1. Fundraising Strategies For EWB-Chapters

2. What We Plan to Cover Developing a Case for Support EWB-USA Funding Guidelines EWB-USA Grant Cycle Finding Other Funding Sources

3. Develop Your Case for Support

4. Case for Support So what is a case for support? In its most basic form, it is a philanthropic investment prospectus: a simple, typed document which states, in clear language, what your chapter hopes to accomplish with the funds to be raised.

5. Case for Support Prepare the case statement What is the problem or social need that is central to your chapter's concern? Why do you exist? What special service, or programs, do you offer to respond to these human needs? Who should support your organization? Why should any individual or corporation offer gift support?

6. 512 Example for Case

7. You’ve Got' a have a Plan Failing to plan is planning to fail!

8. EWB-USA Funding Guidelines EWB-USA National maintains a certain amount of funding for Chapters in the form of grants. Grant invitations are only advertised through the EWB-USA e-newsletter and through other email communications with Chapters. Recipient Chapters are responsible for providing reports, budgets, pictures, 512 form, or other requested information to EWB-USA National.

9. EWB-USA Grant Cycle Spring CycleFall Cycle AnnouncementFebruary/MarchAugust/September Application Submission Deadline March 31September 30 Applicants Notified April 27October 27 Report Submission Deadline September 15*February 15* NOTE: All Dates are subject to change. Check www.ewb-usa.org for official dates.www.ewb-usa.org * Report Submission Deadlines are subject to specific grant funding requirements.

10. Finding Other Funding Sources

11. Our Story EWB-USA Grants Policy Before submitting a grant or other funding proposal to any current EWB-USA Sponsor, National or international company or foundation must first obtain approval from the EWB-USA Development Coordinator.

12. Our Story EWB-USA Grants Policy In the event of a funding award, payment must be made to EWB-USA and sent to the EWB-USA office. All funds received from grants using EWB-USA financials, tax identification number (including IRS Form 990) or EWB-USA’s 501(c)3 status must be handled by EWB-USA’s central office exclusively. EWB-USA will deduct 5% of the funding for administrative purposes. The amount of requested funds should take this fee into account. Since EWB-USA will receive the funding, all expenditures made under the grants must be submitted to EWB-USA’s central office using the EWB-USA Expense Report along with all appropriate receipts and invoices. Expenditures will then be reimbursed by EWB-USA.

13. Our Story Subheading Corporate & Individual Solicitation LAI Principle (Donor Acquisition) Linkage Ability Interest Treat each corporate prospect as an individual, matching interests with your chapter’s needs. Linkages: Identify the linkages between your chapter and key executives, employees, stockholders, etc. Are you a customer of the corporation? Ability: Collect data on the corporation’s ability to give and history of giving. Interest: Where has the corporation’s ability to give and history of giving been directed? Is there any indication of a shift or change in interests?

14. Our Story Subheading Prospect Rating LINKAGE & INTEREST KEY: 1= Strong; 2= Moderate; 3= Neutral; 4= Low; 5= None ABILITY RANGE KEY: A= $100-$1,000; B= $1,000-$2,000; C= $2,000-$5,000; D= $5,000-$10,000; E= >$10,000 LIKELIHOOD KEY: 1= Very Likely; 2= Somewhat Likely; 3= Possibility, but Likelihood Unknown; 4= Haven’t a Clue! PROSPECT NAMEBEST CONTACT PERSON LINKAGE INTERESTABILITYLIKELIHOOD 11 2 3 4 5 A B C D E1 2 3 4 21 2 3 4 5 A B C D E1 2 3 4 31 2 3 4 5 A B C D E1 2 3 4 41 2 3 4 5 A B C D E1 2 3 4 51 2 3 4 5 A B C D E1 2 3 4 61 2 3 4 5 A B C D E1 2 3 4 71 2 3 4 5 A B C D E1 2 3 4 81 2 3 4 5 A B C D E1 2 3 4 91 2 3 4 5 A B C D E1 2 3 4 101 2 3 4 5 A B C D E1 2 3 4

