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Information about Fundraising

Published on February 15, 2008

Author: Marco1


Fulfilling the Mission Realizing the Vision:  Fulfilling the Mission Realizing the Vision New Jersey State Library Trustee Institute Presented By: Victoria M. Bixel President Semple Bixel Associates, Inc. September 28, 2007 History of Philanthropy:  History of Philanthropy 1641 - Clergymen from London for Harvard 1700’s – Benjamin Franklin – “Do not neglect those whom you are sure will give nothing, for in some of them you may be mistaken” 1800’s – Campaigning and volunteer recruitment 1900’s – Carnegie & Rockefeller – the establishment of foundations and philanthropic efforts 2000 – Gates, Buffet, Oprah and Generational Giving Slide3:  Knowing the Basics Fundamentals of Philanthropy: Giving Trends Tenets of Giving Development Process Internal and External Roles Slide4:  Adapting to Ever-Changing Environments Rapidly changing scenarios: Technology Volunteerism Demographics of cities and state The easy dollar in a competitive market Succession Planning Responsibility and Accountability An open mind and creativity Slide5:  Values…Interests…Needs INDIVIDUALS give money because they believe in the mission and goals of the organization, especially major gift donors, concerned with long-term implications of the gift. This belief goes to the core problem or need addressed--and the character of the organization and the values that enliven and activate it. CORPORATIONS provide grants only to those organizations whose missions fit in with corporate guidelines, or where there is a personal connection. FOUNDATIONS have clearly stated purposes. Their value systems may be those of the original donor--who still exercises control--or of the professional and board leadership. Slide6:  Environment and animals $6.60 2.2% Foundations $29.50 10.0% Human services $29.56 10.0% International affairs $11.34 3.8% Arts, culture, and humanities $12.51 4.2% Public-society benefit $21.41 7.3% Unallocated giving $26.08 8.8% Health $20.22 6.9% Religion $96.82 32.8% Education $40.98 13.9% Types of Recipients of Contributions, 2006 Total = $295.02 Billion Source: Giving USA Foundation /Giving USA 2007 Slide7:  Individuals $222.89 75.6% Foundations $36.50 12.4% Bequests $22.91 7.8% Corporations $12.72 4.3% 2006 Charitable Giving Total = $295.02 Billion Source: Giving USA Foundation /Giving USA 2007 Slide8:  The Development Process: Tried and True Organizational Integrity:  Organizational Integrity Setting high standards for the Library: Clearly defined mission Strong governance Desire to continuously enhance and improve services Setting the long term stage – succession planning Beyond the Book Sales:  Beyond the Book Sales Organizations decide: Strategic Business Plan (Mission and Vision) Development Plan (Funding the Mission and Vision) Implementation of Plans The need to change course midstream Targeting time spent on prospective philanthropic investments Slide11:  Leadership – Speaking with One Voice: Board of Trustees Friends’ Board Executive Director Development Director Staff Where it Begins… Slide12:  Volunteers/Advocates/Ambassadors Constituents/Publics Where it Continues… Slide13:  Belief in the Cause Making a Difference Networking Development of Skills Status Builder The Human Connection Volunteerism in the 1970’s Slide14:  Challenges of Volunteerism Today Time! Micromanagement Uneducated About Mission Business Ventures vs. Noble Cause Slide15:  Telling the story with confidence when everyone else has your story Who is served? Demographics Who has an interest in the library and its mission? Who is the base? Who becomes the base? What funding is available from: Individuals, Foundations, Corporations in support of a plan Slide16:  What is it? Reason for being Public statement Contains description of the community Tells how you meet the needs Tells why you need money to meet need Asks for money Making the Case… Slide17:  Define, clarify and explain compelling needs. Bring community closer – tours, receptions, newsletters, ads, community surveys. Rosie's Rules- ''You have to be a salesperson to be a fund-raiser. The products I've sold as a fund-raiser are 24 karat in every way.'‘ (E. John Rosenwald) Getting to Know You… Slide18:  Personal concern People give to people Belief in the library’s mission and programs Confidence in leadership – Danger of giving to the leader, not the cause Agree with plans They were asked Tax considerations Why People Give Slide19:  Don’t value mission Don’t believe organization is stable Absence of powerful trustees/volunteers Concerns about management Wrong people asked Inadequate cultivation Failure to ask for specific amount No one thanked them for first gift Why People Don’t Give Slide20:  Face to Face Letters Phone calls Online giving Comprehensive Giving Packages Asking…and Asking Well Slide21:  Donor Recognition: Is it a plaque, a wall, a garden…? Seven thank you’s lead to the next gift Thank you… Slide22:  Stewardship: The Annual Report says it all… Newsletters, Online Briefs, Videos/DVD’s Taking strides to make the personal connections after the gift Keeping the Funding and Relationship Alive… Slide23:  The evolution of email Google is free, isn’t it? Online giving Text messaging through phone lines (Non Profit Times, January 2005) Websites – stay connected, stay informed Blogs Technology Today Slide24:  Continuous revenue: Annual Fund Endowment Major Gifts Programs Planned Giving Importance of Electricity Slide25:  Remaining Accountable Watch the Budgets Fulfilling the Mission Strengthening the Vision Continuing the Integrity Continuing the Support Listen to your community’s voices Slide26:  Words of Action “I must admit that I personally measure success in terms of the contributions an individual makes to her or his fellow human beings.” - Margaret Mead Slide27:  References Nobles, Marla E. “Text Messaging Connects with Donors.” The NonProfit Times, January 16, 2006 NSFRE (AFP) “First Course on Fundraising” Hardy, James M. Developing Dynamic Boards, Tennessee: Essex Press, 1990 DePalma, Anthony. “When Rosie asks, New York’s Elites Can’t Say No.” New York Times. Nov. 20, 2000

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