1. In search of
collaborative fundraising
Gayle L. Gifford, ACFRE
Jonathan W. Howard
2. Our workshop today
● Introductions
● What we’ve
discovered
● Collaboration profiles
● Practice case
● Questions & sharing
3. Workshop rules:
● This is a first look, not the last
word.
● There are no wrong questions
● Share so we can learn
together
4. Let’s get started!
In a small group,
please share brief
introductions, key
questions and
what you want to
learn today.
5. First, a few fundraising essentials
● Impact drives income*
● Know & plan for what
you need
● Make connections &
build relationships
● Dare to ask! And ask!
*Tom Suddes & Nick Feller, ForImpact.org
7. So you can achieve
something bigger or better
than you can achieve alone
8. Why collaborate in fundraising?
● Make a bigger impact
● Make a stronger case
● Appeal to more donors
● Raise more money
● Sometimes funders insist on it
11.
Grants collaboration
Benefits
● New programs or
expanded impact
● Open new funder doors
● Attractiveness of
collaboration to funder
● Learn from each other
Challenges
● Who’s on first?
● Truly new money?
● Allocating effort and
funding well
● Meeting your real
costs
● Takes more time
13. Workplace giving federations
Benefits
● Share in undesignated
dollars
● Raise visibility
● Clout to access private
employer campaigns
● Other funding, e.g
cause marketing
Challenges
● Qualifying for
federation
● Filings and paperwork
● Distribution formulas
● Freeing up staff and
volunteer time
15. Capital Campaigns
Benefits
● Transformational
project
● Couldn’t-wouldn’t
have done it alone?
● Campaign efficiencies
Challenges
● Building trust and
common commitment
● More time and effort
● Negotiating
agreements
● Negotiating what’s not
in the contract
17. Umbrella events
Benefits
● Gives you a big, ready-
made event
● Tools to help you
fundraise
● Event organizers handle
logistics, insurance, etc.
Challenges
● Organizer makes the
rules
● Must share space with
others
● Not your brand
● Donor engagement and
retention
19. Annual giving
Benefits
● Grew from $700K to
$1.5 M
● 700 subscribers,
35,000 theater goers
● More skilled, capable
back office operation
● More donors, options
and opportunities
Challenges
● Educating some
funders
● Lots of meetings
● Program equity
20. What makes for success?
● Big vision
● Time & talk
● Honesty, transparency,
trust
● Right partners
● Shared values
● Detailed agreements
● Flexibility, adaptability,
improvisation
● New entity as needed
22. ACTIVITY
● Work in groups
● Choose a school
● Develop a vision and funding
strategy
● Design a collaboration
● Invent facts as needed
23. Thank you!
● Please visit www.ceffect.com for more on our cases and updates
as we continue to explore collaboration.
● While you’re there, please sign up for our free monthly
newsletter.
● Contact us at Gayle@CEffect.com or Jon@CEffect.com