Center for Leadership Development FUNDING YOUR ORGANIZATION.

Center for Leadership Development

FUNDING YOUR FUNDING YOUR ORGANIZATIONORGANIZATION


THE NEED FOR DIVERSITYTHE NEED FOR DIVERSITY

Prevent Dependence

Provide Flexibility and Creativity

Build Your Reputation


FIRST THINGS FIRST…FIRST THINGS FIRST…

Your Reputation is key—

The most important aspect of fundraising is excellent public relations, that is, ensuring that your community has a strong, positive impression of your organization

--The Complete Guide to Nonprofit Management by Smith Bucklin & Associates


Marketing and Public RelationsMarketing and Public Relations

Develop a Marketing Plan

Billboards

PSAs

Newspaper Articles and Op Eds

Pro Bono Advertising and Marketing

Public Speaking


FUNDING OPPORTUNITIESFUNDING OPPORTUNITIES

INDIVIDUALS

Direct Solicitations

Direct Mail

Special Events

Online giving

Planned Giving & Bequests



Corporate

Foundations

Sponsorships

Other creative ways



Government

Contracts for Service

Grants


FUNDING OPPORTUNITYFUNDING OPPORTUNITY

Private and Community Foundations

Family Foundations

Community Foundations

National Foundations

Public Foundations



Fee for Service

Associated for profit activities

Investments


IMPORTANT FACTORS IN RAISING $IMPORTANT FACTORS IN RAISING $

Proper Accounting

Public Awareness

Proper Record Keeping

ALWAYS THANK DONORS and KEEP in Touch

A Good Database


BOARD AND STAFF ROLESBOARD AND STAFF ROLES

Board Roles & Responsibilities

Development Committee

Outreach and Marketing

Special Events

Donors

Ambassadors

Identify Potential Donors

Make introductions

Ask


BOARD & STAFF ROLESBOARD & STAFF ROLES

ED and Staff Roles and ResponsibilitiesResearch potential donors and foundations

Support and coordinate Board efforts

Write grants

Negotiate fee for service contracts

Provide all information and donation processing and accounting

Ask (ED)


Where to Start?Where to Start?

What is in Your Strategic Plan and Budget?

Collect Needed Information

Create a Case Statement

Develop a Fund Raising Plan


Strategic PlanStrategic Plan

What do you want to accomplish?

How much money do you need to do it?

How much money do you have to do it?

Which fund raising types fit best for each need?


Budget: How Much Does It Cost?Budget: How Much Does It Cost?

Include the ENTIRE cost of the program or service!

How much do you need to raise?


What to CommunicateWhat to Communicate

What is your track record of performance?

Why are your needs urgent and compelling?

Who will benefit from my gift?

How will I know your will actually deliver what you are promising?


DIRECT DIRECT

MAIL MAIL

SOLICITATIONSSOLICITATIONS


NEEDSNEEDS

Updated, Accurate Mailing List

Adequately Designed Database

A Compelling Story

Facts to Support Your Need

A Good Writer

Board Members

Budget


The Mechanics of Direct Mail PiecesThe Mechanics of Direct Mail Pieces

Length

Format

Addressee

Signature

Handwritten Note

PS

Envelopes & Postage

Response Cards

Other


ContentContent

Personalize It

Opening Line

Tell a Story

Explain How to Alleviate the Problem

Avoid Negative Words

Give Time Frame for Donation

Ask For a Donation of a Specific Amount

Thank the Potential Donor

PS


AdministrationAdministration

THANK YOUs

Track Responses

Try Again

Thanks Again


GRANTS


Need for FundingNeed for Funding ResearchResearch FoundationsFoundations Do you meet their criteria?Do you meet their criteria?

Further Research Further Research Selected FoundationSelected Foundation

Is your Is your project a project a

good match good match with their with their funding funding

priorities?priorities?

Call the Foundation to discuss Call the Foundation to discuss your ideayour idea


The Need for FundingThe Need for Funding

What is it you are trying to fund?

Why is it important that this be funded?

How much do you need?


