Major Gift Solicitation Guide for Volunteers

Size: px
Start display at page:

Download "Major Gift Solicitation Guide for Volunteers"

Transcription

1 Major Gift Solicitation Guide for Volunteers Wetlands for Tomorrow is a conservation fundraising initiative of. Your investment can help save our wetlands for tomorrow - today.

2 Effective Gift Solicitation Being successful in obtaining a gift is dependant on knowing your prospect through the process of cultivation. Often, much of this cultivation has been done through the work you have done in your community through the years, your network of contacts, and the ever increasing knowledge that people have of Ducks conservation work. It is important to understand that our staff and senior volunteers are available to help you refine your approach.this includes doing research on prospects, which can be very useful in understanding a potential donor s giving capacity, support for environmental and other causes, and their affinity to Ducks. Prospect cultivation takes some time, but is almost always the most effective way to be successful. No special skills or super salesmanship abilities are required. However, understanding some basic fundraising principles, the Ducks Story and the goals of the Wetlands for Tomorrow campaign will help ensure success. Remember that these apply to both individual and corporate prospects. Key Principles Face-to-Face Conversations As a general rule, major gifts are not obtained through the mail or over the telephone. By personally meeting with a potential donor you convey the importance of your request.and, it is a much better way for you to use the people skills that make you an effective Ducks volunteer. Someone once said that asking for money is an unnatural act, and for many of us it is. While we are comfortable talking to our colleagues about many things, financial affairs are seldom a topic of discussion. That said, Ducks volunteers already do a terrific job of requesting support from their communities, families and friends. For many volunteers, soliciting major gifts (gifts over $5,000) is a logical next step in their efforts to support habitat conservation. This guide is designed to help make you comfortable in making requests for major gifts, which like all your efforts, will benefit Ducks Unlimited Canada, and Canada s wetlands and waterfowl. It can take more than one face to face meeting to be successful. During a visit, be sure the prospect is able to give their undivided attention to your story.arranging a meeting can take some time. Call the prospect to arrange a mutually convenient time to meet. After the initial pleasantries, use a phrase such as: I am a volunteer with Ducks Unlimited helping with the Wetlands for Tomorrow campaign and I d like to meet with you to bring you up to speed on the campaign and talk about some of the opportunities that exist. Would it be convenient to sit down for a half hour in the next week or so? Try to avoid getting into detailed discussions on the phone. In response to queries for details, it is usually best to simply suggest that this is what I would like to discuss at our meeting and continue to ask for an appointment. Please be respectful of the prospect s time; we all know how busy life is. Page 2

3 At Your Meeting... Know the Story Make sure you read the campaign materials that describe the Ducks story and the campaign. If there is a presentation or proposal be familiar with the content: don t hesitate to talk with staff about support material and information you feel you require. Many prospects for major gifts have been approached at one time or another to support a cause with a significant donation. Being able to effectively convey the urgency of the Ducks story and the effectiveness of the huge effort that is the Wetlands for Tomorrow campaign can be an important part of a successful request. Your prospects may look to you to be an expert on Ducks.You do not have to be an expert. If there are any questions that you are unable to answer it is usually a simple matter of saying so and promising to provide the information in a timely manner.again, staff can assist in these situations. Being a Ducks volunteer and a supporter of Wetlands for Tomorrow gives you tremendous credibility with your prospect. is an important and worthy charity and that is why you support it. Inviting the prospect to join you as a donor rather than simply asking for a gift works very well. Remember, you are not begging in any sense of the word.you are offering prospective donors an opportunity to invest in the future of Canada s wetlands and the work of. Listen to the Prospect - Understand Their Needs Part of the cultivation process occurs at the face-to-face meetings, even those where an ask is planned.we often gain greater understanding of the wishes or needs of a potential donor at these meetings.these needs are the key to providing a proposal that aligns with their thinking. This learning can sometimes alter the outcome of the meeting, and may result in you not presenting your proposal as planned because you have learned something that indicates the proposal is not quite right for the donor. This is more than acceptable, the right proposal presented at a subsequent meeting is almost always the approach to success. Seek a Specific Amount In your presentation it is proper to recommend a specific ask amount. Fundraising and Development staff can assist you in developing this amount based on an assessment of the donor s capacity to give, affinity to DUC, and past donations to other causes. For Chapter Challenge, the amount is usually $5,000 or $10,000, however there may be many instances where an ask amount should be higher than this. Regardless of the amount, the gift will always be significant to the donor. An approach to verbalizing the ask can be as simple as: Would you consider making a Major Gift of $10,000 to the Wetlands For Tomorrow campaign? Posing this question usually serves as the beginning of further dialogue about the gift and does not usually signal the end of the conversation. Use it as a transition to a more specific discussion about the gift commitment. Sponsor Levels Sponsorship Level Platinum Sponsor Life Sponsor Diamond Life Sponsor Sponsor in Perpetuity Diamond Sponsor in Perpetuity Heritage Sponsor Diamond Heritage Sponsor Benefactor Sponsor Legacy Sponsor Gold Legacy Sponsor Platinum Legacy Sponsor Diamond Legacy Sponsor Notes: Amount ($) 5,000 10,000 20,000 30,000 40,000 50,000 75, , , , ,000 1,000, The recommended ask level in the solicitation materials may be based upon the prospect s lifetime giving history. If they have given previously to Ducks, the amount required to attain the suggested sponsorship level may be less than the full amount required by a first time donor. 2. All major gifts may be paid over a period of five years. You may want to illustrate the payments annually or monthly. For example: your $5,000 platinum sponsorship may be paid with a payment of $1,000 per year over five years or about $84 per month for five years. 3. The sponsor may pay monthly, annually or all at once by credit card, direct deposit or cheque. 4. Ducks will also accept the transfer of appreciated assets (i.e. publicly listed securities or other real assets such as property). Should a prospect wish to discuss the structuring of a special gift involving real assets, development staff are available to assist in planning such gifts. Page 3

