![Page 1: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/1.jpg)
Fundraising Fundamentals
Loving Philanthropy!
![Page 2: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/2.jpg)
2013 contributions: $335.17 billion source of contributions
rounded)
2
![Page 3: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/3.jpg)
?
?
?
Your Pie Chart
3
![Page 4: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/4.jpg)
Follow The Money*
• 43% of giving by individuals from Boomers
– 21% matures
• 64% of all gifts by individuals from women
– 52% of women came to their marriage with assets
– 92% of male donors say their spouses greatest influence on giving
*Giving USA, Indiana University, US Trust
4
![Page 5: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/5.jpg)
Fundraising ROI?
5
![Page 6: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/6.jpg)
Inspired, Joyful, Generous Investing
6
![Page 7: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/7.jpg)
Lifetime of Investing
7
![Page 8: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/8.jpg)
Personal Capital
Human
Intellectual
Network
Financial
8
Ernie Ludy, Founder Medstat
“All In”
![Page 9: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/9.jpg)
Management Process Why =
Vision, Plan, Priorities, Case
How = Strategies,
Staff, Board of
Directors
Who = DonorsWhat = Results,
Metrics
9
![Page 10: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/10.jpg)
MissionVision &
Big Ideas
ValuesCosts and
Plans
Cases for
Support
Building Blocks
10
![Page 11: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/11.jpg)
11
![Page 12: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/12.jpg)
12
What
How
Why
![Page 13: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/13.jpg)
Characteristics of a Vision*
• Bold
• Urgent and compelling
• Imaginable
• Desirable
• Feasible
• Focused
• Flexible
• Communicable
A strategic response to anticipated needs and conditions
*John Kotter, Leading Change
13
![Page 14: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/14.jpg)
14
Values Matter
• The shifting nature of wealth and inheritance has families talking about values as well as money.
![Page 15: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/15.jpg)
Strategic Plans
1. Organization plan
– Costs
2. Fundraising plan
– Overarching 3 to 5 year goals
– Tactical plan for current year
3. Marketing and communications plan
15
![Page 16: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/16.jpg)
Cases for Support
• Impact and outcomes
• Reasons to increase
• Urgency – reasons to give and give NOW! • Vision
• Priorities
• Case for each priority including unrestricted
16
![Page 17: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/17.jpg)
Ultimate
Principal
Major
Leadership Annual
Annual or Regular
17
![Page 18: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/18.jpg)
Management Process Why =
Vision, Plan, Priorities, Case
How = Strategies,
Staff, Board of
Directors
Who =
Donors
What = Results,
Metrics
18
![Page 19: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/19.jpg)
Software is a MUST!
19
![Page 20: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/20.jpg)
Level 2011 2012 2013 2014 Need 2015
$50,000 0 0 0 1 1
$25,000 0 1 0 0 3
$10,000 1 1 0 2 6
$ 5,000 2 2 2 2 10
$ 2,500 5 1 3 0 15
$ 1,000 7 10 11 15 29
60% of Total
$ 500
$ 250
$ 100
Annual Giving Table of Gifts $500K
20
![Page 21: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/21.jpg)
Level 2011 2012 2013 2014 Need 2015
$50,000 0 0 0 Joe 1
$25,000 0 Sally 0 0 3
$10,000 Mary George 0 SallyTom
6
$ 5,000 Found ACorp X
Found ACorp Y
Found ACorp Z
Found ACorp Y
10
$ 2,500 5 1 3 0 15
$ 1,000 7 10 11 15 29
Name By Name
21
![Page 22: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/22.jpg)
• Based on capacity ratings – gifts over 1 to 5 years
• 80/20 or 90/10 rule
• 3 to 4 or more possible donors for each gift needed
Major Gifts Table of Gifts Guidelines
22
![Page 23: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/23.jpg)
Calculating MG Capacity to Give• 5% of salary for an
annual gift • 5% of known
income and assets for a pledged major gift of $100,000 or more
• Wealth screening• Real estate
calculation
23
![Page 24: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/24.jpg)
Inclination Ratings
• Is the donor philanthropic– Gives to three or more
charities at leadership AF levels + ($1,000+)
• Affinity– User of your service, touched
by your cause
• How many degrees of separation? – You know them– Someone you know, knows
them well
• Frequency of giving to your organization
– Three years or more? The more years the higher the score or frequency in one year
• How recent was the last gift?
