Specific Bequest: A gift of assets such as home, land, money, shares, art (with tax benefits), or cars.

Transcription

1

2 Types of Bequests Specific Bequest: A gift of assets such as home, land, money, shares, art (with tax benefits), or cars. Residual Bequest: After providing for family and friends and paying all debts, the remainder of your Estate can be left to Guide Dogs. Proportional Bequest: Where the nominated gift is a percentage of the Estate (e.g. 25%). Alternative Bequest: In the unlikely event that your beneficiaries don't survive you, you may wish to leave your Estate to Guide Dogs. If you choose to leave a gift in your Will to Guide Dogs our bequest wording may be useful for you, your solicitor or trustee company. Please contact our Planned Giving team on (02) for our "Form of Bequest" and please remember to use our full legal name: Guide Dogs NSW/ACT.

3 Even in your annual reports

4

5

6 The OC Donations Online Facility: The Australian Giving Centre Younger donors Double the amount of other donations (average $125) Attracting donors to the hub as well as the organisations Adding to the data base Another source of marketing for donations supported by Westpac

7

8 Pillar Number 4: Community Events Pillar

9 Community Events Community events should be fun and if the aim is to make money, make sure that they make money.

10 The Event Timeline Idea Planning Setup E V E N Feasibility Implementation T Closure

11 The Community Event Business Plan Aim in dollars Revenue Costs Expenditure Increasing profit

12 Volunteer Burnout Equation You need to weigh up how mch return you get from your events not just on "profit but also against your effort. e.g. (50 people *40 hours input each = 2000hrs * $15=$30,000) Depending on your return volunteers will be doing this calculation in their mind and evaluating the rate on return

13 If your events are for celebrating aim for break even if not plan for them to make money Even accounting for the social capital factor

14 Pillar Number 5: Community Partnerships

15 Community Partnerships with Business: The Mix Business as a Collection Point Volunteering In-kind Donations Pro-bono or Discounted Services Sponsorship Skills and Knowledge Mentoring Sharing/Donation of premises and other Infrastructure Employment/Work Experience Community Involvement Programs Monetary Donations Scholarships & Awards

16 Forming Partnerships The Benefits Projects and achievements Improved Morale Increased knowledge and skills Profile and Influence Depending on your organisation there is an opportunity to develop alternative paths

17 Hot Tip 1: Who are you Going to Ask? How do you identify targets? Know them, do your homework. - use the web - find out names be personal! What is the Approach?

18 What Business is Looking For What s the business case? Team up with other partners Broad benefits are attractive Sharing the learnings Who else will benefit? Don t just rely on the business What else can you offer?

19 What Alcoa is Looking For Alcoa needs a social licence To operate most big businesses need this Values match Building capacity so you don t need us Benefitting as many people as possible Employee involvement Skills transfer Evidence of a real partnership, not a sponsorship We LOVE metrics!

20 Hot Tip 2 It s all about bucks kid the rest is conversation Gordon Gecko, Wall Street. Don t begin the relationship by asking for money

21 Hot Tip 3: What is Key to Your Sustainability Are you still going to be there in one year s time? Trust me????

22 Hot Tip 4: What Makes You Unique? Why should I help you in preference to someone else (competition)? Know what and how others are doing What can you offer?

23 What Can You Offer? Relationships are your bread and butter use your strengths What else can you offer? Profile Networking Third party endorsement Reputation Media and profile Basic media etiquette. Joint award submissions Local media is great

24 Hot Tip 5 Demonstrate your capacity to deliver what you say you will do particularly with money

25 Hot Tip 6 Let s do lunch Take time to invest in the relationship build partners (not donors) If you think you haven t got the resources DON T START

26 Hot Tip 7 I ll do lunch (but I won t sleep with you) Don t burn the partnership out

27 Hot Tip 8: Say Thanks! A thank you letter Invitations Letters of thanks from your clients A picture to frame and put in business reception (logo) think Eddie McGuire Testimonials Send the newsletter

28 Hot Tip 9 Document the partnership Who is doing what, when for how much

29 Hot Tip 10 Don t send in applications like these

30

31

32 Forming Partnerships The Start What are your values? What does your organisation need/want? Who could help? How could they help? Why would they help?

33 Values? Would your group want to be seen partnering with: Fast food? Alcohol? Gambling? Local Government? An environmental group? It is important therefore to set some ground rules upfront with your community.

34 A puff too far 3 July 2007 As smokers across England wistfully lit up in pubs for the last time on Saturday night, one group of punters were smarting at a snub from one of the UK s largest charities. Regulars at The Wheatsheaf pub in Didcot, Oxfordshire, decided to hold a smokeathon in their local to mark the final hours before the government s new anti-smoking legislation came into force on 1 July. And they wanted to rattle a tin for Cancer Research UK. But the charity did not look kindly on their methods and said it would refuse to accept the money raised at the event. In a statement the charity said: Given the immense danger to health and life which tobacco causes, Cancer Research UK, consistent with its main charitable objectives, opposes the promotion and use of tobacco in all its forms, and wishes to do everything it can to avoid links, whether direct or indirect, with the tobacco industry. We would not therefore endorse smoking as a way of fundraising and would be unable to accept funds we knew had been raised in this way. The Wheatsheaf s landlady, Christine Mooring, said: I m not quite sure how a charity can turn down donations. I can understand why they wouldn t want it it s quite hypocritical but I can t get my head round why they would turn down money. Mooring, a smoker herself who said she was hopefully planning to quit now that the new legislation had come in and she couldn t light up on the job, said the smokeathon had been a success. Although there was no competition to see who could smoke the most in a night, there were 52 raffle prizes up for grabs that helped the pub raise 225. Mooring said the pub would instead donate the money to the premature baby unit at Oxford Hospital.

35 Identify your potential partner(s) Set up a brief meeting Discuss what you have in common Broach concept of partnership Invite them to tour your org n

36 Partnership Etiquette Key contact Plan ahead Meet regularly Whole partnership concept

37 Sponsorships Marketing the message Positioning the sponsor corporates; government federal, state and local... and large NGO s who want to take their programs to the local level

38 Sponsorship is Marketing Make a list of all marketing vehicles HOW? Newsletter ( , advertising, promotion) Templates (grants, sponsors, events) Lobbying (business, councils, politicians) Media radio, press, council, websites Memberships build numbers

39 A key response is to get your message across to more people people interested in your community (what about those who have left temporarily, permanent) people interested in your issues (not just locals) people who belong/belonged (members, friends, past members) companies who sell to your community (not just products what about professional or trade services) politicians who represent your community (to inform and gain support) the media (again not just local radio, press) the internet (can gain presence and linkages)

40 Pillar Number 6: Community Business

41 Business Opportunities Does the product/activity have to fit the community group? Is there a market where the issues of equity can be addressed? Should the business be a separate entity? Are there ethical issues?

42 Case Studies Triple C Catering Claymore Roadhouse Kaniva Brisbane Examples Nundah Community Enterprise Co-operative - Parks and village maintenance, a café and catering FoodConnect - Organic food distribution direct from farm to city networks Sweet Freedom - Creating and selling music CD s from diverse communities BlackStar - Coffee cart and fair trade coffee roastery Sustainable Gardening Services - Gardening and landscaping Caboulture Community Work Co-operative - Car washing, lawn mowing, gardening and cleaning Ethical Property Maintenance - Environmental pest maintenance

43 The Business Plan When will the business break even? Will the real costs be covered? How much surplus will be reinvested in the business? Is there a business?

44 The Community Funding Centre