy  Connectors and Connections  What do you want? cash, in- kind, volunteers  Benefit for Corporation - Volunteer Canada - 21% employee retention
  11. 11. Which Vehicle to Choose?  Letters  Proposals  Personal Visits  Email  Newsletter
  12. 12. Letters  Powerful, concise  Tell a story  Make the ask  Give some options  One page
  13. 13. Proposals  Research, research, research  Match the need to the donor’s criteria  Call before you write  Include your proof
  14. 14. Personal Visits  Research  Connection – take a volunteer  Practice before the meeting  Look for visual cues  Be brief but thorough  Make the ask - options  Take the proposal to leave behind
  15. 15. Email  Powerful message  No attachments  More than once
  16. 16. Newsletter  Showcase  Proof  Donor Recognition
  17. 17. The Plan Market Segment Vehicle When Who Current Donors below $ Gave after June Newsletter – Holiday message November 20th delivery Jennifer Current Donors below $ Given before June Letter – Homeless Youth November 15th Pam
  18. 18. The Donor Cycle  Engage  Ask  Thank  Report  Engage  Ask
  19. 19. How to Say Thank You  Newsletter, Website  Events  Ongoing Communication  Personal Approach  Invitations Invitation to events, dinners, AGM etc. Invitation to award presentations – presentation to volunteers Circle of Friends
  20. 20. QUESTIONS ?

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