Fundraising Basic

8/3/2019 Fundraising Basic

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FUNDRAISIFUNDRAISINGNG BASICSBASICS

Presented by

Patrick Malone,

WSUE Horizons Coach


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NONPROFIT FUNDRAISINGNONPROFIT FUNDRAISING

BASICSBASICS

In The Beginning.PASSION +PERFORMANCE.

Strategic Plan (3-5 years)

Program Plan & Budget/Business Plan

(1-2 yrs)Fundraising Plan (board training)

Audits/Financial Assessment (track

record)


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NONPROFITNONPROFIT

FUNDRAISINGFUNDRAISING

BASICSBASICS

Nonprofits generallyhave the ability tosecure up to 5 types ofincome or revenue.

They include:

Fees for Service,

Social

Enterprise/EarnedIncome,

Individual Donors,

Grants, and


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NONPROFITNONPROFIT


BASICSBASICS

PLUS TWOmore

1.1.YOURYOUR

MEMBERSMEMBERS

2.2.YOURYOUR

BOARDBOARD


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BASICSBASICS

Fees for Service.Generally your most basicsource of income. Money isderived from the provision ofsome type ofgood or service(at hopefully a break-evenpoint).

Education is a good example.

Your goal should be thatbetween 30 and 60% of yourincome comes from fees.Pricing denotes value and

encourages participation and


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Nonprofit Fundraising Basics:

FEE FOR SERVICE EXAMPLEFEE FOR SERVICE EXAMPLE

Financial Education - A

You sponsor aseries of 4 classes

for free on thetopic of financialeducation in April2010. Here yourorganizationspends $ inprinting and

promotion.

Financial Education - B

You sponsor thissame series but

you invite localbusinesses toinvest as sponsorsAND you chargeparticipants $15.00for the entire seriesor $5.00 per class.

Here youror anization


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NONPROFITNONPROFIT


BASICSBASICS

Social Enterprise/EarnedIncome.

Not only should/must youmake money by

appropriately pricing yourcore goods and services,but you should alsoexhaustively look into yourability to earn money fromsome form of ancillary socialenterprise.

A social enterprise balancesmission and money, so that

the core mission of the


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EARNED INCOME EXAMPLEEARNED INCOME EXAMPLE

Financial Education - A

You purchase aset of teaching

curriculum from arecognized sourcefor $.


You gather a teamto compile your

own stories andworksheets inpreparation of aBasic FinancialEducationGuidebook and sellit online for $

makingyou $$ inrofit.


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Basics:

EARNED INCOMEEARNED INCOME

EXAMPLEEXAMPLEChrist KitchenChrist Kitchen,Spokane

Women Empowerment

Food From the HoodFood From the Hood,

LA YouthEntrepreneurship


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NONPROFITNONPROFIT


BASICSBASICS

Individual Donors.Much like Fees forService, individual

donors shouldcomprise between 30and 80% of your

revenue. Middleincome Americansgive 85% of allAmerican

hilanthro . Make

N fi F d i i B i


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INDIVIDUAL DONORINDIVIDUAL DONOR

EXAMPLEEXAMPLE

Financial

Education - A

You tell co-workersabout your training

series and ask eachperson to givesomething.You get $.

Financial

Education - B

You schedule anindividual time to meet

with co-workers afterwork and ask them toinvest in the personalgrowth of neighborswho will then becomemore self-sufficientand need fewer socialservices and thereforereduce taxes.You get

$$$!!


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NONPROFITNONPROFIT


BASICSBASICS

Grants.

You regularlyprepare and submit

grant proposals.

You derive 20 to 60%of your overall

revenue from thissource.

N fit F d i i B i


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GRANT PROPOSALGRANT PROPOSAL

EXAMPLEEXAMPLEFinancial Education - A

You furiously search

the internetresearching possiblyfunders and writedozens of proposals

netting you muchexhaustion and a few$.

FinancialEducation - B

You strategically rate

your programs andservices for the bestfunder fit and thensystematically prepare

a highly competitivegrant proposal gettingyou $$$!!


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NONPROFITNONPROFIT


BASICSBASICS

GovernmentEarmarks.

You make a routine

written request ofmembers of yourLegislative and/orCongressional

delegation to slip a petproject into the stateand/or federal budget.

Especially useful forca ital ro ects.

N fit F d i i B i


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GOVERNMENT EARMARKGOVERNMENT EARMARK

EXAMPLEEXAMPLEFinancial Education - A

You submit a project

request to 1 legislatorand then you recruitstrong business andcommunity leaders to

lobby for your projectrequest within thestate/federal budget.


You submit your top

priority project with fullsupportdocumentation, alongwith dozens letters of

support to all membersof your state and/orfederal delegation andthen invite keycommunity leaders to

join you in promoting


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Giving USA 2005 Data


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Giving USA 2005 Data


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Nonprofit FundraisingBasics:

Your goal, our goal

Is to build a CULTURECULTUREOF PHILANTROPYOF PHILANTROPYin allour communities andamong all our residentsand businesses


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NONPROFITNONPROFIT


BASICSBASICS

Annual OperatingFunding

Summary:

Fees = 30-60%

Earned Y = 10-30%

Donors = 30-Donors = 30-

80%80% Grants = 30-60%

Earmarks = 1-5%

Members = 10-

100%

Nonprofits generallyhave the ability tosecure up to 5 typesof income or revenue.

They include:

Fees for Service,

Social Enterprise/Earned

Income,Individual Donors,

Grants,

Government Earmarks,

Members, and

Documents

Fundraising Basic