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4 Simple Steps to Raising All the Money Your
              Nonprofit Needs

                Sandy Rees

             December 12, 2012


A Service
   Of:                   Sponsored by:
INTEGRATED PLANNING
            Advising nonprofits in:        www.synthesispartnership.com
            • Strategy
            • Planning                                    (617) 969-1881
            • Organizational Development   info@synthesispartnership.com


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www.mission.do




A Service
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Today’s Speaker




                                     Sandy Rees
                                    Fundraising Coach
                                     GetFullyFunded

Assisting with chat questions:                                                   Hosting:
Jamie Maloney, Nonprofit Webinars                        Sam Frank, Synthesis Partnership

A Service
   Of:                                              Sponsored by:
Sandy Rees, CFRE
Fundraising Coach & Consultant
www.getfullyfunded.com
(c) Sandy Rees, 2010
www.getfullyfunded.com
(c) Sandy Rees, 2010
www.getfullyfunded.com
   Staff have what they need to deliver services
   Bills are paid
   Rainy day fund or reserve established
   Large donor base
   Donors are engaged and happy
   Diversified revenue streams
   Mission is being fulfilled




                        (c) Sandy Rees, 2010
                       www.getfullyfunded.com
(c) Sandy Rees, 2010
www.getfullyfunded.com
   The right mindset
   Passion for the cause
   Strong leadership
   Compelling mission
   Donor-based fundraising




                       (c) Sandy Rees, 2010
                      www.getfullyfunded.com
(c) Sandy Rees, 2010
www.getfullyfunded.com
“Nothing can stop the man with the right mental
attitude from achieving his goal;

nothing on earth can help the man with the wrong
mental attitude.”
                                    W.W. Ziege




                      (c) Sandy Rees, 2010
                     www.getfullyfunded.com
“Whether you think you can or you can’t, you’re right.”
                                    Henry Ford




                       (c) Sandy Rees, 2010
                      www.getfullyfunded.com
(c) Sandy Rees, 2010
www.getfullyfunded.com
(c) Sandy Rees, 2010
www.getfullyfunded.com
(c) Sandy Rees, 2010
www.getfullyfunded.com
   Emotional appeal
   Relatable
   Understandable




                        (c) Sandy Rees, 2010
                       www.getfullyfunded.com
It’s fundraising that
 focuses on the donor
 builds relationships




                     (c) Sandy Rees, 2010
                    www.getfullyfunded.com
There are 4 simple steps to building donor
relationships and fully funding your mission:

1.   Tell your story
2.   Ask for a gift
3.   Thank the donor
4.   Build relationships




                        (c) Sandy Rees, 2010
                       www.getfullyfunded.com
(c) Sandy Rees, 2010
www.getfullyfunded.com
   It’s who you are and who you help
   It’s how you make a difference
   It’s about how you’re changing lives




                        (c) Sandy Rees, 2010
                       www.getfullyfunded.com
“Our mission is to                                “We make sure
provide food rescue                                that everyone
and warehousing                                    who needs food
                                 OR
services to at-risk
populations in the 18-
                                                   has access to it.”
county service area
we cover.”



                          (c) Sandy Rees, 2010
                         www.getfullyfunded.com
What does this really say?

“Members of an avian species of identical plumage
congregate.”




                       (c) Sandy Rees, 2010
                      www.getfullyfunded.com
   Short version – elevator speech
   Longer version – website, grants, and more!




                        (c) Sandy Rees, 2010
                       www.getfullyfunded.com
  Keep it short and simple
  Communicate 1 or 2 key messages
  Focus on the results
  Be prepared to share a story about someone whose
life has been changed by your nonprofit’s work




                     (c) Sandy Rees, 2010
                    www.getfullyfunded.com
   Focus on 1 person or 1 family
   Tell the ‘before’ and ‘after’
   Include only a small bit about your organization




                         (c) Sandy Rees, 2010
                        www.getfullyfunded.com
(c) Sandy Rees, 2010
www.getfullyfunded.com
(c) Sandy Rees, 2010
www.getfullyfunded.com
Use a variety of strategies throughout the year

   Special events
   Direct mail
   Grants
   Major gifts
   Monthly giving
   Etc.



                      (c) Sandy Rees, 2010
                     www.getfullyfunded.com
Tie the gift amount to something meaningful like:

“$1.72 will provide a hot meal for a person in need.”

“$500 will provide a scholarship for a child in need to
attend classes.”




                        (c) Sandy Rees, 2010
                       www.getfullyfunded.com
Just ASK!




