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Marketing your chapter for fund development

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Marketing Your Chapter for Fund Development
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Hosted by The Southern Area Communications Committee 9PM Thursday May 8 2014 9PM, Thursday, May 8, 2014 Effecting Change Through the Power of Friendship and Service
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Page 1: Marketing your chapter for fund development

Hosted byThe Southern Area Communications Committee

9PM Thursday May 8 20149PM, Thursday, May 8, 2014

Effecting Change Through the Power of Friendship and Service

Page 2: Marketing your chapter for fund development

‐Role has customarily been limited to the area of public relations.

‐Expanded our Area responsibilities to include both practical andth ti l b fit f h i i ti kill b ttheoretical benefits of enhancing our communication skills by notonly assisting with traditional avenues such as improvingcommunications with the media and consistently managing ourbrand, to enhancing our internal communication skills to better work, gwithin our chapters in addition to leadership skills.

‐ The importance of branding, internal and external communications,social media and technology will all be covered tonight as we seek toutilize all of our resources to market our chapters for funddevelopment.

Page 3: Marketing your chapter for fund development

Not All Money is Green: Understanding RFPs, Grants and Sponsorships, p p

d b Presented by Sylvia Perry

ChairSouthern Area Southern Area Communications

Page 4: Marketing your chapter for fund development

Ways and Means - RFPsWays and Means RFPs-A request for proposal

RFP

q p p(RFP) is a solicitation made, often through a bidding process.

Highly competitive- Highly competitive- Precursor to grants - Requests more than price

A request for quotation (RFQ) is used when discussions with bidders are not required and when price isthe main or only factor in selecting the successful bidder.

A request for information (RFI) is a proposal requested from a potential seller or a service provider todetermine what products and services are potentially available in the marketplace to meet a buyer'sdetermine what products and services are potentially available in the marketplace to meet a buyer sneeds and to know the capability of a seller in terms of offerings and strengths of the seller.

A request for qualifications (RFQ) is a document often distributed before initiation of the RFP process. Itis used to gather vendor information from multiple companies to generate a pool of prospects, basicallyweeds out undesirable or ineligible vendors.g

Page 5: Marketing your chapter for fund development

Ways and Means - GrantsWays and Means Grants

Grants-Grant writing involves putting a total action plan for a project on paper

- Used to solicit funds fromfederal, state, local governments, foundations

d h f diand other funding resources

-Grantsmanshipp

Page 6: Marketing your chapter for fund development

Ways and Means -Ways and Means Sponsorships

Sponsorships- Underwrites an event or activity financially or through the provision of products or services very similar to a benefactor- Usually requires win/win results and accountabilityresults and accountability- In Kind- Sponsorship can deliver increased awareness, brand b ildi d ibuilding and propensity to support

Page 7: Marketing your chapter for fund development

The power of a nonprofit p pand 501C3 status

Page 8: Marketing your chapter for fund development

Taking Advantage of The Links Foundation 501C3The Links Foundation 501C3

No Links chapter is eligible to have 501C3 status no matter p gwhat the cause is. A $1,500 fine will be imposed on any chapter in violation of this policy.

The Foundation has made it very easy for a chapter to utilizeThe Foundation has made it very easy for a chapter to utilize its nonprofit status without all of the hassle required for meeting state guidelines. By using the Foundation, a chapter is enabled to offer its patrons tax deductible contributions for

f fsponsorships, donations and fundraisers for their respective programming resulting in a win-win for all parties.

Page 9: Marketing your chapter for fund development

Taking Advantage ofTaking Advantage of The Links Foundation 501C3

To qualify, proceeds must be used for charitable purposes. The funds are restricted and are required to beare restricted and are required to be used for the programs for which they were raised. This also must be communicated with the public.

When you have identified the sources for sponsorships and underwriting, your sponsor will need to get a W9your sponsor will need to get a W9 from the Foundation and the IRS Determination Letter. In addition, their checks must be made payable to “The Links Foundation”.

Page 10: Marketing your chapter for fund development

Taking Advantage ofTaking Advantage of The Links Foundation 501C3

No fee will be charged to use the foundation however achapter is charged a $25 “Administrative Fee” per transactionwhen using the foundation. Several checks written, submittedand distributed at one time will be considered as onetransaction. All submitted funds must be accompanied by awritten statement of intended usewritten statement of intended use.

Chapters will receive their funds within10 business days of documented receipt of their funds.

