PEOPLE PURPOSE PASSION Sustaining Relationships that Build Value - - PowerPoint PPT Presentation

PEOPLE PURPOSE PASSION

Sustaining Relationships that Build Value for Your Organization

AGENDA

• Our Personal Philanthropy Stories
• Examine Current Moment
• DEI
• COVID-19
• The Mechanics of Development
• Donor Centered Fundraising
• Immediate Action Steps

PHILANTH THROPY JOURNEY

PERSONAL PORTAL

What was your first ever experience asking for money? What was your first experience making a contribution? Recall your thoughts and feelings

NOT BUSINESS AS USUAL

• FUNDRAISING IN THE TIME OF COVID
• TIME TO FOCUS ON DIVERSITY, EQUITY AND

INCLUSION

• PHILANTHROPIC AND DONOR TRENDS

WHAT ARE DONORS THINKING?

DONORS AND COVID-19

• Not now, ask me later…
• Donors DO give in times of uncertainty

and they give MORE.

• Take the time needed
• Nurture and care for each other and for

your relationships Use this time as a gift for your

• rganization and donors!

DEVELOPMENT THROUGH A DEI LENS

• Are we aware of and do we value existing

leadership in our organization or in the community we serve?

• Do we see and understand historical

factors that underlie the issues we aim to tackle?

• What is the value in getting proximate to

those we serve?

• Do we see constituents and community

leaders as equal partners in our philanthropic strategy?

• Do you see the value of including diverse

persons in your fundraising plan?

DEVELOPMENT IS ENGAGEMENT

Mutual activity and involvement are the keys to engagement. Consistent interaction that is a step beyond conventional programmatic partnerships. Consistent engagement is not program based; it is part of

• rganizational culture.

üGeneration X is currently the most charitable age demographic üGen Z is engaging with nonprofits and making a difference at much earlier ages. üDonors want to experience giving as a financial and emotional investment üYoung donors want a shared, clear message

• n an organization’s commitment to and

investment in diversity, equity and inclusion.

MECHANICS OF FUND DEVELOPMENT

3 KEY AREAS IN FUND DEVELOPMENT

Individual Giving

Board Individual Contributions Special Event

Grants

Foundations Corporations Government

Earned Income

Ticket Sales Speaking Engagements Partnerships/Contracts

FUNDRAISING VS. DEVELOPMENT

Fundraising Ø Income generation focuses on now Ø No provision, no assurance, and little-or-any potential for the future. Ø Transactional Development Ø Relationships you create Ø Major steps toward ensuring future income Ø More about people “giving” to an

• rganization than buying a product or a

ticket to an event

DONOR- CENTERED APPROACH

Donors give through your

• rganization to achieve

their own desires… Fulfill their own aspirations Live out their own values People don’t give to

• rganizations they give

to people through

• rganizations

Your organization is the means to the donor’s end. Fundraising and fundraisers are story listeners and storytellers.

WHO ARE GO-TO DONORS RIGHT NOW?

Major donors, as you define them Donors who have given each of the past three years. Prioritize those donors who have not yet made a gift during this fiscal year Add any other donors you think would increase their giving if asked..

MINI CASE STATEMENTS

• A gap in this year’s operating budget (it might be

that you've cancelled a fundraising event or revenue-generating programs)

• Additional support for clients and staff most

vulnerable to health and economic impacts of the virus

• Reserve funds to cushion the unknown of next

year’s budget

APPROACHES AND STRATEGIES

• Set your expectations
• Refine your messaging and case statement
• Understand your ROI
• Formalize and train your team
• Manage your strategy
• Get creative