This document provides guidance for nonprofit organizations conducting capital campaigns during difficult economic times. It suggests 7 key strategies: 1) Reviving volunteer leadership, 2) Rethinking prospect strategies, 3) Rethinking needs and case statements, 4) Extending timelines, 5) Lowering financial goals, 6) Pausing or halting campaigns, and 7) Avoiding campaigns during recessions if possible. Additional recommendations include focusing on established donors and justified needs, maintaining momentum through consistent communication, and presenting the organization as resilient and well-managed despite economic challenges. The overall message is to plan carefully, remain calm and focused on core priorities, and work to engage community through the economic downturn.
Working Your Nonprofit With A Corporate Brain Power Pointguest7300929
When funding may appear to be more restricted, nonprofits that embrace a corporate mindset become more poised for sustainability. Any nonprofit, of any size, can re-evaluate their strategy to meet the demands of the current economy, while renewing hope and energy toward their mission.
Volunteer fundraising – how you can get involved. Sara Wilcox, Volunteer Fundraising Manager, and Anna Roberts,
Volunteer Fundraising Manager, talk about fundraising at the Muscular Dystrophy Campaign National Conference 2011.
The document provides an overview of fundraising strategies for non-profits, including individual giving, foundation and corporate grants, and legal considerations. It recommends developing a multi-channel fundraising program involving individuals, foundations, events, and online giving in addition to sponsorships. While some challenges in fundraising exist due to the economic climate, the document encourages non-profits to focus on cultivating donors and creating compelling cases for support that highlight their mission and impact. Proper thanking and engagement of donors and board members is also emphasized.
COVID-19 Funding Strategies: Tapping Foundation SupportBloomerang
This document provides strategies for non-profit organizations to tap into foundation support during the COVID-19 pandemic. It recommends organizations connect with current foundation funders to provide updates and funding requests. It also suggests identifying prospective funders through board member connections, local community foundations, larger national foundations, donor-advised funds, and individual donors. The document provides tips for crafting compelling funding requests by presenting measurable data, clear budgets, impactful plans, and stories of how the funds will make a difference. It emphasizes the importance of staying informed about COVID-19 funding opportunities through online searches and groups.
How to Plan Your Fundraising When Your Nonprofit is New and the World is in C...Bloomerang
https://bloomerang.co/resources/webinars/
Sandy Rees will show you how to plan a year’s worth of diverse funding streams to support your growing nonprofit.
This document discusses fundraising and development for nonprofit boards. It provides 3 models for fundraising: prayer alone, pray and inform, and pray, inform and ask. The board's role in development is discussed, including being involved in planning, leading by example with donations, cultivating potential major donors, and thanking current donors. Successful fundraising involves identifying prospects, providing them with information, gaining their interest, involving them, and securing their investment. Special events are recommended as a way to raise funds and engage donors, staff, and volunteers. Details like advance promotion, follow up, and board involvement are emphasized as keys to a successful fundraising event.
This document provides information on several topics related to personal finance planning. It includes an article discussing the complicated relationship between money and happiness, focusing on spending money on experiences rather than material goods. It also covers planned charitable giving strategies and compares attitudes of baby boomers and millennials regarding finances. Dividends are discussed as a potential source of retirement income but there are risks such as dividends not being guaranteed and tax implications.
The document discusses gift planning and its role in fundraising campaigns. It notes that there are more wealthy individuals today who want to see the impact of their charitable giving. Gift planning allows donors to have a greater impact with their gifts than they realized. The document also provides an overview of gift planning vehicles and their benefits for donors and nonprofits. It emphasizes integrating gift planning throughout fundraising efforts to help meet campaign goals.
Working Your Nonprofit With A Corporate Brain Power Pointguest7300929
When funding may appear to be more restricted, nonprofits that embrace a corporate mindset become more poised for sustainability. Any nonprofit, of any size, can re-evaluate their strategy to meet the demands of the current economy, while renewing hope and energy toward their mission.
Volunteer fundraising – how you can get involved. Sara Wilcox, Volunteer Fundraising Manager, and Anna Roberts,
Volunteer Fundraising Manager, talk about fundraising at the Muscular Dystrophy Campaign National Conference 2011.
The document provides an overview of fundraising strategies for non-profits, including individual giving, foundation and corporate grants, and legal considerations. It recommends developing a multi-channel fundraising program involving individuals, foundations, events, and online giving in addition to sponsorships. While some challenges in fundraising exist due to the economic climate, the document encourages non-profits to focus on cultivating donors and creating compelling cases for support that highlight their mission and impact. Proper thanking and engagement of donors and board members is also emphasized.
COVID-19 Funding Strategies: Tapping Foundation SupportBloomerang
This document provides strategies for non-profit organizations to tap into foundation support during the COVID-19 pandemic. It recommends organizations connect with current foundation funders to provide updates and funding requests. It also suggests identifying prospective funders through board member connections, local community foundations, larger national foundations, donor-advised funds, and individual donors. The document provides tips for crafting compelling funding requests by presenting measurable data, clear budgets, impactful plans, and stories of how the funds will make a difference. It emphasizes the importance of staying informed about COVID-19 funding opportunities through online searches and groups.
How to Plan Your Fundraising When Your Nonprofit is New and the World is in C...Bloomerang
https://bloomerang.co/resources/webinars/
Sandy Rees will show you how to plan a year’s worth of diverse funding streams to support your growing nonprofit.
