apnba june 2008 conference scott

Fundraising:Fundraising:Beyond Membership DuesBeyond Membership Dues

Brenda Ray Scott, CFREBrenda Ray Scott, CFREyyAdept Diva ConsultingAdept Diva Consulting

[email protected] or 503-680-5196http://[email protected]/

APNBA Business District Association Conference – June, 2008 1

Presentation OutlinePresentation OutlinePresentation OutlinePresentation Outline

Welcome!Welcome!Objectives and ExpectationsObjectives and ExpectationsAssessing Need and ReadinessAssessing Need and ReadinessggCreating a PlanCreating a PlanYour Plan in ActionYour Plan in ActionQuestions?Questions?Thank you!Thank you!Thank you!Thank you!


Objectives and ExpectationsObjectives and ExpectationsObjectives and ExpectationsObjectives and Expectations

Why do you need funding “beyond membershipWhy do you need funding “beyond membershipWhy do you need funding beyond membership Why do you need funding beyond membership dues?”dues?”

Beyond increasing your budget, what value will Beyond increasing your budget, what value will additional revenue or inadditional revenue or in--kind donations bring to kind donations bring to your organization?your organization?

Wh d l d ’ i ?Wh d l d ’ i ?What do you want to learn at today’s session?What do you want to learn at today’s session?


Assessing ReadinessAssessing Readiness -- 11Assessing Readiness Assessing Readiness 11

Are you ready to seek additional funding toAre you ready to seek additional funding toAre you ready to seek additional funding to Are you ready to seek additional funding to grow your association?grow your association?

Strategic PlanStrategic PlanC St t t (Th Wh )C St t t (Th Wh )Case Statement (The Why)Case Statement (The Why)Staffing Staffing –– Paid and VolunteerPaid and Volunteer


Assessing ReadinessAssessing Readiness -- 22Assessing Readiness Assessing Readiness 22

Are you ready to seek additional funding toAre you ready to seek additional funding toAre you ready to seek additional funding to Are you ready to seek additional funding to grow your association? grow your association?

Planning and PoliciesPlanning and PoliciesPlanning and PoliciesPlanning and PoliciesSystems and ProcessesSystems and ProcessesCommunity Reputation/CredibilityCommunity Reputation/CredibilityManaging the ProgramManaging the Programg g gg g g


Creating a PlanCreating a Plan -- 11Creating a Plan Creating a Plan 11

IndividualsIndividualsIndividualsIndividualsMajor gifts, Special Events, etc.Major gifts, Special Events, etc.

Corporate SponsorshipCorporate SponsorshipLarge and smallLarge and smallLarge and smallLarge and small

Product RevenueProduct RevenueGuide, Music CD, Coupon BookGuide, Music CD, Coupon Book


Creating a PlanCreating a Plan -- 22Creating a Plan Creating a Plan 2 2

Types of Support might includeTypes of Support might includeTypes of Support might includeTypes of Support might includeProject GrantsProject GrantsOperating GrantsOperating GrantsOperating GrantsOperating GrantsRestricted GrantsRestricted GrantsGeneral Purpose GrantsGeneral Purpose GrantsGeneral Purpose GrantsGeneral Purpose GrantsStartStart--up/New Projectup/New ProjectCh ll G tCh ll G tChallenge GrantChallenge Grant


Creating a PlanCreating a Plan -- 33Creating a Plan Creating a Plan 33

Types of Support might include:Types of Support might include:Types of Support might include:Types of Support might include:

II ki d D ti Nki d D ti N h th tInIn--kind Donation: Nonkind Donation: Non--cash grantcash grant

SSTechnical Assistance: Skills development or Technical Assistance: Skills development or another service provided as an inanother service provided as an in--kind kind donationdonationdonationdonation


Your Plan in ActionYour Plan in Action -- 11Your Plan in Action Your Plan in Action 11

OverviewOverviewObjectivesObjectivesObjectivesObjectivesBudgetBudgetTimeline for ImplementationTimeline for ImplementationEvaluationEvaluation


Your Plan in ActionYour Plan in Action -- 22Your Plan in Action Your Plan in Action 22

Each section of the planEach section of the planEach section of the planEach section of the plan

GoalGoal Budgetary (Increase % to This $)Budgetary (Increase % to This $)Goal Goal –– Budgetary (Increase % to This $)Budgetary (Increase % to This $)Tactics Tactics –– How will we get thereHow will we get thereStaff TimeStaff TimeStaff TimeStaff TimeVolunteer TimeVolunteer TimeEEExpenseExpenseTimingTiming


Measuring SuccessMeasuring SuccessMeasuring SuccessMeasuring Success

How do you measure success?How do you measure success?How do you measure success?How do you measure success?

Qualitative: Goals AchievedQualitative: Goals AchievedQualitative: Goals AchievedQualitative: Goals Achieved

Quantitative:Quantitative:Quantitative:Quantitative:Did you hit the “marks?”Did you hit the “marks?”Amount of revenue generated.Amount of revenue generated.ggNumber of new contacts made.Number of new contacts made.


In Conclusion…In Conclusion…In Conclusion…In Conclusion…

Fundraising isn’t just for 501(c)(3) nonprofits.Fundraising isn’t just for 501(c)(3) nonprofits.Opportunities to fundraise happen when organizations Opportunities to fundraise happen when organizations have a plan and build relationships with their members have a plan and build relationships with their members and the greater community.and the greater community.

G f l i f d i i b ild thG f l i f d i i b ild thGroups successful in fundraising build the Groups successful in fundraising build the momentum by continually assessing and momentum by continually assessing and updating their planupdating their planupdating their plan.updating their plan.
