Lakshmi Krishnan Lisa Barr

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1

2 Lakshmi Krishnan Lisa Barr Development Officers and SVGives Co Leads Silicon Valley @SVGives

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4 Agenda Fundraising Strategy Timeline Before SVGives Day Of After SVGives Matching Grants Fundraising Administration

5 Follow Up Ask Feedback Reset Goal

6 Before SVGives

7 Before SVGives When Who How What ASAP February 15 Board members and key supporters Board members and key supporters Personal call Ask for matching grant Ask to create fundraiser page March 1 General mailing list E newsletter Notify of event March 15 Volunteers Spread the word April 1 General mailing list E newsletter Countdown excitement April 15 Past donors Personal Ask for scheduled donations May 2 General mailing list E newsletter Pre event reminder

8 Day of SVGives

9 Day of SVGives When Who How What 12:00 a.m. Followers Facebook and Twitter Announce matching grant 6:00 a.m. General mailing list blast Reminder to give 8:00 a.m. Board members template to forward Encourage outreach to networks 9:00 a.m. Followers Facebook and Twitter Thank you and progress 12:00 p.m. Community members Lunchtime event Ask to give 3:00 p.m. Followers Facebook and Twitter Thank you and progress

10 Peer Learning: Breast Cancer Emergency Fund

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12 Peer Learning: Breast Cancer Emergency Fund Facebook Razoo Fundraiser Page

13 After SVGives

14 After SVGives When Who How What May 4 6 Matching grant donors Call Thank you May 4 6 SVGives donors Thank you and recap of results May 4 6 General mailing list E newsletter SVGives results Summer/Fall General mailing list E newsletter How SVGives support helped Summer/Fall SVGives donors Event invitation November 15 General mailing list Letter Annual appeal letter December 1 General mailing list E newsletter Giving Tuesday

15 Peer Learning: Canine Companions for Independence Angie Escudero, Development Associate

16 Matching Grants

17 Fundraising What is a matching grant? Who secures a matching grant? What are the benefits? From whom can a nonprofit secure a matching grant? Administration Until when can a nonprofit secure a matching grant? How are matching grants administered? How can the matching grant be set on www. svgives.razoo.com?

18 Matching Grants What? Challenge grant, can be conditional or unconditional Minimum of $1,000 in 2016 More than one matching grant per nonprofit OK Benefits? Publicity Call to action Knowing a donation can go further Who s responsible for getting it? Individual nonprofit SVCF From Local Businesses Companies Board member Large donors

19 Feedback Market/Promote before and after Ask Board, Corporate, large/long term donors Follow Up Secure Reset Goal Meet the match!! Ride the wave!!

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21 Hello, Below please find our peer learning testimonial from our past experience with SVGives: CuriOdyssey, a nationally recognized science and wildlife center in San Mateo, found participation in the 2015 SVGives to be remarkably fruitful: not only did we triple the number of donors and quadruple funds raised compared to the prior year, but we leveraged a matching grant of $20,000 from a new donor that made a world of difference. This challenge grant was this family's first gift to CuriOdyssey. They wanted to support a cause that is close to their heart: our free and deeply subsidized classes and field trips for underserved students. SVGives created the momentum for us to leverage our donors and exceed the challenge, but futhermore, it laid a foundation for a sustaining relationship with this new donor family, who opted to join in our Capital Campaign at year's end with a significant six-figure gift. We are extremely excited to participate in the 2016 so that we may continue to strengthen our ties with our existing supporters, and forge new philanthropic relationships as well. Please feel free to let me know if you have any questions. Thanks! Tavi Haberman Development Associate

22 Secure a matching grant before April 1, 2016 Step 2 Complete the matching grants form on Send the matching grant check to SVCF Set up matching grant on the nonprofit Step 4

23 Step 2

24 Step 2

25 Setting up on Razoo Step 4

26 Step 4

27 Step 4

28 Step 4

29 Step 4

30 Resources How does Razoo s Matching Grantsfeature work FGWd1o3GHzLqEcKUDMUTRNxLhTB onor_fatigue.pdf

31 Questions

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