This document discusses fundraising and development for nonprofit boards. It provides 3 models for fundraising: prayer alone, pray and inform, and pray, inform and ask. The board's role in development is discussed, including being involved in planning, leading by example with donations, cultivating potential major donors, and thanking current donors. Successful fundraising involves identifying prospects, providing them with information, gaining their interest, involving them, and securing their investment. Special events are recommended as a way to raise funds and engage donors, staff, and volunteers. Details like advance promotion, follow up, and board involvement are emphasized as keys to a successful fundraising event.
This document provides information on several topics related to personal finance planning. It includes an article discussing the complicated relationship between money and happiness, focusing on spending money on experiences rather than material goods. It also covers planned charitable giving strategies and compares attitudes of baby boomers and millennials regarding finances. Dividends are discussed as a potential source of retirement income but there are risks such as dividends not being guaranteed and tax implications.
The document discusses gift planning and its role in fundraising campaigns. It notes that there are more wealthy individuals today who want to see the impact of their charitable giving. Gift planning allows donors to have a greater impact with their gifts than they realized. The document also provides an overview of gift planning vehicles and their benefits for donors and nonprofits. It emphasizes integrating gift planning throughout fundraising efforts to help meet campaign goals.
Note: This slideshare is of Version 1.0 published in 2015, Version 2.0 was published in 2021.
The first version was published on a free-but-donate, effectively on the basis that you made a donation to Resurgo Spear if you enjoyed it. In that spirit, it will continue to be freely available (although some of the examples are now dated). v2.0, the latest version of the book, is available at: https://fundraisingfieldguide.com It has many more updated examples, content, and references.
The Fundraising Field Guide was written to help early-stage tech startup founders decipher and navigate the fundraising process. It is based on a collection of blog posts published on my site thedrawingboard.me and has been published using Reedsy, a marketplace for self-publishers to connect with an online community of editors, illustrators and marketers. The book provides an overview of the common challenges experienced by entrepreneurs when going through the funding process.
I hope you enjoy it!
Spot.Us has been operating for two years with the goal of bringing transparency and community participation to journalism. While the model of community-focused sponsorships has worked at a small scale, becoming self-sustaining will require scaling up revenue from sponsorships to $15,000 per week through increased community engagement. Strategic options include continuing as an experiment, aggressive scaling as a non-profit focused on local news, or spinning off as a for-profit company. Next steps are pursuing grants and relationships with media agencies to help sell community sponsorships at a larger scale.
How peer to peer fundraising can improve the performance of your events by up...Purple Vision
This document discusses how peer-to-peer fundraising can improve fundraising event performance by up to 40% according to a study. It outlines agenda items on introductions, background on online/event fundraising and what peer-to-peer fundraising is. A case study is presented on how two organizations improved fundraising totals for events by over 400% using peer-to-peer fundraising platforms and tactics like team challenges. The document concludes with options for organizations to further develop their peer-to-peer event fundraising.
AFP Westchester NPD 2013 Keynote Ken Berger The Battle for the Future of the ...Joseph Ferraro, CFRE
Ken Berger, President & CEO of Charity Navigator, will discuss why he believes we are at a critical crossroads in the Nonprofit Sector. He will review current challenges facing the sector and the forces that he believes are aligned against each other in a battle that will determine the sector's future. He will also provide the outlines for his vision for how the battle can be won so the nonprofit sector can be doing its utmost to help the greatest number of people and communities in the most meaningful and lasting way.
Closing keynote presentation at Global Washington's 5th Annual ConferenceCharityNav
Ken Berger, President & CEO of Charity Navigator, delivered the closing keynote presentation at Global Washington's 5th Annual Conference in Seattle in November 2013. His presentation, titled “The Battle for the Soul of the Nonprofit Sector,”covered a wide variety of issues regarding the obstacles we face and the solutions available to make the nonprofit sector as efficient and effective as it can be.
Nmp 650 e portfolio 2 assignment - ParksDiannaParks
The document discusses capital campaign and major gifts fundraising for nonprofit organizations. It covers various types of campaigns and their purposes, as well as the mental preparation, readiness assessment, prospecting, and planning required for an effective campaign. Key steps in the campaign process include selecting leadership, developing a case statement and gift range chart, conducting a feasibility study, creating a campaign plan, cultivating prospects through the cycle of understanding, making the ask, stewardship after gifts are received, and celebrating the campaign's completion. Effective fundraising requires thorough planning and engagement of donors at each stage.
This crowdfunding guide provides nonprofits and charities information on using crowdfunding. It discusses crowdfunding basics, why organizations use crowdfunding, key factors for a successful campaign, and how to determine if crowdfunding is suitable. The guide also outlines how to build an effective crowdfunding campaign, including anatomy of a campaign page, creating video content, campaign types, rewards, marketing strategies, and campaign execution. Overall, the guide aims to help nonprofits and charities maximize the benefits of crowdfunding for raising money and awareness.
Love your donors - Developing Donor CareFiona McPhee
Donor care can be proactive and reactive. This session looked at both sides of the fence covering:
* a framework for managing the reactive side - responding to your donors when they contact you so you are building stronger relationships
* ideas for proactive donor care you can test to increase your donor retention and understanding of your donors
In an environment of declining retention rates, standing out from the crowd will take excellent donor care. Knowing how to assess your current level of care, identify gaps and opportunities and make changes to focus on your donors and not your organisation can be challenging. This session looked at frameworks and ideas to start making positive change.