Page 11: Marketing your chapter for fund development

T ki Ad fTaking Advantage of The Links Foundation 501C3

Checks over $250 should be made payable to The Links Foundation. There is no limit to the amount of money that can be accepted.

Checks less than $250 can be made payable to the chapter with the notation “For the Benefit of the Links Foundation” Thesethe notation For the Benefit of the Links Foundation . These funds after expenses are to be sent to the Links Foundation within 45 days from the date of the fundraiser. A complete report of the fundraiser, receipts and disbursements must be included with the check.

Foundation Tax ID Number: 52-1170830

Page 12: Marketing your chapter for fund development

Why should a funder invest in your chapter

Page 13: Marketing your chapter for fund development

•How sponsors benefit when they give money

•How chapters benefit from seeking resourceso c apte s be e t o see g esou ces

•Party with a purpose

Page 14: Marketing your chapter for fund development

C tCorporateImageImage

Page 15: Marketing your chapter for fund development

Increases brand awareness Attracts similar target audiences Attracts similar target audiences Promotes internal good will among

employeesemployees Heightens visibility and publicity

Page 16: Marketing your chapter for fund development

“Benefit Event” Sample issues: domestic violence child Sample issues: domestic violence, child

abuse, world hunger, childhood obesity

Page 17: Marketing your chapter for fund development

Presented by Kenyonn Demps

Chair, Special ProjectsSouthern Area Communications

Page 18: Marketing your chapter for fund development

1. Where 2 Who2. Who3. What4 Why4. Why5. How

Page 19: Marketing your chapter for fund development

Who is this sponsorship money being given to?

◦ Another organization?◦ Is the cause worthy?y◦ Does it line up with the mission of the sponsor?

TIP: Find the right person to approach

Page 20: Marketing your chapter for fund development

Describe to the potential sponsor where the money is going?L l O f T Local – Out of Town

Page 21: Marketing your chapter for fund development

What is the sponsorship money for? What kind of exposure will the sponsor

ireceive What is the target audience?

TIP: Be brief, be brilliant, be gone

Page 22: Marketing your chapter for fund development

Why is it important for this sponsor to contribute to The Links, Incorporated?

Why should this sponsor donate to this target audience?audience?

TIP: Be impeccable with your wordTIP: Be impeccable with your word

Page 23: Marketing your chapter for fund development

How will this benefit the potential target audience?H ill i b fi h i l ? How will it benefit the potential sponsor?

TIP: Be Clear about the Demographics and your platformDemographics and your platform

Page 24: Marketing your chapter for fund development

MarketingT f d f d Types of programs donor funds

Mission statementFunding cycle Funding cycle

Page 25: Marketing your chapter for fund development

Presented byyTammy T. Reed

Chair, Region 2Southern Area Communications

Page 26: Marketing your chapter for fund development

VALUE OF EFFECTIVE PRESENTATIONS

Your presentation is the first impression a potential funder will have of‐ Your presentation is the first impression a potential funder will have ofyou and your chapter.

‐ People will often judge you and your organization on the execution andorganization of your presentation, elevator speech, etc.

‐ Having a superior program or initiative is never enough. You are expectedto present your message with confidence and clarity.

‐ The most important element in a presentation – YOUE C t t‐ Eye Contact

‐ More Substance, Less Fluff‐ Organizational Personality

Page 27: Marketing your chapter for fund development

PLAN, PLAN, PLANA well‐structured and executed  timeline Rocks!

- Be clear about the ASK- Prepare your fund development outreach plan well in

advanceadvance(at least 8 weeks out)

- Know, research, and study your target audience (potential fund developers.)

- Send letter of introduction/solicitation well in advance of chapter program/event, include a date for follow-up by telephone

- Brief letter, may include reader-friendly facts andBrief letter, may include reader friendly facts and information

- Fund development outreach/solicitation strategies- Phone Bank, letter-writing, direct mailing

( it d t b ) f t f ti(community database), face-to-face meeting

Page 28: Marketing your chapter for fund development

Seal the Deal (or get one step closer) A Productive Meeting Rocks!

• Schedule meeting• Convenience• Locale

• The PlayersThe Players• Chapter President, Fund Development   Chair, Program/Facet/Fundraising Chair, Communications and Public Relations Chair.

• SpokespersonSpokesperson• Chapter representative

• Support/Collateral Materials• Media Kit• Programs/AgendasPrograms/Agendas• History Books

• The Ask• Take‐Aways / Follow‐up

Page 29: Marketing your chapter for fund development

What is an elevator speech? Why have an elevator speech? Essential elements of a Rocking elevator speechg p

What is a media kit? Why have a media kit? 