4 Your prospect may ask if their gift can be directed to a specific program or project. Donor desires are paramount and it is certainly their perogative to direct their gift as they see fit.we should however, be able to convey to the donor that unrestricted or general donations are very valuable and provide Ducks with the flexibility to effectively respond to emerging opportunities and to ensure our science-based program priorities are met. Responses There are generally only four responses that a prospect will give to a request for a gift: Yes; Yes, but at a different level; Maybe and No. Yes If the prospect agrees to the request, express your thanks, and ask them to complete the pledge form. It is important to obtain a signed pledge form to ensure the donor receives proper and timely recognition for their donation. Now is also the time to discuss the type of recognition the donor may expect. You should be aware of how Ducks recognizes gifts (please discuss this with staff beforehand). Yes, but at a different level In some cases the donor may agree to make a gift but at a different level than that requested. Again, express your thanks, and have them complete the pledge form. Maybe There are number of potential maybe answers.the prospect may wish the opportunity to consider the request with input from their spouse, family or others.they may simply wish some time to consider the proposal. Should this occur, thank them for meeting with you and for entertaining your proposal. Gently ask if there is any further information you can provide and let them know that you are available to answer any questions they may think of. It is always a good idea to establish a time to follow-up, and the best type of follow-up is done through a face-to-face meeting.this is all part of the cultivation process. No Giving is an individual and highly personal decision.we have no way of knowing, nor should we know, the financial health or personal priorities of our prospects. If you receive a no, please thank the prospect and ask if they would consider a token gift at any level. Resources We have created a number of resources that you will find helpful in preparing for your meeting. The following are available under Chapter Materials in the volunteer area of our website at 1. Wetlands for Tomorrow brochure: this pdf file provides general information about the campaign. 2. General Letter Sample: can help build a general letter to introduce yourself and the campaign, be an initial step in setting up a meeting, etc. 3. Major Gift Proposal Sample - can help develop a tailored proposal. 4. How to Ask Form - a handy checklist that will ensure you are ready to make an ask. 5. Pledge Forms - there are both individual and corporate pledge forms to help you write up and submit the pledge. Also available are planned giving scenarios, tax saving charts, an assortment of Wetlands for Tomorrow case for support documents, a full color brochure, presentation folders, powerpoint presentations and fact sheets. Ask your FM or DM if you would like to use any of these. Do Not Press for an Immediate Decision It is usually best not to push a prospect into a decision. In fact, your prospect may wish to consult with family members or advisors before making a final decision which is why they have been provided with a written proposal. Your visit is aimed primarily at providing information, stimulating interest, presenting the proposal, and laying the foundation for a thoughtful and proportionate gift. Page 4

5 Potential Tax Advantages Assume that all prospective donors will support the campaign because of their belief in Ducks and our mission. Gifts can provide income tax benefits, but these are often not the primary motivator in a donor s decision to make a gift.we wish to convey to the donor that all gifts made to the campaign are eligible for an official charitable receipt that may provide a tax benefit. Again, it is usually best to avoid trying to be an expert.tax benefits are specific to an individual s circumstances.the best advice you can give is to direct the donor to his or her own tax expert.again, staff can provide advice on how to effectively convey this recommendation. Confidentiality It will be important to indicate to your prospect that your discussions will be kept in confidence. Per s privacy policy, individual giving information must be kept private.at no time should someone s giving decision, positive or negative, be discussed with anyone beyond our Fundraising or Development staff. Contact Information If you have any questions or concerns regarding major gift solicitation please do not hesitate to give your Fundraising Manager or Development Manager a call. National Contact for Fundraising: Perry McCormick Phone 1 (403) National Contact for Development: Frank Viti phone: 1 (204) Anything Else? YES! Be patient Be persistent Be aware you are playing an important role... Be someone who works with staff and other volunteers to be successful /JB Page 5

Employee Campaign Coordinator Manual. Tips, Tools, Techniques

Employee Campaign Coordinator Manual. Tips, Tools, Techniques Employee Campaign Coordinator Manual Tips, Tools, Techniques United Way of Greater Moncton and Southeastern New Brunswick History of the United Way The United Way of Greater Moncton and Southeastern New

More information

free to breathe FUNDRAISING TIPS FUNDAMENTALS

free to breathe FUNDRAISING TIPS FUNDAMENTALS & free to breathe FUNDRAISING TIPS FUNDAMENTALS TABLE OF CONTENTS pg. 3 Steps for Fundraising pg. 4 Enhance Fundraising Efforts Seven Ways to Boost Your Fundraising Efforts One-A-Day: How to Raise $100

More information

YMCA CAMPAIGNER HANDBOOK

YMCA CAMPAIGNER HANDBOOK 1 YMCA CAMPAIGNER HANDBOOK TABLE OF CONTENTS INFORMATION PAGE Introduction 3 Campaigner Responsibilities 4 Donor Prospect Development 5 Campaign Success Tips 6 Steps/Script For Solicitation 7 Filling Out

More information

Fundraising and Sponsorship Policy MUSEUM STRATHROY-CARADOC

Fundraising and Sponsorship Policy MUSEUM STRATHROY-CARADOC Fundraising and Sponsorship Policy MUSEUM STRATHROY-CARADOC 1. INTRODUCTION As a non-profit organization, Museum Strathroy-Caradoc is always actively looking for ways to fundraise and gain sponsorship.