This document provides an overview of successful nonprofit fundraising strategies and programs. It discusses the major components of a fundraising program including developing a case for support, identifying prospects, securing strong leadership and staff, and conducting annual fundraising campaigns. These campaigns typically involve board donations, visits, mailings, phone calls, and special events. The document also outlines common motivations for giving such as loyalty, recognition, gratitude, and a desire to make a difference. It notes that people are more likely to donate when asked directly and give more money to opportunities for change rather than needs or problems. Overall fundraising success relies on thought leadership, commitment, and courage.
The document provides an overview of successful fundraising strategies for non-profits. It discusses the major components of an effective fundraising program, including developing a case for support, identifying goals and prospective donors, and ensuring strong leadership and appropriate staff. It also outlines common annual fundraising campaigns involving board donations, visits, mailings, phone calls, and special events. Finally, it discusses motivations for giving and different types of charitable gifts like annual donations, major gifts, and planned giving.
This document outlines a 2008 strategic fundraising plan. It begins with an analysis of the organization's strengths, weaknesses, opportunities, and threats. Some key strengths identified include strong leadership, innovative programs, and a focused mission. Weaknesses include lack of marketing and overreliance on major donors. The plan then discusses setting fundraising goals to capitalize on opportunities like increased community awareness and partnerships, while addressing threats such as uncertainty in funding. Overall the plan aims to leverage the organization's strengths and opportunities to achieve its $2.5 million fundraising goal for 2008 despite challenges in the operating environment.
The document provides information on planned giving and strategies for marketing planned gifts. It defines planned gifts as larger, more personal gifts that often involve estate or tax planning. The key points are:
1. Planned giving prospects tend to be loyal donors, not necessarily wealthy. Loyalty is a better indicator than other factors.
2. Marketing should target loyal donors through personalized direct mail, websites, and phone calls to identify planned gift opportunities and increase planned gifts.
3. Stewarding planned gift donors with recognition programs keeps them engaged and more likely to recommend the organization to others.
How, when and why to secure planned gifts that bring real returns.
Components and relative benefits of bequests in wills, annuities, a variety of trusts, retirement accounts and other planned gifts to nonprofits are described.
Why nonprofit board trustees, senior managers, advancement professionals, every staff member and stakeholders can help stimulate the easiest gifts to make – planned gifts that secure an institution’s future!
Roles of planned giving newsletters, seminars, financial and legal advisors, board trustees and individual visits.
Americans are some of the most generous givers on the face of the planet. They reach into their pockets and take out their checkbooks on behalf of others more often than any other industrialized nation.
The document provides guidance for developing a fund development plan for nonprofit organizations and DEC grantees. It discusses establishing fund development responsibilities and oversight structures. A key part is developing a multi-year fund development plan that identifies goals, strategies, budgets and timelines. The plan should be based on assessing organizational strengths/weaknesses and the external funding environment. A variety of fundraising strategies are explored, from events and direct mail to online giving. Tracking results and revising the plan annually is also recommended. The document emphasizes establishing relationships with current and prospective donors as the most effective way to raise funds.
An Introduction to Direct Marketing and Legacy FundraisingNICVA
This document provides an overview of Karen Gallagher Consulting and their services related to individual giving and donor retention. They discuss three main areas of focus: supporter acquisition, retention, and development. Their services are aimed at helping non-profits build long-term relationships with donors to increase donations and lifetime value. They also provide information on direct marketing techniques, thank you letters, newsletters, donor events, upgrading donors to regular giving, legacy giving, and analyzing fundraising campaigns.
Accelerate Your Acquisition: How to Rise Above the Noise and Activate the Don...Pursuant
As a fundraiser, you know the answer to the question, “Do we have enough donors?” is always the same thing: No.
We live in a world that is noisier than ever. The average person sees more than 3,000 ads per day. The cost of getting someone’s attention has never been higher.
Added to the competition for minds and dollars is the reality that average donor attrition hovers at 55%.
How can you beat the numbers and implement a strategy that will not only attract supporters to your cause, but keep them coming back year after year?
We design and build executable solutions for your fundraising challenges. We also work with givers to increase their joy in philanthropy. We believe this combination forms a sustainable charitable community.
Dan Harris of Wells Fargo Charitable Services presents his ideas on simplifying planned giving in this Minnesota Community Foundation and Saint Paul Foundation webinar.
This was presented at the 2009 National Philanthropy Day Educational Workshops for AFP Northeast Indiana. Topic is how to improve your annual fundraising results by focusing on some basic keys to success, evaluating results and focusing on donor retention.
Member meeting may 20 2011 nancy racette whats happening and whats working ...aidforafrica
This document discusses trends in the current fundraising environment and strategies for success. It provides an overview of giving levels from 2009-2019 based on Giving USA data, showing an overall 3.6% drop in total estimated charitable giving in 2009. Several trends are outlined for individual major gifts, direct marketing, internet fundraising, corporate partnerships, foundations, endowments, and US government awards. The document concludes with eight steps for achieving fundraising success, emphasizing commitment to mission, data-driven decision making, and a long-term focus.
Note: This slideshare is of Version 1.0 published in 2015, Version 2.0 was published in 2021.
