SEPTEMBER 1 & 2 NOON TO NOON #GivingChallenge15

4 questions we’ll answer today

1. Why the Giving Challenge?

2. Who does what to drive this?

3. What are the grants/matching funds?

4. How can you leverage this opportunity?

#GivingChallenge15

4 things we’ll send you via email after this is over

1. These slides

2. Frequently asked questions

3. “Easy” reference list of prizes

4. A survey about this training

#GivingChallenge15

vs.

Online day of giving available to nonprofits that demonstrate

transparency on www.thegivingpartner.org

How familiar are you with your nonprofit’s

Giving Partner profile?

$8 million raised for

local nonprofits

in 3 years

#GivingChallenge15

WHY WE DO IT #GivingChallenge15

• To generate excitement about giving • To demonstrate that everyone can be a

philanthropist • To heighten awareness about the local

choices in giving • To infuse dollars and opportunities beyond the

dollar for local nonprofits

#GivingChallenge15

1. People care more about animals than other people.

2. “Small” donors don’t make a difference.

3. It’s likely that lots of people who don’t know about us will just find us online and decide to give to us.

Myths explored

Animal , 12%

Arts & Culture, 19%

Community Improvement, 5% Education, 17%

Environment, 6%

Health, 9%

Human Services, 24%

Youth Development, 8%

Percentage of Total Dollars Raised Online by Mission Focus

Name on the Leaderboard

Multi-faceted strategy with all hands on deck Communication

to donors

Team outreach & various tools

Range of participation

• Raise funds for your mission • Increase visibility for your programs & services • Rally your supporters around an important issue • Engage your supporters in sharing compelling content about

the difference you make in our community • Involve your staff, volunteers, board or clients in a positive

experience that builds your team • Connect with new partners • Use your plan to enhance other fundraising efforts • Build lasting relationships with new donors

WHAT’S POSSIBLE

RESPONSIBILITIES

• Raise matching/challenge incentives • Communicate the opportunity you (nonprofits) • Leverage media support for the overall event • Provide the platform for giving

• Send tax acknowledgement letters to donors who give

WHAT WE DO (THE FOUNDATION)

The Community Foundation of Sarasota County invests time, money and energy to make this opportunity available to your organization.

• $100,000 • Hundreds of hours of staff time for

project management • Funding for design of the giving platform • Work with our donors for Giving

Challenge support

Lead Funding Partners

Other Partners

The 2015 Giving Challenge is made possible by the Community Foundation of Sarasota County and

The Patterson Foundation with support from the William G. and Marie Selby Foundation, John S. and James L. Knight Foundation, Manatee Community Foundation, and the Herald-Tribune Media Group.

This is how to acknowledge Giving Challenge funders

WHAT YOU DO (NONPROFITS)

• Properly acknowledge foundation support

• Engage your donors/supporters • Communicate responsibly • Set your own goal(s) and expectations accordingly

• Thank your donors

WHAT YOU DO (TEAM LEADERS)

• Share information in digestible bits with your team.

• Be the one point of communication between your organization and the Foundation.

• Be attentive to emails.

• Inspire your team to be successful.

• Come to the source with questions.

• “Start well in advance.”

• “Keep your mission top of mind.”

• “Involvement from the highest level possible in your organization is vital to success.”

• “Have the board engaged earlier to tap inner resources & strengths.”

• “Be proactive.”

ADVICE FROM TEAM LEADERS

• “Plan and map out an internal strategy. Do not worry about what others are doing other than to get ideas.”

• “Have realistic goals in place, communicate with other key players in the organization.”

• “Listen to your team members, your partners and the community.”

• “Don’t try to do it alone.”

ADVICE FROM TEAM LEADERS

What needs do people have that motivate them to give?

• Someone important to them asks • Feel emotionally moved by someone's story • Want to feel like they can change someone's life • Feel a sense of closeness to a community or group • Want to memorialize someone

Source: Network for Good, Rebecca Higman & Katya Andresen, www.fundraising123.org

WHY PEOPLE GIVE

• Supporting this charity is “in style” • Makes them feel connected to other people or builds

social network • Want to have a good image themselves or their company • Feel fortunate (or guilty) and want to give something

back to others • Want to be seen as a leader/role model

Source: Network for Good, Rebecca Higman & Katya Andresen, www.fundraising123.org

WHY PEOPLE GIVE

Follow the Frog https://www.youtube.com/watch?v=3iIkOi3srLo

WHY PEOPLE GIVE OR

PARTICIPATE

HOW THIS ALL WORKS

www.givingpartnerchallenge.org On September 1 starting at 12:00 p.m. noon, the website will become “live” for accepting donations. This website will be “live” for 24 hours, through September 2 at 11:59:59 a.m.

THE WEBSITE TURNS ON AT

12:00 P.M. ON SEPTEMBER 1

• No phones.

• No cash or checks. • Major credit cards and debit cards are accepted.

