Event-Based Fundraising
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Volunteermatch $20,000
ACKNOWLEDGEMENTS This report was made possible through the generosity and support of the following: VolunteerMatch $20,000 PLATINUM SPONSORS - $10,000 Advanced Micro Devices, Inc. Neutrogena Corporation Altria Group, Inc. Shell Oil Company AT&T Corporation Verizon Communications, Inc. Deloitte & Touche LLP GOLD SPONSOR - $7,500 International Paper Company SILVER SPONSORS - $5,000 Alabama Power Company IBM Corporation American Express Company Merck & Company, Inc. BellSouth Corporation Target Corporation The Boeing Company The Timberland Company CNL Financial Group, Inc. TXU Energy Edison International Wal-Mart Stores, Inc. General Electric Company CORPORATE SPONSORS - $2,500 FPL Group, Inc. The Scott Company John Hancock Financial Services Sempra Energy Moody’s Corporation Time Warner, Inc. Prudential Financial, Inc. UST, Inc. The Charles Schwab Company WellPoint Health Networks, Inc. Equally important to the success of this study was the time, knowledge, input and guidance contributed by the following people: Dwight Adkins, Joanna Aiken, Rick Akin, Barb Alfrey, Rayna Alyward, Erika Ammons, Amy Anderson, Susan Anderson, Antoinette “Toni” Bailey, Paula Baker, Marie Barlahan, Roger Barna, Judith Binney, Becky Blumer, Mary Boehm, Carol Bolling Fulp, Mike Bradshaw, Julian Brown, Mark Chain, Mark Chow, Jill Christie, Margot Cochran, Jean Coggan, Edward Cooney, Robert “Bob” Corcoran, Pat Cundiff, Anna Cunningham, Gloria Delgado, Jocelyn Dionisio, Amy Drury, Jennifer Dwyer, Greg Elfers, Gene Endicott, Phyllis Epp, Sue Faust, Rebecca Felsen Sherman, -
A Brief Introduction to the Science of Fundraising
CASE White Paper Council for Advancement and Support of Education A Brief Introduction to the Science of Fundraising Prepared by Ashley V. Whillans Department of Psychology The University of British Columbia May 2016 © 2016 CASE. All rights reserved. No part of the material in this document may be reproduced or used in any form, electronic or mechanical, including photocopying, recording, posting or distributing, or by any information storage and retrieval system, without the written consent of the copyright holder. Limit of Liability/Disclaimer: While the publisher has used its best efforts in preparing this paper, it makes no representations or warranties with respect to the accuracy or completeness of its contents. Neither the publisher nor the author are engaged in rendering legal, accounting or other professional services. If legal advice or other expert assistance is required, the services of a competent professional should be sought. COUNCIL FOR ADVANCEMENT CASE Europe AND SUPPORT OF EDUCATION 3rd Floor, Paxton House 1307 New York Avenue, NW 30 Artillery Lane Suite 1000 London E1 7LS Washington, DC 20005– 4701 United Kingdom www.case.org CASE Asia- Pacific Unit 05– 03 Shaw Foundation Alumni House 11 Kent Ridge Drive Singapore 119244 CASE América Latina Berlín 18 4to piso, Colonia Juárez Código Postal 06600, México D.F. Delegación Cuauhtémoc México A Brief Introduction to the Science of Fundraising © 2016 CASE Contents Broad Overview 4 Executive Summary 4 From Research to Practice: Putting Science to Work in Fundraising 4 Introduction to the Science of Philanthropy 5 Donation Impact: Donors Like to Know They Have Made a Difference 6 Donors Like to Put in “Effort” and Have Choice over Their Donations 8 Motives Matter: Donors Prefer Messages That Fit Their Values 9 Conclusion 11 Appendix: Impact Information 13 References 14 About CASE 16 About the Author 16 3 A Brief Introduction to the Science of Fundraising © 2016 CASE Broad Overview The purpose of this practitioner report is twofold. -
Basic Tips for Fundraising for Small Ngos/Civil Society in Developing Countries
Basic Tips for Fundraising for Small NGOs/Civil Society in Developing Countries Version January 22, 2019 by Jayne Cravens, MSc, BA, www.coyotecommunications.com THIS WORK IS COPYRIGHTED. The latest version of this document can be downloaded for FREE from www.coyotebroad.com/outreach/grants.html See the end of this document re: translation information & distribution information. Basic Tips for Fundraising for Small NGOs/Civil Society in Developing Countries © Jayne Cravens, www.coyotecommunications.com page 1 of 41 Table of Contents Warning ........................................................................................................................................ 2 Introduction & Origin Story .......................................................................................................... 2 The Challenges ............................................................................................................................. 4 Fundraising: Some Things You Should NEVER Do ..................................................................... 6 Fundraising First Step - Networking & Establishing Credibility .................................................. 7 Even More Credibility-Building ................................................................................................. 10 Examples of Guidelines for Integrity, Transparency & Accountability ....................................... 12 10 simple things to do to your web site to attract more donors.................................................... 14 Using -
