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Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

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Page 1: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

Fundraising Fundamentals

Climate Action Conference September 15, 2017

Leigh Cameron, New England Grassroots Environment Fund

Page 2: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

www.grassrootsfund.org

Dollars Collaborations Trainings & Tools

Stories

Page 3: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

www.grassrootsfund.org

Page 4: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

PhilanthropWHO?

• You like the person, you like the cause, it feels good, it’s relevant.

• …AND because somebody asked.

www.grassrootsfund.org

You are a philanthropist! …Why?

Page 5: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

Equal Exchange

• Asking people to participate, be a part of something, and make change is giving!

• Fundraising is a fair trade: money for awesome and valuable work

• Be honest about what you’re doing/what you need

www.grassrootsfund.org

Page 6: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

Get Over Yourself!

www.grassrootsfund.org

Sometimes you say no. So will people you ask.

It’s okay.

Page 7: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

www.grassrootsfund.org

Page 8: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

www.grassrootsfund.org

Page 9: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

Why Budget?

• Helps you focus on both short- & long-term goals

• Gives donors confidence in your work

• Accountability, transparency, good faith

• Can help you tell your story to audiences who might not otherwise “get it”

• Will likely be required by outside stakeholders

www.grassrootsfund.org

Page 10: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

A Good Budget…

• Tells your story

• Reflects the priorities of the campaign plan

• Operates on a specific timeline

• Is accompanied by a good fundraising plan

• Is easily understood by everyone

www.grassrootsfund.org

Realistic, Consistent, Flexible, Measurable

Page 11: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

1. Identify budget categories 2. Determine which costs can be in-kind 3. Get actual numbers for costs & income 4. Have others review 5. Re-evaluate & shift as needed 6. Establish a clear timeline 7. Create a cash flow and fundraising plan 8. Review and adjust assumptions – keep budget

actuals current

Creating A Strong Budget

Page 12: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

Telling Your Story

www.grassrootsfund.org

The ECO Group

Page 13: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

Telling Your Story

www.grassrootsfund.org

The Ellisville Community Orchard Group

Page 14: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

Telling Your Story

www.grassrootsfund.org

The Ellisville Community Orchard Group

Page 15: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

Telling Your Story

Page 16: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

Sources of Income…

www.grassrootsfund.org

Page 17: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

Sources of Income

• Grants

• Earned Income

• Individual & Community Contributions

www.grassrootsfund.org

Page 18: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

Grants

• Foundations

• Corporations

• Government

• Service clubs

• Faith-based

- lousy odds

too few people involved

+ larger amount

project credibility

guilt free

www.grassrootsfund.org

Page 19: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

Who Gives?

www.grassrootsfund.org

Page 20: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

The Grassroots Fund Small Grants Programs

o $250 - $1,000 o rolling online application o dedicated to help innovative, largely volunteer groups launch projects and build the group.

o $1,000 - $3,500 o online application deadline: March 15 & September 15 o dedicated to help established groups increase capacity, collaborate, and leverage impact. www.grassrootsfund.org

o Youth Category up to $7,500 (launched in 2017) o Innovation Category (expected to launch in 2018)

Page 21: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

The Grassroots Fund Event Sponsorship & Fiscal Sponsorship

www.grassrootsfund.org

Fiscal Sponsorship

• Must be a grantee • Review every year • 5% fee

Event Sponsorship

• $100 - $1,000

Page 22: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

Seed & Grow Eligibility Criteria

• 3+ core volunteers

• No more than two paid full-time staff equivalents

• Annual operating budget <$100,000

• Local efforts! – We do not fund regional, statewide, or national

projects

Page 23: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

Guiding Values

• Just Transition

• Shifting Power: Transparency, Accountability, & Democracy

• Lowering Barriers to Funding

• Flexibility & “risk”-taking

• Change Versus Charity

• Community-Based Fundraising

• Process is the Product

Page 24: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

Energy & Climate

Sample Project Ideas • Energy Challenges

• Energy barn raisers

• Neighbor to neighbor

weatherization programs • Walk / bike campaigns

• Energy workshops /

roundtables

Page 25: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

Food

Sample Project Ideas • Community gardens

• Eat local guides

• Farm to school projects

• Food coops

• Gleaning

• Permablitzes

Page 26: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

Land & Water

Sample Project Ideas: • Land conservation

• Recreational trails

• Protecting and

monitoring wildlife

• Creative approaches to balance built environment, working landscape and wilderness

Page 27: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

Environmental Health

Sample Project Ideas: • Preventing and

eliminating waste, chemical and toxic pollutants

• Raising concerns about health impacts of power plants, landfills, etc.

• Creative approaches to prevent and eliminate toxic pollution

Page 28: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

New Economy

Sample Project Ideas

• Community swaps

• Community loan funds

• Local currencies

• Time banks

• Reskilling

• Repair Cafes

Page 29: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

And Many More!

Page 30: Fundraising Fundamentals - Sierra Club · Fundraising Fundamentals Climate Action Conference September 15, 2017 Leigh Cameron, New England Grassroots Environment Fund

Thank you!

Leigh Cameron

[email protected]

603-905-9915