The first version was published on a free-but-donate, effectively on the basis that you made a donation to Resurgo Spear if you enjoyed it. In that spirit, it will continue to be freely available (although some of the examples are now dated). v2.0, the latest version of the book, is available at: https://fundraisingfieldguide.com It has many more updated examples, content, and references.
The Fundraising Field Guide was written to help early-stage tech startup founders decipher and navigate the fundraising process. It is based on a collection of blog posts published on my site thedrawingboard.me and has been published using Reedsy, a marketplace for self-publishers to connect with an online community of editors, illustrators and marketers. The book provides an overview of the common challenges experienced by entrepreneurs when going through the funding process.
I hope you enjoy it!
Spot.Us has been operating for two years with the goal of bringing transparency and community participation to journalism. While the model of community-focused sponsorships has worked at a small scale, becoming self-sustaining will require scaling up revenue from sponsorships to $15,000 per week through increased community engagement. Strategic options include continuing as an experiment, aggressive scaling as a non-profit focused on local news, or spinning off as a for-profit company. Next steps are pursuing grants and relationships with media agencies to help sell community sponsorships at a larger scale.
How peer to peer fundraising can improve the performance of your events by up...Purple Vision
This document discusses how peer-to-peer fundraising can improve fundraising event performance by up to 40% according to a study. It outlines agenda items on introductions, background on online/event fundraising and what peer-to-peer fundraising is. A case study is presented on how two organizations improved fundraising totals for events by over 400% using peer-to-peer fundraising platforms and tactics like team challenges. The document concludes with options for organizations to further develop their peer-to-peer event fundraising.
AFP Westchester NPD 2013 Keynote Ken Berger The Battle for the Future of the ...Joseph Ferraro, CFRE
Ken Berger, President & CEO of Charity Navigator, will discuss why he believes we are at a critical crossroads in the Nonprofit Sector. He will review current challenges facing the sector and the forces that he believes are aligned against each other in a battle that will determine the sector's future. He will also provide the outlines for his vision for how the battle can be won so the nonprofit sector can be doing its utmost to help the greatest number of people and communities in the most meaningful and lasting way.
Closing keynote presentation at Global Washington's 5th Annual ConferenceCharityNav
Ken Berger, President & CEO of Charity Navigator, delivered the closing keynote presentation at Global Washington's 5th Annual Conference in Seattle in November 2013. His presentation, titled “The Battle for the Soul of the Nonprofit Sector,”covered a wide variety of issues regarding the obstacles we face and the solutions available to make the nonprofit sector as efficient and effective as it can be.
Nmp 650 e portfolio 2 assignment - ParksDiannaParks
The document discusses capital campaign and major gifts fundraising for nonprofit organizations. It covers various types of campaigns and their purposes, as well as the mental preparation, readiness assessment, prospecting, and planning required for an effective campaign. Key steps in the campaign process include selecting leadership, developing a case statement and gift range chart, conducting a feasibility study, creating a campaign plan, cultivating prospects through the cycle of understanding, making the ask, stewardship after gifts are received, and celebrating the campaign's completion. Effective fundraising requires thorough planning and engagement of donors at each stage.
This crowdfunding guide provides nonprofits and charities information on using crowdfunding. It discusses crowdfunding basics, why organizations use crowdfunding, key factors for a successful campaign, and how to determine if crowdfunding is suitable. The guide also outlines how to build an effective crowdfunding campaign, including anatomy of a campaign page, creating video content, campaign types, rewards, marketing strategies, and campaign execution. Overall, the guide aims to help nonprofits and charities maximize the benefits of crowdfunding for raising money and awareness.
Love your donors - Developing Donor CareFiona McPhee
Donor care can be proactive and reactive. This session looked at both sides of the fence covering:
* a framework for managing the reactive side - responding to your donors when they contact you so you are building stronger relationships
* ideas for proactive donor care you can test to increase your donor retention and understanding of your donors
In an environment of declining retention rates, standing out from the crowd will take excellent donor care. Knowing how to assess your current level of care, identify gaps and opportunities and make changes to focus on your donors and not your organisation can be challenging. This session looked at frameworks and ideas to start making positive change.
This document provides an overview of successful nonprofit fundraising strategies and programs. It discusses the major components of a fundraising program including developing a case for support, identifying prospects, securing strong leadership and staff, and conducting annual fundraising campaigns. These campaigns typically involve board donations, visits, mailings, phone calls, and special events. The document also outlines common motivations for giving such as loyalty, recognition, gratitude, and a desire to make a difference. It notes that people are more likely to donate when asked directly and give more money to opportunities for change rather than needs or problems. Overall fundraising success relies on thought leadership, commitment, and courage.
The document provides an overview of successful fundraising strategies for non-profits. It discusses the major components of an effective fundraising program, including developing a case for support, identifying goals and prospective donors, and ensuring strong leadership and appropriate staff. It also outlines common annual fundraising campaigns involving board donations, visits, mailings, phone calls, and special events. Finally, it discusses motivations for giving and different types of charitable gifts like annual donations, major gifts, and planned giving.
