Fundraising: Fundraising: Doing it Better Doing it Better by by Mo Davies, CFRE Mo Davies, CFRE Mo Davies & Associates Mo Davies & Associates Mo Davies: 416- Mo Davies: 416 -752 752- -5855 5855 modavies@sympatico.ca modavies@sympatico.ca www.daviesfundraising.com www.daviesfundraising.com
Today’ ’ Agenda Agenda Today � Some Fundraising concepts Some Fundraising concepts � � Developing a plan Developing a plan – – initial steps initial steps � � Developing a philanthropic Developing a philanthropic � culture culture � Standing out from the crowd Standing out from the crowd � � Effective case for support Effective case for support � � Choosing fundraising programs Choosing fundraising programs � Mo Davies: 416- Mo Davies: 416 -752 752- -5855 5855 modavies@sympatico.ca modavies@sympatico.ca www.daviesfundraising.com www.daviesfundraising.com
“Do what you can Do what you can “ Use what you have Use what you have Start where you are” ” Start where you are Arthur Ashe Arthur Ashe Mo Davies: 416- Mo Davies: 416 -752 752- -5855 5855 modavies@sympatico.ca modavies@sympatico.ca www.daviesfundraising.com www.daviesfundraising.com
Where the Money Comes Where the Money Comes From From � 88% from individuals 88% from individuals � � 5% from corporations 5% from corporations � � 7% from foundations 7% from foundations � Mo Davies: 416- Mo Davies: 416 -752 752- -5855 5855 modavies@sympatico.ca modavies@sympatico.ca www.daviesfundraising.com www.daviesfundraising.com
Why People will Give to your Why People will Give to your Organization Organization � They were asked in the right way They were asked in the right way � � Connections Connections � � Mission Mission � � Credibility Credibility � � Accountability Accountability � � Cost Cost- -effectiveness effectiveness � � Results Results � � Your case for support Your case for support � Mo Davies: 416- Mo Davies: 416 -752 752- -5855 5855 modavies@sympatico.ca modavies@sympatico.ca www.daviesfundraising.com www.daviesfundraising.com
Why People Will Give (I I ) Why People Will Give (I I ) � To make a difference To make a difference � � Good feeling Good feeling � � Family tradition Family tradition � � For success For success � � They owe They owe � � Personal experiences/ similar interests Personal experiences/ similar interests � � Prestige Prestige � � Moral or religious obligation Moral or religious obligation � � Tax Receipt Tax Receipt � Mo Davies: 416- Mo Davies: 416 -752 752- -5855 5855 modavies@sympatico.ca modavies@sympatico.ca www.daviesfundraising.com www.daviesfundraising.com
People Give to People Give to People People Mo Davies: 416- Mo Davies: 416 -752 752- -5855 5855 modavies@sympatico.ca modavies@sympatico.ca www.daviesfundraising.com www.daviesfundraising.com
Building Credibility Building Credibility � Clear Mandate Clear Mandate � � Standards Standards � – Mission, Vision Mission, Vision – � Code of Ethics Code of Ethics � � Core Values Core Values � � Privacy Policies Privacy Policies � � Solid Track Record Solid Track Record � � Donor/ Client Bill of Donor/ Client Bill of � – consistently delivers the consistently delivers the – Rights Rights goods! goods! � Financial Financial � Effective Effective � � Accountability Accountability Communications Communications � Volunteers Volunteers � “ “Brand Brand” ” Value Value � � Mo Davies: 416- Mo Davies: 416 -752 752- -5855 5855 modavies@sympatico.ca modavies@sympatico.ca www.daviesfundraising.com www.daviesfundraising.com
Accountability Accountability � Transparent Transparent � � Open books/ budget Open books/ budget � � Cost Cost- -effective effective � � Fulfil donors Fulfil donors’ ’ requests requests � � Ethical practises Ethical practises � � Raised money spent on programs Raised money spent on programs � Mo Davies: 416- Mo Davies: 416 -752 752- -5855 5855 modavies@sympatico.ca modavies@sympatico.ca www.daviesfundraising.com www.daviesfundraising.com
Pyramid of Giving Investment Planned Commitment Giving Involvemen t Growth Major Giving Interest Information Contact Annual Giving Identification Mo Davies: 416- Mo Davies: 416 -752 752- -5855 5855 modavies@sympatico.ca modavies@sympatico.ca www.daviesfundraising.com www.daviesfundraising.com