More information

SAF Planned Giving Instrument Descriptions and FAQ s

SAF Planned Giving Instrument Descriptions and FAQ s SAF Planned Giving Instrument Descriptions and FAQ s The Society of American Foresters has a number of planned giving instruments available which provide a means for members and their families to financially

More information

Fundraising Policies Suite Special Olympics Ontario

Fundraising Policies Suite Special Olympics Ontario Fundraising Policies Suite Special Olympics Ontario SOO Fundraising Policies Suite Page 1 Table of Contents Introduction... 1 Ethical Fundraising... 1 Fundraising Solicitations... 1 Treatment of Donors

More information

Capital Campaign Clinic

Capital Campaign Clinic ANNUAL MEETING HANDOUT Capital Campaign Clinic A team of consultants and practitioners shared stories from successful capital campaigns, with break-out sessions addressing approaches to the Planning, Quiet,

More information

AGE of Central Texas Gift Acceptance Policy and Procedure

AGE of Central Texas Gift Acceptance Policy and Procedure AGE of Central Texas Gift Acceptance Policy and Procedure AGE of Central Texas (legal name: Austin Groups for the Elderly) welcomes outright gifts and future gift commitments that are consistent with its

More information

Will Planning Guide. The spirit of humanity. from one generation to another. Canadian Red Cross

Will Planning Guide. The spirit of humanity. from one generation to another. Canadian Red Cross Will Planning Guide The spirit of humanity from one generation to another Canadian Red Cross Terms of Reference Executor Somebody named in a will or appointed by a court to carry out instructions contained

More information

Bridgepoint Health Foundation

Bridgepoint Health Foundation POLICY: Gifts to the Foundation must align with the Mission, Vision, Values and priorities of the Foundation and the Hospital. The Foundation reserves the right to decline a gift that does not meet these

More information

Review the event guidelines: 2. Register your event:

Review the event guidelines: 2. Register your event: Event Guidelines 1. Review the event guidelines: We appreciate your desire to support Piedmont Healthcare and want your event to be a success! Based on best practice ideas, we have prepared event guidelines

More information

DONOR MANUAL. Mission & History Contact Information. Donor Advised Accounts

DONOR MANUAL. Mission & History Contact Information. Donor Advised Accounts Contents DONOR MANUAL Mission & History Contact Information Donor Advised Accounts -What They Are -Advantages of PAAF Donor Advised Funds -How They Work -Fund Levels and Incentives -Fees -Online Account

More information

Major Donor Development: 101

Major Donor Development: 101 101 U n d e r s ta n d i n g & C u lt i vat i n g R e l at i o n s h i p s w i t h M a j o r D o n o r s As harsh as it sounds, no one cares about your needs. Every nonprofit organization on the planet

More information

Be Santa this Christmas. just Be-Claus

Be Santa this Christmas. just Be-Claus 1 Be Santa this Christmas. just Be-Claus Event and Fundraising Kit 2 Be a part of a century-old legacy has been raising money for more than a century to help provide underprivileged children with a gift

More information

This policy applies to all departments and individuals involved in the Campaign for Carleton.

This policy applies to all departments and individuals involved in the Campaign for Carleton. Policy Name: Originating/Responsible Department: Approval Authority: Date of Original Policy: Last Updated: March 2010 Campaign Policy University Advancement Senior Management Committee Mandatory Revision

More information

possible. If page. 3. Once a project projects will University reserves the policies.

possible. If page. 3. Once a project projects will University reserves the policies. Student Organiz zation Crowdfunding Colonial Crowdfunding harnesses the power of social media and the GW community of students, alumni, parents, faculty, staff, and friends to provide visibility for, andd

More information

Sample questions for a development audit

Sample questions for a development audit 12-00 Sample questions for a development audit These questions demonstrate the scope of issues you should consider if you want to evaluate your fund development program. Often a development audit is conducted

More information

Donor-Advised Fund. Policies and Guidelines

Donor-Advised Fund. Policies and Guidelines Donor-Advised Fund Policies and Guidelines New Jersey Health Charitable Gift Fund 120 Albany Street Tower II, Suite 850 New Brunswick, NJ 08901 (908) 315-5870 Introduction Thank you for your interest in

More information

Securing your Hook A Kid On Golf Sponsorships

Securing your Hook A Kid On Golf Sponsorships Securing your Hook A Kid On Golf Sponsorships Fundraising is a very integral part of being able to provide a Hook A Kid On Golf program that meets and exceeds the expectations of your participants. The

More information

Thank you again. We are grateful for your commitment to University Hospitals Kingston Foundation.