This document outlines a 2008 strategic fundraising plan. It begins with an analysis of the organization's strengths, weaknesses, opportunities, and threats. Some key strengths identified include strong leadership, innovative programs, and a focused mission. Weaknesses include lack of marketing and overreliance on major donors. The plan then discusses setting fundraising goals to capitalize on opportunities like increased community awareness and partnerships, while addressing threats such as uncertainty in funding. Overall the plan aims to leverage the organization's strengths and opportunities to achieve its $2.5 million fundraising goal for 2008 despite challenges in the operating environment.
The document provides information on planned giving and strategies for marketing planned gifts. It defines planned gifts as larger, more personal gifts that often involve estate or tax planning. The key points are:
1. Planned giving prospects tend to be loyal donors, not necessarily wealthy. Loyalty is a better indicator than other factors.
2. Marketing should target loyal donors through personalized direct mail, websites, and phone calls to identify planned gift opportunities and increase planned gifts.
3. Stewarding planned gift donors with recognition programs keeps them engaged and more likely to recommend the organization to others.
How, when and why to secure planned gifts that bring real returns.
Components and relative benefits of bequests in wills, annuities, a variety of trusts, retirement accounts and other planned gifts to nonprofits are described.
Why nonprofit board trustees, senior managers, advancement professionals, every staff member and stakeholders can help stimulate the easiest gifts to make – planned gifts that secure an institution’s future!
Roles of planned giving newsletters, seminars, financial and legal advisors, board trustees and individual visits.
Americans are some of the most generous givers on the face of the planet. They reach into their pockets and take out their checkbooks on behalf of others more often than any other industrialized nation.
The document provides guidance for developing a fund development plan for nonprofit organizations and DEC grantees. It discusses establishing fund development responsibilities and oversight structures. A key part is developing a multi-year fund development plan that identifies goals, strategies, budgets and timelines. The plan should be based on assessing organizational strengths/weaknesses and the external funding environment. A variety of fundraising strategies are explored, from events and direct mail to online giving. Tracking results and revising the plan annually is also recommended. The document emphasizes establishing relationships with current and prospective donors as the most effective way to raise funds.
An Introduction to Direct Marketing and Legacy FundraisingNICVA
This document provides an overview of Karen Gallagher Consulting and their services related to individual giving and donor retention. They discuss three main areas of focus: supporter acquisition, retention, and development. Their services are aimed at helping non-profits build long-term relationships with donors to increase donations and lifetime value. They also provide information on direct marketing techniques, thank you letters, newsletters, donor events, upgrading donors to regular giving, legacy giving, and analyzing fundraising campaigns.
Accelerate Your Acquisition: How to Rise Above the Noise and Activate the Don...Pursuant
As a fundraiser, you know the answer to the question, “Do we have enough donors?” is always the same thing: No.
We live in a world that is noisier than ever. The average person sees more than 3,000 ads per day. The cost of getting someone’s attention has never been higher.
Added to the competition for minds and dollars is the reality that average donor attrition hovers at 55%.
How can you beat the numbers and implement a strategy that will not only attract supporters to your cause, but keep them coming back year after year?
We design and build executable solutions for your fundraising challenges. We also work with givers to increase their joy in philanthropy. We believe this combination forms a sustainable charitable community.
Dan Harris of Wells Fargo Charitable Services presents his ideas on simplifying planned giving in this Minnesota Community Foundation and Saint Paul Foundation webinar.
This was presented at the 2009 National Philanthropy Day Educational Workshops for AFP Northeast Indiana. Topic is how to improve your annual fundraising results by focusing on some basic keys to success, evaluating results and focusing on donor retention.
Member meeting may 20 2011 nancy racette whats happening and whats working ...aidforafrica
This document discusses trends in the current fundraising environment and strategies for success. It provides an overview of giving levels from 2009-2019 based on Giving USA data, showing an overall 3.6% drop in total estimated charitable giving in 2009. Several trends are outlined for individual major gifts, direct marketing, internet fundraising, corporate partnerships, foundations, endowments, and US government awards. The document concludes with eight steps for achieving fundraising success, emphasizing commitment to mission, data-driven decision making, and a long-term focus.
The document summarizes a keynote speech given by Steve Gunderson at the 10th Annual National Conference of the American Association of Grant Professionals in October 2008. The keynote addressed the major losses foundations experienced due to the economic crisis of 2008, with foundation endowments declining 30-45% on average. Gunderson and others encouraged philanthropy organizations to support nonprofits facing increased needs with reduced resources. Suggestions included communicating with donors and grantees, collaborating with other organizations, and advocating on issues of poverty and social spending.
Planning for Good and UNICEF met to discuss ideas for a late-year fundraising campaign. The group presented high and low impact ideas for 2007 and 2008. High impact 2007 ideas included "Adopt a Child for an hour" and getting children involved in fundraising. Lower impact 2007 ideas targeted accountants and framed donations as "saving" versus holiday spending. 2008 ideas suggested making donations easy through small amounts from many donors and redirecting unwanted gifts. The group sought UNICEF's feedback on potential ideas to pursue.
The elements of building a successful fundraising strategy
*Fundraising in context
*New Zealand's individual giving market
* Strategy options
* Critical success factors
The document outlines an agenda for a social media event. The agenda includes a keynote on social media, panel discussions, breaks, and three case study presentations from Intuit, Macy's, and Comcast. Principles for successful social media marketing are also discussed, including listening, being authentic, moving fast, and that less is more. The Intuit case study describes a campaign called Small Business United that helped connect small business owners through online communities, competitions and recognition. The campaign saw significant engagement and positive results for Intuit.
