A Fundraising Primer

Presented by Scott Hayman

501 Commons Catalyst Consultant

September 20, 2011

Fundraising Described

Soliciting and receiving funds from people with whom a trusting and mutually beneficial relationship has been established, which is characterized by the intersection of the contributor’s needs and the mission of the nonprofit organization.

Board Engagement is Key

The #1 responsibility of the board of directors is to ensure that the organization has the funds necessary to achieve its mission.

Giving at a Glance

2010 Contributions$290.89 Billion

2005 Contributions$260.28 Billion

Individuals$211.77

73%

Corporations$15.29

5%Foundations

$41.0014%

Bequests$22.83

8%

Individuals$199.07

76.5%

Corporations$13.77

5.3%

Foundations$30.0011.5%

Bequests$17.44

6.7%

Data excerpted from Giving USA 2011: The Annual Report on Philanthropy and Giving USA 2006: The Annual Report on Philanthropy, researched and written byThe Center on Philanthropy at Indiana University, and published by GivingUSA Foundation

IFamily

The Power of I

FriendsOrganizations

CorporationsFoundations

Giving Pyramid

Planned Gift

Major GiftCapital Campaign

Annual Campaign

Volunteer

Direct Response & Online GivingEvent Participation

Years

Fundraising Cycle

Identify

Research

CultivateSolicit

Recognition

Continuing Engagement

The Top 10 Considerations

1. Engage the board or directors

2. Conduct a SWOT analysis

3. Create urgent and compelling case(s) for giving

4. Determine how much must be raised

5. Recruit volunteer leadership

The Top 10 Considerations

6. Calculate cost-benefit analysis/ROI

7. Acquire the necessary tools and resources

8. Consider organizational culture and values

9. Align fund development with mission goals

10.Tie fundraising to the Strategic Plan

The Fundraising Enterprise

Prepare Prospect Solicit Steward Build

With whom do we start?

• Board members*

• Volunteers*

• Givers*

• Former Clients

• Mailing/E-mail Lists

• Sympathizers

• Event Participants

• Vendors

* Past and present

As the Purse is emptied the heart

is filled.Victor Hugo

Thank you!Best wishes for success!