Welcome to class of fundraising and revenue generation Dr. Satyendra Singh

sources of funding donations and reasons –individuals –foundations –grants revenues –sales miscellaneous –tactics –online grant proposal preparation and evaluation

donations and reasons believe in cause experience with the organization tax benefit respond to specific requests moral input family involvement religious family tradition new wealth business connections

Individual donations… individual donors’ lifecycle characteristics of individual regular donors –HIG, married, 35-40, being asked annual giving major giving –for specific purpose, usually string attached –qualify them, determine appeal to be used –donor may serve on the board

Individual donations planned giving  made at the time of the donor’s death –pooled income fund donated cash is pooled by the n/f with assets of other donors donors receive income as a proportional share of the earnings of the pool –charitable gift annuity donates for an annuity during lifetime of donors. The nonprofit receives the property back –charitable lead trust donates for a fixed period (10 years) property is returned to the donor at the end –life estate agreement residence is donated. donor lives in the property for life

foundations –independent education (Carnegie) health (Robert Wood Johnson) –family own people –corporate 5% of earning! –community pool private bequests from private sources

grants –various agencies make grants to support health, education, etc. international projects –all three levels federal provincial municipal

revenues –product and services –unrelated! (catalogue sales, books cosmetics!) –membership –strike a balance b/w revenue generation and organizations’ objective –organizations’ image distortion

miscellaneous –investment –Interests –dance party –dinner –marathon –celebrity meetings –online

elements of a good proposal cover letter –title –kind and level of support proposal –uniqueness and importance budget in detail –activities –milestones personnel –impressive resumes

proposal evaluation track-record –Orgn. longevity, previous success, experience quality of staff –board memb., charismatic leader, impressive resume, high education, relevant experience measurable output –how to track/monitor performance generalizability –results’ relevance beyond the specific understanding