The Epilepsy Society rebranded to increase fundraising and awareness after seeing declining voluntary donations. They aimed to modernize their 120-year old image and compete against 30 other epilepsy charities. Overcoming initial opposition took over 3 years and involved demonstrating the economic benefits and priorities. The rebrand focused on social media and a modest budget. Since rebranding, individual donations are up 12% and community fundraising is up 28%, showing the rebrand has increased fundraising income for the organization.
This document outlines steps for developing an effective community fundraising strategy, including examples from the Society of St. Vincent de Paul (SVP) and Special Olympics Ireland. It discusses the 5 key steps to an effective fundraising strategy: knowing your fundraising goal, identifying target markets, determining how to reach targets, deciding who will fundraise, and establishing timelines. The SVP case study highlights their annual appeal that uses advertising, PR campaigns, and collections over one week during the Christmas season. Effective volunteer management and special fundraising events are also addressed.
"Finding Dollars in a Desert" Fundraising in Tough TimesJim Anderson
People make tough decisions about where they spend their dollars. How does that impact the nonprofit sector? In this interactive presentation we discuss...
-Economic realities for charities nationwide and locally
-What to do (and not do) when a donor says, "I can't contribute now"
-How to find the "oasis in the desert" - 7 practical strategies for successful fundraising
CAPITAL CAMPAIGN PLANNING AND PREPARATIONAmy Kincaid
The document provides information on planning and conducting a capital campaign, including defining major gifts and capital campaigns, outlining the typical phases of a capital campaign, and discussing how to determine campaign goals and key elements of a successful campaign. It recommends conducting feasibility studies, having strong leadership and donor prospects, developing a compelling case for support and plan, and addressing key questions to fully leverage the benefits of a capital campaign for long-term organizational growth.
Webinar presented in Jan \'09 by Direct Response Solutions explores current trends in annual giving and examines ways to meet the challenges annual programs are facing in 2009.
This document provides information and guidance about accessing funding locally for youth organizations. It lists various sources of funding information like websites and organizations. It discusses different types of funding opportunities such as for sports/arts projects or workforce development. It provides tips for applying for funding like ensuring the project is deliverable, collaborative, and innovative. It emphasizes measuring tangible outcomes and building relationships with funders. Finally, it discusses developing long-term fundraising strategies and sustainability plans.
This document discusses fundraising strategies for conservation trust funds. It identifies key sources of funding such as bilateral and multilateral donors, private donations from foundations and individuals, private companies through corporate foundations and marketing campaigns, and payments for ecosystem services. It emphasizes the importance of diversifying funding sources, developing long-term relationships with donors, and telling a compelling story to attract additional funding and demonstrate success.
https://bloomerang.co/resources/webinars/
Tammy Zonker & R. Trent Thompson, winners of Fundraising Success Magazine Multichannel Campaign of the Year 2014, will introduce you to the key steps to achieving multichannel year-end campaign success.
This is the presentation I put together for my capstone project. I hope you will enjoy it. Please contact me with questions or if you need assistance in public relations for your nonprofit.
The document discusses communications strategies for non-profits on a limited budget. It introduces the Taproot Foundation, which helps non-profits engage business professionals through pro bono services. Common communication needs for non-profits include developing key messages, branding, websites, and materials to recruit volunteers, expand client bases, and diversify funding. The document outlines Taproot's process for creating an effective communications strategy, which involves defining audiences, gathering internal/external data, analyzing strengths and weaknesses, developing a unique message and brand, and documenting the strategy.
According to research of giving patterns since 1966 compiled by the Giving USA Foundation, only bequests averaged an increase during recessionary periods. All
other types of giving either remained static or reported declines.
But is your planned giving program getting its fair share of the marketing budget?
We scoured the internet to find the following awesome information. And, although we can’t take credit for the research, we can take credit for the pretty charts!
So feel free to share this report with colleagues and friends (including your board). And when you’re ready to engage in serious marketing to find hidden gifts, generate
leads and cultivate relationships, we hope you’ll reach out to us: http://imarketsmart.com/contact-us
After all, our mission is to help further your mission.
ENJOY THE REPORT!
The Gift of Love program is a planned giving program that allows donors to make contributions to charities while also receiving guaranteed lifetime incomes and ensuring their gifts are returned to their families. It uses feasibility studies, lifetime income annuities, and life insurance policies to provide benefits to both donors and charities. The program aims to increase donations by making the giving process easier and providing flexible gift options for donors.
Just how great is my campaign? Learn how great creative reflects great strate...Vivastream
The campaign involved creating a fake snow day website that looked like it was created by a local news station to report on a snow day. The goal was to change perceptions of the agency from a strategy company to a creative interactive agency. It was hugely successful, receiving over 1 million unique visitors and being widely shared on social media, achieving the goal of positioning the agency as world-class in interactive, viral and social media capabilities.
Just how great is my campaign learn how great creative reflects great strateg...Vivastream
This document discusses several advertising campaigns and their results. It provides summaries of multiple campaigns, including:
1) An Air New Zealand campaign that maintained market share and increased brand awareness globally through viral YouTube videos.
2) A McDonald's campaign in Germany that significantly increased shrimp sales through a viral song.
3) A campaign for an Idaho fire department fundraising festival that set attendance records and increased profits through a website for advanced ticket sales.