Thank you again. We are grateful for your commitment to University Hospitals Kingston Foundation. SUPPORTING Hotel Dieu Hospital Kingston General Hospital Providence Care WELCOME thank you for wanting to share your time and energy to help make a difference in the life of a patient. We are pleased that

More information

Giving Today to Guarantee Tomorrow: Charitable Gifts of Life Insurance

Giving Today to Guarantee Tomorrow: Charitable Gifts of Life Insurance Giving Today to Guarantee Tomorrow: Charitable Gifts of Life Insurance A gift of life insurance can represent a substantial future gift to a favorite charity at relatively little cost to you. Table of

More information

6 Simple Steps to Results-Driven Marketing Campaigns. A Guide to Effective and Affordable Marketing for Nonprofit Organizations

6 Simple Steps to Results-Driven Marketing Campaigns. A Guide to Effective and Affordable Marketing for Nonprofit Organizations 6 Simple Steps to Results-Driven Marketing Campaigns A Guide to Effective and Affordable Marketing for Nonprofit Organizations 6 Simple Steps to Results-Driven Marketing Campaigns As a nonprofit professional,

More information

Direct mail principles: 101

Direct mail principles: 101 Direct mail principles: 101 D o e s D i r e c t M a i l S t i l l W o r k? When it comes to communicating with donors both current and prospective it s hard to know the best course of action to take to

More information

Fundraising Policies. April 2013. APPROVED BY UHKF BOARD: June 4 th, 2013

Fundraising Policies. April 2013. APPROVED BY UHKF BOARD: June 4 th, 2013 Fundraising Policies April 2013 APPROVED BY UHKF BOARD: June 4 th, 2013 1 Table of Content Introduction 3 Ethical Fundraising 3 Fundraising Solicitations 3 Treatment of Donors and Donor Information 4 Payment

More information

Real Estate Gifts. Major and Planned Gifts Fact Sheets

Real Estate Gifts. Major and Planned Gifts Fact Sheets Real Estate Gifts A primary residence, vacation home, farm, or undeveloped lot often represents a major asset that may be used to make a substantial charitable gift. Particularly in the case of greatly

More information

GOOD LAND TRUST Fundraising Plan

GOOD LAND TRUST Fundraising Plan GOOD LAND TRUST Fundraising Plan OVERVIEW OF THE FUNDRAISING PLAN Background The Good Land Trust is a land trust working in Ecotopia actively protecting natural resources and the open landscapes that define

More information

University Advancement 2012-2017

University Advancement 2012-2017 University Advancement Strategic Plan 2012-2017 University Advancement Strategic Plan 2012-2017 Mission Statement University Advancement builds a compelling case for choice and support of Eastern Washington

More information

Building a Fund Development Model in Your Nonprofit Organization

Building a Fund Development Model in Your Nonprofit Organization Building a Fund Development Model in Your Nonprofit Organization With over 80,000 registered charities and another 80,000 nonprofit entities seeking donations each year, it is little wonder that Canadians

More information

Thanks... Community Fundraising helping us help others

Thanks... Community Fundraising helping us help others helping us help others Thanks... We re very grateful to all our supporters who embark on community fundraising projects for MSF Australia. As an independent emergency medical aid organisation, we rely

More information

Planning for Successful Fundraising. Michael J. Worth June 12, 2013

Planning for Successful Fundraising. Michael J. Worth June 12, 2013 Planning for Successful Fundraising Michael J. Worth June 12, 2013 Today s Agenda Philanthropy overview Understanding donor motivations The fundraising process The fundraising team Fundraising strategies

More information

Columbus Metropolitan Library Foundation Gift Acceptance Policy. Introduction

Columbus Metropolitan Library Foundation Gift Acceptance Policy. Introduction Columbus Metropolitan Library Foundation Gift Acceptance Policy Introduction Columbus Metropolitan Library Foundation (the Foundation ) is an organization recognized as exempt from federal income taxation

More information

No One is Too Busy for the Human Race

No One is Too Busy for the Human Race No One is Too Busy for the Human Race If you only have 2 hours a week Find two to five people who will get out there and tell people about your group and collect pledges. One or two good askers can do

More information

Jewish Family and Children s Service of Minneapolis. Guide to Giving Opportunities

Jewish Family and Children s Service of Minneapolis. Guide to Giving Opportunities Jewish Family and Children s Service of Minneapolis Guide to Giving Opportunities Donor Directed Support JFCS has a budget of nearly $8.5 million. Donor directed support totals just over $2.2 million.

More information

DEVELOPING A FUNDRAISING PLAN: CORPORATE FUNDING. Background

DEVELOPING A FUNDRAISING PLAN: CORPORATE FUNDING. Background DEVELOPING A FUNDRAISING PLAN: CORPORATE FUNDING Background The primary goal of corporations and businesses is to generate profits. Increasingly, corporate executives and business owners are identifying

More information

WHAT YOU NEED TO KNOW. Annual Reports

WHAT YOU NEED TO KNOW. Annual Reports WHAT YOU NEED TO KNOW Annual Reports January 2008 Annual Reports An annual report is your foundation s report to the community a year-end summary of your activities, a record of grants and issues funded,

More information

Campaign in a Day. e) Share your plan with senior management and union leaders (if applicable) to obtain early buy-in.

