how your donor management system can help create a culture of philanthropy

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How your Donor Management System can help

Create a Culture of Philanthropy

David Unger

February 28, 2012

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Today’s Speaker

David UngerPresident,

Unger & Associates LLC

Hosting:

Cheri J Weissman, CJW Consulting & Services, Inc.Assisting with chat questions: April Hunt, Nonprofit Webinars

Supporting a

Culture of Philanthropy With Your

Donor Management System

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Today we will begin to explore:

• What a Culture of Philanthropy means.

• The basic steps needed to create a Culture of Philanthropy.

• How building this culture is in partnership with you Donor Management System.

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If you do not have a formal Strategic Plan, then create a minimum of three Strategic Goals. These goals should be:

measurablerealistic

affordable obtainable.

Fundraising should NOT be crisis-driven.

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Fundraising should be Proactive

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• Potential donors look for organizations who are authentic and communicate with them as donors.

• Successful organizations view the community as a partner in their work.

• Successful organizations invite others into the process and value what they learn from them.

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“How will this help me raise more money?”

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• You have to want to do this. This is time and resource extensive.

• You have to begin thinking as a donor.

• You have to answer the question “Why should I care?” (in “donorese”, rather than “missionflow”)

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Its all about the donor

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Step 1:

Understand What …

You Need The Funds For

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Step 2:

Create a Case for Support

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Step 3:

Build The

Necessary Relationships

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Goals

• To increase the number off meals we serve by 50%

• Renovate our kitchen

Development Plan

• 10% increase in donors

• 10% increase in new dollars

• $1 million Capital Campaign

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Your Development efforts should be based on building ongoing relationships, which are a

year-round, gradual, open ended,

multi dimensional process.

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Step 4:

Manage, Understand and Useyour Donor

and Contact Information

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• There needs to be regular on going discussion about implementation and evaluation, about your progress and setbacks at the Board, Committee and Staff level.

• There needs to be ongoing in-house training around your donor management system and get the staffs input on how it can be better used.

• Your budgetary process needs to be reflective and supportive of this culture.

• Training times need to be built in. Solicitor Training, Marketing, etc.

• Understand and accept, your success and long term sustainability is dependent on your donors.

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Understand and accept,

your success and long term sustainability is

dependent on your donors.

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A Culture of Philanthropy …

Provides the needed human and financial resources

to achieve your mission in an

organized non crisis, planned process.

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