MAJOR GIFT FUNDRAISING: Unlocking the Potential for Your Nonprofit
MAJOR GIFT FUNDRAISING: Unlocking the Potential for Your Nonprofit By Dr. Adrian Sargeant, Amy Eisenstein, ACFRE, and Dr. Rita Kottasz This project was made possible by the following sponsors: For a copy of the full report, including the literature review, visit the Mastering Major Gifts website at www.masteringmajorgifts.com/report/. Our Study Major gift philanthropy plays a highly on individual experiences that may or may not significant role in the United States’ be representative of the sector as a whole. As nonprofit sector and in many other a consequence, it can be difficult to generalize countries around the world. In 2013, their conclusions and recommendations. nearly $17 billion was given in million-dollar (or above) donations in the United States — the In this report, we draw together — for the highest figure in five years, according to a 2014 first time — the existing literature to identify report released by Coutts. what the critical success factors might be in the context of major gift fundraising and, in While these figures are impressive, the particular, what they might be in smaller majority of research work in this sector tends organizations reporting an income of $10 to focus on highly publicized giving by the million or less. We then supplement this data ultra-wealthy to, in most cases, larger with 10 qualitative interviews of leading nonprofits. In many countries, for example, fundraisers or consultants with experience at gifts of over $1 million are now recorded and smaller fundraising organizations and analyzed to provide insight into the patterns employ the resultant data to conduct a survey of such giving. -
Audit Technique Guide – Fundraising Activities
Audit Technique Guide – Fundraising Activities Introduction This guide addresses examining tax exempt organization fundraising and provides: Background information Audit guidelines Audit techniques Audit procedures This guide is not all-inclusive and doesn’t intend to limit agents to identifying issues or using techniques not listed in this guide. For information on fundraising issues involving political organizations, see the Audit Technique Guide for Political Organizations. For information on fundraising issues involving gaming activities, see the Audit Technique Guide for Organizations Conducting Gaming Activities. This manual is organized into five sections: Background information Activities (professional fundraisers, fundraising events, internet fundraising) Records (solicitations, disclosures, cash contributions, non-cash contributions) Reporting (Form 990-EZ, Form 990: Core Return, Schedule G, Schedule M, Form 990-PF, Form 990-T) Audit procedures (pre-audit, field/OCEP, penalty considerations, case closing) Background Most, if not all, tax exempt organizations need money. Many exempt purposes can only be achieved via the application of money. Thus, large numbers of organizations devote significant resources to acquiring money. These organizations use various methods to obtain funds, ranging from selling a product or service, conducting a fundraising event, to just asking for money. Traditional methods of obtaining funds include soliciting donors via the mail, phone calls, newspapers, radio, television, and now via the Internet. Organizations have become creative over the years, conducting activities and events, such as the sales of foodstuffs, car washes, raffles, casino nights, auctions, and pledge drives, evolving towards more sophisticated ways to fundraise, such as targeting solicitations, using patronage levels, crowd-funding, and tax planning, such as conservation easements, lending arrangements, and charitable gift annuities. -
How to Convert Social Media Followers Into Donors
E-GUIDE • 5 Fundraising Myths Debunked How to Convert Social Media Followers Into Donors Donor Management Made Easy NetworkForGood.com 1 Table of Contents Turn Your ‘Likes’ Into Donations ........................................4 Create Faithful Stewards..... ............................................... 11 Social Media Cheat Sheet ..................................................14 ABOUT NETWORK FOR GOOD Since 2001 Network for Good has played an instrumental role in helping thousands of nonprofits raise more funds by engaging supporters and donors in a more meaningful and impactful way. Refreshingly easy to use, our suite of tools, including Donor Management Software, Fundraising Pages, and Personal Fundraising Coaches, provides nonprofits with a complete fundraising solution, saving them time and enabling them to succeed in fulfilling their mission. “Since you get more joy out of giving joy to others, you should put a good deal of thought into the happiness that you are able to give.” —Eleanor Roosevelt Marketing to donors has changed dramatically thanks to the internet and the advent of social media. Organizations can now maintain continuous contact with their supporters at little to no cost. But all the ‘likes’ in the world don’t mean anything if they’re not converting into donations to your nonprofit. How you choose to engage with your donors via social media is vital. Both to increase the amount of gifts to your cause, and to amplify your organization’s message. In this guide we will show you how to acquire new donors via social media, how to engage your existing supporters through social media channels, how to turn their support into donations, and how to create stewardship programs. And we will also provide you with an actionable social media cheat sheet. -