Similar to Capital Campaigns In Really Tough Times (20)
Best practices for project execution and deliveryCLIVE MINCHIN
A select set of project management best practices to keep your project on-track, on-cost and aligned to scope. Many firms have don't have the necessary skills, diligence, methods and oversight of their projects; this leads to slippage, higher costs and longer timeframes. Often firms have a history of projects that simply failed to move the needle. These best practices will help your firm avoid these pitfalls but they require fortitude to apply.
Company Valuation webinar series - Tuesday, 4 June 2024FelixPerez547899
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1. Capital Campaigns in
Really Tough Times
March 17, 2009
By
Abbie J. von Schlegell, CFRE
Principal
228 main street, suite 272 williamstown, ma 01267 410-908-9068 abbievonschlegell.com
2. So why are you here?
• Are you planning a campaign? In nucleus
phase? In the middle?
• Lean year campaigns offer lessons
• Maybe you are in one?
2
3. Where do you want to go?
Success in the campaign?
Re-think the
campaign strategy?
Engage new prospects?
Stop the campaign altogether?
5. What is a Capital
Campaign?
An intensive, organized
fundraising effort to secure
philanthropic gifts for specific
capital needs or projects,
executed within a specific time
period, usually for one year or
more.
7. Capital Campaign
Characteristics
• Intensive, special appeal
• Meets an extraordinary need
• Capital: building new facilities,
renovations, equipment
– Relatively low cost for
fundraising & administration
– Specific, “stretch” financial goal
8. Who makes
charitable contributions?
2007: $306 billion given to
nonprofit organizations
– Individuals:
$ 229 billion
+ $23 billion bequests
– Foundations:
$38 billion
Individuals Corporations
– Corporations:
Foundations $16 billion
Source: Giving USA 2008
10. Giving is resilient
• Total giving up in current dollars every
year but one since 1967
• Decline in 1987 due to change in tax law
• Total giving declined just twice when
adjusted for inflation
1974 (Oil Crisis)
2001 (failure to ask – not failure to give)
12. Giving
weathers economic storms
• Giving grows 2.7% per year (average)
• Giving grows more slowly during
slowdowns and recessions
• Fewer than half of all charities
experience declines in giving,
even during tough times
14. Nobody Knows Anything!
•=mc Global Fundraising •Guidestar Survey
Study
•Causes most effected by
•Causes least effected by the economic climate:
the economic climate: –Disease-related groups
–Children’s causes –Mental health
–International relief –Faith-based groups
–Medical research
–Faith-based causes
17. Why do people give?
• Shared values
• Personal relationship
• Involvement with
organization’s mission
• Image and appeal of
organization
• Recognition, tax
deduction, parties
18. Some current realities
•Mortgage and housing crisis ≠ charitable giving sector
•Though overall charitable giving in 2007 increased by
3.9%, the number of donors declined
• AFP 2007 study ranked the economy #1 concern among
charities surveyed
• Fundraising revenues and donor counts both down
for the first quarter of 2008 compared to the same
time last year [Target Analytics Index of National Fundraising Performance]
19. How is the economy affecting
the sector?
• Report of both fundraising revenues and
numbers of donors down in early 2008
• Small charities affected more than larger
• Level of optimism for near future very low
• Increased (and funding) need for services
for charities serving low income
families (food pantries, shelters, job
banks)
20. Economy’s effect on sector:
public comments
• “The latest victims of the sagging economy: charities.”
• “Our most optimistic forecast is now $1.5 million,
compared with $2 million raised last year. The
downturn in the economy has played a big part”
• “It makes a hell of a lot of difference …You have a
person who’s worth $5 billion, and the next morning
they’re worth a billion.”
• “It looks like 2008 could be one of the most
challenging years charities have seen in some time.”
21. Campaigns Lasting Longer*
*CASE 9.08 Study
• Median 6.25 years
• Median quiet phase 33 to 40 months
• Median goal $50,000,000
• Alumni largest source but less than 33%
of total (Educational institutions only)
22. Board Members Feel Unprepared
**The Chronicle of Higher Education
• 15% considered themselves “very well prepared”
• 40% described themselves as “slightly prepared”
or “not at all prepared”
• More likely to feel unfulfilled and less valued
• Less likely to have a good relationship with CEO
• More likely to be somewhat newer or younger
23. Fashions in Fundraising
• The old way to campaign
– Find a project
desire
need
desperation
• Make the case
“this will allow us to…
“All the others are…
“If we don’t do this, we will…
24. Fashions in Fundraising, TODAY
• NOW:
– “Donor-Centric”
• Identify his or her values, background, “hot
buttons”
• Discover his or her financial issues
• Find possible solutions to issues
• Make donor feel as if goals are being met
– Match the gift design with something in the
campaign
25. The “new” thing: strategic
fundraising or campaigns
• Bringing things into alignment
– Remember first things come first!
– Value donors who can meet the first needs
– Make case for crucial needs
• Build program to make this happen: be
strategic!
– Design the case for support
– Design the pool of potential donors
26. Trends in Philanthropy
• Trends are based
– on what we know
about the past
– on assumptions about
the future
• Let’s look at what has
been happening
27. Changes in Society/Culture
• Less and less support from Washington, DC to
meet the needs of society
• Less and less support from the states for
education and basic human needs
• Gradual shift back to non-profit sector to carry
the load (# non-profits to increase)
• People living longer and longer (fear of outliving
resources)
• Younger generations less philanthropic than their
parents
28. So what do you do?
First, know that it is
very, very hard!
