Introduction to Student Fundraising & Sponsorship Opportunities

1. Introduction to Student Fundraising & Sponsorship Opportunities November 17, 2010

2. Student Fundraising WELCOME • Presenters • Lisa Powers • Bert Epting, Jr. • Presentation Overview

3. Student Fundraising Agenda • The Importance of Fundraising • Partnerships vs. Sponsorships • The Fundraising Process

4. Student Fundraising Why is it important to fundraise for your organization?

5. Student Fundraising YOUR STORY / PASSION • How would you describe your organization? • What is your organizations story or passion? • Every gift counts!

6. Student Fundraising What is the development process?

7. Student Fundraising Development is about relationships – building connections and rapport that lead to investment (time, energy, and financial support) How do we do this?

8. Student Fundraising • The Development Process: • Research – Get to know the prospect • This is done by you via the internet • Approval to Contact Prospect • Upon approval, develop prospect strategy with Bert • Discovery Call – call or email the prospect to set up a meeting • Explain why you want to connect

9. Student Fundraising • The Development Process: • Visit/Meet with Prospect • (bring Clemson material to leave after time together) • Time: Approximately one hour • Sample Agenda: • Introduction (get to know each other • Ask about Clemson experience • Introduce or define your organization • Propose the opportunity for them to get involved • Thank them for their time, their support of Clemson and discuss next steps. • ** It is OK not to know the answer**

10. Student Fundraising • The Development Process: • 5. Post Meeting • Shortly after meeting, write down a description of your time with the prospect • Relevant personal information • Relationship building information • Overview of time together • Highlight next steps • Compile information to be used at a later date – be thorough as records are important • Send thank you note via mail or email • Make mention of a follow-up time together if one is needed

11. Student Fundraising Partnership (giving to provide support) vs. Sponsorship (giving to get something in return)

12. Student Fundraising • Development Steps • Must be a recognized student organization as defined in the Student Handbook • Establish an account • Schedule an appointment to meet with the Student Affairs Business Office to identify your organization needs. • The gifts to this account will be tax-deductible and all donors will be given a tax receipt by the Annual Giving office. • Allow 4-6 weeks to establish the gift account.

13. Student Fundraising • Development Process • 3. Develop a Fundraising Plan • Why are you raising funds? • Who is your target group? • How do you plan to cultivate and solicit a gift from your target group? • What is your end goal? • 4. Obtain Approval • Bert Epting must approve prior to solicitation beginning • 5. Once approved, continue with the ask

14. Questions?

15. Student Fundraising • After the Gift • Deposit the Gift • Checks payable to Clemson University Foundation • Your account name/organization should be listed in the For/Memo Line to ensure proper placement • Donations can be: • Hand delivered to the Gift Receiving Office at Tiger Park, • Mailed directly to Gift Receiving Office at: • Tiger Park • 155 Old Greenville Hwy Unit 105 • Clemson, SC 29631 • Made online at www.clemson.edu/giving • Thank the Donor • Stewarding the gift is very important!! • Update the donor on where the • funds are being spent.

16. Student Fundraising • Common Fundraising Pitfalls • Failure to plan • Not building the relationship • Lack of a strong product or vision • Not being genuine with the ask • Rushing the ask • Not having a good stewardship plan • Not being appreciative of the gift

17. Next Steps: • Talk with your organization to decide if you want to fundraise • Make an appointment with Lisa Powers to discuss your goals and needs • Develop a fundraising plan • Obtain approval for plan from Bert Epting • Solicit Funds

18. Student Fundraising Don’t judge each day by the harvest you reap, but the seed you plant — Robert Lewis Stevenson Action precedes funding. Planning precedes action — Unknown

19. Thank You Contact Information Bert Epting, Jr. Lisa Powers Director of Development Senior Financial Analyst Division of Student Affairs Division of Student Affairs 110 Daniel Drive 804 Union (864) 656-0673 (864) 656-2034 epting2@clemson.edu lspower@clemson.edu For processing and account detail questions: • Julie Garcia (CUSG, GSG, and Recognized Student Orgs) jgarcia@clemson.edu or 656-4004 Susie Chastain (Student Media) schasta@clemson.edu or 656-5834 Susan Eller (Club Sports) ellers@clemson.edu or 656-5824