Philanthropy©
JUNE 28, 2012 THE CHRONICLE OF PHILANTHROPY t 21 THE CHRONICLE OF PHILANTHROPYM ANAGING © The Newspaper of the Nonprofit World Governance and Regulation Volume XXIV, No. 14 • June 28, 2012 An MBA’sCharity SleuthingDonors Help WatchdogSkills Put Sniff Charities Out Financial on Waste the and Hot Abuse Seat Continued from Page 1 Bytute Suzanne of Philanthropy, Perry it has just adopted a snazzier name, CharityWatch,CHICAGO and a new logo featuring a black dog against a red background (Mr. Borochoff says the ROWING UP JEWISH in Tulsa, Okla., color signifies “Alert! Pay Attention!”). Daniel BorochoffIt is also giving learned its Web two site lessonsa face- that helpedlift so itprepare can offer him more for information the role on he G each charity it rates, for example, by has chosen to postingplay in the life—that sometimes-revealing of the charity notes world’s most persistentthat are attached watchdog. to audited financial statements. First, he says, thereBut otherwise,were not manyCharityWatch other Jewsto- there, so he gotday used operates to being much different. the same as it did when Mr. Borochoff started it two de- “I can be in acades room ago. where The group every examines single the person tax disagrees with forms,me; that’s financial okay,” statements, he says. and an- nual reports of national charities, quiz- Second, he found at a young age that asking tough questions couldUnder pay CharityWatch’s off. When he got argumentativestandards, a ingroup Sunday that school, he says, his teacherspends would less shipthan him60 percent off to the rabbi. But that wasof aits plus budget because on programs he could have a more sophisticatedis in discussion line for a bad with grade. -
Healthy People. Better World. Since 1948. Cover Photo: Jodie Willard Acenese Girl in a Relief Camp in Banda Aceh, Indonesia Photo: Jodie Willard
direct relief international | annual report 2005 healthy people. better world. since 1948. cover photo: Jodie Willard www.Jodiewillard.com Acenese girl in a relief camp in Banda Aceh, Indonesia photo: Jodie Willard Dr. Vinya Ariyaratne and Direct Relief VP of Programs Chris Brady at Sarvodaya in Colombo, Sri Lanka This report is dedicated to Dr. Vinya Ariyaratne and Sarvodaya, the dynamic Sri Lankan community organization that he leads: for extraordinary, sustained leadership in thousands of Sri Lanka’s village communities, for joining altruistic ideals with productive initiatives, and for the enormous efforts undertaken in the aftermath of the Asian tsunami to help people rebuild their communities and lives. 1 | LETTER FROM THE PRESIDENT AND CEO | It is a privilege to report on Direct Relief’s 57th year of operations, in which our organization received more support and was able to provide more help to more people than in any previous year. This is the first report on our new fiscal year reporting period, which began on April 1, 2004, and ended on March 31, 2005. The year was marked by the extraordinary single-event tragedy of the Asian tsunami, which killed and displaced hundreds of thousands of people, and the slow-motion and less visible human tragedies that occur every day in developing countries. These events called upon our organization to focus more intensely than ever to help people facing tremendous challenges to meet basic health needs. Our longstanding focus on efficiency is rooted in the simple desire to help as many people as possible with whatever resources are entrusted to us. -
Fundraising Model Policy (PDF File)
Disclaimer: Please note that the USOE model policies and proce- dures are general guidelines. These model policies are suggested best practices, and LEAs are not required to use or adopt these specific policies. LEAs are encouraged to modify these policies and procedures to adapt to the current environment of each specific LEA. Not every LEA has the same personnel positions as listed in the model policies and procedures, please modify the positions to conform to your LEA’s circumstances and size. Fundraising Model Policy A. PURPOSE The purpose of this policy is to establish LEA policy and procedures governing the initia- tion, authorization, and review of all fundraising activities of the LEA and individual schools. This policy is intended to create practices that adequately safeguard public funds, provide for accountability, and ensure compliance with state and federal laws. The LEA encourages community and business partnerships that enhance and supplement the public education system. The LEA also desires to protect students, parents, teachers, and school administrators from over-commercialization and fundraising efforts that are coercive and disruptive to the education processes, threatening to the health and welfare of students, or lacking in educational merit. B. SCOPE This policy applies to all LEA administrators, licensed educators, staff members, students, organizations, volunteers and individuals who initiate, authorize, or participate in fundrais- ing events or activities for school-sponsored events. It is expected that in all dealings, LEA and school employees will act ethically and consis- tent with the LEA’s ethics training, the Utah Educators Standards, the Public Officers’ and Employees’ Ethics Act, and State procurement law. -
