Wisconsin Naturopathic Physicians Association

1. Wisconsin NaturopathicPhysicians Association Fundraising Education Day October 2007

2. Fundraising Challenge Long-Range Needs The answer to the challenge of the long-range nature of our funding need is: Relationship

3. Relationship Establishes: • Belief in our organization • Open communication • Passion

4. Donors will give because: • It makes them feel good • They are passionate about the cause Requires Relationship

5. Methods to Develop Relationship • Corporate Case • Events • Recognition • Demonstration of Mission • Repetition of Contact

6. Corporate Case • Goals • Develop the rationale of why that organization should stand behind us with funding/support. • Demonstrate why ND Med is necessary in our state. Identify the benefits which match the passions of that organization. • 2-3 page printed media device presented to the potential donor during an in-person meeting preferably with 2 members. No ‘Ask’ at this meeting, strictly educational. • But then follow-up, again in-person, clarify questions.

7. Vision Progress – where we’ve been, where we are & where we’re going Benefits of supporting us – ie: licensure = access Licensure timeline Pros & Cons – honestly statesome of our challenges Power/People Behind Effort Testimonials – maybe with pictures Overall plan in 5 years – bigger than licensure How we plan to achieve it Visually pleasing – bullets, space, phrases, pictures, color Corporate Case Contents

8. Methods to Develop Relationship • Corporate Case • Events • Recognition • Demonstration of Mission • Repetition of Contact

9. ** Key to success = Attendance ** Educational Events Possibly can tap into NPAC & INM assistance Friend-Raising Goal is increasing awareness * alerting to benefits Events

10. Methods to Develop Relationship • Corporate Case • Events • Recognition • Demonstration of Mission • Repetition of Contact

11. How will we provide recognition? Newsletter Website How will we demonstrate benefits? Testimonials Know & tell how much funding goes toward our cause and how much to administration Employee wellness / cost containment Family impacts Shared referrals (ie: Burt’s Bees products) Recognition & Demonstration

12. Methods to Develop Relationship • Corporate Case • Events • Recognition • Demonstration of Mission • Repetition of Contact

13. Issue #1: If draw out our process too long, will lose them. Solutions: Frequent contact – goal is 8 times/year. Make sure contact brings value (ie: info about a benefit) Aim for only 1 ‘Ask’ out of those 8 contacts. Issue #2: If only about licensure, will lose them after completing the licensure process. Solutions: Keep the focus on our Mission / our cause. Maintain the expectation that this is a long-term relationship. Clear and updated Benefits to continuing the support. Repetition of Contact

14. Ideal Contributor • Corporate • Individual • Member

15. Corporate Donor Spec Sheet • Executives • Board / Officers • Financials / Net Worth • Mission / Vision of organization • Relationships • Target Market • Recent Events affecting the organization • Correspondence with us – Progress Report Identifies the corporate Passion - Which Builds Relationship

16. Corporate Donor Relationships • What’s their passion? • What Boards do the Executives/Officers serve on? • Who else do they give to? • Is there a theme? • Does it match with our mission? Identifies the corporate Passion - Which Builds Relationship

17. Corporate Donor Brainstorm The solution to our stated challenge of repeatedly ‘Asking’ from the same pockets. Identify other Corporations with which we have Relationships and shared Mission. CSA state organization Ginseng growers Organic farmers Gluten-free beer company (Milw) Organic Valley Farms (SW WI) Montessori schools WI Green built homes assoc. (Mad) AARP Health Food stores Cooperatives Compounding Pharmacies TREK bikes (Whitewater) Kettle Foods (Beloit) Green Autos (Janesville, Mad) Silent Sports Magazine DNR

18. Individual Donor Brainstorm Benefit: Licensure = Access to ND as primary care provider with full scope of practice • Give them recognition • Life changing experiences with ND Med • Employee participation • Dinner party – come tell your story • “VIP” top 5 patient program • Be upfront that will be ‘Asking’ • Most important testimonial: My insurance doesn’t cover anything anymore so I’m going to pay for what I want. Build Relationship

19. Member Contributors • Active in association business • Are we putting our own money where our mouth is? • How is each member demonstrating our mission? (practice, volunteer, committees, conscious parenting, living green) • How is association demonstrating our mission? (projects, educational tools, Access to Natural Medicine is the Mission) Requires Relationship

20. Today’s Take Home

21. Today’s Contributors • Our thanks to Gary Smith, our esteemed facilitator, assisted by: • Allison Becker, ND, LAc • Mihal Davis, ND, LAc • Jill Evenson, ND • Sara Fleming, ND • Nancy Gutknecht, ND • Aaron Henkel, ND • Holly Krook, ND • Karen Kunkler, ND • Crystal Urban, ND