GPC Study Session July 8, 2015

Competencies 8 Knowledge of methods and strategies that cultivate and maintain relationships between fund-seeking and recipient organizations and funders 8% of exam 3 Knowledge of strategies for effective program and project design and development 20% of exam

Competency 8

8 Knowledge of methods and strategies that cultivate and maintain relationships between fund-seeking and recipient organizations and funders 8.1 Identify characteristics of mutually beneficial relationships between fund seekers and funders. 8.2 Identify strategies to determine funder-relation approaches that suit fund-seeking entities’ missions, cultures, and values. 8.3 Identify methods to help fund-seeking organizations create effective collaborations with other organizations appropriate to funders’ missions and goals. 8.4 Identify methods of relationship cultivation, communication, recognition, and stewardship that might appeal to specific funders.

8.1 Identify characteristics of mutually beneficial relationships between fund seekers and funders Find common ground Shared mission, vision, culture Shared target audience Unique program solving new problem Shared issues/concerns Credibility/track record/success Personal relationship Leadership, enthusiasm, innovation, collaboration Are you a good fit? Call and meet funder… Keep them happy Provide program newsletter Conduct conferences, seminars, training Give site visits Data dissemination in press releases and social media

8.2 Identify strategies to determine funder-relation approaches that suit fund-seeking entities’ missions, cultures, and values View 990PFs for past history of funding Transparency with budget and gifts Openness about mission and programs Help foundation realize what’s in it for them

8.3 Identify methods to help fund-seeking organizations create effective collaborations with other organizations appropriate to funders’ missions and goals Use board and senior staff to cultivate relationships, make contacts, and solicit funds Schedule meetings

8.4 Identify methods of relationship cultivation, communication, recognition, and stewardship that might appeal to specific funders Communicate about your potential for involvement Cultivate relationship by acknowledging their successes Invite funder to events Follow through with reporting Invite funder to site visits Send photos Nominate funder for an award Inform, appreciate, and understand the funder

Webinars free to GPA members

10 Ways to Improve Relationships with Grantors 10 Ways to Improve Relationships with Grantors provides in-depth information and discussion about the importance of an organization’s relationships with its grantors in securing, maintaining, and receiving additional grant funding. 10 Ways to Improve Relationships with Grantors is taught by Diane H. Leonard, a grantwriting consultant with more than ten years of experience, including as a program officer for a statewide public foundation. 10 Ways to Improve Relationships with Grantors will help you to be more competitive in the grant seeking process and assist you in increasing your success ratio. Presenter: Diane Leonard, GPC GPC CEU: 1 credit hour CFRE CEU: 1 credit hour Level of Experience: Beginner Date Recorded: 11/15/2011

Cultivation: How to Build Lasting Relationships with Grant Makers What separates organizations who win grants from those who do not? Often, it’s cultivation. Active, participatory, systematic cultivation with the “right fit” grant makers. Cultivation has become even more critical to grant seekers and foundations since the start of the most recent recession. The economic downturn has produced a higher demand for services provided by nonprofit organizations and has contributed to the creation of an increasingly competitive funding environment. Presenter: Heather Stombaugh, GPC GPC CEU: 1 credit hour CFRE CEU: 1 credit hour Level of Experience: Beginner Date Recorded: 04/25/2012

Developing and Maintaining Relationships with Funders The crux of all fundraising is NOT money, it’s RELATIONSHIPS. Funders want to feel that you understand them. You want to show them that you do and that you are the best organization to meet their needs. How do you do that? This session shows you how. It is about developing and maintaining relationships with funders that will lead to continued success. Presenter: Joanna Oppelt GPA CharityUniversity Webinar GPC CEU: 1.5 credit hours CFRE CEU: 1.5 credit hours in category 1.B-Education Level of Experience: Beginner Date Recorded: 11/19/2010