This document outlines strategies for philanthropy success when facing time and budget constraints. It discusses balancing philanthropy with other responsibilities, setting goals for board giving and donor cultivation. Specific tactics covered include focusing events and communications on converting attendees to donors, researching donors to find shared interests, setting targets to guide fundraising efforts. The document recommends networking through professional associations and programs to gain expert fundraising advice and support on a limited budget.

1. No Time, No Money
10 strategies for philanthropy success
Ann Rosenfield, MBA, CFRE
with support by Paulett Ramsey, CFRE

2. Session Agenda
Balancing Philanthropy with everything else
100% Board Giving
Expert Advice on a Tiny Budget
Q & A
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016

3. Time …
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016

4. (c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016
Internal Meetings
Internal Meetings,
data entry, prep for
next week

5. Events
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016

6. Only do worthwhile events
One of these events will have attendees who convert to
donors. The other will cost $0.50/$1 raised.
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016

7. Focus on individuals
72%
15%
7%
6%
%
Donation
by
Source
Individuals
Foundations
Bequests
Corporations
Giving USA 2012
c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016

8. Research your donors
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE
2016

9. Get productive
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey,
CFRE 2016

10. Set targets
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE
2016

11. The Anthony Keating
3 phone calls a day approach
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016

12. Culture of Philanthropy >Fundraising
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey,
CFRE 2016

13. The most powerful sentence
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE 2016

14. Expert advice on a tiny budget
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE
2016

15. Get schooled
• Humber – Fundraising Management Program
• Seneca – Fundraising Management Program
• Ryerson – Fundraising Management (Some faculty)
Pro bono consulting
• Endeavor
• MAS
Networking
• Association of Fundraising Professionals
• LinkedIn Groups
• Informal networking
• Pints Not Profits
• Netwalking with Paul Nazareth
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE
2016

16. Thank you
• Ann Rosenfield, MBA, CFRE
• charitablyspeaking.com
• ann@charitablyspeaking.com
• 416)536-5222
(c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey, CFRE
2016

17. (c) Ann Rosenfield MBA, CFRE with content from Paulett Ramsey,
CFRE 2016