Campaign in a Day. e) Share your plan with senior management and union leaders (if applicable) to obtain early buy-in. CAMPAIGN IN A DAY Campaign in a Day Whatever you do for a United Way campaign in your workplace, your efforts will have a tremendous impact for the one in three people in our community that count on your

More information

How to Ask for Major Gifts

How to Ask for Major Gifts How to Ask for Major Gifts For most people, asking for money is very difficult. Fear of rejection can make people so uncomfortable that they simply cannot bring themselves to ask even if they re committed

More information

Ten steps to error free receipting

Ten steps to error free receipting Ten steps to error free receipting 1 Importance of receipting A significant benefit of being a registered charity is the ability to issue official donation receipts to donors supporting your charity Your

More information

Sample Financial Policies

Sample Financial Policies This document includes examples of one organization s (disguised as ABC) financial policies related to gift acceptance, expenditures, disbursements and investments. The samples may help other organizations

More information

Community Event Planning Guide Steps To A Successful Fundraising Event

Community Event Planning Guide Steps To A Successful Fundraising Event Community Event Planning Guide Steps To A Successful Fundraising Event Table Of Contents About Joseph Brant Hospital & Foundation Steps to a Successful Event Step 1 Brainstorm Step 2 Develop a Plan, Create

More information

DATA AND USER ACCESS POLICIES

DATA AND USER ACCESS POLICIES Contents UNIVERSITY OF CHICAGO ALUMNI & DEVELOPMENT DATABASE (GRIFFIN) DATA AND USER ACCESS POLICIES Approved by the Griffin Steering Committee 2/1/07 What is Griffin? Griffin Policies & Procedures Your

More information

Chapter 4. Conducting Provider Outreach: The 1 2 3 Approach

Chapter 4. Conducting Provider Outreach: The 1 2 3 Approach Chapter 4 Conducting Provider Outreach: The 1 2 3 Approach 39 4. CONDUCTING PROVIDER OUTREACH: THE 1 2 3 APPROACH In This Section This section reviews the three basic steps for reaching out to PCPs and

More information

Reports and KPIs Guide

Reports and KPIs Guide Reports and KPIs Guide 012511 Enterprise CRM, version 2.9 US 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or

More information

The Royal Ottawa Foundation for Mental Health Event Fundraising Toolkit

The Royal Ottawa Foundation for Mental Health Event Fundraising Toolkit The Royal Ottawa Foundation for Mental Health Event Fundraising Toolkit Table of Contents 1. Impact 2. How The Royal Foundation Can Help 3. Hosting an Event 4. Promotion 5. Online Fundraising 6. Event

More information

Development Policies and Procedures. Fundraising Policies and Procedures

Development Policies and Procedures. Fundraising Policies and Procedures Development Policies and Procedures Purpose: The purpose of this policy is to: Establish procedures for all fundraising on behalf of Habitat for Humanity of Greater Baton Rouge(HFHGBR) Establish guidelines

More information

Keyworker Guide 2015 Combined Federal Campaign of the National Capital Area www.cfcnca.org

Keyworker Guide 2015 Combined Federal Campaign of the National Capital Area www.cfcnca.org Keyworker Guide 2015 Combined Federal Campaign of the National Capital Area www.cfcnca.org CFC contributors make it possible for me to maintain my independence. Dear Keyworker: Congratulations on being

More information

Moving from Major Donors to Mega Donors. Bob Carter October 29, 2014 AFP Western PA Chapter

Moving from Major Donors to Mega Donors. Bob Carter October 29, 2014 AFP Western PA Chapter Moving from Major Donors to Mega Donors Bob Carter October 29, 2014 AFP Western PA Chapter Basic Fundraising Facts Fundraising is both an art and a science Spend 90% of effort on top 10% of prospects People

More information

How to Hold Great Fundraising Events A Step by Step Guide. By Joe Garecht

How to Hold Great Fundraising Events A Step by Step Guide. By Joe Garecht How to Hold Great Fundraising Events A Step by Step Guide By Joe Garecht 2010 by Joe Garecht. All rights reserved. This e-book is protected by U.S. and international copyright law. You may not sell or

More information

Development Strategy Overview. Jake Bland Vice President of Development & Marketing Youth For Christ USA April 23, 2015

Development Strategy Overview. Jake Bland Vice President of Development & Marketing Youth For Christ USA April 23, 2015 Development Overview Jake Bland Vice President of Development & Marketing Youth For Christ USA April 23, 2015 Three objectives: 1) Strategic overview of the pipeline and how it will be used 2) What should

More information

Community Fundraising Event Application Package

Community Fundraising Event Application Package Our Mission To provide the finest pediatric health services available to all Alabama children. Our Vision A better childhood for all Alabama children. Children s Hospital Our Values Compassion, commitment,

More information

Go Red for Women: Fundraising Guide

Go Red for Women: Fundraising Guide Go Red for Women: Fundraising Guide Thank you for volunteering your time to help raise vital funds for the Heart Foundation. Did you know heart disease is the No. 1 killer of Australian women? Together,

More information

United Way Campaign Guide Executive Summary for Employee Campaign Managers

United Way Campaign Guide Executive Summary for Employee Campaign Managers United Way Campaign Guide Executive Summary for Employee Campaign Managers PREPARE FOOD Meet with your CEO Recruit your Campaign Team Learn about United Way and the community s Agenda for Change PLAN Analyze