• $25 is minimum gift amount. • Everything that “counts” for matches or prizes

from Foundation partners must be given on Giving Challenge website.

EVERYTHING IS ONLINE.

A 6% fee is assessed on every online gift.

• 3% pays Kimbia (The technology company hosting the website)

• 3% pays standard credit card fees

YES, THERE IS A FEE. IT IS SMALL.

No foundation partner benefits financially

from the Giving Challenge.

Secure donations for the Giving Challenge are provided through KIMBIA to each donor entering their own credit card information directly on the giving site. Any third party who enters credit card information on behalf of a donor, by their actions of entering any such credit card information on behalf of a donor, has signified their agreement with the sponsoring foundations and organizations of the Giving Challenge 1) to assume all risk of loss and any liability associated with such transaction and 2) to indemnify each of the sponsoring foundations and organizations of the Giving Challenge against any and all risk of loss and any liability associated with such transaction.

Donors can search for your organization’s name using the search box on the home page of the website. This will be visible once the site is “live” at noon on September 1.

As soon as the Challenge begins, you can find the link to your donation page using the search feature. Email your donors the link.

“How will donors find us?”

During the challenge, there will also be a category search. Your category comes from your Giving Partner profile. Call me NOW if you have questions about this.

“How will donors find us?”

• Donations are made to the Community Foundation of Sarasota County.

• Each donor will receive an immediate confirmation of the donation/tax receipt via e-mail.

DONOR ACKNOWLEDGEMENT

You (team leader) will have access to a spreadsheet listing donor names, contact information & gift amounts, populated throughout the challenge. 1. When you get it, save the link in a safe place. 2. Use it to thank your donors in real time. 3. After the Giving Challenge, enter the information in

your organization’s donor database or records.

DONOR ACKNOWLEDGEMENT

This year your executive director (or board chair, if all-volunteer) will be required to sign a form indicating you understand the donor link sent to you contains confidential information.

Your donor data

The Leaderboard

All gifts are irrevocable. No goods or services in exchange for the donation.

• No tickets to galas, events, etc. • No memberships • No material gain in exchange for donation

Important rules

The Giving Challenge is just like a telethon, where you can call your pledge in. It’s the job of the Foundation to promote your nonprofit during the Giving Challenge. No need to thank your donors because the Community Foundation sends an immediate tax receipt.

QUICK REVIEW: T or F?

We don’t really have the room to list that whole statement about who’s funding the Giving Challenge so we can just leave it off. Donors can get a head start and donate before September 1 at noon.

QUICK REVIEW: T or F?

MATCHING &

NEW DONOR INCENTIVES

“Preparation, partnering, and positivity

propel possibilities in the 2015 Giving Challenge.”

-Debra Jacobs, President and CEO, The Patterson Foundation

The Patterson Foundation will match new gifts, dollar for dollar, up to $250 per individual/“unique” donor per nonprofit. There is no limit to the funding they are providing.

MATCHING

“New” If your organization did not participate in last year’s challenge, all donors that give to you are considered “new”

MATCHING

“New” If your organization did participate in last year’s challenge, “new” gifts come from donors who did not give to your organization in last year’s Giving Challenge (May 2014).

MATCHING

# of New

Donors

Organizations

with Budgets

Greater than

$500,000

Organizations

with Budgets Less

than $500,000

1st Place $10,000 $10,000

2nd Place $5,000 $5,000

3rd Place $2,500 $2,500

NEW DONOR

INCENTIVE

Is it easy to find new donors?

• Reach out to people who didn’t give in last year’s challenge.

• Develop strategies for those who are likely to be passionate about your work: volunteers, friends/family of your staff and constituents.

• Generate shareable, compelling stories about your work & ASK your supporters to share them.

• Always include a call to action.

SOME THOUGHTS: NEW DONORS

GRANTS

Grants will be awarded to nonprofits with the most individuals donating

• Distinct individuals—”unique” • Using one distinct credit card

1. The most donors

Nonprofits with the most donors

For organizations with budgets $500,000 or greater 1st place (most unique donors) $10,000 grant 2nd place $7,500 grant 3rd place $5,000 grant 4th place $5,000 grant 5th place $2,500 grant 6th place - 10th place $1,000 grant

Nonprofits with the most donors

For organizations with budgets Less than $500,000 1st place (most unique donors) $10,000 grant 2nd place $7,500 grant 3rd place $5,000 grant 4th place $5,000 grant 5th place $2,500 grant 6th place - 10th place $1,000 grant

The Grant Award $500 grant to the first 50 nonprofits to get 50 donors to give $50 or more. Why? Get us off to a running start and inspire giving.

2. Fast 50

3. Best Nonprofit Partnership

The grant award $5,000 split between two or more nonprofit partners in a single collaboration. Why? We love to see creative ways you work together.

