WAYS TO GIVE

1. WAYS TO GIVE Sandra K. Tunajek, CRNA, DNP Luanne Irvin, MS www.aanafoundation.com Mission: Advancing the science of anesthesia through education and research

2. Rules for Fundraising • ASK. • THANK! THANK! THANK! 3. We are stewards….we must give money away. It’s the law! Advancing the science of anesthesia through education and research

3. The Donor “Life-Line” • Planned Giving • Thoughtful Givers Relationships • Habitual Givers • Impulse Givers • Prospects Advancing the science of anesthesia through education and research

4. Why People Give • Belief in institution and purposes • Belief current needs are important • Sense of loyalty, gratitude, affection • Tax consideration • Friendship and respect for solicitor • Honoring the past • Funding the future – not the past • Involvement with peers • Recognition • Identification with a “winner” Advancing the science of anesthesia through education and research

5. People… • People give because they want to. • People give money to people, not programs. • People give money to opportunities • People give to successfulorganizations • People give money to make a change for the good. • People don’t give unless they are asked. Advancing the science of anesthesia through education and research

6. The Seven Faces of PhilanthropyA New Approach to Cultivating Major Donorsby Russ Alan Prince and Karen Maru File • The Communitarian: Doing Good Makes Sense (26%) • The Devout: Doing Good is God’s Will (21%) • The Investor: Doing Good is Good Business (15%) • The Socialite: Doing Good is Fun (11%) • The Repayer: Doing Good in Return (10%) • The Altruist: Doing Good Feels Right (9%) • The Dynast: Doing Good Is a Family Tradition (8%) Advancing the science of anesthesia through education and research

7. Personalize the PitchMake the Ask Advancing the science of anesthesia through education and research

8. Peer to Peer • Grassroots - State Meeting - Newsletter - State Website - Students • Social Media Sites Advancing the science of anesthesia through education and research

9. Social Media • Facebook pages – CRNA and Student • Twitter • YouTube Advancing the science of anesthesia through education and research

10. Say Thank You – 7 Times Make as personal as possible • Phone calls • Thank you notes, letters andEmails • Recognition Annual Report • Each time you meet • Recognition events – banquet • Updates with “good news” about AANAF • Offer opportunity for involvement Advancing the science of anesthesia through education and research

11. Giving Options • Proof is Power Campaign (Annual Giving Campaign) • Scholarship Sponsorships • Tributes and Memorial Gifts • Lorraine Jordan Special Recognition Research Fund • Endowment Giving • Planned Giving Advancing the science of anesthesia through education and research

12. Proof is Power Campaign (Annual Giving Campaign) Advancing the science of anesthesia through education and research

13. Scholarship Sponsorships It’s Easy to Sponsor a Scholarship: • Send in a check for a minimum of $3,000 with a completed Student Scholarship sponsor application by December 31st. (If you are a sponsor that has supported a student scholarship prior to August 31, 2006, you may send in a check for a minimum of $1,000 to support a scholarship.) • Include a name for the scholarship. • Define one specific criterion for the recipient i.e. attends a specific university, lives in a specific state, has leadership experience, etc. Recognition includes: • Invitation to student luncheon at the AANA Annual Meeting in the year the scholarship is awarded. • Thank you letter with the name of the scholarship recipient . • Listing in all AANA Foundation recognition materials. Advancing the science of anesthesia through education and research

14. Memorial and Tribute Gifts A gift in memory or in honor of a CRNA is a wonderful way to recognize someone and honor their profession. Advancing the science of anesthesia through education and research

15. Lorraine Jordan Special Recognition Research Fund Established in 2011 to celebrate the AANA Foundation’s 30th Anniversary. Advancing the science of anesthesia through education and research

16. Endowments • Restricted and Unrestricted Funds • Principal held in perpetuity (invested) • Interest – general scholarships, grants - endowed scholarship funds - endowed research funds Advancing the science of anesthesia through education and research

17. Planned Giving • Bequests • Gift Annuity • Charitable Remainder Trust • Charitable Lead Trust • Retained Life Insurance • And… Advancing the science of anesthesia through education and research

18. Friends for Life Encourage others to join a special group of Foundation supporters and make a planned gift that will leave a legacy. Advancing the science of anesthesia through education and research

19. Friends for Life Medallion Advancing the science of anesthesia through education and research

20. Giving Vehicles • Cash • Checks • Credit Card • Monthly Giving Advancing the science of anesthesia through education and research

21. Barriers and Challenges Advancing the science of anesthesia through education and research

22. Recognition Annual Giving Gem Levels • Diamond = $5,000 and above • Ruby = $2,500 - $4,999 • Emerald = $1,000 - $2,499 • Sapphire = $500 - $999 • Amethyst = $250 - $499 • Topaz = $100 - $249 Advancing the science of anesthesia through education and research

23. Thank You / Recognition Practices • Acknowledgement letter and Gift Tax Receipt • Thank You Note/Letter from Advocate • Board Member Phone Calls • Ribbons and Pins Advancing the science of anesthesia through education and research

24. Thank You /Recognition Practices (cont.) • Annual Meeting Foundation Booth Banner Listing • Annual Report and Recognition Booklet • Website Donor Listing • Annual Awards and Recognition Event • And… Advancing the science of anesthesia through education and research

25. Gertrude Fife Society Established to honor those who make significant cash contributions to the Foundation: • Individuals • Businesses • State Associations Advancing the science of anesthesia through education and research

26. Questions?? Call (847) 655-1170 or visit our website at www.aanafoundation.com Thank you! For More Information Advancing the science of anesthesia through education and research