Extension fundraising session for volunteers and staff
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July 12, 2012. Extension Fundraising Session for volunteers and Staff. Draft Agenda. Running your program like a “non-profit” inside Penn State Is it a gift? 2012-13 at a glance. What’s on your mind?. What would you like to learn from this session today?

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Extension fundraising session for volunteers and staff

July 12, 2012

Extension Fundraising Sessionfor volunteers and Staff


Draft agenda
Draft Agenda

  • Running your program like a “non-profit” inside Penn State

  • Is it a gift?

  • 2012-13 at a glance


What s on your mind
What’s on your mind?

  • What would you like to learn from this session today?

  • I.E. - Fundraising tools, processes, rules of the road, expectations, best practices, how to get started, how to make an ask, how to finesse a relationship…….etc.


1 extension an embedded non profit
1. Extension - an embedded Non-profit

  • 4-H, Master Gardeners, RULE, Floriculture Trials, Shale Gas Education, Strong Women (and many more).

  • Significant advantage verses other non-profits

  • Leveraging resources

    • Proposal writing

    • Major gift solicitations

    • Donor research

    • Donor assessment

    • Corporate and Foundation guidance

    • Grant submission, processing, tracking


Staff and volunteer roles
Staff and Volunteer Roles

  • Identification of prospective donors/sponsors

  • Introductions to prospective donors

  • Building relationships with donors

  • Thanking and acknowledging donors/sponsors in ways that THEY wish to be thanked and acknowledged

  • Great programming


Leveraging university resources
Leveraging University Resources

  • Get to know the Extension Development Office – Eric McGinnis!

    • Provide guidance, insight, and access to direct support of fundraising efforts – volunteer or staff-led.

    • The better I understand your goals and how they fit in with Extension priorities, the more resources and support I can direct to you.


2 is it a gift yes if
2. Is it a gift? Yes, if…

  • Donor is an individual, company, association, or foundation

  • Qualifies as charitable contribution by IRS

  • Donor may define the purpose

  • Unexpended funds are not returned

  • No quid pro quo

  • A report of expenditures may be requested

  • Research results are not required to be shared


Benefits of gifts vs grants
Benefits of Gifts vs. Grants

  • No overhead or F&A charged to gifts

  • Modest F&A for unrestricted grants with some formal deliverable requirement

  • Processed through development office or Ag Sci grant office


3 2012 13 at a glance
3. 2012-13 At a Glance

Fundraising Goal: $1,500,000

Planned Major Gift Solicitation Totals

  • 4-H - $1 million

  • Floriculture Trials - $150,000

  • Master Gardener - $100,000

  • RULE - $125,000

    Stewardship:

  • Extension and 4-H Tailgate (September 2012)

  • 4-H Annual Report (October 2012)

  • Outreach Appreciation Dinner (October 2012)


2012 13 at a glance
2012-13 at a Glance

Marketing/Awareness:

  • We have plans to develop a “Legacy in PA” program in partnership with Penn State Gift Planning and the MCOR.

  • We are developing a statewide 4-H focused estate giving campaign

  • A Gift Planning email is being sent in July to many donors and prospective donors at Penn State that highlights the 4-H Centennial through the lens of the 4-H Robotics Program.

    Annual Appeals:

  • 4-H Annual Appeal (November 2012)

  • Master Gardener Annual Appeal (October 2012)

  • 4-H Science Appeal (January 2013) – targeted corporate

  • 4-H Follow-up appeal (March 2013) Special purpose TBD

  • Floriculture Trials Appeal (June 2013)


Volunteer and staff resources
Volunteer and Staff Resources

  • For the latest fundraising materials (session recordings, PowerPoint presentations, fundraising guidelines, fundraising forms, volunteer job descriptions, etc.) visit: http://4hkeystonesociety.pbworks.com


Questions
Questions??????

Eric McGinnis

Extension Development Office

814-863-2754

gem122@psu.edu