Head of Fundraising Responsible To: Director of MYH Hours
58-60 Fitzroy Street 0207 435 8171 London [email protected] W1T 5BU myh.org.uk Job Description Job title: Head of Fundraising Responsible to: Director of MYH Hours: 5 days/week (some evening and weekends required) Salary: Competitive Contract: Permanent full time Holiday entitlement: 20 days (excluding bank holidays) Overview of role The Muslim Youth Helpline (MYH) is a national award winning charity providing faith and culturally sensitive support services to young people in the UK. Its core service is a free and confidential helpline open seven days a week via telephone, email, internet chat and text. MYH is a dynamic organisation that puts service to its clients at the heart of everything that it does. The Head of Fundraising will lead, develop and implement the MYH fundraising strategy to raise significant funds and awareness of MYH’s work; manage fundraising information and data ensuring donor information is kept up to date; co-ordinate fundraising volunteers and develop fundraising tools and resources to support MYH’s fundraising strategy; and build trusted relationships with donors and partners. MYH is looking for a passionate, responsible individual to lead the fundraising function of the organisation. There is a high level of responsibility as the new recruit creates the fundraising strategy along with the Director of the organisation. We envision a community based approach, and a concerted effort to maintain a balance between grant funding and community funding. The long term sustainability of the organisation is paramount. We also envision the establishment of regional outposts and fundraising activity, so some travel may be required. -
The Scope and Activities of 501(C)(3) Supporting Organizations by Thomas H
The Scope and Activities of 501(c)(3) Supporting Organizations By Thomas H. Pollak and Jonathan D. Durnford National Center for Charitable Statistics at the Urban Institute May 31, 2005 SUMMARY OF FINDINGS Supporting organizations provide a broad array of services, including grants and other financial benefits, to the organizations they support. This study found that nearly 92 percent of the large supporting organizations with no apparent grants in our sample did, in fact, provide significant financial services and benefits to their supported organizations. Complex business and legal reasons similar to those found in the for-profit world appear to lie behind the activities of most of these organizations. OVERVIEW In section 509(a)(3) of the Internal Revenue Code, Congress established a category of public charities commonly referred to as “supporting organizations” that are operated “exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more [public charities].” The implementing regulations written by the Treasury Department are extensive. They include numerous definitions and examples and span more than eight pages of small type in a popular version of federal tax regulations. (See I.R.C. § 1.509(a)-4 in RIA Federal Tax Regulations.) The law and its corresponding regulations give broad latitude to the types of support that such organizations may provide to their supported organizations. Supporting organizations are grouped by statute into three types, conveniently called Types I, II, and III. Types I and II are closely controlled by their supported organization or organizations. Type I supporting organizations are “operated, supervised or controlled by” their “parent” supported organizations. -
BY: CLAIRE AXELRAD Intro
BY: CLAIRE AXELRAD Intro The end of the calendar year is fast approaching. This is the time when your annual fundraising goals will likely be met, surpassed or put onto life support. Because even if you operate on a fiscal year, now is the time when people do most of their annual giving. Don’t delay. The end of the calendar year is when most folks engage in philanthropy. You don’t want to waste this time when people are feeling their most generous. October or November is too late to begin thinking about your strategy. You must plan ahead, because 50% of nonprofits receive a majority of their annual contributions from October to December. In fact, over 30% of donations are made during the month of December alone. This time of year also includes the celebrations that inspire the most generosity: Thanksgiving, #GivingTuesday and Christmas, per a Network for Good report. In fact, a whopping 77% donors surveyed noted December 25th was the day that most inspired them to give. And donors who have tax benefits in mind will give last-minute gifts before January 1st. The important lesson here? It’s not too early to start developing a strategy for the end of 2020. PAGE 2 BLOOMERANG CLAIRIFICATION YEAR-END GIVING CHECKLIST: BLOOMERANG.CO CLAIRIFICATION.COM 13 TIPS FOR LUCK Give yourself ample time to plan all the elements of your year-end campaign. Create your strategy, collect visuals to support your most compelling stories, recruit your most effective fundraisers and build a time-line for deploying your campaign offer across multiple chan- nels.