More information

www.simonejoyaux.com An orientation and training tool for your solicitors Asking for gifts personally, face-to-face

www.simonejoyaux.com An orientation and training tool for your solicitors Asking for gifts personally, face-to-face www.simonejoyaux.com An orientation and training tool for your solicitors Asking for gifts personally, face-to-face The mantra: The right solicitor asking the right prospect/donor for the right project

More information

Improve your prospects

Improve your prospects Make a case for life insurance Improve your prospects Allianz Life Insurance Company of North America M-5191 Discover how you can help expand your client base and close more sales. If regular prospecting

More information

Key-Worker Guide. There are 4 essential steps in helping to encourage people to give to the Combined Federal Campaign:

Key-Worker Guide. There are 4 essential steps in helping to encourage people to give to the Combined Federal Campaign: Key-Worker Guide As a Key-Worker, you're in a unique position. You'll have the responsibility of collecting money that will help support more than 2,000 charities helping millions of people throughout

More information

DEVELOPING A FUNDRAISING PLAN: MAJOR INDIVIDUAL DONORS. Background

DEVELOPING A FUNDRAISING PLAN: MAJOR INDIVIDUAL DONORS. Background Background DEVELOPING A FUNDRAISING PLAN: MAJOR INDIVIDUAL DONORS Because individuals do not have to make contributions and, by law, do not need to disclose information about their gifts publicly, raising

More information

Internet Video Campaigns for NonProfits:

Internet Video Campaigns for NonProfits: Internet Video Campaigns for NonProfits: How to Use the Power of Video and the Reach of the Internet to Grow Your Donor Base and Engage Your Community by Catie Foertsch Yes! MediaWorks In this new world

More information

Employee Campaign Coordinator (ECC) Handbook. Be the One. It takes just one person to change one life.

Employee Campaign Coordinator (ECC) Handbook. Be the One. It takes just one person to change one life. It takes just one person to change one life. Employee Campaign Coordinator (ECC) Handbook How to Be the ONE at your company that leads a great LIVE UNITED Campaign Be the One. unitedwaycassclay.org Be

More information

Taking the Fear Out of Numbers: The Dollars and Sense of your Donations. Agenda 08/11/2013. Heather Young and Samantha Zimmerman

Taking the Fear Out of Numbers: The Dollars and Sense of your Donations. Agenda 08/11/2013. Heather Young and Samantha Zimmerman Taking the Fear Out of Numbers: The Dollars and Sense of your Donations Heather Young and Samantha Zimmerman Agenda The Sitch Defining Terms financial and fundraising Tax Receipting Processes Accounting

More information

How to Develop a Fund Raising Plan

How to Develop a Fund Raising Plan How to Develop a Fund Raising Plan By Co-Founders and Principals Stonehill Consulting Group, LLC There is no single right way to create a fund raising plan for your nonprofit organization. Every nonprofit

More information

Charitable Solicitation:

Charitable Solicitation: Charitable Solicitation: The Legal Issues Around Asking and Thanking Donors January 23, 2013 Robyn Miller, Staff Attorney Pro Bono Partnership of Atlanta 1 Mission of Pro Bono Partnership of Atlanta: To

More information

INTERVIEW TIPS PREPARING FOR INTERVIEWS

INTERVIEW TIPS PREPARING FOR INTERVIEWS INTERVIEW TIPS PREPARING FOR INTERVIEWS These pre-interview essentials could make the difference between your next career step or a career full stop! Make sure you know the exact address and time of the

More information

Royal Military Colleges Foundation

Royal Military Colleges Foundation Royal Military Colleges Foundation Planned Giving Your Colleges ~ Their Future The 1876 Society The 1876 Society recognizes those who have included RMC in their estate planning by means of leaving a Planned

More information

Staging Estate Planning Seminars

Staging Estate Planning Seminars Staging Estate Planning Seminars Charities sponsor estate-planning seminars because they have the advantage of providing face-toface communication between the nonprofit sponsor and its supporters on a

More information

Internet Marketing Assessment Responses

Internet Marketing Assessment Responses Internet Marketing Assessment Responses White paper Internet Marketing Assessment Responses introduction nprofits face increasing competition for support every day. Fortunately, the Internet offers unparalleled

More information

SPONSORSHIP OPPORTUNITIES. Miracle Marathon. Thursday, May 26 Friday, May 27, 2016

SPONSORSHIP OPPORTUNITIES. Miracle Marathon. Thursday, May 26 Friday, May 27, 2016 SPONSORSHIP OPPORTUNITIES Miracle Marathon Thursday, May 26 Friday, May 27, 2016 Why your support matters Kids deserve the best, and at Children s Hospital of Wisconsin we are doing everything in our power

More information

Communications and Stakeholder Engagement. Created in Partnership between the Forum of Regional Associations of Grantmakers and TCC Group

Communications and Stakeholder Engagement. Created in Partnership between the Forum of Regional Associations of Grantmakers and TCC Group Communications and Stakeholder Engagement Created in Partnership between the Forum of Regional Associations of Grantmakers and TCC Group Outline of Presentation I. Introduction II. The Value of Communicating

More information

Creating a Major Donor Campaign

Creating a Major Donor Campaign Creating a Major Donor Campaign a social VELOCITY step-by-step guide What is a Major Donor? Major donors are individuals, foundations or corporations whose gifts to a nonprofit are solicited and stewarded

