Fisher House Foundation Development Department

Donations-Planned Giving Bequests are on the rise $1.3 – 2.8 million a year The Foundation is here to help Full estate packet Thank you packet Already secured donations this year $175K for Ft. Belvoir $100K for Michigan As the Fisher House program continues to grow & becomes more well known donors looking to leave Fisher House Foundation, or an individual Fisher House in their will is going to be more prevalent.   The Foundation is receiving between $1.3 - $2.8 million a year in bequest donations. The Foundation is happy to be your group's point of contact for bequest donations.  There are many different ways people look to setup their bequests, and the paper-work, reporting, tracking, and responses to the donors during their life, and their estate representatives after they pass can be extremely complicated.  The Foundation has a full estate information packet we send to donors when they request information.  A thank you packet for when people tell us they are leaving us in their wills. Already this year we have secured and finalized an estate of $175k for the Ft. Belvoir Fisher House, and a $100k stock transfer for the Michigan group.

Corporate Support The new wave of “360” support: Donate, Fundraise, Volunteer Donate: Designate to a specific program or capital project, sponsor our annual golf classic or Team Fisher House program, cause marketing, in kind donations & advertising Fundraise: Host an event, Team Fisher House, employee giving Volunteer: Local Fisher House opportunities and Team Fisher House Most corporations are no longer interested in making a donation then disappearing. They want to have “charity of choice” and do things throughout the year to support. We break these support options down to 3 categories. We work with each corporation to find the best fit for them.

Cause Marketing What is it? Process for handling requests 3 types: When a company or business align with a cause to generate business and societal benefits. Mutually beneficial! 3 types: charitable sales promotion free action program point of sale/donation at checkout Process for handling requests Review state regulations Proposal Contract advertising review follow-up

Sponsorships Annual Fisher House Golf Classic Team Fisher House Sponsorships FHGC: 2018 will be the 15th annual Golf Classic and is our only fundraising event each year. To date, it has raised over $8 million. The tournament attracts more than 50 corporate sponsors, up to 288 players and participation from senior VA and military officials, Member of Congress and wounded warriors. In the past we have typically designated the money raised for a future Fisher House project and programs. For 2018, and most likely moving forward, there will no longer be a specific designation. THF: We are able to offer our corporate supporters some great Team Fisher House sponsorships and Gillian will elaborate on those when she speaks shortly.

Grants Do’s Don’ts Disregard the application form and format Research funders who give in your location and to Capital Projects www.FoundationCenter.org Have all your information complete and ready before you start grant applications Be a registered 501C3, only registered nonprofits are eligible to apply for most grants – contact Megan Wynn, mwynn@fisherhouse.org Disregard the application form and format Skip questions Use Fisher House Foundation’s tax id # or any financial information DOS: Make sure the funders give to capital projects, as opposed to a program or project. This will greatly help to narrow your pool. If you are a registered 501c3 a great resource is www.FoundationCenter.org Before you begin you should have your budget, statement of need, etc. – be prepared! If you are not a registered 501C3, or do not have the staff to submit a grant, please contact Megan. She can submit the grant for your project through the Foundation and 100% of that award will be applied to your project and fundraising goal. DONTS: ALWAYS complete the application in the order and form requested. If they request A, B, then C, list in that order only. Applications could easily be thrown out if you don’t follow the requested order and format. Never put “N/A.” Always acknowledge the question and explain why it doesn’t apply to you. Here is an easy way to look at this. If I wanted to take out a personal loan would I use Gillian’s financial information to apply? NO. I would only use my own. The IRS takes this very seriously – you could be fined and prosecuted.

Stewardship First Touch: Calls to $10K+ donors Second Touch: Handwritten notes to $10K+ donors Third Touch: End of year update letter (includes annual report and The Patriot) Patriot Magazine In person visits Stewardship is fundamental for retaining donors. Since we’ve implemented these stewardship pieces we have seen an increase in retention, as well as the average dollar amount per donation and number of donations.

Peer to peer fundraising in the community What can a fundraiser do? Proud Supporter Host an Event Host a Golf Tournament Celebrate a Life Event Tribute page for online donations in lieu of Team Fisher House Run in a Signature Race Participate in any athletic event any where in the world, and fundraise through Team Fisher House’s Patriot Challenge The Peer to Peer fundraiser is raising both funds and awareness for Fisher House Host an event: My favorites this year – Imbibe Magazine’s Negroni week (over 60 participating bars worldwide), Rhonda Craig’s Western Swing Dance (raised over 20K – her goal was 2k), beer, bacon and moonshine pairing event! Golf Tournaments A great opportunity to swing the irons and give back Celebrate a life event: Create an online donation page in lieu of – or in addition to getting gifts Great for birthdays and bar/bat mitzvahs Tribute page New this year, create an online page for donations, with a custom URL to be added to the obituary and the funeral home website TFH Signature Events: This year – Disney, ATM, MCM, NYC New next year Big Sur in April Patriot Challenge Any athletic event, any where in the world – same great TFH support

Proud Supporter events Why register? Online fundraising page Proven fundraising tools Prewritten emails Dedicated staff to assist the fundraiser Access to Proud Supporter logo Why else? We control the messaging We control the artwork We know how and where our name and logo is being used Allows us to guide the fundraiser (if they want to give to a house not the Foundation) Who registers? Everyday folks who want to do good, or give back, or go beyond saying thank you Corporations hosting golf events New this year are corporations using their conferences as an opportunity to fundraise rather than give swag away

Special life events and tributes Great for Bar/Bat Mitzvah projects Birthday Alive day Anniversary Wedding In memoriam/in honor No application process, these are automatically approved Weddings: 2 different favors – request for printed cards is part of application bride and groom donated to the Foundation as a way to honor their day Please donate in lieu of gifts to guests Tributes Online page, customizable text, picture and URL. Quick and easy for those on a tight deadline

Team fisher house A perfect opportunity to use your time, treasure, or talent to raise funds for Fisher House Signature Races Patriot Challenge Corporate Sponsorship opportunities Volunteer opportunities History of team: Cathy and Stacy Started in 2006, raised over $6 million dollars to date, One runner has been with the team since it’s inception Highest fundraiser brought in over $100,000 Signature Events This year’s events - Next year adding Big Sur Patriot Challenge Our version of a virtual race

Signature events Spring race Fall races in DC and NYC New race added in spring of 2018 Signature Events ATM/MCM Staff have opportunity to thank runners in person Expo both Race day finish line tent Start of race with Champ Great time for corporate sponsors to meet and greet fundraisers

Patriot challenge Any athletic event anywhere in the world Our version of virtual race TFH gear: Shirt, hat. Bag, finisher’s medal, special bib to wear showing support for FHF Recognition prizes At $300 $600 Signed card from Dave at $1,000

Corporate and volunteer support Sponsorship opportunities Volunteer opportunities Sponsorship Opportunities at various price points to have logo on gear, sponsor the expo space, tent space etc Volunteer WHO?? Corporations, ROTC groups, small office groups In the office putting gear together Expo Tent Spirit squads on the course wearing cowhats, ringing cowbells, cheering everyone along

Questions. . .