Transcript Training Module 11 - Fundraising

Disabled American Veterans
Department of Alabama
Fund Raising Training
DAV MISSION STATEMENT
“Made up exclusively of men and women disabled in our nation’s defense, the Disabled American
Veterans is dedicated to one, single purpose — building better lives for all of our nation’s disabled
veterans and their families.
This mission is carried forward by:
• Providing free, professional assistance to veterans and their families in obtaining benefits and
services earned through military service and provided by the Department of Veterans Affairs (VA)
and other agencies of government;
• Providing outreach concerning its program services to the American people generally, and to
disabled veterans and their families specifically;
• Representing the interests of disabled veterans, their families, their widowed spouses and their
orphans before Congress, the White House and the Judicial Branch, as well as state and local
government;
• Extending DAV’s mission of hope into the communities where these veterans and their families live
through a network of state-level Departments and local Chapters; and
• Providing a structure through which disabled veterans can express their compassion for their
fellow veterans through a variety of volunteer programs.”
Fundraising
Fund-raising is a necessary evil in many
organizations. While the task of raising funds is
one that requires an extensive amount of effort, the
money raised during these drives is often
necessary for an organization's survival or its
support of worthy initiatives.
Fundraising
Educate yourself with DAV National, Department
and Chapter rules and regulations that may affect
your fund raising activities.
National DAV Requlations
REGULATION 2: CONTRACTS FOR FUNDRAISING
ARTICLE 18 - ACCUMULATION OF FUNDS
National DAV Requlations
REGULATION 2: CONTRACTS FOR FUNDRAISING
A “fundraising contract” is any contract between a DAV
subordinate unit and any other person or entity that
directly or indirectly involves or relates to fundraising by
or on behalf of the subordinate unit (such activity
hereafter a “fundraising project”). All such contracts are
subject to the prior approval of the National Executive
Committee.
National DAV Requlations
ARTICLE 18 - ACCUMULATION OF FUNDS
Restriction on Accumulation
Subordinate units may not accumulate funds, whether for
service purposes or otherwise, in excess of three times
the expenses of their last fiscal year.
National DAV Requlations
ARTICLE 18 - ACCUMULATION OF FUNDS
Expenditure of Excess Funds
Subordinate units whose accumulated funds exceed the
amount referred to in Section 18.2, above, must comply
with this Article by expending such excess within a
reasonable time.
The expenditure of funds by subordinate units to
accomplish compliance with this Article must be for
service purposes.
National DAV Requlations
ARTICLE 18 - ACCUMULATION OF FUNDS
Section 18.3: Expenditure of Excess Funds
Para. 1: Subordinate units whose accumulated funds
exceed the amount referred to in Section 18.2, above,
must comply with this Article by expending such excess
within a reasonable time.
Para. 2: The expenditure of funds by subordinate units to
accomplish compliance with this Article must be for
service purposes.
Department Of Alabama
Department Of Alabama Regulations
CB&R Section 4.9: Chapter Fund Raising
Para. 1: Chapter fund raising requests will comply with Article 15 of
the National By-laws. In addition thereto, such requests will be in
writing, stating the purpose of the fund raising requests, how and
from whom the funds will be raised and the expected amount needed
to be raised. The fund raising requests shall be forwarded to the
Department Adjutant no less than thirty (30) days prior to
Department Convention or Department Mid-Winter Conference.
Such requests will be provided to the Department Ways and Means
Committee for their review and recommendation to the Department
Executive Committee, who shall have final authority for approval or
disapproval at the Department level. Those requests which involve
contracts shall comply with National By-Laws, Article 15, Section
15.3, Para. 9.
Department Of Alabama Regulations
CB&R Section 4.9: Chapter Fund Raising
Para. 2: No prior approval shall be required for a fund
raising project where the gross receipts will be less than
$5,000.00, provided that advance written notice of thirty
(30) days to the State Department shall be required on all
such fund-raising projects.
Chapter Requirements
Be familiar with chapter CB&R
Fund Raising Planning?
To make your fund-raiser a more profitable one,
dedicate time to the planning portion of the
process and increase the chances that your
fund-raiser is successful from the start.
Fund Raising Ideas?
•
Collect fundraising brochures from various local
retailers. Keep them in a notebook for easy reference.
•
Call the leaders of local organizations such as the Parent
and Teacher Association, Boy Scouts, Little League and
Rotary. Ask them for fundraising ideas.
•
Look up fundraising ideas on the Internet. Enter
"fundraising" into your Internet search engine, and you'll
get lots of information. Fund-raising.com is a good place
to start.
Fund Raising Ideas?
•
Visit your local library. Ask whether they keep
fundraising information on hand.
•
Ask friends and co-workers for fundraising information
and ideas.
•
Conduct a brainstorming session with your
organization's leaders. Write down any creative, original
ideas that are suggested.
•
Weed out fundraisers that violate the rules of your
organization or jeopardize your nonprofit status.
Fund Raising Ideas?
Any Unique Ideas?
Fund Raising Planning?
•
Decide upon a fund raiser type and date.
•
Consider the season as well as the organization's past
track record with fund raisers.
• Fund raisers with which your organization has previously
experienced success, you improve your chances of
success again.
• Gather volunteer workers. While you can have a solomanned fund-raiser, doing so makes the task significantly
more difficult than it needs to be.
Fund Raising Planning?
• Set a goal.
• Prepare a plan for tracking the fund-raiser's success.
• Arrange a meeting to launch the fund-raiser.
• Develop media plan.
Fund Raising Conclusion?
Jumping at several small opportunities may get us
there more quickly than waiting for one big one to
come along. ~ Hugh Allen