Five Essentials for a Robust Fundraising Program
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Transcript of Five Essentials for a Robust Fundraising Program
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Five essentials to building a robust fundraising program
April 16, 2014
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
You have brains in your head. You have feet in your shoes. You can steer yourself, any direction you choose.
– Dr. Seuss
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
• Good hygiene• Be specific• Get over yourself• Play nice• Shit or get off the pot
THE Essentials
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
• Take great care with donor information
• Make sure all staff know what to do if someone wants to donate
• Make internal controls and policies a priority– Audited financial statements– Gift acceptance policies– Donor Bill of Rights on Website
Good Hygiene
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
• Don’t mail dead people!
• Don’t waste postage on people who don’t live there anymore
• Get their names correct!
• Collect their email address
Data Hygiene
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
• Important– Gets message delivered– Gets the piece opened– Gets a response
• Make sharing info easy– What does your donation form look like?
Data Hygiene
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
Is your road blocked?
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
What will you do?
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
Play Nice
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
• Service• Facilitation• Leadership• Creating and managing change• Influence• Staying positive
Our profession is about
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
• We don’t arrive with buckets of cash
• We are often misunderstood
• Used as excuses for other departments
And yet…
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
Success depends on integration and collaboration.
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
• Everyone in an organization has a role to play
• What are some ways for you to lead the way?
Build a culture of philanthropy
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
• Every new staff person or board member is educated on the role the donor plays in the organization
• All staff meetings have discussions about donors
• Program folks understand they will work with development to meet, interact with and ask donors for gifts
• Development staff will work in the program to understand exactly what it is they do — This means getting your hands dirty
• Over half of the President’s or CEO’s time is devoted to cultivating donors, either onsite or wherever the donor is
• All board members are required to spend time working with program and development staff (board menu?)
• The organization creates multiple opportunities for staff, board and donors to engage together during the
• Development staff is constantly communicating to the rest of the organization about how they are engaging donors
Courtesy of the Veritusgroup.com
Ways to build a culture of philanthropy
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
Is your road blocked?
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
What will you do?
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
Be Specific
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
• What are you raising money for?
• How much do you need?
Be Specific
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
• Story about a specific solicitation that is presented in real life. (It is awesome! Invite me to share it with your group)
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
Is your road blocked?
![Page 24: Five Essentials for a Robust Fundraising Program](https://reader037.fdocuments.in/reader037/viewer/2022103013/545c613fb0af9f9a2c8b4819/html5/thumbnails/24.jpg)
April 16, 2014 Created by Kimberley MacKenzie, CFRE
What will you do?
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
Get Over Yourself
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
Where I’m from
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
Where my house is.
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
My house
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
The Kitchen
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
The Living room
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
The ViewWhereDavid lived
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
Everything I did was for David
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
Everything we do, we do for our donorsWe must:Be obsessive
Put their interests first
Constantly think from their perspective
Advocate for them daily
Serve them in all we do
Love them
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
Donors want to know 3 things
What does your organization do?
Have you changed lives? How?
What will my money achieve?
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
• Best presented in person.
Two donor stories
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
Is your road blocked?
![Page 39: Five Essentials for a Robust Fundraising Program](https://reader037.fdocuments.in/reader037/viewer/2022103013/545c613fb0af9f9a2c8b4819/html5/thumbnails/39.jpg)
April 16, 2014 Created by Kimberley MacKenzie, CFRE
What will you do?
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
There are 9 ways that people say NO and only one of them means go away.
What are they?
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
9 No’s 1. No, not for this2. No, not you3. No, not me4. No, not unless5. No, not in this way6. No, not now7. No, too much8. No, too little9. No, go away
Reference: B. Ross. www.managementcentre.co.uk – search for The 9 fundraising Nos
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
ASK!
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
Is your road blocked?
![Page 46: Five Essentials for a Robust Fundraising Program](https://reader037.fdocuments.in/reader037/viewer/2022103013/545c613fb0af9f9a2c8b4819/html5/thumbnails/46.jpg)
April 16, 2014 Created by Kimberley MacKenzie, CFRE
What will you do?
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
You are not your resume, you are your work. – Seth Godin
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April 16, 2014 Created by Kimberley MacKenzie, CFRE
Kimberley MacKenzie, CFRE
www.kimberleymackenzie.ca
289-231-1339
Thank you