– Current, last year or two years ago
• Size of last gift – Larger than your average gift or
– $1,000+
24
![Page 25: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/25.jpg)
Points Ratings
Philanthropic 0-2 H = 10 to 12 points
Affinity 0-2 M = 6 to 9 points
Degrees of Separation 0-2 L = 4 to 5 points
Frequency/Loyalty 0-2 R = Less than 3 points
Last Gift 0-2
Size of Last Gift 0-2
Inclination Rating
25
![Page 26: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/26.jpg)
Rating Quiz
26
![Page 27: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/27.jpg)
Joe Connolly, WSJ (2013)
“Retention is the new acquisition
Customer service is the new marketing”
27
![Page 28: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/28.jpg)
Best Prospective Donors
• Current leadership donors
• Current major donors
• Grantors
• Lapsed donors 1 to 2 years
• Donors who upgraded
• Give more than average gift
• Give from stock
• Trust bank
• Have you in their will
• Loyal
• Most engaged
28
![Page 29: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/29.jpg)
1. Doing what we said (accountability and transparency)
2. Documenting expectations
– Particulars
– Decision makers
– Intent and motivations
3. Thanking within 24 to 72 hours
Defining Stewardship
29
![Page 30: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/30.jpg)
Make It Personal – Share the Promise
30
![Page 31: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/31.jpg)
4. Providing appropriate and desired recognition
5. Connecting donor/volunteers to the impactof their “all in” investments in pleasing and creative ways using a wide array of tools, voices and experiences
Defining Stewardship
31
![Page 32: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/32.jpg)
Making Donors Say “Wow”
32
![Page 33: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/33.jpg)
StewardshipMultipleVoices
Personal
Connect the Dots
Impact!!!!
AuthenticS
33
![Page 34: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/34.jpg)
Mission, Vision and Values Gatherings
34
![Page 35: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/35.jpg)
Management Process
Why =
Vision, Plan, Priorities, Case
How = Strategies,
Staff, Board of Directors
Who = DonorsWhat = Results,
Metrics
35
![Page 36: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/36.jpg)
Annual or Regular Giving Programs
1. Direct mail
2. Online
3. Monthly and payroll deduction
4. Social media
5. Phone
6. Street (peer to peer)
7. Checkout counter (cause marketing)
7. Volunteer
8. Special events
9. In-kind
10. Corporate matching
11. Challenges
12. Leadership annual
13. Tied to a major gift solicitation
36
![Page 37: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/37.jpg)
Special Events
37
![Page 38: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/38.jpg)
Event Goals
38
![Page 39: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/39.jpg)
Think, Feel, Do!
39
Mission Infused
![Page 40: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/40.jpg)
Pre-Work
40
![Page 41: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/41.jpg)
Post Event Follow-up
41
![Page 42: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/42.jpg)
Special Event Checklist
• Number
• Net dollars raised
• Goals
• Think, feel, do
• Mission infused
• Impact statements
• High retention
• Capture cell and email
• Strategic follow-up42
![Page 43: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/43.jpg)
The Rights©
• “Right” purpose
• “Right” amount
• “Right” solicitors
• “Right” time
• “Right” participants
• “Right” place
• “Right” materials
43
![Page 44: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/44.jpg)
Donor Process
Identification and Rating
Discovery and Research
Strategy Development
Strategic Engagement
Solicitation and Closing
Thanking and Recording
Stewardship and Strategy Development
44
![Page 45: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/45.jpg)
6. The Tarnside Curve of Involvement*Developed by Patrick Boggen, Tarnside Consulting, UK
High
GIV
ING
INVOLVEMENT High
Awareness Interest
Engagement
Commitment
Ownership
Taking Personal
Responsibility
45
![Page 46: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/46.jpg)
Philanthropic Profile©
46
• Capacity, inclination
• Motivations, values, passions, interests
• Top philanthropies and why; where you are
• Decision makers, timing, process
• Natural partners
• Possible obstacles, issues
• Stewardship and engagement preferences
![Page 47: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/47.jpg)
Strategic Conversations
47
![Page 48: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/48.jpg)
