+ Fund Development Workshop Providing you with the tools and current fundraising trends to increase the financial sustainability of your organization through diversity of funding.

+ Regis University Masters of Non Profit Management Navajo SOFE 2014 Presenters: Jamie Wienk Special Events and Membership Director, Women’s Resource Center, Durango, CO Ara Cruz, Founder and Executive Director, Café Cultura, Denver, CO Jolynn Crownover, Development Director, Environmental Learning for Kids, Denver, CO

+ Key Topics Organization Life-Cycle Key Elements of a Fund Development Plan Diversity in Funding Roles in Fundraising Strategic Fundraising

+ Organization Life-Cycles What is your organization’s life-cycle in fundraising?

+ Key Elements of a Fund Development Plan Background: Organization History, Mission, Vision and Programs Funding History SWOT Analysis in fund development Current Organizational Roles in Fundraising Leadership: Executive Director and Board of Directors Staff

+ Key Elements of a Fund Development Plan Case Statement: Why should someone donate to your organization? Needs Statement: Why is your organization needed in the community? Funding Opportunities with descriptions Programs & Projects Administrative Equipment Capital

+ Key Elements of a Fund Development Plan The Funding Strategy: Branding: Marketing and Public Relations Key messages, logo, organization history and mission Increases organizational awareness Sustainability and credibility Builds networks and support in the community Consistency and Frequency!!!

+ Key Elements of a Fund Development Plan The Funding Strategy: Diversity in Funding Corporations Foundations Government Religious or other community groups Individual Donors Special Events Earned Income Membership Board of Directors In-Kind Contributions

+ Key Elements of a Fund Development Plan Implementing/Managing the Plan Staff, Leadership, Financial Resources, and Time Development Calendar Tracking Fundraising Strategies Evaluation and Reporting of Fundraising Strategies Funding Policies

(Place examples of Fundraising Plan, Calendar, and Tracking here)

+ Diversity In Funding - Standard Benchmarks 30% Individual Donations 30% Earned Income 30% Grants

+ Diversity In Funding – A better mix 60% Individual Donations 30% Grants 10% Earned Income Individual donors account for approximately 72% of charitable revenue. (Giving USA Report, 2013).

+ Diversity in Funding: Example Sources of Income

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+ IT’S ALL ABOUT RELATIONSHIPS!!!! 1. Mission Aligned 2. Research 3. Meet & Greet 4. Communication & Appreciation

+ Roles in Fundraising Board of Directors and other non-development staff Networking Connections (corporate, foundation, individuals) Prospecting Meeting Phone / Introductions Strategy Making the Ask Fundraising

+ Roles in Fundraising Board of Directors and other non-development staff Engage and believe in the mission Be present – fundraising events, site visits, donor visits, programs Stewardship – thank you notes, calls 3 rd Party Events – host a house party, corporate lunch ‘n learn Nominations: Board and committee prospects

+ Strategic Fundraising Corporate Funders Strategic Partnerships Relationships! Targeting Funding Priorities: STEM – Engineering Firms, Oil & Gas, Aerospace Financial Literacy – Banks Collaborative Work 2 or more nonprofits working together on a program/project Meet with other NPO’s to see who is funding in community

+ Strategic Fundraising Corporate Funders Volunteer Engagement Board and Committee Involvement Corporate Volunteer Projects Corporate 3 rd party event Lunch ‘n Learn, Christmas Party, Happy Hour

+ Strategic Fundraising Corporate Funders Corporate Relationship Individual Donations Diversity in Funding! Workplace Giving and Matching Gifts Programs

+ Strategic Fundraising Corporate Funders Workplace Giving and Matching Gifts Programs

+ Strategic Fundraising Grants Relationships! Letters of support and collaboration (if allowed) Site Visits – see your programs in action Invite board members and alumni of your programs! Grantors Tours (RPD) Targeting Funding Priorities: Government (OED, DPHE) – After-School and Summer Programs

+ Strategic Fundraising Grants Outcomes!!! Evidence Based Evaluation Capacity Building Testimonials Long-Term Outcomes College attendance, studies and job placement Collaborative Work 2 or more nonprofits working together on a program/project

+ Strategic Fundraising Individual Donors – Engaging the Next Generation Volunteer Engagement!!! Board and Committee Involvement Event Volunteers Volunteer Projects 3 rd party events House Parties

+ Strategic Fundraising Individual Donors – Engaging the Next Generation Is online giving easy? 50% of young donors are more likely to give online Online donors are 200% more likely to solicit others for donations Increase communication and stewardship Donors want to... Know where there money is going. Feel involved and appreciated. Communicate! Virtual presence Website, social media, e-newsletters,

+ For Discussion… 1. What do you need funding for the most? 2. Where do you find the most potential for funding? 3. What are the major challenges for fundraising in your organization?

+ References Klein, K. (2007). Fundraising for social change. John Wiley & Sons, Inc. Male, R. Life cycles of nonprofit organizations. Richard Male and Associates. Male, R. Elements of a fundraising plan. Richard Male and Associates. Sargeant, A. (2008). Donor retention: what do we know and what can we do about it? Indiana University. Stevens, S. Nonprofit lifecycles: stage based wisdom for nonprofit capacity. Stagewise Enterprises, Inc. Weinstein, S. (2009). The complete guide to fundraising management. Third edition: John Wiley & Sons, Inc.