OS, Inc

“Sustainable Non-Profit Fundraising”

William Peck, MSW, PresidentOrganizational Solutions (OS, Inc)

June 11, 2014

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OS, Inc

Five Keys to Fundraising Success

1 Case

2 Leadership

3 Informed Stakeholders

4 Infrastructure

5 Stewardship

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OS, Inc

Non-Profit Competition

~ 1.48M NPOs nationally (IRS Data Book for 2012)

~ 46,000 NC NPOs (NC Secretary of State)

~14,000 Triangle Area (NC Secretary of State)

Does your agency stand out in the crowd?

What makes your agency so special/unique?

Who is your target audience?

What funding sources make most sense for your organization?

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OS, Inc

2012 Giving Results

$316.23 billion to charitable causes

3.5% growth over 2011

Mirrored slow growth economy

Individuals, corporations, bequests, foundations

Represents hope and the power of American philanthropy (Gregg Carlson, Chair of the Giving USA Foundation, School of Philanthropy News, June 18, 2013, Giving USA: Charitable Donations Grew in 2012, but Slowly, Like the Economy)

Source: Giving USA Foundation 2012 Report

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OS, Inc

Sources of 2012 Giving

Individuals: $228.93B 3.9% Inc.

Bequests: $23.41B 7.0% Dec.

Corporations: $18.15B 12.2% Inc.

Foundations: $45.74 B 4.4% Inc.

• Special Event fundraising not included as source

Source: Giving USA Foundation 2012 Report

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OS, Inc

Elements Critical to Successful Fundraising

Clear mission statement and vision

Strategic plan

Set a goal: amount and for what? Set reasonable expectations!!!

Board support: the first to give and to ask

Capacity: who will do it? Staff, Volunteer, Board Member?

Impact stories: what difference are you making?

Make a specific ask

Stewardship

Create a mix of sources to sustain and grow your agency

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We need to raise how much?!?!

OS, Inc

Typical Funding Sources Individuals

Major Gifts

Corporations/Businesses

Foundations

Special Events Kick Starter Campaigns (specific projects)

Bequests

Focus on fundraising that is a natural match for the NPO’s mission and capacity.

Ideal number of funding sources depends on size and strength of NPO.

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75% of all giving comes

from individuals

OS, Inc

Establish Your Giving Sources

Source

Individuals friends; family; volunteers; staff; board

Foundations research match between your cause and their priorities (do your homework)

Corporations research match; build relationships; create volunteer opportunities

Bequests include information in all material; ask to be included in a will or life insurance plan

Special Events improve what is working; ensure profit; scan competition; create fun

Major Gifts need history and impact stories

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OS, Inc

Build Your DatabaseCollect names, addresses, and email

Church directories

Community association directories

Purchase list by zip code, home values, etc

See other agency donor lists printed in annual report

Board member recommendations

Hold a friend-raising event

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Always capture data

OS, Inc

Annual Giving Plan(Building a Culture of Giving)

7 contacts per year 2 to 3 requests 4 – 5 updates

Letter, email, text, Facebook, Pinterest, Instagram, Twitter Include pics, be brief, but make your point

Timing

Compelling story – impact

State what their gift will achieve

Ask for a specific amount

Thank them in closing

Stewardship: formal thank you within 5-7 days of gift receipt

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OS, Inc

SourcesGiving USA Foundation™ and its research partner, the

Indiana University Lilly Family School of Philanthropy

www.wikihow.com

www.ncgov.com/csl/licensing

North Carolina Center for Nonprofits

Philanthropy Journal

American Institute of Philanthropy

www.give.org

www.wikipedia.org

www.irs.gov

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OS, Inc

Contact Information

Helping Nonprofits Grow: Fundraising / Marketing & Communications / Board & Staff Development

Organizational Solutions, Inc (OS, Inc)William Peck, MSW, President919.651.0974 or 919.622.4546

(mobile)bill@peckos.comwww.peckos.com

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OS, Inc

“I’ve missed more than 9000 shots in my career.

I’ve lost almost 300 games.

26 times I’ve been trusted to take the game winning

shot and missed.

I’ve failed over and over and over again in my life.

And that’s why I succeed.“

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--Michael Jordan