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In search of 

collaborative fundraising
Gayle L. Gifford, ACFRE
Jonathan W. Howard
Our workshop today
● Introductions
● What we’ve
discovered
● Collaboration profiles
● Practice case
● Questions & sharing
Workshop rules:
● This is a first look, not the last
word.
● There are no wrong questions
● Share so we can learn
together
Let’s get started!
In a small group,
please share brief
introductions, key
questions and
what you want to
learn today.
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
Why collaborate?
So you can achieve
something bigger or better
than you can achieve alone
Why collaborate in fundraising?
● Make a bigger impact
● Make a stronger case
● Appeal to more donors
● Raise more money
● Sometimes funders insist on it
A few examples
Grants
Workplace giving
Umbrella events
Capital campaigns
Annual giving
Grants


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
Workplace giving federations
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
Capital campaigns
YMCA & YWCA
Spokane
Gordon Square
Arts District, Cleveland
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
Umbrella Events
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
Annual Giving
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
What makes for success?
● Big vision
● Time & talk
● Honesty, transparency,
trust
● Right partners
● Shared values
● Detailed agreements
● Flexibility, adaptability,
improvisation
● New entity as needed
Questions?
ACTIVITY
● Work in groups
● Choose a school
● Develop a vision and funding
strategy
● Design a collaboration
● Invent facts as needed
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

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In searchof collaborative fundraising

  • 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
  • 9. A few examples Grants Workplace giving Umbrella events Capital campaigns Annual giving
  • 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
  • 14. Capital campaigns YMCA & YWCA Spokane Gordon Square Arts District, Cleveland
  • 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