The Key to Fundraising @ Queen’s

1. The Key to Fundraising @ Queen’s Your campus support team is here to help!

2. Campus Partners Brenda Forbes, Development Officer, Students & Special Interest Giving, Annual Giving ext. 75987 brenda.forbes@queensu.ca • Communications and fundraising plans • Research Corporations on Advancement database • List management of students, Alumni & donors • Coordination of e-mail/paper mail to your alumni • Online giving • Process your donations to ensure charitable tax receipts • Provide list of donors to send thank you cards/letters to

3. Campus Partners Alumni Relations – Reunions & Special Events Kathryn Vilela, ext. 77903 vilela@queensu.ca - Support for your club anniversaries / reunions - Access to Special Alumni Events Alumni Relations – Alumni Branches Kim Day ext. 77809 kim.day@queensu.ca Deb Shea, ext. 74008 deb.shea@queensu.ca - Access to Alumni Branch contacts & events around the world

4. What is a philanthropic gift?

5. What is a Philanthropic Gift? • A voluntary contribution to a charity (Queen’s University) with no expectations of anything in return • Queen’s University charitable number (BN 10786 8705 RR0001) can only be used to receipt gifts that directly support the University’s primary purpose and activities, including out-of-class learning activities that enhance academic & extra-curricular experience of Queen’s students. • Charitable status is a privilege, not a right. We need to show care & control over how donations are spent.

6. What is Not a Charitable Gift? • Does not include: • Support of activities not related to Queen’s University • Corporate Sponsorship / Grants • Support of an individual • Contributions of time or services • Tuition / registration / admission fees • Event based fundraising • Purchase of lottery tickets Canadian Revenue Agency - www.cra.gc.ca

7. Internal Donor Prospects 1) Your club/team members • Participate in the key • Need both time and money • What level of commitment do you and other students have to your cause? • Donations of $5 and up are eligible for a charitable tax receipt • 2) Queen’s Faculty and staff • 3) Parents

8. Internal Grant Prospects • AMS – Clare Bekenn • Queen’s Grants • Student Affairs & Graduate Studies • Advancement • Principal • Dean of Arts and Science, Dean of Engineering & AppSci Share your case for support Provide a detailed budget Allow 2 months for a decision Advise number of students involved + total audience What’s in it for Queen’s?

9. Support from Queen’s Alumni Email your club/team Alumni • Acknowledge their involvement with your club/team • Share your fundraising story & ask for their support • Include a quote from a current student • Link to your website • Suggested length - 250 words or less • Send to Brenda Forbes – brenda.forbes@queensu.ca • Attach your logo (if your club has one) • Allow 2 weeks turnaround • Open rates & click-thru’s are tracked

10. Support from Queen’s Alumni Mail a letter to Alumni • Acknowledge their involvement with your club/team • Share your fundraising story & ask for their support • Include a quote from a current student • Tell donors the impact their gift made • Send to Brenda • Suggest no longer than 1 sheet of paper (2-sided) • Annual giving will supply letterhead, envelopes, gift tickets and postage paid return envelopes • Cost estimate $1 per mailing address • Allow 3 weeks turnaround

11. Ways Donors can make a Gift • Cash • Cheque – payable to Queen’s University (memo: club/team) • Credit Card – for online giving • Securities • Gifts in Kind/ Material (a detailed advance process) • Legacy Gifts – wills, insurance, annuities Options: Single gift or pledge up to 5 years long

12. Online Giving – www.givetoqueens.ca/ • Searchable • Customized for your club/team • Introduction – max 500 characters inc. spaces • JPG photo • Up to 3 “ask” amounts • Add link to your website

13. Flow of Funds – Online Giving Online Giving Page Online Giving Page Online Giving Page Online Giving Page AMS/Faculty Account AMS/Faculty Account AMS/Faculty Account AMS/Faculty Account Club/Team Club/Team Club/Team

14. Corporate Sponsorship Corporate Sponsorship = Marketing 100% of a contribution can be written off as a business expense. • Research company’s area of interest / social responsibility • What’s in it for the Company? How many people will they reach? • Suggest $ levels of sponsorships and brand exposure by level • Based on previous years and your budget • Include level of internal support • Queen’s Faculty Development Officers can help open doors • Cheques payable to Queen’s University • Represent Queen’s with a professional approach

15. Corporate Sponsorship Template Cover letter / Opening paragraph Explain what’s in it for the Company Impact on students / out of classroom learning Quote from past participants Photos Case for support Impact of your work, success stories Demographics Project detail – in language anyone can understand Budget Expenses (broad categories) Revenue sources & need Make the ask / Levels of support Marketing opportunities & reach to their audience / interests Multi-year pledge option? Submission Form Company Name, address, Contact & their title Level of support - $ / materials Make cheques payable to, “Queen’s University” with Memo to (club name) Queen’s address to mail the cheque Team contact information 2 - 4 pages

16. Stewardship Tell your donors / sponsors how their gift made a impact. • How were recent donations spent? • How did their support improve the student experience? • What can the team do now that they couldn’t do before? • And why is that better? Brenda will pull a list of your donors and will cover the cost of mailing your thank you cards/letters.

17. Succession Planning • Share your Year End Report with AMS Clubs Manager and me (Brenda Forbes) • Provide list of student team participants (current and past) • Coding in Advancement Database • For mentorship, reunions and fundraising • Provide list of sponsors, addresses, contacts & contributions • Knowledge of support will ensure Queen’s reputation Send to: Brenda Forbes, brenda.forbes@queensu.ca

18. What is Fundraising: Fundraising: Authentic relationship building with a purpose