rhode island college certificate program for nonprofit studies summer institute 2013
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Fund Development & Philanthropy Best Practices. Rhode Island College Certificate Program for Nonprofit Studies Summer Institute 2013. Michele R. Berard, MBA, CFRE.

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rhode island college certificate program for nonprofit studies summer institute 2013
Fund Development &

Philanthropy Best Practices

Rhode Island CollegeCertificate Program for Nonprofit StudiesSummer Institute 2013

Michele R. Berard, MBA, CFRE

slide2
“fundraising isn't a simple process of begging -- it's a process of transferring the importance of the project to the donor."

Hank Rosso

philosophy of fundraising
Philosophy of Fundraising
  • Organizations Exist for a Reason
philosophy of fundraising1
Philosophy of Fundraising
  • To Govern or Not to Govern
        • Mission Enforcers
        • Resources
philosophy of fundraising2
Philosophy of Fundraising
  • Institutionalizing Fundraising
philosophy of fundraising3
Philosophy of Fundraising
  • Gift Making as Voluntary Exchange

No arm twisting!

philosophy of fundraising4
Philosophy of Fundraising
  • Substituting Pride for Apology
philosophy of fundraising5
Philosophy of Fundraising
  • Fundraising as a Servant to Philanthropy
      • Meeting the needs/wishes of donors and adding greater meaning to their lives;
      • Invitation to give is a guide
philosophy of fundraising6
Philosophy of Fundraising
  • Organizations Exist for a Reason
  • To Govern or Not to Govern
  • Institutional Fundraising
  • Gift Making as Voluntary Exchange
  • Substituting Pride for Apology
  • Fundraising as a Servant to Philanthropy
some definitions
Some Definitions

MISSION

A philosophical value statement expressing the reason the organization exists

Note: do not confuse mission statements with statements of goals or objectives

some definitions1
Some Definitions

PHILANTHROPY

Voluntary action for the public good, including voluntary service, voluntary association, and voluntary giving

*as used at the Center of Philanthropy (IU)

some definitions2
Some Definitions

PROSPECT/PROSPECTIVE DONOR

Any logical source of support, be it an individual, corporation, organization, government, or foundation

some definitions3
Some Definitions

GIFT

A voluntary, irrevocable transfer of something of value without consideration (that is, without receiving anything tangible in return) at the time of transfer or at any time in the future

some definitions4
Some Definitions

CONSTITUENCY

All people who have in some way been involved with the institution seeking support; consists of members, contributors, participants (past or present), clients and relatives of clients.

exercise
Exercise
  • Break into Groups
  • Pick Nonprofit Organization
    • Same amount of organizations as are in your group
    • Should do some fundraising
    • Local
  • Mission Review
  • http://www.rifoundation.org/CommunityInitiatives/InitiativeforNonprofitExcellence/ToolsforNonprofits/DirectoryofNonprofits/tabid/717/Default.aspx
exercise1
Exercise
  • Report Out
  • Write on Board
the case why should someone give
The Case – “Why Should Someone Give?”

ANSWERS THESE QUESTIONS:

  • Why does the organization exist?
  • What services or programs does the nonprofit provide to meet the needs (or solve the problem)?
  • Why should prospective donors provide gifts, and what are the results of those gifts?
exercise2
Exercise

Example - http://www.bbbsos.org/about_misionVisionValues.html

  • Back into your groups
  • Select two nonprofits and answer “Why Should Someone Give?”
  • Report Out
how do we raise money1
How do we raise money?
  • Fundraising Letters (direct mail appeals)
  • Fundraising Events
  • Grants
  • Corporate Gifts/Sponsorships
  • Planned Gifts (bequests)
  • Telephone/texting
  • Internet Strategies
  • Cause related marketing
how do we raise money3
How do we raise money?

No two organizations are alike

where does the money come from
Where does the moneycome from?
  • Individuals
  • Foundations
  • Corporations
  • Planned Gifts/Estates
  • Government
assignment due 6 11 13
Assignment – due 6/11/13
  • Be prepared to answer:
  • How much money your organization raised (fundraising revenue) in the most recently completed fiscal year
  • Percentage breakdown of that revenue:
    • % Individuals
    • % Foundations
    • % Corporations
    • % Bequests
assignment due 6 11 131
Assignment – due 6/11/13
  • Be prepared to answer:
  • How much money your organization raised (fundraising revenue) in the most recently completed fiscal year
  • Percentage breakdown of that revenue:
    • % Individuals
    • % Foundations
    • % Corporations
    • % Bequests
what they don t teach you in college
What they don’t teach you in college!

COMMUNICATION:

  • Email etiquette
  • Telephone etiquette
  • Leaving messages that create results
  • Following through
building your professional brand
Building Your Professional Brand
  • Know your Online Persona (Google yourself)

Any takers to try it out?

  • Linked In
  • Facebook
building your professional brand1
Building Your Professional Brand
  • Selling Yourself
  • Exercises to help:
  • Writing your Obit
  • Personal Marketing Plan

Product = You!

Price = Pay/Benefits

Place = Location/Surroundings

Promotion = How you want others to perceive you

for next week
For Next Week…

Assignment #1

  • How much money your organization raised (fundraising revenue) in the most recently completed fiscal year
  • Percentage breakdown of that revenue:
    • % Individuals
    • % Foundations
    • % Corporations
    • % Bequests

Assignment #2

  • Create a Linked In Profile
  • Send me an invitation to join your network

Assignment #3

  • Start your Personal Marketing Plan
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