overview of zoey services & pricing

FUNDRAISING COUNSEL

ANALYTICS & TREND MODELING

CROWDSOURCING PARTNERSHIPS

JOYFUL PHILANTHROPY

Zoey Creative Development /Overview & Services

zoey creative development

DZC

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Who we are

Common client needs—nonprofits and philanthropists

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Solutions and Pricing3

Overview & Services | CONTENTS

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Our Value Proposition

Zoey serves urban nonprofits that want to maximize donation

revenue, and we also help increase philanthropists’ joy in giving

and their heart for their cities. Our combination of offerings, we

believe, will grow people in their desire to serve, create a

sustainable giving model for a nonprofit, and strengthen the

local community fabric.

Several attributes of Zoey’s operation and founder distinguish

us from our competition:

๏ We are a NYC-founded and -based firm with 20 years of

professional experience in this city. This includes work in

the city’s nonprofit sector (healthcare, human services, arts

and cultural institutions, and religion) and private sector

(special event fundraising; book, magazine, and newsletter

publishing; public relations; and independent film

distribution), as well as nonprofit development in the

graduate education sector.


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๏ We offer expertise in strengthening urban nonprofits and

understanding New York’s philanthropic environment. A

satisfied clientele is backed by our firm’s local credibility,

national expertise, and global experience.

๏ Zoey works with affiliate professionals in NYC tours and

philanthropic travel, education, cultural institutions,

government, entertainment, and customized fundraising,

constituting a unique value-added proposition.

๏ The principal, Howard Freeman, was born and raised on

Manhattan’s Upper East Side. He understands and has

numerous contacts within the high-net worth philanthropic

community. He is a Certified Fund Raising Executive with 16

years fundraising experience.

Overview & Services | WHO WE ARE

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Common Needs & Solutions

Zoey addresses several common challenges in the nonprofit

sector:

๏ FUNDRAISING FUNDAMENTALS. Focus on start-up, Board

development, or balancing mission versus profitability can

leave an executive director with little time to consider

fundraising or without expertise to execute. SOLUTION ::

ramp up key executive and Board members on fundraising

basics through retainer relationship.

๏ AN UNTAPPED DATABASE. Many execs want to know who

in their database might increase giving year-over-year or

during a campaign. This is particularly true of nonprofits

with large volunteer lists that include Gen X and Millenial

constiituents. SOLUTION :: screen database (both givers

and volunteers) and provide in-depth reports on key givers.

Used for 1:1 relationship-building and strategic small group

events.


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๏ A BALANCED DONATION REVENUE MODEL. Experienced

execs know that major donors are the heart of current and

future donation revenue, yet they know also that they need

to engage new audiences. How does an exec or

development director determine how much time and

resources to spend on major donors, donor acquisition,

stewardship, foundations, corporations, planned giving,

special events, online giving and emerging revenue

streams? Only when an exec knows this can she or he

make allocation decisions. SOLUTIONS :: Matrix Map; Donor

Migration Model to determine best strategies and donor

segments (SEE SAMPLES ON FOLLOWING PAGES); Customized videos

to engage new audiences on social media platforms.

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Overview & Services | COMMON NEEDS

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DZC

An urban school trying to raise a

supplemental budget of $500,000

wanted to evaluate the efficiency of its

fundraising efforts. Each ‘quadrant’

calls for different enhancement steps.

We help nonprofits decide which

Sample | ‘MATRIX MAP’

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fundraising initiatives

they should focus on.

An international nonprofit with a

budget of $4.5 million needed to

move from unreliable donation

sources to sustainable segments.

We created this trend analysis and a

plan to help them migrate to a model

they could make decisions from.


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Sample | DONOR MIGRATION MODEL

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If your organization doesn’t know how future revenue sources

will perform, or if your Board wants to know how to re-allocate

resources to achieve missional priorities, this modeling will help

exec and Board align around fundraising realities and decide

on resource needs.

Survey of Givers’ Needs

Likewise, givers have certain challenges in a changing

philanthropic landscape. A few of them that Zoey addresses

are:

๏ OVERCOMING DONOR FATIGUE. It’s said that there’s no such

thing as donor fatigue, only ‘vision fatigue.’ Sometimes

what you need is a fallow year from sacrificial giving.

Sometimes, though, you need to go deeper into the

mission and vision of organizations you partner with.

SOLUTION :: Philanthropic travel; vision trips.

๏ DUE DILIGENCE. As a businessperson, you want to know

the ROI of an investment you make. To know the

difference you can make with a gift, the first step is doing

due diligence on a nonprofit you support or plan to. We

take the time you don’t have to read through an

organization’s 990s as well as interview key officers to


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learn what projects need funding and what the expected

outcomes are. SOLUTION :: Customized, in-depth Due

Diligence Report on selected nonprofit.

๏ UNDERSTANDING PHILANTHROPY’S SPIRITUAL SIDE. For

givers with a Christian background, we offer a 24-hour

boutique event designed to take you deeper into the heart

of what giving is all about—finding that ‘life that is true life.’

SOLUTION :: ‘Journey of Generosity’ event.

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Overview & Services | COMMON NEEDS

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We offer solutions for the development professional, who is

often juggling multiple pressing deadlines and tasks, for the

executive director and Board, and for the individual

philanthropist seeking to make a greater impact.

FOR THE DEVELOPMENT PROFESSIONAL

๏ DATABASE SCREENING AND PROSPECT RESEARCH PROFILES.

Any size database for $300 + $0.25 per record. In-depth

giver research for $75 per profile.

๏ RETAINER. Negotiable.

๏ CUSTOMIZED VIDEOS. Pricing variable.

FOR THE EXECUTIVE DIRECTOR OR BOARD MEMBER

๏ MATRIX MAP. Nonprofits must sometimes change revenue

streams to make them more profitable, more mission-

oriented, or both. A ‘Matrix Map’ (SEE PAGE 4) enables

data-driven decisions toward sustainability. For the

executive director or Board. $950.

๏ DONOR MIGRATION MODELING. We use polynomial trend

models (SEE PAGE 5) to determine an organization’s revenue

mix with its industry segmentation ideal. Allows for

reallocation of development resources for better results and

steadier donation revenue flow. For the executive director

or Board. $1,650.

FOR THE PHILANTHROPIST

๏ PHILANTHROPIC TRAVEL / VISION TRIPS. Negotiable.

๏ DUE DILIGENCE. $2,500 based on 8 hours @ $325/hr.

๏ ‘JOURNEY OF GENEROSITY’ EVENT. Pricing variable.

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Overview & Services | SOLUTIONS

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Howard Freeman

Principal, Zoey Creative Development

349 West 84th Street, #4

New York NY 10024

917.969.0068

[email protected]

Skype: howard.freeman17

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overview of zoey services & pricing

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