E i l  l   f   R ki di  ki Essential elements of a Rocking media kit

Page 30: Marketing your chapter for fund development

Presented by Joy WallaceJoy Wallace

Chair, Region ISouthern Area Communications

Page 31: Marketing your chapter for fund development

NAACP, URBAN

LOCAL EATERIES, COFFEE

SHOPS, ETC

LEAGUE, VOTER

DRIVES, ETC

HABITAT FOR HUMANITY;

SCHOOLS; GO RED; ADA,

ETCETC

YOUR LINKS CHAPTER OF THE LINKS, INCORPORATED

Page 32: Marketing your chapter for fund development

Myth: I/ We can do this all on our own

Fact: Proven- The benefits of collaborations can provide successful outcomes. The support of others h l h d it d thas always had its advantages

Myth: All I/we want is your money.

Fact: Our Links Brand strategy includes words and phrase such as “community service”, “making a p ase suc as co u ty se ce , a g adifference”, “enriching”, “transformational programming”, “impacting lives in communities of color” and it even includes the word “partnerships”.p p

Page 33: Marketing your chapter for fund development

THE BENEFITS OF COLLABORATIONS HAVETHE BENEFITS OF COLLABORATIONS HAVETHE BENEFITS OF COLLABORATIONS HAVE THE BENEFITS OF COLLABORATIONS HAVE PROVEN TO BE BOTH SUCCESSFUL & VITALPROVEN TO BE BOTH SUCCESSFUL & VITAL

BUT, THE KEY IS TO CHOOSE YOUR PARTNERSHIPS WISELYYOUR PARTNERSHIPS WISELY

Page 34: Marketing your chapter for fund development

What is your purpose? What are your goals / focal points? What are your goals / focal points? Who will be your target audience? What are your current resources? What are your current resources? How/Where can you be most effective? How can and/or will your potential How can and/or will your potential

partnership be beneficial and to whom?

Page 35: Marketing your chapter for fund development

Types of Community PartnershipsTypes of Community Partnerships Local Service Organizations

Types of Community PartnershipsTypes of Community Partnerships Local Service Organizations

(Habitat for Humanity, etc) Major Department stores

(Macys, Dillards, Bloomingdales, t )

Joint Town Hall Meetings

etc) Other non-profit agencies

(Urban League, NAACP, American Heart Association, etc)

Various Community Boards

Local, ) Corporations---small, medium

and large (FedEx, Duke Energy) Local Educational

organizations (science centers;

Local county/government agencies (health organizations (science centers;

museums, schools, etc) Local Businesses (restaurants)

age c es ( ea tclinics, etc)

Page 36: Marketing your chapter for fund development

EXAMPLESHEALTH FORUMSHEALTH FORUMS

VARIOUS HEALTH FAIRSFREE CLINICS

CHILDHOOD OBESITYWORLD HIV/AIDS DAY

AMERICAN HEART ASSOCIATIONASSOCIATION

GO RED DAY

SUSAN G KOMENSUSAN G. KOMENWALK/RUN FOR THE CURE

3-DAY EVENT

OTHERS :SICKLE CELL FOUNDATION

JUVENILE DIABETES ASSOCIATIONBLOOD DRIVESBLOOD DRIVES

LINKAGES TO LIFE

Page 37: Marketing your chapter for fund development

POTIENTIAL STRATEGIC PARTNERSHIPS

ACADEMIC INSTITUTIONSPUBLIC, PRIVATE, CHARTER SCHOOLS, INSTITUES OF HIGHER

LERNIING ACADEMIC INSTITUTIONS

COMMUNITY

MENTORING S.T.E.M. PROGRAMS

MUSEUMS MUSEUMS OF HISTORY COMMUNITY

ORGANIZATIONS MUSEUMS OF HISTORY MUSEUM OF FINE ARTS CHILDREN MUSEUMS

MOSI ( MUSEUM OF SCIENCE & INDUSTRY)

