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Introduction to Fundraising and the Development Process

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PRESENTED FOR THE TRUSTEE INSTITUTE FOR THE NEW JERSEY STATE LIBRARY. Introduction to Fundraising and the Development Process. Presented by: David R. Bixel, President Semple Bixel Associates, Inc. October 1, 2004. OVERVIEW OF PHILANTHROPY 2003 GIVING: $240.72 BILLION.

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slide1

PRESENTED FOR THE TRUSTEE INSTITUTE FOR THE NEW JERSEY STATE LIBRARY

Introduction to Fundraising and the Development Process

  • Presented by:
  • David R. Bixel, President
  • Semple Bixel Associates, Inc.
  • October 1, 2004
public relations the foundation for fund raising
PUBLIC RELATIONSThe Foundation for Fund raising
  • Communication must precede fund raising. Potential donors must be aware of:
    • your mission and goals
    • how you plan to achieve your goals
    • benefits your organization provides to the community
building a public relations program
BUILDING A PUBLICRELATIONS PROGRAM
  • Determine your market for communication
  • Develop a plan for public relations
  • Determine channels of communication
  • Evaluate
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PROSPECT RESEARCH

  • Basic Principles:
    • System for research begins with determining internal and external constituents
    • Process is cumulative and on-going
    • Confidentiality, accuracy timeliness of data is critical
    • Prospect identification is every board member’s responsibility
special events friends of the library groups
SPECIAL EVENTSFRIENDS OF THE LIBRARY GROUPS
  • Keys to Success:
    • Pros
    • Cons
    • Factors to Consider
fund raising techniques direct mail marketing
FUND-RAISING TECHNIQUESDIRECT MAIL MARKETING
  • Objectives:
    • Donor Acquisition
    • Donor Renewal
    • Donor Upgrades
    • Cultivation
the annual plan
THE ANNUAL PLAN
  • Identify Sources of Potential Support
  • Evaluate Potential of Each Source
  • Determine Your Goal
  • Choose Solicitation Techniques
  • Develop Your Donor Strategies
  • Develop Your Annual Timeline
  • Set a Fundraising Budget
capital campaign
Capital Campaign
  • Keys to Success:
    • Pros
    • Cons
    • Factors to Consider
board responsibilities in fund raising
BOARD RESPONSIBILITIES IN FUND RAISING
  • Make personal commitment to

organization and to development

program

  • Give commensurate with ability
  • Provide leadership/time to fundraising
  • Develop a plan and set goals
  • Establish a fundraising committee of the board if needed
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