More information

Squadron Fundraising Guide Basic information to help squadrons with a fund development program

Squadron Fundraising Guide Basic information to help squadrons with a fund development program 1 Squadron Fundraising Guide Basic information to help squadrons with a fund development program Prepared by: Unknown Updated by: Marie Vogt Chief of Development CAP National Headquarters, March 2009 2

More information

Assessing Organizational Readiness for Fundraising From Non-Grant Sources

Assessing Organizational Readiness for Fundraising From Non-Grant Sources Assessing Organizational Readiness for Fundraising From Non-Grant Sources While many organizations have a history of successful fundraising from grant sources, they often seek to diversify their funding

More information

Charitable Solicitations Questionnaire

Charitable Solicitations Questionnaire BBB Serving Western Michigan Educational Foundation 2627 E Beltline Ave SE, Ste 320 Grand Rapids, MI 49546 616-774-8236 www.westernmichigan.bbb.org Charitable Solicitations Questionnaire Contact information

More information

La Prensa Foundation, Inc.

La Prensa Foundation, Inc. 18th Annual Diamond Awards Gala 6:00 PM Reception Silent Auction 7:00 PM Dinner 40 ress 8:00 PM Program 9:00 PM Conclusion EDUCATION SCHOLARSHIP EDUCATION SCHOLARSHIP EDUCATION Master of Ceremonies LA

More information

Third Party Event Registration

Third Party Event Registration Third Party Event Registration Formerly Children s Care Hospital and School and South Dakota Achieve Thank you for your interest in LifeScape. We appreciate your support and generosity. It is because of

More information

Protecting Against Financial Abuse. A guide for older Albertans, their families and friends

Protecting Against Financial Abuse. A guide for older Albertans, their families and friends Protecting Against Financial Abuse A guide for older Albertans, their families and friends Reprint September 2013 It can happen to anyone Financial abuse is one of the most frequently reported types of

More information

BEST PRACTICE GUIDE: CORPORATE ENGAGEMENT

BEST PRACTICE GUIDE: CORPORATE ENGAGEMENT BEST PRACTICE GUIDE: CORPORATE ENGAGEMENT How do sports-based youth development (SBYD) programs identify and work with corporate partners? How are corporate volunteers engaged? The following is a brief

More information

Why do we need Fundraising Software?

Why do we need Fundraising Software? Why do we need Fundraising Software? By Cascade Data Solutions We have very few donors. We can manage a list in Excel. We have QuickBooks for Nonprofits. We don t have the funds in our budget to purchase

More information

From Excel Spreadsheet to Donor Database

From Excel Spreadsheet to Donor Database From Excel Spreadsheet to Donor Database Donor cultivation is the key to sustainability for any nonprofit organization. One of the best ways to maximize donations is by properly cultivating current and

More information

Action Plan PLAN D ACTION 2015

Action Plan PLAN D ACTION 2015 Action Plan PLAN D ACTION 2015 2015 Our mission Leave a Legacy Tm Québec is the provincial wing of the national Leave a Legacy TM program. Implemented by the Canadian Association of Gifts Planners (CAGP),

More information

SAMPLE Gift Acceptance Policies and Procedures for Annual Fundraising

SAMPLE Gift Acceptance Policies and Procedures for Annual Fundraising SAMPLE Gift Acceptance Policies and Procedures for Annual Fundraising A. Cash Gifts and Pledges 1. Unrestricted Gifts of Cash Gifts given without restriction on the use of the gift. a) Unrestricted gifts

More information

Frequently Asked Questions & Helpful Tips

Frequently Asked Questions & Helpful Tips What can I do throughout the community? Create a fundraising goal and start a digital fundraising page Double your donations with the Dell Make a Difference Matching Program Support, learn and connect

More information

IS NOW THE FUTURE. Moving Donors UP The Giving Pyramid. JANN SCHULTZ, Operation Smile ANGEL A. ALOMA, Food For The Poor MARK RHODE, Russ Reid

IS NOW THE FUTURE. Moving Donors UP The Giving Pyramid. JANN SCHULTZ, Operation Smile ANGEL A. ALOMA, Food For The Poor MARK RHODE, Russ Reid THE FUTURE IS NOW STRATEGIES & TECHNIQUES FOR INTEGRATED PROGRAMS Moving Donors UP The Giving Pyramid JANN SCHULTZ, Operation Smile ANGEL A. ALOMA, Food For The Poor MARK RHODE, Russ Reid The problem we

More information

Donation or Sponsorship? Know the Rules, Reap the Rewards

Donation or Sponsorship? Know the Rules, Reap the Rewards IMAGINE CANADA AND VOLUNTEER CANADA 2011 CANADIAN BUSINESS & COMMUNITY PARTNERSHIP FORUM & AWARDS Montebello June 9, 2011 Donation or Sponsorship? Know the Rules, Reap the Rewards By Terrance S. Carter,

More information

CHARITABLE GIFT ANNUITY. Guarantee an income for life.

