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“Behind The Scenes of Fundraising
Irene Blight, Fundraising Facilitator
A – 15 LEADERSHIP SEMINARWilmot Community Centre, New Hamburg, Ontario
May 6, 2012
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Presentation Overview
Review of the Lion’s Mission & Vision, Purpose and Code of Ethics
Fundraising 101
Sponsorship Do’s & Don’ts
Brainstorming
Committees
Planning & Reporting
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Vision StatementTo be the global leader in community and humanitarian service.
Mission StatementTo empower volunteers to serve their communities, meet humanitarian needs, encourage peace and promote international understanding through Lions clubs.
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LIONS INTERNATIONAL PURPOSE
Encourage service- minded people to serve
their community
Coordinate activities &
standardize Club administration
Take an active interest in the civic, moral &
cultural welfare of community
Promote principles of
good government &
citizenship
Unite clubs in bonds of
friendship, fellowship &
understandingEncourage efficiency &
promote high ethical
standards
Organize, charter & supervise
service clubs
Provide a forum for
open discussion of all matters of
public interest
Create & foster spirit of
understanding
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LIONS CODE OF ETHICS
SHOW FAITH, GIVE INDUSTRIOUS APPLICATION TO THE END, MERIT A
REPUTATION FOR QUALITY OF SERVICE; SEEK SUCCESS BUT ACCEPT NO PROFIT OR SUCCESS AT THE PRICE OF MY OWN SELF-
RESPECT TRUE TO SELF, RESOLVE DOUBTS AGAINST MYSELF; BEAR IN MIND OBLIGATIONS AS A CITIZEN, GIVE UNSWERVING LOYALTY IN WORD,
ACTION, DEED; CAREFUL IN CRITICISM; LIBERAL WITH PRAISE; BUILD UP NOT
DESTROY
GIVE FREELY OF MY TIME, LABOUR & MEANS; AID OTHERS BY GIVING
SYMPATHY TO THOSE IN DISTRESS, MY AID TO THE WEAK AND MY SUBSTANCE
TO THE NEEDY
FRIENDSHIP AS AN END, NOT A MEANS; TRUE FRIENDSHIP DEMANDS NOTHING BUT ACCEPTS SERVICE IN THE SPIRIT IS
WAS GIVEN
CODE OF ETHICS
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PROFESSIONAL FUNDRAISING CODE OF ETHICS GUIDELINES
(AFP)The Association of
Fundraising Professionals
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PURPOSE OF FUNDRAISING
We think $ but sometimes it is NOT
about $
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FUNDRAISING GOAL
- To Raise Awareness?
- To Raise Funds?
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KNOW YOUR FUNDRAISING EVENT
- Is it busy work?- Is it about awareness?- Is it to raise DOLLARS?
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Volunteer BurnoutSponsor Burnout Community Disengagement
DANGERS OF FUNDRAISING
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SPONSORSHIP DO’S & DON’TS
• RECOGNIZE• THANKDO
• OVER USE• TAKE FOR
GRANTEDDON’T
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COMMUNITY BURNOUT
DISENGAGEMENT
NOT KNOWING COMMUNITY NEEDSSTRIFE WITHIN THE COMMUNITY
EVENT NOT WELL ORGANIZEDDID NOT DELIVER WHAT WAS PROMISED
TOO MANY OF THE SAME EVENTS
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An Effective Way To Bring New Ideas to the Table is the use of Brainstorming
94% improvement in ability to think of good ideas after brainstorming training session
TIRED OF DOING THE SAME THINGOVER & OVER & OVER…..?
“No one of us is as smart as all of us thinking creatively.”
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BRAINSTORMING RULES
1. List the possibilities- quantity over quality- wild ideas welcomed- hitchhike on another’s idea- no criticizing, eye rolling,
groans, sighs, etc.
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2. Look at the list - Any non-starters?- Look at what might work
-any interesting ones?-can any be combined?
- Prioritize
BRAINSTORMING RULES
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3. Move through the list - Set rules
-be open-minded-deal with one idea at a time
- Refine the list- Clarify ideas
BRAINSTORMING RULES
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BRAINSTORMING RULES
4. Agree on an option - Is it practical?- What are the details that
need to be considered to successfully implement?