COMMUNITY GROUPS MUSEUMS; EDUCTIONAL CENTERS

COMMUNITY GROUPS VOTER REGISTRATION DRIVES

HABITAT FOR HUMANITY URBAN LEAGUE

N.A.A.C.P. PAN-HELLENIC COUNCIL

CORPORATIONS; LOCAL BUSINESSES

EATERIES, COFFEE HOUSES, DESSERT SHOPS, ETC. CHILI’S

CARRABA’S FRIDAY’S

BOWLING CENTERS BOWLING CENTERS

Page 38: Marketing your chapter for fund development

NOTNOT ALWAYS

$$$$$$ABOUTABOUT

THETHE MONEY

Page 39: Marketing your chapter for fund development

TOWN HALL MEETINGSTOWN HALL MEETINGS

* ENGAGING * EXPOSURE FOR FUNDING

RESOURCES

* GREATER AUDIENCES* CHAPTER VISIBILITY * COMMUNITY INTERESTRESOURCES

* AUDIENCE PARTICIPATION* COMMUNITY INTEREST

Page 40: Marketing your chapter for fund development

ENCOURAGE CHAPTER TO SIT ONENCOURAGE CHAPTER TO SIT ON COMMUNITY BOARDS REPRESENTING LINKS

TAPPING TAPPING THE POWER THE POWER

WITHINWITHIN

Affiliations could lead to greater more beneficial collaborations

Page 41: Marketing your chapter for fund development

WIN FOR YOUR CHAPTER WIN FOR YOUR PARTNERSHIP

Page 42: Marketing your chapter for fund development

Increased Awareness of your chapter’s

Increased appreciation from community theyyour chapter s

Transformational programmingM i d d

from community they serve.

Help achieve their mission statement May receive donated

proceeds, goods and services

mission statement Help build their brand

and increase community t h Help build local

community reputation to garner more resources

outreach Pool resources and

enhance their i i ’

Win for your

gand future funding

Win for your

organization’s programs

yLocal Links Chapter

yCommunity Partner

Page 43: Marketing your chapter for fund development

Presented by N ill DNatille Duncan

Chair, Region IIISouthern Area Communications

Page 44: Marketing your chapter for fund development

Keep the fund dollars coming Keeping the Relationship alive 365 Keeping the Relationship alive 365 Fund Development Positions

Page 45: Marketing your chapter for fund development

• Traditional fund-raising gefforts

• Maintaining gyour Donor DatabaseHave a plan for

• Use of Cause Marketing

Have a plan for potential funding

Page 46: Marketing your chapter for fund development

Partnership Donor Groups◦ Groups who donate $50 $500 monthly◦ Groups who donate $50 -$500 monthly,

quarterly, and/or biannually

Affinity Fundraising Affinity Fundraising◦ Groups who share common interests

S E t Super Events◦ Beautillion, Jazz Brunch, Golf

Tournament

Page 47: Marketing your chapter for fund development

C /F D B i L d Current/Former Donors Special Event attendees Individuals that solicit

Business Leaders Community Groups Volunteers Individuals that solicit

information about your Chapter/programming

Volunteers

Page 48: Marketing your chapter for fund development

What is it? Cause marketing is a

strategic marketing partnership that pairs apartnership that pairs a company or brand with a social cause or cause-

frelated organization for mutual benefit.

Types of cause marketing◦ Message-focused

E hi◦ Event partnerships

Page 49: Marketing your chapter for fund development

Increased revenue Enhanced visibility

I d l l Increased volunteer pool Access to new audiences

Connections to corporation’s network Connections to corporation’s network

Page 50: Marketing your chapter for fund development

Its all about relationships!

◦ -- Personalize your contact with donors◦ -- Share impact and success stories Share impact and success stories◦ -- Be consistent and quick to respond◦ - Maintain visibility and availability

Sh◦ -- Show your commitment

Page 51: Marketing your chapter for fund development

What’s the difference?What s the difference?FUND DEVELOPMENT CHAIRFUNDRAISING CHAIR

- Plans events- Strategically chairs all

f

- Contacts potential sponsors

D l k iaspects of event- Reports to chapter ongoing developments

- Develops marketing materials (media kit, brochures)- Gathers and keeps data pregarding potential deliverables- Reports directly and consistently toconsistently to President/Executive Committee

Page 52: Marketing your chapter for fund development

Discuss, plan, and organizes the fundraising event (logistics)

Coordinate activities and decision making of fundraising event committee members Li i i h h f d i i i Liaise with other fundraising committee members and fund development chair

Oversees all facets of the fundraising project Oversees all facets of the fundraising project

Page 53: Marketing your chapter for fund development

Actively seeks and identifies potential individual and/or corporate donors

d f k Assists in coordination of marketing information to current/potential donors to maximize chapter incomemaximize chapter income

Responsible for maintaining and adding to the chapter’s contact list of donorst e c apte s co tact st o do o s

Report of pipeline activity

Page 54: Marketing your chapter for fund development

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