15. Our Story Soliciting for a Gift Solicitation Techniques by Effectiveness: 1. Personal: face –to-face Team of two One person 2. Personal letter (on personal stationery) With telephone follow up Without telephone follow up 3. Personal telephone With letter follow up Without letter follow up 4. Personalized letter

16. Our Story Soliciting for a Gift Solicitation Techniques by Effectiveness: cont’d 5. Impersonal letter (direct mail) 6. Impersonal telephone (phonathon/telemarketing) 7. Fundraising benefit (special event) 8. Door-to-door 9. Media (advertising)

17. Donor Information Sheet

18. Fundraising Techniques

19. Our Story Subheading Corporations as Donors 1. It is important to remember that each corporation is a separate donor requiring a separate approach. Treat a corporate donor as you would other types of donors: approach with a solid case, ask for the right amount, thank, inform, and cultivate them for subsequent gifts. 2. Additionally, remember that giving is often based on personal relationships. Get to know the corporation’s local representatives as well as the corporate gifts officer. Many corporate giving programs include and rely on the opinions and views of local representatives.

20. Our Story Subheading Tips for Raising Money from Corporations Research the Corporation Show the Benefit to the Corporation Demonstrate Credibility Focus on Building a Relationship If You’re Cutting Edge or Controversial, You May Have to Work Harder

21. Our Story Subheading Tips for Raising Money from Corporations Be Aware of Market Factors Don’t Request Money from Everyone Personalize Correspondence Be Persistent Rally Support from Many Allies

22. In a grant request we look for: Relevance to our Mission Sustainability Clarity Corporate Perspective First Data Western Union Foundation share some of their criteria for a well-crafted grant request and a well-built relationship.

23. In a grantee/grantor relationship, we strive for: Realism Creativity Integrity Corporate Perspective First Data Western Union Foundation

24. Think Big "This next number is for all you philanthropists out there."

25. Thank, Thank, Thank

26. University Resources Remember: Your chapter is a MAJOR asset to your university! Sororities, fraternities, student clubs (service clubs) and the Alumni association On-campus fundraising: (t-shirts/apparel, around sporting events) Offices that may provide direct support: Chancellor’s office, study abroad programs, engineering and PR dept. (corporate/foundations officer)

27. Rotary Clubs Rotary International and Clean Water Contact EWB-USA Rotary Coordinator: Doug Frisbie at ROTARY@ewb-usa.org Rotary has provided $500,000+ for EWB-USA projects Fiscal Calendar Starting July 1: Apply ASAP thereafter Note: Rotary only funds materials, NOT travel or logistics

28. Social Media

29. Social What? A quick introduction to the more popular social networks

30. Popularity of Social Networks with Nonprofits

31. Community Size

32. Micro-Donations on Twitter Campaign Ran form Dec 16-25, 2008

33. Fundraising on Facebook & MySpace

34. What does Social Media Cost? Social media offers numerous benefits to: Fundraising Volunteering Events Advocacy Service Delivery HIDDEN COSTS TIME AND RESOURCES REQUIREMENTS COMMITMENT BY ORGANIZATION

35. Take Away! Online Fundraising with Social Media requires Complete commitment from your organization Content…lots and lots of content Authenticity and transparency Engagement Its all about the conversations

36. When all else Fails!

37. EWB-USA National Office Resources – Take advantage! Art Enns, Development Director Art.enns@ewb-usa.orgArt.enns@ewb-usa.org ; 720-204-3193 Manages all development activity Ella Levy, Development Coordinator Ella.levy@ewb-usa.orgElla.levy@ewb-usa.org ; 720-204-3221 Supports and coordinates all development areas, including grants, corporate sponsorship and individual donations Doug Frisbie, Rotary Coordinator Doug.frisbie@ewb-usa.orgDoug.frisbie@ewb-usa.org ; 720-204-3203 Helps to connect EWB-USA chapters with Rotary clubs Jenny Starkey, Public Relations & Events Manager Jenny.starkey@ewb-usa.orgJenny.starkey@ewb-usa.org; 720-204-3208 Handles all PR and media relations requests and initiatives

38. A non-profit volunteer humanitarian organization.