Small shop, big ideas, great results

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Jose Van Herpt's presentation to the 2013 Association for Healthcare Philanthropy Conference.

Transcript of Small shop, big ideas, great results

Small Shop, Big Ideas

& Great Results 10 tips to help you go from good to great

Barbara Stead-Coyle

Jose Van Herpt

AHP 2013 Regional Conference, Halifax

Your Presenter

Jose Van Herpt,

CFRE

Principal & Chief

Counsel, Good

Works

How we’re gonna do this …

Our objective today …

Small

shop?

Big ideas?

Great results?

‘Great Fundraising’ Study’

Fundraising greatness delivers the kind

of growth that is transformational for the

organization and its programs either in

scale or in content so that the

organization can multiply its societal

impact.

www.claytonburnett.com

Tip #1:

Educate your board

Tip #2:

Hire smart, train well

& empower

Right people on, wrong people off …

12

Tip #3: Set the right goal

• Be clear on what you’re

trying to do with your

pyramid

• Stabilize the base

• Grow the base

• Grow the vertical

• Be realistic

about growth

• Set long-term

direction

• Know how you

intend to

measure

success

13

The spreadsheet is your friend

14

Tip #4:

Use words &

language that

matters

TELL YOUR

STORIES

Case for

support

Key

messages

Stories

Emotion

Tip #5: •

Know your numbers

• Benchmarks/KPI’s

• Donor file size

• Average gifts & gift

frequency

• ROI

• Audit Gryphon Report

Tip #6: Donor retention

• Service

• Stewardship

• Preferences

• Accountability

• Listening

Tip #7:

Small can

be an

advantage

Tip #8: Integrate tactics

Email & Mail

Tip #9:

Look outside

of your

universe for

learning,

ideas &

inspiration

Tip #10:

Dare to

believe

Terry Fox

believed

Scott

Harrison

believes

www.charitywater.org

Time to talk about you!

www.simonejoyaux.com

www.aherncomm.com

www.sofii.org

www.fundraisingisbeautiful.com

www.theagitator.net

www.goodworksco.ca

www.sethgodin.com

www.futurefundraisingnow.com

www.grassrootsfundraising.org