Listening Styles
• Stories
• Data
• Testimonials
• Info-graphics
• Videos
48
![Page 49: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/49.jpg)
Listening
49
![Page 50: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/50.jpg)
• Open/Closed• Direct/ Indirect/ Leading• New information• Clarification/Confirmation
• Attitude• Values• Implication• Commitment
50
Strategic Questions
![Page 51: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/51.jpg)
Getting the Appointment
51
![Page 52: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/52.jpg)
Roles and Responsibilities
52
CEO
BoardCDO
![Page 53: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/53.jpg)
1. Building Blocks
2. Ensure a strategically composed and engaged high performing board of at least 20 to 25 individuals
3. Top 25 to 50 donors and prospective donors
4. Invest in fundraising
5. Culture of Philanthropy
CEO
53
![Page 54: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/54.jpg)
Make Time
54
![Page 55: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/55.jpg)
55
![Page 56: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/56.jpg)
“Culture Eats Strategy for Lunch”**Peter Drucker
56
![Page 57: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/57.jpg)
• Manage program and staff (outsourced as well)
• Plan and organize
– Goals, budget, table of gifts, software
• Portfolio of top donors and prospective donors
• Support CEO, board leaders
• Metrics and reporting
• Staff key board committees
– Fundraising & marketing, board development
CDO
57
![Page 58: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/58.jpg)
High PerformingBoards
![Page 59: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/59.jpg)
AND not OR
59
![Page 60: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/60.jpg)
• Must Have
• Very Important
• Specific Needs based on strategic plan, values
Strategically Composed
60
![Page 61: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/61.jpg)
• Identify
• Engage
Fill the Funnel
• Strategic Conversations
• Engage
Discover• Leadership
level
Solicit and Steward
• Share expectations
• Assign Buddy
Recruit & Onboard
Board Building Process
61
![Page 62: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/62.jpg)
Top Ten Philanthropy Responsibilities
1. Make your organization #1, 2 or 3 philanthropic priority
2. Give generously (stretch gifts) and early3. Build a strategically composed, engaged board4. Know mission, vision and work; be able to articulate5. Be a Passionate Ambassador6. Introduce others7. Make personal visits8. Participate in stewardship- share the joy!9. Invest in Fund Development10. Learn all about Fund Development
62
![Page 63: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/63.jpg)
Yes to Organization
Yes to Leadership, Vision
Yes to Role of Philanthropy
Yes to Concerns Addressed
Yes to Scope, Purpose
Please Join me with an
Investment
The Upside Down Triangle©
63
![Page 64: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/64.jpg)
Management Process Why =
Vision, Plan, Priorities, Case
How = Strategies,
Staff, Board of
Directors
Who = DonorsWhat =
Results,
Metrics
64
![Page 65: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/65.jpg)
Metrics
• Retention, loyalty
• Upgrades
• Yes rates
• Social and new media
• Event conversions
• Acquisition
• Re-acquisition
• Board stats
65
![Page 66: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/66.jpg)
Fundraising Success Factors
• Read your notes
• Give yourself a grade
• Use the grid
• Decide what you will do
• Set dates
• Build in accountability
• Celebrate successes
66
![Page 67: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/67.jpg)
High ImpactHarder to Achieve
High ImpactEasier to Achieve
Lower ImpactHarder to Achieve
Lower ImpactEasier to Achieve
Action Planning
67
![Page 68: Loving Philanthropy!...Top Ten Philanthropy Responsibilities 1. Make your organization #1, 2 or 3 philanthropic priority 2. Give generously (stretch gifts) and early 3. Build a strategically](https://reader034.vdocuments.site/reader034/viewer/2022050315/5f77e4e8be63682248259167/html5/thumbnails/68.jpg)
• Like us on
• Visit us: www.theosbornegroup.com for freepodcasts, blog posts, videos and tools
• Contact us: [email protected] 914-428-7777
• Follow us on Twitter @kareneosborne, @bobosborne17
• Connect on LinkedIn Karen Osborne, Laurel McCombs, Robert Osborne, Jr., Yolanda Rahman
This presentation is the copyrighted property of The Osborne Group, Inc. (TOG) It cannot be used, copied, sold or given away without written permission from TOG
68