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Spring Forward: Eight Months Left For 2014 Fundraising

Spring Forward: Eight Months Left For 2014 Fundraising. 2013…Where Are You?. 80% of funds should be committed If not, what are you plans? Where are you looking Banks (CRA) Foundations Corporations Loan Committee. Let’s Talk 2014…. There Is That CRA Thing Again….

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Spring Forward: Eight Months Left For 2014 Fundraising

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  1. Spring Forward: Eight Months Left For 2014 Fundraising

  2. 2013…Where Are You? • 80% of funds should be committed • If not, what are you plans? • Where are you looking • Banks (CRA) • Foundations • Corporations • Loan Committee

  3. Let’s Talk 2014…

  4. There Is That CRA Thing Again… • Banks can receive Community Reinvestment Act (CRA) credit for supporting your WtW program • Operating grant • Volunteering on loan committee • Teaching financial education classes • Providing checking and savings accounts to clients

  5. Ways to Work - CRA Connection • Bank’s interest in WtW: • Financial education • Volunteer loan committee • Exposure/visibility from any involvement • Need to be able to leverage this interest to secure key program resources: • Operating grants • Donated office space

  6. Still Unclear About the WtW-CRA Connection? • You don’t need to be a CRA expert • Banks understand their CRA needs • What you need to know: • The opportunities for a bank to get involved with your WtW program • What the bank’s involvement will cost in terms of time and resources • What you need from the bank (grants, volunteers, office space, etc.)

  7. Foundations • Are you engaging them • How are you presenting your program • Research is key • Elements of a good proposal • What next • From No to Yes • Importance of relationship

  8. Corporations • Vested interest in the community • Good corporate citizen • Marketing opportunities • Volunteer • Research

  9. Research Tips for Corporations • Varied language • “Corporate Responsibility” • “Community Relations” • “Sustainability” • Varied places • Stand alone foundation • Corporate giving • Investor driven

  10. Corporate Donor - Caterpillar • Found under “Sustainability” • “Caterpillar Foundation”

  11. Corporate Donor - Caterpillar • Caterpillar Foundation – “The Brag Page” • We’re looking for “Request a Grant”

  12. Corporate Donor - Caterpillar • Launch into questionnaire • Series of yes/no questions • Serves as a check for eligibility

  13. Corporate Donor – A.O. Smith • This time, we’ve hidden it under “About A.O. Smith”

  14. Corporate Donor – A.O. Smith • “Foundation” – on the right side of the page

  15. Corporate Donor – A.O. Smith • Foundation Mission • Click on “Foundation Guidelines”

  16. Corporate Donor – A.O. Smith • Instructions for a mail-in letter of inquiry

  17. Engaging Your Loan Committee • They are your greatest asset • How are you engaging them • Strategies for your LC: • Make introductions to the potential funders • Host an annual open house • Recruit new members

  18. 2014…What Are Your Plans? • Engaging Your Team • Internal • External • What are you goals • WtW Budget • What is your fundraising gap • Current donors – can you count on them • Bringing in new donors

  19. Tools • Grants Calendar • Severson Center • http://alliance1.org/severson • Ways to Work Grant Guide • New Update Summer 2013! • Outcomes Studies • Business Talk – “Return on Investment” (ROI)

  20. Sample Grants Calendar

  21. Questions?

  22. Funding Support Services Matt Mueller Phone: (414) 359-6573 Mobile: (414) 975-7527 Email: mmueller@waystowork.org Linked-In: www.linkedin.com/in/mattmuellerwtw La Vang Phone: (414) 359-6616 Mobile: (414) 335-1982 Email: lvang@waystowork.org Linked-In: www.linkedin.com/in/lavang Peter Metzger Phone: (414) 359-6606 Email: pmetzger@waystowork.org Linked-In: http://www.linkedin.com/in/pmmetzger

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