3. Best Nonprofit Partnership

What the judges are looking for:

• Each partner brings something unique or creative

• By working together, each partner achieves more than it would achieve alone

• The partnership has the potential to extend beyond the Giving Challenge

• Each partner has an updated profile in The Giving Partner

BEST NONPROFIT PARTNERSHIP

4. Best business partnership

The grant award • $2,500 for nonprofit with the best business

partnership • $1,000 for second prize

Why? Businesses play a role in philanthropy and in the Giving Challenge. We want to encourage more businesses to leverage their influence to support local organizations.

4. Best business partnership

What the judges are looking for:

• The nonprofit/business relationship is something creative or unique

• By working with the business, the nonprofit achieves more than it would achieve alone

• The partnership has the potential to extend beyond the Giving Challenge

BEST BUSINESS PARTNERSHIP

Community Youth Development & Westfield Sarasota Square

Embracing Our Differences & Louie’s Modern

Fuzion Dance & Daniel Perales Studio

5. Best use of board members

The grant award $1,000 for TWO winning organizations

Why? The board has a role in fundraising. Let’s get them into the spirit and show them what’s possible.

5. Best use of board members

What the judges are looking for:

• 100% giving by board members during the Giving Challenge

• Creative ways the board and individual board members contribute to the success of your campaign

West Coast Black Theatre Troupe

6. Best video

The grant award • $2,500 for the nonprofit with the winning video • $500 for the five “runners up”

Why? Video has the power to engage supporters in shareable content that really tells the story of your impact.

6. Best video

What the judges are looking for:

• Produced by the nonprofit without any dollars exchanged

• Tells a compelling story about what the organization achieves for its clients or for the community, using data and stories from The Giving Partner profile

• Ways the video was shared to achieve Giving Challenge goals

Preventable Diseases https://www.youtube.com/watch?v=K0InE83pM6s&index=20&list=PLM

m0S6LhM-6Pztdj6FNaHxW4cpsDueqxj

7. Best overall campaign

The grant award • $5,000 to each of TWO organizations with the

best overall campaigns

Why? • A strong overall campaign means that your

nonprofit has demonstrated thoughtful fund development and communications planning. Only 27% of nonprofits in The Giving Partner have these written plans, respectively.

7. Best overall campaign

What the judges are looking for:

• Pre-determined goals and strategies before the Challenge

• A variety of communication tools are used in a campaign with integrated messaging

• Includes references to your Giving Partner profile • This isn’t about spending money!

Cat Depot

Hearing Loss Association of America, Sarasota Chapter

• $100 hourly prize added to random donor’s gift. “Golden Ticket”

• $1,000 prize added to TWO random

donor’s gifts made between 12 a.m. and 3 a.m.

• Herald-Tribune and Clear Channel prizes!

8. Keep it going

All of these grant prizes sound awesome. My nonprofit should try to get all of them!! None of these grant prizes sound like something we could achieve, so we might as well not participate at all. Right now I’m thinking, “When is this training going to end? I get it.”

QUICK REVIEW: T or F?

Can one of your

own donors match all or a portion of what

you raise online?

1. Choose goals and strategies to support them. 2. Are proactive & have contagious enthusiasm. 3. Are creative and have fun. 4. Inspire volunteers, friends, family, donors, clients

to be ambassadors. 5. Let their boards rise to the occasion. 6. Work with their own donors on special matching

opportunities. 7. Integrate messaging with existing campaigns. 8. Tell compelling stories.

Nonprofits that have been successful in

the Giving Challenge…

Visible Men Academy

Nature’s Academy

What communication tools are

available to your organization?

1. DIGITAL & SOCIAL 2. PRINT 3. PHONE 4. EVENTS 5. PARTNERSHIPS 6. YOUR PEOPLE

DURING THE CHALLENGE • Watch the Leaderboard.

(www.givingpartnerchallenge.org) • Use #GivingChallenge15. • Follow us on Facebook & Twitter. • Visit us!

VISIT US!!!

“The Donor Lounge” September 1 & 2 from noon to noon.

We’re having a celebration at 12:00 p.m. on September 2.

YOUR CHECK

Your organization will receive one grant check from the Community Foundation of Sarasota County no later than October 31, 2015. This allows our finance team to process all gifts.

“What happens after The Giving Challenge 2015 is as important as the planning leading up to the 24 hours...this is an opportunity to cultivate and nurture donors as each learns more about your mission.”

-Debra Jacobs, President and CEO, The Patterson Foundation

AT THE END

THANK YOUR DONORS.

AT THE END • Record your donors in your donor

management system. • Add them to your e-newsletter list. • Tell your donors how their dollars

were used. • Invite them to visit you. • Cultivate and feed your donors.

IN SUMMARY This is an amazing opportunity to leverage dollars

& attention for what you care most about— the people, animals or places you serve.

“Planning is bringing the future into the present so that you can do something about it now.”

-Alan Lakein

SEPTEMBER 1 & 2 NOON TO NOON

www.givingpartnerchallenge.org #GivingChallenge15