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Fund Development Workshop

Fund Development Workshop. Providing you with the tools and current fundraising trends to increase the financial sustainability of your organization through diversity of funding. Regis University Masters of Non Profit Management Navajo SOFE 2014. Presenters:

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Fund Development Workshop

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  1. Fund Development Workshop Providing you with the tools and current fundraising trends to increase the financial sustainability of your organization through diversity of funding.

  2. Regis University Masters of Non Profit ManagementNavajo SOFE 2014 • Presenters: • Jamie Wienk Special Events and Membership Director, Women’s Resource Center, Durango, CO • Ara Cruz, Founder and Executive Director, Café Cultura, Denver, CO • Jolynn Crownover, Development Director, Environmental Learning for Kids, Denver, CO

  3. Key Topics • Organization Life-Cycle • Key Elements of a Fund Development Plan • Diversity in Funding • Roles in Fundraising • Strategic Fundraising

  4. Organization Life-Cycles What is your organization’s life-cycle in fundraising?

  5. Key Elements of a Fund Development Plan • Background: • Organization History, Mission, Vision and Programs • Funding History • SWOT Analysis in fund development • Current Organizational Roles in Fundraising • Leadership: Executive Director and Board of Directors • Staff

  6. Key Elements of a Fund Development Plan • Case Statement: Why should someone donate to your organization? • Needs Statement: Why is your organization needed in the community? • Funding Opportunities with descriptions • Programs & Projects • Administrative • Equipment • Capital

  7. Key Elements of a Fund Development Plan The Funding Strategy: • Branding: Marketing and Public Relations • Key messages, logo, organization history and mission • Increases organizational awareness • Sustainability and credibility • Builds networks and support in the community Consistency and Frequency!!!

  8. Key Elements of a Fund Development Plan • The Funding Strategy: Diversity in Funding • Corporations • Foundations • Government • Religious or other community groups • Individual Donors • Special Events • Earned Income • Membership • Board of Directors • In-Kind Contributions

  9. Key Elements of a Fund Development Plan • Implementing/Managing the Plan • Staff, Leadership, Financial Resources, and Time • Development Calendar • Tracking Fundraising Strategies • Evaluation and Reporting of Fundraising Strategies • Funding Policies

  10. (Place examples of Fundraising Plan, Calendar, and Tracking here)

  11. Diversity In Funding - Standard Benchmarks

  12. Diversity In Funding – A better mix Individual donors account for approximately 72% of charitable revenue. (Giving USA Report, 2013).

  13. Diversity in Funding: Example Sources of Income

  14. Diversity in Funding: Example Sources of Income

  15. IT’S ALL ABOUT RELATIONSHIPS!!!! • Mission Aligned • Research • Meet & Greet • Communication & Appreciation

  16. Roles in Fundraising • Board of Directors and other non-development staff

  17. Roles in Fundraising • Board of Directors and other non-development staff • Engage and believe in the mission • Be present – fundraising events, site visits, donor visits, programs • Stewardship – thank you notes, calls • 3rdParty Events – host a house party, corporate lunch ‘n learn • Nominations: Board and committee prospects

  18. Strategic FundraisingCorporate Funders • Strategic Partnerships • Relationships! • Targeting Funding Priorities: • STEM – Engineering Firms, Oil & Gas, Aerospace • Financial Literacy – Banks • Collaborative Work • 2 or more nonprofits working together on a program/project • Meet with other NPO’s to see who is funding in community

  19. Strategic FundraisingCorporate Funders • Volunteer Engagement • Board and Committee Involvement • Corporate Volunteer Projects • Corporate 3rd party event • Lunch ‘n Learn, Christmas Party, Happy Hour

  20. Strategic FundraisingCorporate Funders Workplace Giving and Matching Gifts Programs

  21. Strategic FundraisingCorporate Funders Workplace Giving and Matching Gifts Programs

  22. Strategic FundraisingGrants • Relationships! • Letters of support and collaboration (if allowed) • Site Visits – see your programs in action • Invite board members and alumni of your programs! • Grantors Tours (RPD) • Targeting Funding Priorities: • Government (OED, DPHE) – After-School and Summer Programs

  23. Strategic FundraisingGrants • Outcomes!!! • Evidence Based • Evaluation Capacity Building • Testimonials • Long-Term Outcomes • College attendance, studies and job placement • Collaborative Work • 2 or more nonprofits working together on a program/project

  24. Strategic FundraisingIndividual Donors – Engaging the Next Generation • Volunteer Engagement!!! • Board and Committee Involvement • Event Volunteers • Volunteer Projects • 3rd party events • House Parties

  25. Strategic FundraisingIndividual Donors – Engaging the Next Generation • Is online giving easy? • 50% of young donors are more likely to give online • Online donors are 200% more likely to solicit others for donations • Increase communication and stewardship • Donors want to ... • Know where there money is going. • Feel involved and appreciated. • Communicate! • Virtual presence • Website, social media, e-newsletters,

  26. For Discussion… • What do you need funding for the most? • Where do you find the most potential for funding? • What are the major challenges for fundraising in your organization?

  27. References • Klein, K. (2007). Fundraising for social change. John Wiley & Sons, Inc. • Male, R. Life cycles of nonprofit organizations. Richard Male and Associates. • Male, R. Elements of a fundraising plan. Richard Male and Associates. • Sargeant, A. (2008). Donor retention: what do we know and what can we do about it? Indiana University. • Stevens, S. Nonprofit lifecycles: stage based wisdom for nonprofit capacity. Stagewise Enterprises, Inc. • Weinstein, S. (2009). The complete guide to fundraising management. Third edition: John Wiley & Sons, Inc.

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