1. THE PHILANTHROPIC LANDSCAPE
September 2012
D.G. Reagan & Associates LLC

2. Rules There are no rules Guidelines – ID yourself when talking
Ask any questions, any time
Everybody leaves a winner…and with some prizes!
D.G. Reagan & Associates LLC

3. Game Plan Block #1 The Basics Block #2 Execution Block#3
Fund Raising Environment
D.G. Reagan & Associates LLC

4. Fund Raising Philosophy?
Your Set of Beliefs
Emphatically Stated or Part of Culture
Culture of Philanthropy
D.G. Reagan & Associates LLC

5. Fund Raising Lexicon
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6. The Well-Rounded Program
Checklist
Case
Priorities
Annual, Planned Giving Programs
Leadership
Research/Data Base
D.G. Reagan & Associates LLC

7. Direction Identification
Institutional Strategic Plan
Departmental Strategic Plan
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8. Rules & Responsibilities
Who is doing what?
D.G. Reagan & Associates LLC

9. Question #1
What are the key “Must Haves” in fund raising? i.e. good data base; video; great website, etc.?
D.G. Reagan & Associates LLC

10. Building the Tool Box Fund raising “products”
Giving societies…raise their sights
Challenge Gifts
Online Giving
Keep the special events
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11. Creating the Scorecard
Metrics
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12. Prospecting and Asking
Cultivation Indirect
Direct
Solicitation – Sell the “benefit”
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13. Educate Differentiate Relate Success Stories
Climate Control
Educate
Differentiate
Relate Success Stories
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14. Stewardship: Acknowledged; Recognized; Informed
Donor “Bill of Rights”
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15. Capital Policy Naming Policy Acceptance Policy
Internal Policies
Capital Policy
Naming Policy
Acceptance Policy
D.G. Reagan & Associates LLC

16. Questions #2 and #3
What is the appropriate percent of revenue that should be spent on fund raising and marketing?
What is the responsibility of a board member regarding fund raising and promoting the agency?
D.G. Reagan & Associates LLC

17. Today’s Environment Increased Scrutiny Accounting (FASB) IRS Legal
Donor
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18. Transactional v. Relational Fund Raising
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19. Campaigns – Here to Stay?
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20. Use of Boards
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21. Trends
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22. Fund Raising “Axioms” No absolute correct answers No silver bullets
If you don’t ask, you don’t receive
“Overasking” does not offend
You can’t thank too much
Expect 90% from 10%
D.G. Reagan & Associates LLC

23. Questions #4 and #5
Which usually gains the most support, an appeal for a particular program or one for the agency as a whole?
A well rounded fund raising program makes sense, but how do I do it all?
D.G. Reagan & Associates LLC