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CHOOSING YOUR FUNDRAISER
1. Check the community for similar events.
2. Does the event have an opportunity to grow?
3. Does it have the opportunity to feed off other events or traditions?
Do your Homework!
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THE EVENT COMMITTEE
•The Event Committee has the approval to move ahead with preparations to deliver a successful fundraiser.
•The Committee must follow club principals and ethics and abide by the code of fundraising ethics
Event & Budget Approved by
Club•Respect for roles within the committee and assigned tasks
is paramount.•A committee member should not interfere with another's
role unless they have cleared it with that committee member and informed the Chair.
Committee
•To limit unnecessary use of regular meeting time, the Chair or designate is spokesperson.
•The report should include any request for budget increases and the reason why or another concern that might adversely effect the event and request for assistance from the general membership
Reporting Back
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COMMITTEE STRUCTUREKey Roles
• The Chair
• The Treasurer/Secretary
• Media/Communications
• A strong committed committee
Function
• A good chair has a clear desk but knows everything
• Keeps committee on track and on budget
• Setting time lines/develop media relations, etc.
• Could possibly be a sub-committee to meet event needs
• Willing to work/be focused for the duration of the event/fundraiser
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THE PERFECT COMMITTEE
• TIME & ENERGY• COMMITMENT• COMMON SENSE &• GOOD JUDGEMENT• RESPECT FOR GROUP PROCESS• CENTREDNESS• OPENNESS• A SENSE OF HUMOR
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COMMITTEE BREAKDOWN
• JOHNNY / JANEY ONE-NOTE• OVERLOADED• DEVIL’S ADVOCATE• THE AUTHORITY FIGURE• OFF THE WALL ARTIST
Adapted from “Board Membering,” Karl Mathiasen.
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Fundraising 101
Fundraising is:
_____ Planning_____ Doing_____ Thanking
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ORCHESTRATE YOUR EVENT
• Run through the event from - beginning to end
- end to beginning• Never assume anything plan for
everything• Assumption (makes an ass of
you and me)• Have a backup plan!
• Set your event time lines and stick to them
• Deal with issues as they unfold
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RECORD/ARCHIVE INFOKEEP A RECORD OF YOUR EVENT
The report becomes a resource and a valuable tool that can be utilized by the organization to evaluate the event:
• volunteer participation• sponsors• feedback from public or the committee• ratio of $ raised / to dollars earned• volunteer work load • the fundraising goal.
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SAMPLE PLANNING FORMEvent Name
Chair/LeadCommittee
MembersWhenTime
WhereDescription
Cost
Delivery Set-up
Event Kit
Rehearsal
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SAMPLE BUDGETFUNDRAISER PROJECT: TOTALINCOME Fees Admission Sponsorships Company
CompanyIn-Kind Sponsorships Business
IndividualTOTAL INCOME $0.00 EXPENSES Cost per Item # Item Total Start-up Cash/Funds TotalVenue Name
Total Supplies xxx
xxx Total
Advertising Paper 1 Media /TV Promotions Paper 2
Total Lunch xxxx xxxx
Total Craft Supplies xxx xxx
Total Other xxx
Total TOTAL EXPENSES $0.00 PROFIT / LOSS $0.00
What a budget does:• Helps committee
realistically price entry to the event;
• Serves as a tool for review/evaluation;
• Measures each goal, task, time frame and outcome;
• Provides a method to evaluate the results by comparing actual;
• Provides comparison to the previous year’s results if yearly;
• Shows current year results;
• Serves as tool for future projections;
• Evaluates success level comparing goals versus actual
• Shows need for improvement or change.
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SAMPLE SUMMARY REPORTING FORM
NAME OF FUNDRAISERProject LeadMax BudgetStart / Finish DateLocation[s]Participation Numbers
Members Non-Club VolunteersYouth Volunteers
Attendance NumbersBrief Project Description
Successes
Challenges
Recommended Changes
Activities Left to Do
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SAMPLE ARCHIVE FORM
TRACK WHAT YOU DO EACH YEAR2012
Fundraiser Name Project Lead Details # Volunteers Start/Finish Date
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Summary
A lot of hard work
Planning
Doing
Having Fun - Reward
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QUESTIONS?
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“Behind The Scenes of Fundraising
Irene Blight, Fundraising Facilitator
A – 15 LEADERSHIP SEMINARWilmot Community Centre, New Hamburg, Ontario
May 6, 2012