Mission Family Health Services (MFHS) is a nonprofit dedicated to community health. It is considering establishing a foundation and developing its philanthropic activities. This includes creating a case for support, fundraising plans, and cultivating donors and community partners. MFHS also wants to identify grant opportunities to fund its programs and operations that address local health needs. External consultants could help by introducing best practices, assessing resources, and identifying potential donors and collaborative partnerships.

2. Mission
are an innovative health and
human service organization dedicated
to meeting the needs of the community
through information, education and
quality
www.mfhs.org
www.safeteens.org
WE
CARE.

3. Giving USA 2012 Data
• $298B in total Giving in 2011
• Giving by Individuals Grew by Just Under 4% =
$217B
• Foundation Gifts totaled $41B
• Bequest Gifts Increased by Greatest Margin =
+12%/$24.4B
• Giving to Health and Human Services up Nearly
3% Each = $70B

4. Reality Check
• “We are a County Resource First!”
• “Fundraising is one of several priorities”
• “Can we support a senior dedicated
Development Professional and/or
Foundation Structure?”
• “We facilitate multiple program in-house:
How can we best make our case?”
• “Is our current 501 c-3 relevant?”

5. MFHS Foundation Management & Planning
• Establish a high-performing inter-related
foundation v. independent entity
• Board and Staff Composition/Reporting
• By-laws; Fiscal Management Reporting
• Strategic-Operational Focus
• A Strong-Fiscally Healthy MFHS

6. Relationship Philanthropy Today
• Sustainable and a long-range view
• Led by key community stakeholders
• Enacting formal relationship Management
Plans of Engagement
• Communicate a long-range message
• Facilitate legacy gift & community
ownership of MFHS

7. Philanthropic Fundamentals
• Foundation strategic plan v. development
operations plan
• Case for support
• Corporate by-laws relating to a foundation
• Gift solicitation & acceptance policy
• Donor recognition levels: $100-500-1,000 +
• Planned and deferred gift acceptance policy
(The Bequest Opportunity)

8. Philanthropic Tactical Planning
• Identify the MFHS Fund Development Needs
(Restricted and Unrestricted Opportunities)
• Recruit New Philanthropy Volunteers & Committee
Members (Business, Legal, Financial, Medical, and
Community College or University Leaders: Economic
Development, Chamber, Service Clubs)
• Host a Foundation Planning or MFHS Philanthropy
Retreat/Outline Your Philanthropic Plan
• Identify Philanthropy Directives: Foundation v.
Development!
• Prepare a Compelling Case for Support: Why MFHS?
• Tell the MFHS Story—Make It a Community Priority; Present
an ROI Message
• Build a Solid Philanthropy Infrastructure

9. Building Your Local Philanthropy Program Structure
• Build a Program
1. Annual Fund Strategy/Goal/Case
2. Promote Major & Planned Giving (Bequest
Society)
3. Foundation-Corporate-Govt. Grants
(Community Foundations, Corporate, Local
Healthcare Systems, HMOs, MCOs, etc.)
4. Cause Marketing
5. Special Events
6. Tribute Giving: Memorial/Honoraria Gifts
• Establish a Donor Recognition Society and
Stewardship Model

10. Know Your Community – Recruit to its Strengths
• Corporate Market
• Legal Market
• Financial Services
• Healthcare Market
• Academic-Govt. Presence
• Foundation Presence
• HMO-MCO Presence

11. Philanthropy Management Action Plan
• Corporate Grants & Sponsorships
• Foundation Grant Opportunities
• Special Event Appeal & Participation
• Established Wealth: Planned Giving
• Special Interest Parties (Assume
Sponsorship Underwriting—Rotary-
Chamber-Jr. League-Medical Society)

12. Establish a Communications Strategy
• Marketing Communications Plan
• Regional Media Relations
• Online Content Presence and Strategy
• New Media Plan
• A Philanthropy Message that Resonates
• Cause Marketing Programs

13. Present a Philanthropy Focus
• Philanthropy as a component of the
Operational Budget and Financial Model
• Target Current Unrestricted Capital
• Cultivate Long-Term Capital for Scaling
• Identify Attractive Local Funding
Opportunities
• Build Toward Multi-Year Goal

14. MFHS Fundraising Plans
• Unrestricted Gifts or Grants
• Restricted Gifts or Grants
• Corporate Sponsorship/Cause Marketing
Opportunities
• “Legacy Society”:Planned or Deferred
Donor Opportunities

15. Cultivating MFHS Ambassadors
• Utilizing the Community to Cultivate Formal
“Friends” Network & Relationships
• Informing Key Business, Health/Education
Economic and Philanthropic Leaders of
MFHS and Your Local Presence
• Work with Bette to Produce an Interactive
Live Format with the Community

16. Creating a Donor Recognition and Stewardship Program
• What is Donor Recognition?
– The practice of providing recognition to donors for
their gifts - both immediately following a gift and
subsequent benefits based on their giving levels.
• What is Donor Stewardship?
– The process of ensuring donor comfort.
– The intent is to build lifelong relationships with
our donors, ensuring that MFHS is their charity of
choice.

17. What are your experiences as a donor?
• Do you have any examples of things
charities have done to make you want to
stop giving to them?
• Do you have any examples of things
charities you support have done to make
you feel proud to be a donor?

18. How External Counsel Can Assist You
• Introduce New Ideas and Best Practices
• Assess Program Resources v.
Goals/Achievements
• Assist in Identifying/Cultivating Potential
Supporters at Community Level
• Thank Current Donors Thoughtfully
• Communicate Successful Philanthropy
Stories
• Serve as the Alter-Ego

19. Grant Writing
“Writing Winning Grant Proposals
to Solve Pressing Needs!
&
Matching Organizational Needs to
Create Positive Results!”

20. Grants Come in Many Shapes
• State
• Federal
• County
• Community-Family-Private Foundations
• Corporate Foundations
• Trusts and Legal Settlements
• Community Service Clubs

21. Grant Development Consideration
• Is there a local opportunity for collaboration?
• Who will be served as a result and How?
• What societal need(s) will be addressed?
• Who will serve as the grant P.I. or Leader?
• What geographic areas will be served?
• What measureable outcomes will we target?
• Can we scale the grant?

22. Your MFHS Needs and Wants
• Matching the needs of MFHS with the
Focus and Priorities of Funders
• Identifying Collaborative Opportunities
• Balancing Grant Opportunities with Funder
Focus--Avoiding Potential Mission Drift.

23. 2013/14 MFHS Shopping List
• General Operating Support: Maternal &
Child Health
• MFHS Sustainability
• Public Education/Information & Outreach to
Prospective Program Participants
• Public Health Program Needs
• Professional Education Support
• Workforce Development/Recruitment

24. MFHS Philanthropic Resources
 Association Fundraising Professionals (PA/National)
 Federal Registrar
 Association Healthcare Philanthropy
 The Foundation Center
 State Association(s) of Grant Makers
 Council On Foundations
 Guide Star
 Nonprofit Times
 The Chronicle of Philanthropy
 Giving USA

25. Contact Information
Paul J. Quin
P. J. Quin & Associates
904 Springhill Drive
Burnsville, MN
952-240-8262/952-891-3441
pjquin1960@gmail.com
www.pjquin.com