covid 19: fundraising in a time of crisis€¦ · fundraising fundamentals take the long view...
TRANSCRIPT
COVID 19: Fundraising in a time of crisis
Monday, March 23, 2020, 11:00 AM – 12:00 PM CST
PRESENTERS:
Patricia Broughton, Consultant, Giving Tree Associates
Jamie Klobuchar, Senior Consultant and Director of Business Development, Giving Tree Associates
Agenda
2
Seize the Opportunity
Communicate with Donors
Build Relationships
Focus on Fundraising
FundamentalsTake the Long
View
Developed by Giving Tree Associates, 2020
Seize the Opportunity
3
• Compassion is heightened• Donors are at home and on-line • Program staff may be available to
help with donor engagement, cultivation, and stewardship• Consider what hasn’t changed
https://boardsource.org/wp-content/uploads/2017/04/Crisis-Communication.pdf?hsCtaTracking=da3851cf-ef79-4acf-8a02-8b46f58094a3%7Cf2d5748e-95c7-4fc0-b0dd-aef81240d6ac
Developed by Giving Tree Associates, 2020
Communicate with Donors
4
• Work from a plan• Tell donors how you are responding
to the crisis - they want to know • Make it clear you have a plan – this
builds trust • Tell them how they can help • Be clear: what you know, don’t know,
short and long-term goals
https://boardsource.org/wp-content/uploads/2017/04/Crisis-Communication.pdf?hsCtaTracking=da3851cf-ef79-4acf-8a02-8b46f58094a3%7Cf2d5748e-95c7-4fc0-b0dd-aef81240d6ac
Developed by Giving Tree Associates, 2020
Build Relationships
5
• Reach out to your top donors • Reach out to all your donors• Utilize your full team - staff, board,
volunteers • Know your donors: who responds to
urgency + crisis?• Utilize multiple channels
Developed by Giving Tree Associates, 2020
Endowment
Reserves
Cash on hand
Financial assistance
Pledge payments
6
Communicate the impact on your finances
Developed by Giving Tree Associates, 2020
7
• Reach out now – ask for advice• Communicate your challenges
- and how you’ve responded • Don’t assume anything• Continue to message around
gift impact
Focus on Fundraising Fundamentals
https://ejewishphilanthropy.com/an-open-message-to-grantees-from-the-funder-community/?utm_source=MARCH+13%2C+2020&utm_campaign=Fri+March+13&utm_medium=email
Developed by Giving Tree Associates, 2020
8
• Be clear on your case for support
• Focus on ways to add value• Get creative (while considering
the ROI)• Integrate everything• Engage everyone
Take the Long View
Developed by Giving Tree Associates, 2020
Questions? Contact us: Patricia Broughton & Jamie Klobuchar
[email protected] | [email protected] | 773.259.2158
www.givingtreeassociates.com