Initial Foundation ResearchInitial Foundation Research

What to look for: Mission/Purpose Geographic Area Served Any Other Criteria that effects eligibility

Select only those foundations whose eligibility criteria you meet


Where to Find the InformationWhere to Find the Information

Online

Guidestar

Foundation Center

Others

Your Local Library

Foundation Directories


More Research…More Research…

Check their website and 990 Funding priorities/Specific areas of interest Grants recently given to other NFPs—for

what purpose and how much? Board and Staff Members Review all forms, instructions, deadline

information, etc. Call them and discuss your ideas with them


The ConversationThe Conversation

Introduce yourself and your organization

Let them know what need you have identified and your ideas for addressing it-- ask for their feedback on it.

Ask if it is something they might consider funding


You’ve Gotten the Go AheadYou’ve Gotten the Go Ahead

Read the proposal instructions carefully and follow them

I Cover Sheet

II Narrative

III Attachments


Proposal NarrativeProposal Narrative

A. Executive Summary

B. Community Need & Target Population

C. Goals & Program Planning

D. Program Accountability


Executive SummaryExecutive Summary

1 page only Description of program/project Need Target Population Goals Services Program/project duration Amount Requested


Community Need & Target Community Need & Target PopulationPopulation

Who do you plan to serve and why

What is the need (supported by facts) that you are addressing


Goals & Program PlanningGoals & Program Planning

Goals & Objectives Goals are broad objectives are narrow. Goals are general intentions; objectives are

precise and measurable. Goals are intangible; objectives are tangible. Goals are abstract; objectives are concrete. Goals can't be validated as is; objectives can

be validated.


PlanningPlanning

Describe research about your model Who else is doing this (Different from B(3)) Describe participant involvement in planning Describe service delivery in detail Describe anticipated challenges Describe staff qualifications or development Describe how your request relates to the

foundation’s mission, core values and strategies


Cost EffectivenessCost Effectiveness

Is your program/project cost effective? No national studies available for

comparison--Use Experience Similar Programs Alternative Service Costs Your cost vs. documented future costs saved


Use of Program DataUse of Program Data

Measure effectiveness Program improvement Future support


Financial Information: Financial Information: Program/ProjectProgram/Project

Line Item Budget and Justification Other Funding Requests for Project In-kind Support Ongoing Future Funding


Financial Information: Overall Financial Information: Overall OrganizationOrganization

Past, present and future budgets List of revenue sources and amounts Audit or 990


Other Supporting MaterialsOther Supporting Materials

IRS letter of Determination List of Board Members and their

Associations Your most Recent Annual Report Letters of Support Evaluation Tools Staff Resumes


Before You Submit the ProposalBefore You Submit the Proposal

Check for typos Have someone else you trust with good

reading and writing skills review it. (Preferably outside of the field)

Review instructions again Number the pages


Send it and WaitSend it and Wait

Send it as instructed (or email) Wait patiently! Contact the foundation ONLY if 10 days

to 2 weeks have passed since the decision date.


The AnswerThe Answer

YES!!! You’re application is approved. Sent a thank you letter immediately Call them Get moving on the project Make sure you know all of the reporting

requirements


The AnswerThe Answer

No Call the foundation and thank them for their

consideration Ask how you may improve the application for

submission (either to them again) and/or other foundations

Keep in touch


How to do it…Direct SolicitationsHow to do it…Direct Solicitations

Why direct solicitations

Most Effective

Least Expensive

Ongoing Support

Most Available


Before You Ask…Before You Ask…

Research Potential DonorsCurrent and past members

Current and past donors

Current and past mailing list

Current and past board members

Current and past volunteers

Current and past program participants

Friends of board, staff, volunteers

Business leaders and others known to have resources


Cultivating DonorsCultivating Donors

Build Relationships

Get to know them

Let them get to know you

Get them interested in your cause

Keep in touch


ACTION PLANNINGACTION PLANNING

Goals/Objectives

Activities

Responsibilities

Timeframes

Needed Resources


Create Your PlanCreate Your Plan

Category/Program

Objective Needed Resources

Steps and Strategies

Responsible Staff Member

Responsible Board Member

Date

Member-ship

Increase dues $10,000 over last year

Baseline data;

Send monthly renewals: create and implement membership development plan

ED

Chair of Membership Committee

12/31

Center for Leadership Development FUNDING YOUR ORGANIZATION.

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Transcript of Center for Leadership Development FUNDING YOUR ORGANIZATION.