Fundraising & Development

1. Nonprofits Building Success Stories 2010-11 Fundamental Five+ Non-Profit Capacity Training Seriespresents Fundraising & Development Lorraine Tamaribuchi, Yuki Lei Sugimura, Katie McMillan, and Sara Tekula 03/08/11Maui

2. Today’s Objectives Comprehensive Fund Development Strategy Cultivating your Ohana and offering a wise investment to your donors Broadcasting your Story

3. Agenda

4. Mahalo to our Sponsors! Office of Hawaiian Affairs - Community Building Economic Development Grant Grants Central Station - program founder Tri-Isle Resource Conservation & Development - Fiscal Sponsor PlayBook Consulting Group - Fundamental Five+ Series Producer / Coordinator

5. UpcomingWorkshops! Increase Your Skills & Knowledge in this upcoming Fundamental Five+ workshop

6. Who’s in our Hui? How many Executive Directors? How many Fund Development Directors? How many are Board Members? How many others?

7. Lorraine Tamaribuchi Foundations for Fund Development Strategy

15. SWOT ANALYSIS

16. What’s a SWOT? SWOT = Strengths, Weaknesses, Opportunities, & Threats It’s a PLANNING tool - helps you plan any GOAL It’s a first step in deciding if a goal is achievable, given all the SWOT parts If it isn’t, can you change any part of the plan or the challenges? If it is, now you know the things you have to plan around to succeed

17. S W O T Helpful in achieving the objective Harmful to achieving the objective SWOT ANALYSIS Internal Origin (attributes of the organization) Strengths Weaknesses External Origin (attributes of the environment) Opportunities Threats

18. SWOT’s to Consider • Team Expertise • Money • Facilities • Strategic Partnerships • Relationships with Other Organizations • Relationships with Gov’t Agencies • Reaching the Needful Clients in the Community • Benchmarking Relationships with Best-in-Class Industry Leaders • Training • Adequate Staffing • Infrastructure (like I.T., phones, transportation) • Co-op’ing Cross-Agency Resources

19. Wrap-Up Fund Development Strategy - overview The Pyramid of Giving Rosso's Concentric Circles

20. Development Strategy Resources Hawaii Community Foundation Website for 2011 HCF Foundation Proposal Submission Deadlines and List of Other charitable Funding Resources in Hawaii Lilikoi – a monthly gathering of Maui County Fund Development Staff AFP Fundamentals in Fundraising Course on Maui, April 27 – 28, 2011 Special scholarships available for members of today’s course. Application deadline: March 14, 2011

21. BREAK10 minutes Next up: Cultivating ROI

22. Agenda

23. Yuki Lei Sugimura Cultivating Return on Investment

24. You are a business. Do not be fooled by the word “nonprofit”

25. Live Your Passion! Be passionate about your cause Be passionate about attracting others to your cause

26. Return on Investment Building return on investment (or ROI) – why this is important How ROI works at a nonprofit: Return on investment for staff For board members For donors For volunteers ROI for Hawaii: making a tangible “local” difference.

27. Why is ROI so important? Funding sources looks like it is diminishing? Government, foundations, stock markets, businesses are cutting grants and individuals are cutting back and the need for services is rising! $300,000,000 (yes billion) were given to non profits in the US (above Government funding), 2007 Over 1.5 million non profits in the US, 2010. OPPORTUNITY IS AVAILABLE… VALUE IS IMPORTANT

28. ROI: Measures for Nonprofits MEASURE FOR EFFECTIVENESS OF CARRYING OUT YOUR MISSION: NUMBER OF ? HOW MANY ? HOW MUCH ? MEASURES ARE MORE THAN DOLLARS! HOW WELL DO YOU SERVE?

29. Building ROI Build and develop your OHANA Volunteers Staff Executive Director Development Director Client Board Everyone is a connector to your organization.

30. The Role of the Board Board members must possess the ability to provide: 3 W’s=Work, Wisdom, Wealth (help fundraise through networking) Dedication to the organization, invaluable! Financially. Ask them, do not assume they know. Volunteer to help, attend functions, strategic planning, including fundraising

31. How do you create ROI Meet your donor, become their friend Build Relationships, mail, phone calls, visits Recognize them appropriately. Establish Long Term relationships, don’t connect with them only when you want money, Make them feel special, invite them to events to bring them closer to our organization Connect!

32. Keep Connected to your Donor Newsletters Media stories about heartwarming outcomes made possible by donor contributions Facebook posting Twitter E-mail

33. Cause Marketing/Events DEFINITION: Cause marketing or cause-related marketing refers to a type of marketing involving the cooperative efforts of a “for profit” business and a non-profit organization for mutual benefit. How does the nonprofit business benefit? How does the “for profit” business benefit?

34. Meadow Gold Milk Carton Regatta • Donors/Sponsors: Businesses that want to be aligned to education and families. (Government, media, hotel, restaurant.) • What do you you offer your donors to align with?

35. Development is a 2-way Stret REMEMBER: Just as much you search out donors, they may look at you too to be sure they do a wise investment (their ROI) Donor perspective = Looking for a wise investment Age of organization or record of success Mature or experienced fund development program Connecting people to a cause that matters to them! Organization with integrity

36. Donor Support: Community • Festivals of AlohaCounty Wide HTA Major Festival GovernmentFoundations BusinessesCommunityIn-Kind

37. Donor Support: Foundation • 12th Annual Chinese New YearGrants, Foundation, Business and in-kind

38. Donor Support: Business, Community Good • Wailuku First FridayHTABusinessesVendor FeesIn-Kind

39. Breakout Session Share your success stories with donor recognition. What worked for you?

40. Quick Wrap-Up Nonprofits are businesses Nonprofits have to consider ROI for themselves and entire ohana. It is important to understand what makes your organization a uniquely good investment for a donor or sponsor. It is important to keep connected with donors.

41. See handouts. Yuki's Resources

42. Katie McMillan BROADCASTING YOUR STORY (Branding)

43. Developing a Meaningful Brand

44. Why your brand matters.

45. What is your brand? What is your brand? Understanding your brand is vital to the success of any marketing or development campaign It is the foundation for all of your communications efforts

46. A brand is... The sum total of all user experiences with a particular product or service, building both reputation and future expectations of benefit

47. Branding A brand is much more than an icon, it's a reputation. In the world of social media, a brand goes much beyond one-way communication (this icon tells the consumer, what the brand is) A brand is a two-way relationship with the consumer (based on reputation, consumers expect something of the brand)

48. What does your communication really say about your organization? • Branding is essential for non-profit organizations. • How will people identify you? • How does your communication reflect your core mission and the personality of your organization? • How does your organization live in the mind of your donors?

49. The Importance of Branding Companies and organizations invest in building and marketing their brands for a number of reasons, including: Increasing recognition Establishing trust Building brand loyalty

50. Elements of the Brand Brands are complex entities that are made up of both tangible and intangible ingredients All of these ingredients play an important role in speaking to the consumer, communicating a message and building an audience: Promise Personality Unique qualities Representative icons and elements