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Fundraising for Small Shops

Published on Nov 18, 2015

Strategies for small charitable organizations to succeed in fundraising

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PRESENTATION OUTLINE

1.

Fundraising

for Small Shops
2.

Topics

  • Where to spend your time
  • Strategies
  • What to avoid
3.

Your Time

What to do with
Photo by ✿ SUMAYAH ©™
4.

Connect your work to the development cycle

5.

Untitled Slide

6.

What to do

  • Research
  • Cultivation (includes marketing)
  • Solicitation
  • Stewardship
7.

Target Time Usage

8.

Managing the List

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Monthly

  • Research
  • Planning
  • Reporting
10.

Weekly

  • Initial contacts
  • Top donor cultivation
  • One ask activity
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Daily

  • Donor acknowledgment
  • Thank you note, email or call
  • Marketing & awareness
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Quarterly or other

  • Other reporting required
  • Professional development
13.

Tools and Strategies

Photo by geishaboy500
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Managing Data

Stop using Excel
Photo by K8
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Databases for small orgs

  • Cloud based
  • Small number of records
  • Scaleable as you grow
  • 1-2 users at start
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Databases for small orgs

  • Email newsletter function
  • Letter templates
  • Export and import
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Social Media

doesn't have to be a time suck
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Social Media in Small Bits

  • Monitor
  • Manage
  • Aggregate
  • Schedule
Photo by j&tplaman
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Managing Volunteers

Keep it simple
Photo by Dave Bezaire & Susi Havens-Bezaire
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Volunteer coordination

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Untitled Slide

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Direct Mail

Invest money, not time
Photo by acme401
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Simplify Direct Mail

  • Use a mail house
  • Stick to a couple packages
  • Keep the design simple
  • Email doesn't replace
Photo by jonny2love
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Online Campaigns

Crowdfunding is not the magic bullet
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Online Campaigns

  • Secret shop your website
  • Start small but tangible
  • Incentives are critical
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Do online campaigns actually work?

Yes and No.

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Untitled Slide

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Untitled Slide

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Keys to Online Success

  • Visuals and Videos
  • Urgency
  • Existing social network
  • Multi-platform promotion
Photo by StockMonkeys.com
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Planned Giving

for normal people
Photo by Ken_Mayer
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Simple planned giving

  • Focus on wills and bequests
  • Develop sample language
  • Promote on everything
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I bequeath to the Stratford Shakespearean Festival of Canada _________
(state percentage of estate or
specific amount) to be applied its general endowment (or for _________ fund area, please specify).

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Big Gifts

require attention and long view
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Things to plan

  • Know your top 10-25 donors
  • Know your top 10 prospects
  • 5-7 cultivation advances
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Stop and Think

Might be good, might be horrible
Photo by monkeyc.net
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Events

can be scary!
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Evaluating events

  • Potential revenue
  • Amount of work
  • Likelihood of success
  • Uniqueness
  • Mission match
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Board Involvement

should focus on other things than asking
Photo by Massachusetts Energy and Environmental Affairs
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Boards in fundraising

  • Provide connections
  • Testimonials
  • Discrete tasks
  • They can stall asking!
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Summary

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Tie activities to development cycle

Create checklists

Database, mail worth $
Simple online, volunteers, planned giving

Be ruthless with events
Be strategic with board

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Alice Ferris, MBA, CFRE, ACFRE
Jim Anderson, CFRE
GoalBusters Consulting www.goalbusters.net

Alice Ferris

Haiku Deck Pro User
http://goalbusters.net