Rosso’ ’s Concentric Circles s Concentric Circles Rosso Mo Davies: 416- Mo Davies: 416 -752 752- -5855 5855 modavies@sympatico.ca modavies@sympatico.ca www.daviesfundraising.com www.daviesfundraising.com
Fundraising Context Fundraising Context � Competition Competition- -need to need to “ “stand out stand out” ” � � Privacy legislation Privacy legislation � � Harder to recruit volunteers Harder to recruit volunteers � � Greater demand Greater demand - -fewer resources fewer resources � � More sophisticated donors More sophisticated donors- -want to want to � see concrete results from their see concrete results from their donations donations � Corp. employee Corp. employee “ “involvement involvement” ” � Mo Davies: 416- Mo Davies: 416 -752 752- -5855 5855 modavies@sympatico.ca modavies@sympatico.ca www.daviesfundraising.com www.daviesfundraising.com
Fundraising Context (I I ) Fundraising Context (I I ) � Changing government priorities Changing government priorities � � “ “Big money Big money” ” wants big impact wants big impact � � Fewer donors, giving more Fewer donors, giving more � � Strategic philanthropy Strategic philanthropy � � Core funding harder to get Core funding harder to get � Mo Davies: 416- Mo Davies: 416 -752 752- -5855 5855 modavies@sympatico.ca modavies@sympatico.ca www.daviesfundraising.com www.daviesfundraising.com
I ndividual Challenges I ndividual Challenges � Time at a premium Time at a premium � � Always on the run Always on the run � � Always chasing new money Always chasing new money � � Onerous grant applications Onerous grant applications � � Little time to think/ dream Little time to think/ dream � � I nformation overload I nformation overload � � Changing technologies Changing technologies � � Changing environment Changing environment � � Higher expectations Higher expectations - - harder to harder to � meet increasing demands meet increasing demands Mo Davies: 416- Mo Davies: 416 -752 752- -5855 5855 modavies@sympatico.ca modavies@sympatico.ca www.daviesfundraising.com www.daviesfundraising.com
Keys Success Factors Keys Success Factors � Excellent programs Excellent programs � � Commitment, passion, investment Commitment, passion, investment � � Expertise/ knowledge Expertise/ knowledge � � Achievable Achievable strategic plan strategic plan with with � – Cost Cost- -effective/ time efficient effective/ time efficient – techniques that work form strength that work form strength techniques � Standing out from the crowd Standing out from the crowd � Mo Davies: 416- Mo Davies: 416 -752 752- -5855 5855 modavies@sympatico.ca modavies@sympatico.ca www.daviesfundraising.com www.daviesfundraising.com
Key Success Factors (I I ) Key Success Factors (I I ) � Volunteers/ champions Volunteers/ champions � � Connections Connections � � Case for support Case for support � � Testimonials Testimonials � � Targeted prospect list Targeted prospect list � � Recognition/ stewardship Recognition/ stewardship � � Evaluation Evaluation � Mo Davies: 416- Mo Davies: 416 -752 752- -5855 5855 modavies@sympatico.ca modavies@sympatico.ca www.daviesfundraising.com www.daviesfundraising.com
Volunteers Volunteers � Define what skills etc you are looking for Define what skills etc you are looking for � � Write the position descriptions Write the position descriptions � � Advertize: Boardmatch, newspapers, volunteer Advertize: Boardmatch, newspapers, volunteer � bureau, bureau, � Use word of mouth Use word of mouth � � I nterview I nterview � � Assign specific task Assign specific task � � Orient and train Orient and train � � Support Support � � Recognize their efforts Recognize their efforts � � Evaluate Evaluate � Mo Davies: 416- Mo Davies: 416 -752 752- -5855 5855 modavies@sympatico.ca modavies@sympatico.ca www.daviesfundraising.com www.daviesfundraising.com
Connections Connections � Fundraising is more about Fundraising is more about � who you know than what who you know than what you know. you know. � Do a Do a “ “connections connections” ” � exercise to find out who exercise to find out who your board, volunteers your board, volunteers know know Mo Davies: 416- Mo Davies: 416 -752 752- -5855 5855 modavies@sympatico.ca modavies@sympatico.ca www.daviesfundraising.com www.daviesfundraising.com
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