1. Raising Funds, Finding Friends … To Realize Bold Community Visions © Tamarack – An Institute for Community Engagement & DVA Navion. 2003.

2. The Facilitators Wayne Hussey Paul Born

3. Raising Funds, Finding Friends … To Realize Bold Community Visions Finding Campaign Prospects and Campaign Leadership Session Three of the Six-Part Series © Tamarack – An Institute for Community Engagement & DVA Navion. 2003.

4. Overview Start with the Case for Support Establish a Gift Table Create a Donor Engagement Model Identify Prospects Finding Leaders

5. Finding campaign prospects and campaign leadership is a critical element of a successful fundraising program.

6. Remember, doing good is not enough There are more than 80,000 charities in Canada Each is empowered to raise funds through donations and philanthropy Though Canada is one of the most generous countries on earth in terms of giving of our time and money, we are competing for potential donors and potential leaders So how do we find these generous and community minded people, businesses and organizations?

7. Our fundraising case gives us direction on the type of prospects we will be searching for Given the vision of Vibrant Communities we are looking for people who value what we are trying to do The good news is that addressing poverty has been an issue for decades or more The bad news is we are trailblazers – people have heard poverty promises before Start with the Case

8. We can do more together We don’t have the answer but we have a commitment to learn, change and grow. We’re not trying to reduce the impacts of poverty, we’re trying to reduce poverty.

9. If we were trying to raise $1,000,000 over a four year period we prospect differently than if we wanted to raise $10,000 or if we were aiming for $100,000,000 The goal is therefore reflected in a tool we call “The Gift Table”  We actually chart out what gifts we need in order to reach our goal. This then tells us the kinds of prospects we need. Look to the goal

10. There are three potential models we can apply:  The Hierarchical Model - One large large lead gift followed by gifts of descending magnitude OR  The Partnership Model - A series of relatively equal sized gifts OR  A Blended Model – A few larger lead gifts followed by a number of relatively equal sized gifts A Gift Table for $1,000,000

11. Gift Total Running Total One lead gift of $100,000$100,000$100,000 Two gifts of $75,000 $150,000$250,000 Four gifts of $50,000 $200,000$400,000 Eight gifts of $25,000 $200,000$600,000 Ten gifts of $20,000 $100,000$700,000 Fifteen gifts of $10,000 $150,000$850,000 Twenty gifts of $5,000 $100,000$950,000 Twenty five gifts of $2,000 $50,000$1,000,000 This table requires 85 gifts from 255 prospects The Hierarchical Model

12. This model seeks a smaller number of gifts and attempts to bring donors in at comparable levels Seeking perfect equity is impossible – a small company giving $50,000 is very different than a billionaire giving $50,000 – trying to achieve equity is a fruitless exercise All gifts are equally valuable and appreciated The Partnership Model

13. Partnership/Blended Model Partnership Model (needs 45 prospects)  15 gifts of $50,000 - $75,000$1,000,000 Blended Model (needs 48 prospects)  4 cornerstone gifts of $100,000$400,000  12 partnership gifts of $50,000$600,000

14. The Partnership Model or the Blended Model are both ideal for Vibrant Communities as we need to have both inclusion and access A smaller donor group allows a more intimate relationship which in turn allows us to include them as working partners not just donors These two models require a significantly smaller pool of prospects and therefore a much smaller number of campaign leaders (canvassers) The Preferred Model

15. We’re not just looking for donors, we’re looking for friends. To ensure the most effective way to raise the funds required, we need to have a clear plan and model in mind.

16. Prospect Identification How do we identify prospects? Recognize that fundraising is different in each community.

17. We start with ourselves – every member of the Steering Committee makes their personal contribution We then ensure our organizations (where appropriate) support the project financially and with our time We then identify all of the previous donors (if any) to our efforts Prospect Identification

18. If there is no history of giving to us (as is likely the case) we identify those who have given to other agencies or projects like us We also look to identify generous people within our personal sphere of influence and within the group’s personal sphere of influence We then look to generous people outside our collective sphere of influence but have shown sympathy for our cause or related causes We then match all of these names to the gift table in the case of the hierarchical model or create Top Prospect and Secondary Prospect Lists for the Partner/Blended Model More Identification