CHARITABLE GIFT ANNUITY. Guarantee an income for life. CHARITABLE GIFT ANNUITY Guarantee an income for life. You shall take You shall take some of the first of all the fruit of the ground and you shall put it in a basket and go to the place that the lord your

More information

Survey of Online Fundraisers, Sponsors, and Donors Summary of Responses

Survey of Online Fundraisers, Sponsors, and Donors Summary of Responses Survey of Online Fundraisers, Sponsors, and Donors Summary of Responses JustGiving teamed up with researchers at Bristol University (UK), Warwick University (UK), and McMaster University (Canada) to conduct

More information

Standard of Electronic Fundraising Practice

Standard of Electronic Fundraising Practice Standard of Electronic Fundraising Practice The Standard of Electronic Fundraising Practice provides practical guidelines for FINZ members for best practice for conducting electronic fundraising activities,

More information

Policy: Campus Fundraising

Policy: Campus Fundraising Policy: Campus Fundraising CITATION REFERENCE Official Title: Campus Fundraising Policies and Procedures Abbreviated Title: None Volume: CCGA Policies Responsible Office: Advancement Office Originally

More information

Fundraising and Awareness Planning Guide

Fundraising and Awareness Planning Guide Fundraising and Awareness Planning Guide Thank you for your interest in becoming a fundraising and awareness partner with The Breast Cancer Society, Inc. Your efforts are appreciated and needful. It is

More information

Make a difference in your local or national community!

Make a difference in your local or national community! We are passionate about giving back to our community with socially responsible commerce that enables businesses to start or expand their charitable giving without interruption or cost CHARITY SuitePay

More information

Secrets to Fundraising Success with Individual Donors

Secrets to Fundraising Success with Individual Donors Secrets to Fundraising Success with Individual Donors Individual Giving 101 USA CHARITABLE GIVING IN 2013 $335.17 BILLION TOTAL CONTRIBUTIONS LISTED BY SOURCE (IN BILLIONS OF DOLLARS ALL FIGURES ARE ROUNDED)

More information

Building Your Annual Giving Program. Introductions. Some Types of Fundraising Programs

Building Your Annual Giving Program. Introductions. Some Types of Fundraising Programs Building Your Annual Giving Program Annual Fund Advisory Committee Training November 5, 2010 Lincoln, NE Introductions Your Name Your Affiliated Fund Why you care about your affiliated fund (no more than

More information

CWAG WINTER DINNER. December 2, 2014 DEAR CWAG COLLEAGUE

CWAG WINTER DINNER. December 2, 2014 DEAR CWAG COLLEAGUE DEAR CWAG COLLEAGUE On behalf of the Conference of Western Attorneys General, we announce an upcoming event, the Dinner with the Attorneys General, scheduled for Tuesday, in Fort Lauderdale, Florida. We

More information

2015 State Employee Combined Appeal. Agency Coordinator s Guide

2015 State Employee Combined Appeal. Agency Coordinator s Guide 2015 State Employee Combined Appeal Agency Coordinator s Guide 1 Thank you for serving as an agency coordinator for the 2015 SECA campaign! Agency coordinators play a pivotal role in managing the campaign

More information

Campaign Tool Kit. Change is possible. You can help. United Way of Central New Mexico

Campaign Tool Kit. Change is possible. You can help. United Way of Central New Mexico Campaign Tool Kit Change is possible. You can help. United Way of Central New Mexico Planning and Running Your Campaign Table of Contents p. 2 Role of Employee Campaign Manager p. 3 10 Steps to Success

More information

ioby s Secret Ingredient for Success: Match Campaigns

ioby s Secret Ingredient for Success: Match Campaigns This is a 10 step guide to recruiting companies to support your ioby project. But before you get started, we would like to share our secret ingredient: match compaigns. ioby s Secret Ingredient for Success:

More information

by John Roland Director of Alumni Services & Student Success Email: jroland@lru.edu or Twitter: luther_rice

by John Roland Director of Alumni Services & Student Success Email: jroland@lru.edu or Twitter: luther_rice by John Roland Director of Alumni Services & Student Success Email: jroland@lru.edu or Twitter: luther_rice FOLLOW THE PLAN Steering Committee Volunteer Recruitment Prospect & Evaluation Education Kick

More information

CAMPAIGN G CAMP UIDE AIGN G

CAMPAIGN G CAMP UIDE AIGN G CAMPAIGN GUIDE Thank you for serving as a Combined Federal Campaign (CFC) Coordinator or Keyworker for your command or agency. You make possible a remarkable campaign that raises millions of dollars to

More information

May hope be the guiding light that brings your that brings your child home. May hope be the guiding light th

May hope be the guiding light that brings your that brings your child home. May hope be the guiding light th May hope be the guiding light that brings your light that brings your child home. May hope be the guiding ligh hope be the guiding light that brings your child ho May hope be the guiding light tha May

More information

Introducing Charitable Gift Annuities

Introducing Charitable Gift Annuities Introducing Charitable Gift Annuities GIVE. RECEIVE. RECEIVE. RECEIVE. Giving through a Charitable Gift Annuity (CGA) allows you to arrange a generous gift to your community, while providing you with a

More information

Standard of Overseas Aid Fundraising Practice

Standard of Overseas Aid Fundraising Practice Fundraising Practice The provides practical guidelines for FIA members for best practice for conducting Oveseas Aid Fundraising Activities within an ethical framework. The Standard provides guidelines

More information

Charitable Fund-raising

Charitable Fund-raising Charitable Fund-raising This publication is intended to provide general information only and is not a substitute for legal advice. Contents Page RULES FOR CHARITABLE ORGANIZATIONS AND Fund-raising BUSINESSES

More information