28
29. Campaigns in Lean Times
• Campaign progress plateaus
– Asks get very old
– Prospects will not return calls
• Campaign leaders drop out
– Lose heart, question strategy
– Don’t make calls or even set meetings
• Donors can’t make pledge payments
• Leaders will not authorize campaigns
29
30. Seven Strategies
for Lean Times
1. Revive volunteer
5. Lower/revise the
leadership
goal
2. Rethink prospect
6. Pause or halt the
strategies
campaign
3. Rethink the needs
7. Avoid this mess, if
and the case
possible!
4. Extend campaign
timeline
30
32. Rethinking Prospect Strategies
• When economy changed, where did the
money go?
– 401ks, home prices, stock market
– Panic among general public
• Follow the money – people are still rich,
but perhaps not as much
• Reset gift table to meet revised/extended
goals
32
33. Know your donors and friends!
Their interests
Their passion
Their concerns
Their motivations
34. Look after your donors
• Implement donor relationship
management strategy; accept it is not
cheap; staff properly
• Be rigorous about tactics – number of
mailings, length of letters etc.
• Accept fact, not prejudice or opinion
35.
36. Look after current donors
Thank Properly
Frequent Communications
T
Phone your top donors
Keep in touch mailings
37. Rethinking needs and case
• A new need can attract new interest
• Stronger or different rationale adds
urgency
– Hard economic times
– More tightly set budgets
Urgency and efficient use of funds
make campaign case succeed
37
38. Extending the Timeline
• Longer pledge periods
• Donors take pauses in pledge schedules
• Waiting out the bad economic times
• BUT, very tough if you need the funds
now
38
39. Lowering the Goal
• Can you succeed with less?
– Easier to sell if you have not gone public
– The virtues of a real quiet phase
• The risks of quitting early
• Resetting the Gift tables
39
40. Pausing or Stopping
the Campaign
• If you cannot make the annual fund goal,
the campaign does not matter
• How urgent are the needs?
• If endowment, could likely wait
• Facilities can be urgent
• Difficult if you have announced
• Steward donors of record
• Shift to a project or major gifts strategy
40
41. Campaign Planning
in Lean Times
• Needs justification must be tighter
– Real urgency
– Efficiency and ROI important
• Readiness is critical, even more so
– Especially prospect readiness and knowledge
• Leadership even more important
• A multi-stage quiet or nucleus phase
41
43. Campaign Planning Studies
in these times
• Premature goal testing energy of staff,
volunteers, even prospects
• Instead: campaign readiness analysis and
work to get you started
• Whatever you decide, a detailed pre-
campaign strategy critical
quells dissent, calms worries
–
gives framework for analysis
–
43
44. Let donors tell
their stories and help you!
• Best donors often best askers
• Invite top prior donors to share their
passion
• Ask your major donors for their advice,
introductions
• Engage your family
45. Readiness Evaluation
• Prospect base
– Size, evaluation, qualification
• Data and data systems
• Staffing
• Needs rationale and case for support
• Recognition and image
• Volunteer leadership willingness
45
46. So the Campaign is on Hold…
• Endowment comes from planned giving
• Capital or Program campaign
– Becomes Major Gifts effort
• Always can develop more prospects and
relationships
– Always need to know more about people
– Always need more cultivation
• A strong annual fund means a stronger
campaign
46
47. A Less Predictable
Environment
• Wither the estate tax?
• More extreme swings in US economy
• Global economy means less domestic
control
• Rapid wealth creation (and loss) from
enterprise
48. To campaign or not to campaign?
• No one has stopped or withdrawn if in the
nucleus or silent phase
• Those who are in campaigns: are
– Still getting meetings, still asking, still getting
gifts
• Budget volunteer time: maintain
momentum! Keep them focused
• Design flexible campaign timetable
49. When Times are Hard, It’s
• Old money
• Established donors
• Urgent and justified needs
• Leaders who believe
• Passion for the cause
• Persistent and patient who prevail!
49
50. Conclusions:
How to thrive in tough times
• Keep asking
• Be invitational & understanding
• Remember the basics
• Nurture your leadership
• Renewal/recapture/acquire
• Stay on message
• Focus on the positives
• Don’t belabor financial circumstances
• Link to the greater good
51. Conclusions, more
• Don’t panic! Step back calmly and plan
• Engage your Board members and friends
• Assess your communications plan and
case for support
• Consider planned giving vehicles as
alternatives
• Extend pledge payment schedules
52. You Can Do This!
• Work Together!
• Plan for a brighter future – we have gone
through this before
• Be accountable to your donors, your
community, your friends
• Present your organization as lean, well
managed and sensitive
• Be nimble and ready to act!
53. A closing statement from
Bernard Ross
quot;Invest time, intelligence and money into
massively improving the donor
experience with the charity. Remind
donors they are wanted, needed and
appreciated”
From a study conducted by The Management Centre 2008
54. And, in closing….
“Twenty years from now, this reduced
giving will look like a blip, but…that
blip seems pretty important right
now.” (Paul LaGasse)
55. 228 main street, suite 272 williamstown, ma 01267 410-908-9068 abbievonschlegell.com
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