19. In order to start the prospect rating process (matching them to gift tables or partner giving levels) we need to do prospect research We need to scan the public domain for information about the prospect and build a profile on them. A critical part of this process is to understand their giving history and their volunteer leadership history We also constantly scan community media to identify additional prospects that we had not thought of but who are demonstrating interest We add them to our prospect list Prospect Identification and Research

20. Constantly Seeking Advice One of the most powerful ways to enrich your prospect list is to ask others for advice and comment It is also a friend finding process (leadership) We constantly gather input about the prospect, who knows the prospect, who should call on the prospect, how to recruit the person to call on the prospect, etc. Our confidence soars when we begin to realize we have access and potentially a match with a prospect

21. As we engage prospects in our first visit we will quickly learn whether they are serious prospects for Vibrant Communities We are constantly delighted and disappointed  What we thought would be a cultivation call yields a gift  What we thought was a certain solicitation reverts to cultivation And don’t forget to meet with your prospects and other community leaders simply to confirm and expand the Prospect List. It is a simple and safe way to determine their interest The List is Ever Fluid

22. Developing the list is not a linear process It is a motivating process to develop the Prospect List. We are constantly delighted and disappointed.

23. The number and nature of leaders required for a campaign is dependent on two things: The Gift Table The Campaign Model Finding Leaders

24. Using the Hierarchical Model of Campaigns requires legions of volunteers as we are likely going to meet in excess of 200 prospects in order to secure around 85 gifts that total $1,000,000 This model is labor intensive and could require up to 50 canvassers, captains and division chairs The Partnership and Blended Model requires a much smaller number of gifts and therefore a much smaller number of campaign canvassers – it can be successfully achieved with a group of 5 highly committed canvassers Impact of the Gift Table

25. With so many campaigns many leaders are worn out – they have done their turn There are real concerns from potential campaign volunteers that they will be successful if they agree to join – no one wants to fail in these campaigns Potential leaders have less time than ever They want a highly streamlined approach They want skilled staff to do the support work They are getting tired of meeting for meetings sake Meetings are up, sales are down The Challenge of Finding Leaders

26. Limit each volunteer to no more than five prospects at any time Carrying one prospect well is a good enough contribution Don’t hold meetings – go meet with each volunteer and support them in doing quality cultivation and solicitation No one goes out alone Every cultivation step is planned and even scripted Meet at the beginning to orient and share prospect information and accept prospect assignments Meet no more than every three months Carrying a prospect takes 5 - 20 hours each The Wrap Around Model

27. Using the wrap around model streamlines their time, allows campaigns to run silently and provides maximum staff support Your chances of recruiting have now gone up dramatically Who you recruit is actually quite simple – people who are respected and have positive influence on the names on your Top Prospect List Remember, doing one call well is a significant contribution to a Partnership/Blended Model Look to current community leaders, past leaders, current and potential donors Targeting Effective Leaders

28. Supporting the volunteer The Wrap-Around Model requires a significant level of staff support.

29. The Wrap Around Model allows you to have leaders move in and out of the campaign team as they start and finish their prospect assignments The real determinant of how many volunteers we can support at any given time is based on our staff resources If your campaign has a single Campaign Director, the largest number of prospects you can support is 25 and still have quality control The number of volunteers is then determined by the number of volunteers who make up the ambassadors for 25 prospects How Many Leaders at One Time

30. For example Five high profile leaders have good access to five prospects each and accept those assignments = stop recruiting until one or more of those are done Or Twenty five leaders are each willing to take one prospect = stop recruiting Any combination of the above that equals 25

31. Review Doing good is not enough Start with the case Look to the goal Develop a Gift Table Prospect identification & research Constantly seek advice Understand the Wrap Around Model

32. Raising Funds, Finding Friends … To Realize Bold Community Visions Finding Campaign Prospects and Campaign Leadership Session Three of the Six-Part Series © Tamarack – An Institute for Community Engagement & DVA Navion. 2003.

33. Topics in the Series Creating the Pre-Conditions for Success The Art of Donor Cultivation and Friend Raising Prospecting and Leadership Development Solicitation and Leadership Engagement The Case for Support Stewardship and the Gift of Friendship

34. Tamarack Services Seminars Coaching Tools & Resources E-learning www.tamarackcommunity.ca

35. Raising Funds, Finding Friends … To Realize Bold Community Visions © Tamarack – An Institute for Community Engagement & DVA Navion. 2003.