This free workshop is for organizations who are planning their first or a more comprehensive Fall Campaign. It presents the basics on how to; refine your impact message, identify your targets, define your approach and create an end of year contributors' plan.
This workshop is for organizations who are planning their first or a more comprehensive year-end campaign
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Fundraising 101: Tech4Good Surrey
1.
2. End of Year Campaign 101
Curriculum
The Basics
Power Messaging
Contributor Selection
Which Vehicle to
Choose
The Plan
A Joyous Relationship
3. The Basics
Organizational credibility and expertise
History/Programs
Awards/Accreditation
Policies
Privacy policy
Donor Bill of Rights
Donor Recognition Policy
Receipting Policy – CRA
Who else in the organization is asking now?
4. The Power Message
The NEED
Articulate the need powerfully
Prove the need
Clearly
Concisely
5. The Power Message
Convincing Evidence
Statistics/Data – Inputs, Outputs,
Outcomes
Client Focused, Community Focused
Problem your organization has solved
Impact on society
8. Contributor Selection
Who Should Care?
Those who have not given this year but have
a connection to the organization
Past Donors
Customers of the services
Families of customers
10. Individuals
Decide on your criteria for selecting donors
from your list
Date of last gift
Number of gifts in the year
Size of gifts
Segment your list using your criteria.
11. Corporations
Know your corporation
Gifting strategy
Connectors and Connections
What do you want? cash, in-
kind, volunteers
Benefit for Corporation - Volunteer Canada
- 21% employee retention
12. Which Vehicle to Choose?
Letters
Proposals
Personal Visits
Email
Newsletter
14. Proposals
Research, research, research
Match the need to the donor’s criteria
Call before you write
Include your proof
15. Personal Visits
Research
Connection – take a volunteer
Practice before the meeting
Look for visual cues
Be brief but thorough
Make the ask - options
Take the proposal to leave behind
18. The Plan
Market Segment Vehicle When Who
Current
Donors below
$
Gave after
June
Newsletter –
Holiday
message
November 20th
delivery
Jennifer
Current
Donors below
$
Given before
June
Letter –
Homeless
Youth
November
15th
Pam
20. How to Say Thank You
Newsletter, Website
Events
Ongoing Communication
Personal Approach
Invitations
Invitation to events, dinners, AGM etc.
Invitation to award presentations – presentation to volunteers
Circle of Friends