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Look to the Future and Become Energized about Fund Development

Look to the Future and Become Energized about Fund Development. Nancy Beard, CFRE. Outline. Introduction to Fund Development Statistics and Definitions Mechanics of Development Resources Questions and Answers. Introduction.

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Look to the Future and Become Energized about Fund Development

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  1. Look to the Future and Become Energized about Fund Development Nancy Beard, CFRE

  2. Outline • Introduction to Fund Development • Statistics and Definitions • Mechanics of Development • Resources • Questions and Answers

  3. Introduction • What is your individual role in the non-profit ornot-for-profit sector? • Are you responsible for philanthropy within your organization?

  4. PHILANTHROPY • The love of humankind • Altruistic concern for human welfare and advancement, usually manifested by donations of money, property, or work to needy persons

  5. Thought • Faith-based organizations must offer philanthropic training and opportunities for people to live out their faith and their love of humankind. • Practicing faith through volunteerism.

  6. Think About • Philanthropists and how they share their faith and gratitude • Philanthropy as giving and sharing beyond the family • Motivations and Rewards

  7. Total Giving $316.23 billion Corporations Top Categories • Religion 32% • Human Services 13% • Health 9% Foundations Bequests Individuals Source: GivingUSA 2013

  8. Philanthropy is Strong In Billions of Dollars Source: GivingUSA 2013

  9. Non-Profits in United States • 1.5 million non-profit organizations in the United States (does not count organizations with income of less than $25,000)Source: Foundation Center

  10. Charitable Giving Statistics • 88%of households give to charity • The average annual household contribution is $2,213 • The majority of gifts go to religion Source: National Philanthropic Trust

  11. Thought It is every man’s obligation to put back in the world at least the equivalent of what he takes out of it. –Albert Einstein

  12. Terminology • Philanthropy • Fund Raising • Development • Advancement

  13. Aspects of Development • Annual Fund • Grant Writing • Special Events • Legacy Giving • Capital Campaigns

  14. Thought Key to effective fundraising is a strong culture of philanthropy within an organization. –Bill McGinly, President Association for Healthcare Philanthropy

  15. CHANGE OF ATTITUDE Say No To: • Hit them up • Entitlement Say Yes To: • Offering Opportunities • Proving Your Value

  16. Sources of Funding:UCC Church and Members • Founding Community—UCC Tell Your Story and Develop a Loyalty • Provide a way for UCC members to live out their faith • Relationship of mutual respect

  17. Sources of Funding:Community Served By Organization • Individuals • Corporations • Foundations • Other Faith Communities

  18. Sources of Funding:Those Closest To The Mission • Board of Directors • Committee Members • Employees • Volunteers • Consumers of Services • Family Members of Consumers

  19. Stewardship • Listen to donors • Thank donors within 48 hours • Tell donors how you used their gift • Involve donors in the mission

  20. Development Steps • Get Started • Gather Historical Information and Tell YOUR Story • Gather Historical Data of Donors and Gifts • Set Measurable Goals and Expect Accountability • Create a 12-Month Development Plan

  21. Development Steps • Create a Truthful Budget that Includes All Expenses • Get Board and Volunteers Involved(but plan to do most of the work yourself) • Have Fun, Offer Opportunities and Raise Financial Gifts • Thank Your Donors

  22. Resources • Association of Fundraising Professionals - afpnet.org • Foundation Center – foundationcenter.org • Giving USA – givingusareports.org • GuideStar – guidestar.org • Center on Philanthropy at Indiana University – philanthropy.iupui.edu • Leave a Legacy – leavealegacy.org • National Philanthropic Trust - nptrust.org • National Study on American Religious Giving

  23. Questions? Thank You! Nancy Beard, CFRE President, United Church Homes and Services Foundation nbeard@uchas.org

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