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Welcome to LL570 Stewardship and External Support

Welcome to LL570 Stewardship and External Support. Session One. Introductions/Course Overview/Expectations Experiences with philanthropy Personal philanthropy Profile a fundraiser exercise Mission-Strategic Plan-Fundraising (Campaign Plan) Your fundraising team Your fundraising plan.

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Welcome to LL570 Stewardship and External Support

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  1. Welcome to LL570Stewardship and External Support

  2. Session One • Introductions/Course Overview/Expectations • Experiences with philanthropy • Personal philanthropy • Profile a fundraiser exercise • Mission-Strategic Plan-Fundraising (Campaign Plan) • Your fundraising team • Your fundraising plan

  3. Expectations • Complete all assigned reading • Active and thoughtful participation in discussions • Assignments completed on time • Creative, insightful contributions to include current and relevant examples

  4. Personal Experiences with Philanthropy • Begin to consider the following: To what groups or organizations do you commit your time and financial resources? Why do you give away precious time and money? Is it making a difference? How? Are your time and money changing or saving lives? How? Does the organization make clear how your time and money are being used? Does the organization have compelling, relevant, and urgent needs?

  5. Crucial Elements of Fundraising Success • Compelling, relevant, and urgent needs and mission • Unifying mission owned and supported by the entire organization • Clear, cogent , brief vision statement that articulates how mission will be fulfilled • Comprehensive and prioritized strategic plan that explains how vision will be met • Campaign or fundraising plan that outlines the various strategies that will be employed to fulfill the strategic plan

  6. Profile of the Fundraising Professional (FRP) • Fully committed to organization mission and vision • Can balance competing internal and external responsibilities • Very comfortable meeting new people and discussing a wide range of topics • Diplomatic; balance donor interests with organizational needs • Persistent; will be told no 7 out of 10 times • Excellent listener, not necessarily an excellent salesperson • Willing to “make the ask”

  7. Who is on the Team? • Board- has to set the tone, 20-40% of campaign total. Give, get, or get off • Executive Director- Chief Fundraiser. 40-50% of time. Responsible for acquiring resources to move organization forward • FRP- Support the Board and ED, build the team and strategy, make visits • Volunteers- Do you use them or not?

  8. Fundraising/Campaign Plan • Social networking if possible • Mail; 1-3% response rate, manage ROI • Telephone; annoying, but still very effective • E-mail; used increasingly but results still uncertain, inexpensive • Grant proposals; can take a great deal of time to complete • Personal visits- still # 1 !!!!

  9. Questions for discussion • Why is it so important that needs and vision are compelling, relevant, and urgent? • How should a FRP best balance internal and external responsibilities? • Why is listening such an important skill for an FRP? • What is a better model- a staff driven or a volunteer driven fundraising model? Why?

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