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LIVE. Get Ready for April 26-27, 2013! Unity’s Unique Fund Raising Opportunity . Unity Foundation of LaPorte County Orientation for. Formerly known as Pledge-A- Palooza …. What is it?. This is simply a fun way to build your endowment fund(s) in Unity

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  1. LIVE • Get Ready for April 26-27, 2013! Unity’s Unique Fund Raising Opportunity

  2. Unity Foundation of LaPorte County Orientation for Formerly known as Pledge-A-Palooza…

  3. What is it? • This is simply a fun way to build your endowment fund(s) in Unity • The Unity Foundation Board of Directors is providing $20,000 for this event • Raise money for today AND tomorrow

  4. How’s It Work? • Raise money for your organization’s fund at Unity • Starting at 6a.m. April 26, 2013 through 9p.m. (CST) April 27th, (the Unity Gala)… the top 5 funds that get the most gifts will split $15,000! • $5,000 in other special prize grants too!

  5. WhY Do We need This? • Increase philanthropic giving in LP County • Quality of Life report shows less generosity here • The transfer of wealth between generations- going on right now! • $1.5 Billion transfers here in the next 10 years • Save 5%, endow it and it yields up to $4 million/year! • Strengthen La Porte County by strengthening our non-profits • Raise money for today AND tomorrow

  6. Will All Gifts go to principal? No! During Give Day 50% of funds raised goes to principal 50% goes to spendable 100% toward your favorite fund Any prize grants will be available for charitable use!

  7. What gifts count? • On-line gifts: including monthly pledges • Planned gifts left to the fund in Unity are encouraged and rewarded this time! • wills and trusts • gift annuities • life insurance • Includes planned gifts created and verified by no later than April 20th, 2013. • If you’ve ever thought about it…now’s the time!

  8. Who can join in the fun? • Any one of the active funds in the Unity Foundation can ‘opt in’ to be eligible for the grant prize contest • Tell us you’re in by signing up April 1st, 2013

  9. What Happens April 2013? • We’ll open the On-Line Give Day Leader Board for 39 hours • You’ll Get your supporters to make a gift or pledge • At 9 p.m. CST April 27th - we’ll celebrate the winners! • It all happens live and on-line, so anyone can join in!

  10. Who Won Last Time? • 73 Funds Participated • $125,000 Raised…in 1 night! • Junior Achievement • The Y • The Salvation Army MC • Boys & Girls Club • Dunebrook • Women’s Care Center Everyone in La Porte County won!

  11. How Does the Platform Work? • You’ll populate your fund’s profile yourself and submit it to Unity. • On Friday April 26th at 6a.m. CST, the Leaderboard will go live • Everyone can follow the progress real time • Next slide shows examples of how it will look and work…and how easy it is to donate!

  12. Things to Remember • Personalize your ask; Help donors relate to your work. • Send e-mails to individuals, or call them on the phone. • Tell stories about how your organization makes a difference. • Use concrete examples to describe your work and how their donation will bring about future good. • Get an early start. • Approach key donors about matching grants. • Add a page to your website; highlight in your newsletter. • Provide reminders and events.

  13. Encourage: Be Creative! 3. Take advantage of your organization’s strengths. • Tap into your networks – students, subscribers, volunteers, etc. • Show off a great space with a live event • Host a party or happy hour • Invite people into your office 4. Be creative! • Use pictures and videos • Brainstorm ideas with creative people in your network • Start a friendly competition

  14. Unity Will Provide…. • Prize money totaling $20,000!!! • Guidelines & Guidance • Marketing muscle • Charitable giving ideas and information • Use of Warren Ransom & other giving expertise • Philanthropic vehicles • A reason to give now vs. procrastinate • Web Based Infrastructure • On-line Giving • Automatic receipts • Anonymity • Materials • Print • Digital • Planned Giving • Info on those who supported you, except anonymous

  15. Your Organization will…. • Put the Give Day widget on your website • Learn about the different giving tools be able to describe the why’s, how’s and when’s • Identify key prospects • Be ready on April 26th to ask people to support your agency’s fund in Unity • Make the case or even a short YouTube video about why they should support you • Email encouragement to your supporters before, during and after the event • Tell people how you’ll use their gifts • Give supporters a reason to make planned and on-line gifts • Celebrate with us on April 27th, 2013 • Benefit in many ways…you’ll have more funds for today and tomorrow and have fun at the same time!

  16. You’ll Need…. • Inspiring goals • Fund growth • Today’s needs • Champions: Internal and external • A brief plan to optimize this opportunity • Everyone in your inner circles to be able to talk about it • Ways to get the information out to your specific supporters on Friday the 26th and Saturday the 27th of April • Email addresses • Mailing list • Volunteers

  17. How Do I get the word out? • Materials can be found on the Unity website , and includes a full orientation video. • Unity can provide more information and training on a 1st come, 1st served basis. • If enough demand, will do large group sessions on fund raising and EZ to understand planned giving. • Fill your table(s) for Unity’s 20th Anniversary Gala at Blue Chip – Saturday April 27th, 2013

  18. Your Timeline

  19. Unity’s Timeline

  20. Frequently Asked Questions • There is a complete list of FAQ’s at www.uflc.net • If you don’t find the answer to your unique question, please contact us at 219-879-0327 or send an email to unity@uflc.net • The Nickel Campaign (planned giving) details can also be found at www.uflc.net

  21. Join the fun! LIVE

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