covid 19: fundraising in a time of crisis€¦ · fundraising fundamentals take the long view...

COVID 19: Fundraising in a time of crisis

Monday, March 23, 2020, 11:00 AM – 12:00 PM CST

PRESENTERS:

Patricia Broughton, Consultant, Giving Tree Associates

Jamie Klobuchar, Senior Consultant and Director of Business Development, Giving Tree Associates

Agenda

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Seize the Opportunity

Communicate with Donors

Build Relationships

Focus on Fundraising

FundamentalsTake the Long

View

Developed by Giving Tree Associates, 2020

Seize the Opportunity

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• Compassion is heightened• Donors are at home and on-line • Program staff may be available to

help with donor engagement, cultivation, and stewardship• Consider what hasn’t changed

https://boardsource.org/wp-content/uploads/2017/04/Crisis-Communication.pdf?hsCtaTracking=da3851cf-ef79-4acf-8a02-8b46f58094a3%7Cf2d5748e-95c7-4fc0-b0dd-aef81240d6ac

Developed by Giving Tree Associates, 2020

Communicate with Donors

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• Work from a plan• Tell donors how you are responding

to the crisis - they want to know • Make it clear you have a plan – this

builds trust • Tell them how they can help • Be clear: what you know, don’t know,

short and long-term goals

https://boardsource.org/wp-content/uploads/2017/04/Crisis-Communication.pdf?hsCtaTracking=da3851cf-ef79-4acf-8a02-8b46f58094a3%7Cf2d5748e-95c7-4fc0-b0dd-aef81240d6ac

Developed by Giving Tree Associates, 2020

Build Relationships

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• Reach out to your top donors • Reach out to all your donors• Utilize your full team - staff, board,

volunteers • Know your donors: who responds to

urgency + crisis?• Utilize multiple channels

Developed by Giving Tree Associates, 2020

Endowment

Reserves

Cash on hand

Financial assistance

Pledge payments

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Communicate the impact on your finances

Developed by Giving Tree Associates, 2020

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• Reach out now – ask for advice• Communicate your challenges

- and how you’ve responded • Don’t assume anything• Continue to message around

gift impact

Focus on Fundraising Fundamentals

https://ejewishphilanthropy.com/an-open-message-to-grantees-from-the-funder-community/?utm_source=MARCH+13%2C+2020&utm_campaign=Fri+March+13&utm_medium=email

Developed by Giving Tree Associates, 2020

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• Be clear on your case for support

• Focus on ways to add value• Get creative (while considering

the ROI)• Integrate everything• Engage everyone

Take the Long View

Developed by Giving Tree Associates, 2020

Questions? Contact us: Patricia Broughton & Jamie Klobuchar

patricia@givingtreeassociates.com | 847.894.9272jamie@givingtreeassociates.com | 773.259.2158

www.givingtreeassociates.com