+

Fund Development WorkshopProviding you with the tools and current fundraising trends to increase the financial sustainability of your organization through diversity of funding.

+Regis University Masters of Non Profit ManagementNavajo SOFE 2014

Presenters:

Jamie Wienk Special Events and Membership Director, Women’s Resource Center, Durango, CO

Ara Cruz, Founder and Executive Director, Café Cultura, Denver, CO

Jolynn Crownover, Development Director, Environmental Learning for Kids, Denver, CO

+Key Topics

Organization Life-Cycle

Key Elements of a Fund Development Plan

Diversity in Funding

Roles in Fundraising

Strategic Fundraising

+Organization Life-Cycles

What is your organization’s life-cycle in fundraising?

+Key Elements of a Fund Development Plan

Background:

Organization History, Mission, Vision and Programs

Funding History

SWOT Analysis in fund development

Current Organizational Roles in Fundraising Leadership: Executive Director and Board of

Directors Staff

+Key Elements of a Fund Development Plan

Case Statement: Why should someone donate to your organization?

Needs Statement: Why is your organization needed in the community?

Funding Opportunities with descriptions Programs & Projects Administrative Equipment Capital

+Key Elements of a Fund Development Plan

The Funding Strategy: Branding: Marketing and Public Relations

Key messages, logo, organization history and mission

Increases organizational awareness Sustainability and credibility

Builds networks and support in the community

Consistency and Frequency!!!

+Key Elements of a Fund Development Plan

The Funding Strategy: Diversity in Funding

Corporations Foundations Government Religious or other community groups Individual Donors Special Events Earned Income Membership Board of Directors In-Kind Contributions

+Key Elements of a Fund Development Plan

Implementing/Managing the Plan Staff, Leadership, Financial Resources, and

Time

Development Calendar

Tracking Fundraising Strategies

Evaluation and Reporting of Fundraising Strategies

Funding Policies

(Place examples of Fundraising Plan, Calendar, and Tracking here)

+Diversity In Funding - Standard Benchmarks

+Diversity In Funding – A better mix

Individual donors account for approximately 72% of charitable revenue. (Giving USA Report, 2013).

+Diversity in Funding: Example Sources of Income

+Diversity in Funding: Example Sources of Income

+IT’S ALL ABOUT

RELATIONSHIPS!!!!

1. Mission Aligned2. Research3. Meet & Greet4. Communication & Appreciation

+Roles in Fundraising

Board of Directors and other non-development staff

+Roles in Fundraising

Board of Directors and other non-development staff Engage and believe in the mission Be present – fundraising events, site visits, donor

visits, programs Stewardship – thank you notes, calls 3rd Party Events – host a house

party, corporate lunch ‘n learn Nominations: Board and

committee prospects

+Strategic FundraisingCorporate Funders

Strategic Partnerships

Relationships!

Targeting Funding Priorities: STEM – Engineering Firms, Oil & Gas, Aerospace Financial Literacy – Banks

Collaborative Work 2 or more nonprofits working together on a

program/project Meet with other NPO’s to see who is funding in

community

+Strategic FundraisingCorporate Funders

Volunteer Engagement Board and Committee Involvement Corporate Volunteer Projects Corporate 3rd party event

Lunch ‘n Learn, Christmas Party, Happy Hour

+Strategic FundraisingCorporate Funders

Workplace Giving and Matching Gifts Programs

+Strategic FundraisingCorporate FundersWorkplace Giving and Matching Gifts Programs

+Strategic FundraisingGrants

Relationships! Letters of support and collaboration (if

allowed) Site Visits – see your programs in action

Invite board members and alumni of your programs!

Grantors Tours (RPD)

Targeting Funding Priorities: Government (OED, DPHE) – After-School

and Summer Programs

+Strategic FundraisingGrants

Outcomes!!! Evidence Based Evaluation Capacity Building Testimonials Long-Term Outcomes

College attendance, studies and job placement

Collaborative Work 2 or more nonprofits working together on a

program/project

+Strategic FundraisingIndividual Donors – Engaging the Next Generation

Volunteer Engagement!!! Board and Committee Involvement Event Volunteers Volunteer Projects 3rd party events

House Parties

+Strategic FundraisingIndividual Donors – Engaging the Next Generation

Is online giving easy? 50% of young donors are more likely to give online Online donors are 200% more likely to solicit others for

donations

Increase communication and stewardship Donors want to ...

Know where there money is going. Feel involved and appreciated. Communicate!

Virtual presence Website, social media, e-newsletters,

+For Discussion…

1. What do you need funding for the most?

2. Where do you find the most potential for funding?

3. What are the major challenges for fundraising in your organization?

+References

Klein, K. (2007). Fundraising for social change. John Wiley & Sons, Inc.

Male, R. Life cycles of nonprofit organizations. Richard Male and Associates.

Male, R. Elements of a fundraising plan. Richard Male and Associates.

Sargeant, A. (2008). Donor retention: what do we know and what can we do about it? Indiana University.

Stevens, S. Nonprofit lifecycles: stage based wisdom for nonprofit capacity. Stagewise Enterprises, Inc.

Weinstein, S. (2009). The complete guide to fundraising management. Third edition: John Wiley & Sons, Inc.