             (c) Sandy Rees, 2010
            www.getfullyfunded.com
(c) Sandy Rees, 2010
www.getfullyfunded.com
Send a prompt, sincere, warm Thank-You letter within
48 hours of receipt of the gift




                     (c) Sandy Rees, 2010
                    www.getfullyfunded.com
   It lets the donor know you got their check
   Builds trust
   Chance to educate the donor




                        (c) Sandy Rees, 2010
                       www.getfullyfunded.com
   Letter
   Phone call
   Hand-written note
   Email
   Personal thanks




                         (c) Sandy Rees, 2010
                        www.getfullyfunded.com
(c) Sandy Rees, 2010
www.getfullyfunded.com
   Get to know the donor
   Steward the gift
   Maintain good communication




                      (c) Sandy Rees, 2010
                     www.getfullyfunded.com
   Communicate regularly
   Respond promptly to requests
   Invite donors for a tour
   Be honest and ethical at all times




                         (c) Sandy Rees, 2010
                        www.getfullyfunded.com
Sandy Rees, CFRE
   Fundraising Coach


www.GetFullyFunded.com



       (c) Sandy Rees, 2010
      www.getfullyfunded.com
Find listings for our current season
          of webinars and register at:

            NonprofitWebinars.com


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4 Simple Steps to Raising All the Money Your Nonprofit Needs

  • 1. 4 Simple Steps to Raising All the Money Your Nonprofit Needs Sandy Rees December 12, 2012 A Service Of: Sponsored by:
  • 2. INTEGRATED PLANNING Advising nonprofits in: www.synthesispartnership.com • Strategy • Planning (617) 969-1881 • Organizational Development info@synthesispartnership.com A Service Of: Sponsored by:
  • 3. www.mission.do A Service Of: Sponsored by:
  • 4. Today’s Speaker Sandy Rees Fundraising Coach GetFullyFunded Assisting with chat questions: Hosting: Jamie Maloney, Nonprofit Webinars Sam Frank, Synthesis Partnership A Service Of: Sponsored by:
  • 5. Sandy Rees, CFRE Fundraising Coach & Consultant www.getfullyfunded.com
  • 6. (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 7. (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 8. Staff have what they need to deliver services  Bills are paid  Rainy day fund or reserve established  Large donor base  Donors are engaged and happy  Diversified revenue streams  Mission is being fulfilled (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 9. (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 10. The right mindset  Passion for the cause  Strong leadership  Compelling mission  Donor-based fundraising (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 11. (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 12. “Nothing can stop the man with the right mental attitude from achieving his goal; nothing on earth can help the man with the wrong mental attitude.” W.W. Ziege (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 13. “Whether you think you can or you can’t, you’re right.” Henry Ford (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 14. (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 15. (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 16. (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 17. Emotional appeal  Relatable  Understandable (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 18. It’s fundraising that  focuses on the donor  builds relationships (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 19. There are 4 simple steps to building donor relationships and fully funding your mission: 1. Tell your story 2. Ask for a gift 3. Thank the donor 4. Build relationships (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 20. (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 21. It’s who you are and who you help  It’s how you make a difference  It’s about how you’re changing lives (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 22. “Our mission is to “We make sure provide food rescue that everyone and warehousing who needs food OR services to at-risk populations in the 18- has access to it.” county service area we cover.” (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 23. What does this really say? “Members of an avian species of identical plumage congregate.” (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 24. Short version – elevator speech  Longer version – website, grants, and more! (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 25.  Keep it short and simple  Communicate 1 or 2 key messages  Focus on the results  Be prepared to share a story about someone whose life has been changed by your nonprofit’s work (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 26. Focus on 1 person or 1 family  Tell the ‘before’ and ‘after’  Include only a small bit about your organization (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 27. (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 28. (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 29. Use a variety of strategies throughout the year  Special events  Direct mail  Grants  Major gifts  Monthly giving  Etc. (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 30. Tie the gift amount to something meaningful like: “$1.72 will provide a hot meal for a person in need.” “$500 will provide a scholarship for a child in need to attend classes.” (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 31. Just ASK! (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 32. (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 33. Send a prompt, sincere, warm Thank-You letter within 48 hours of receipt of the gift (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 34. It lets the donor know you got their check  Builds trust  Chance to educate the donor (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 35. Letter  Phone call  Hand-written note  Email  Personal thanks (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 36. (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 37. Get to know the donor  Steward the gift  Maintain good communication (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 38. Communicate regularly  Respond promptly to requests  Invite donors for a tour  Be honest and ethical at all times (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 39. Sandy Rees, CFRE Fundraising Coach www.GetFullyFunded.com (c) Sandy Rees, 2010 www.getfullyfunded.com
  • 40. Find listings for our current season of webinars and register at: NonprofitWebinars.com A Service Of: Sponsored by: