In this webinar we will explore what a Culture of Philanthropy means. Why your donor management system is integral to this process. The basic steps needed to create a Culture of Philanthropy. How a Culture of Philanthropy supports your work.

1. How your
Donor Management System can help
Create a Culture of Philanthropy
David Unger
February 28, 2012
A Service
Of: Sponsored by:

2. Protecting and Preserving the www.cjwconsulting.com
Institutional Memories of
Nonprofits Since 1993 (866) 598-0430
info@cjwconsulting.com
A Service
Of: Sponsored by:

3. Affordable collaborative data
management in the cloud.
A Service
Of: Sponsored by:

4. Today’s Speaker
David Unger
President,
Unger & Associates LLC
Assisting with chat questions: Hosting:
April Hunt, Nonprofit Webinars Cheri J Weissman, CJW Consulting & Services, Inc.
A Service
Of: Sponsored by:

5. Supporting a
Culture of Philanthropy
With Your
Donor Management System
5

6. Today we will begin to explore:
• What a Culture of Philanthropy means.
• The basic steps needed to create a Culture of
Philanthropy.
• How building this culture is in partnership
with you Donor Management System.
6

7. 7

8. 8

9. 9

10. If you do not have a formal Strategic Plan, then
create a minimum of three Strategic Goals.
These goals should be:
measurable
realistic
affordable
obtainable.
10

11. Fundraising should NOT be crisis-driven.
11

12. Fundraising should be Proactive
12

13. • Potential donors look for organizations who
are authentic and communicate with them as
donors.
• Successful organizations view the community
as a partner in their work.
• Successful organizations invite others into the
process and value what they learn from them.
13

14. “How will this help me raise more money?”
14

15. • You have to want to do this. This is time and
resource extensive.
• You have to begin thinking as a donor.
• You have to answer the question “Why should
I care?” (in “donorese”, rather than
“missionflow”)
15

16. Its all about the donor
16

17. Step 1:
Understand What …
You Need The Funds For
17

18. Step 2:
Create a Case for Support
18

19. Step 3:
Build The
Necessary Relationships
19

20. Goals
• To increase the number off meals we serve by
50%
• Renovate our kitchen
Development Plan
• 10% increase in donors
• 10% increase in new dollars
• $1 million Capital Campaign
20

21. Your Development efforts should be based on
building ongoing relationships, which are a
year-round, gradual, open ended,
multi dimensional process.
21

22. Step 4:
Manage, Understand and Use
your Donor
and Contact Information
22

23. 23

24. 24

25. 25

26. • There needs to be regular on going discussion about implementation and
evaluation, about your progress and setbacks at the Board, Committee
and Staff level.
• There needs to be ongoing in-house training around your donor
management system and get the staffs input on how it can be better used.
• Your budgetary process needs to be reflective and supportive of this
culture.
• Training times need to be built in. Solicitor Training, Marketing, etc.
• Understand and accept, your success and long term sustainability is
dependent on your donors.
26

27. Understand and accept,
your success and long term sustainability is
dependent on your donors.
27

28. 28

29. A Culture of Philanthropy …
Provides the needed human and financial resources
to achieve your mission in an
organized non crisis, planned process.
29

30. Find listings for our current season
of webinars and register at:
NonprofitWebinars.com
A Service
Of: Sponsored by: