Transcript Introduction - Covering Kids & Families

1
2
Agenda
•
•
•
•
•
3
Key Principles
Match requirements
Funding landscape
Basic fundraising steps
The Circle Exercise
Key Principles
• People give to people
• Fundraising is 90% networking and 10%
grant writing
• Market your services
• Commitment, passion & expertise
• Listen
• Fundraising is not a science
4
Match Requirements
• RWJF requires a 50% match of grant award
dollars for CKF Part I
• Grantees must begin using match funds no
later than the beginning of the third year of
the grant.
• The match requirement is designed to identify
new sources of funding for the CKF initiative.
5
Match Requirements
• RWJF will not provide more than 50% of the
total RWJF funds until the match support
begins, if earlier than the third year.
• Should no match funds be secured by the
beginning of Year 3, no additional RWJF
funds will be provided to the grantee.
6
Match Requirements
Match Sources that do not qualify:
• No federal funds
• No in-kind contributions
• RWJF has a strong preference that match
sources do not come from entities that
manufacture or distribute alcohol, tobacco
and/or firearms
7
Match Requirements
• Grantees are strongly encouraged to submit
match commitment documentation to their
regional coordinator as soon as it is received
• If a project fails to secure previously
committed match funds, contact your regional
coordinator immediately
• For more information regarding the match
certification process, please refer to Section 6
of the CKF Program Management Handbook,
and/or contact your regional coordinator
8
9
Landscape for CKF Grantees
10
Why Do Corporations Give?
• Increase profits
• Improve image
• Good corporate citizens
11
Why Do Foundations Give?
• Issue focus
• Geographic focus
• Seed programs
– Quality
– Feasibility
– Innovation
12
Why Do Government
Agencies Give?
• Politics
• Community support
• Budget issues
13
14
Taking Stock of Your Assets
•
•
•
•
Projects
Passion, commitment, and expertise
Intuition
Network
– Fundraising is 90% networking and 10%
grant writing
15
Targeted Networking
16
Jump Start Your Networking
•
•
•
•
17
State hospital association
Chamber of Commerce
Foundation forums
Opinion pieces in local papers
18
Prospect Research
Compile broad list
• Network
• Corporations
– Local hospitals
– Insurers that manage SCHIP/Medicaid programs
• Foundations
• Government agencies
19
Prospect Research
Resources
• Annual reports
• Local newspapers
• Online resources
– Prospect’s Web site
– Hoover’s online, LexisNexis
– Foundation center
• Network
• Prospect
20
Prospect Research
21
Prospect Research
Donor Criteria
• Tobacco or alcohol companies
• Gun manufacturers
• Unethical business practices
22
Prospect Research
Narrow Your Prospects
23
Prospect Research
Identify top priorities
• Focus on a few large prospects
• Low-hanging fruit
• Time considerations
24
25
Understand Funder’s
Point of View
•
•
•
•
•
•
26
Return on Investment
Feasibility
Sustainability
Community support
Politics
Acknowledgement opportunities
Rehearse
•
•
•
•
27
Avoid lingo
Use their terminology
Positive tone
Be succinct
Talking points
• Overview of CKF
• Description of issue as it relates to your
community (and their interests)
• Specific objectives
• Plan of action
• Track record
• Amount of funds to be requested
28
Make the call
• Goal is to get a face-to-face meeting or
be invited to submit a proposal
• Call time:10 a.m. and 2 p.m.
• Listen and ask questions
• Be persistent
29
30
The “Ask”
• When?
• How?
– Verbally
– Written proposal
• How much?
• What’s next?
31
32
Follow-up
Follow Up
Follow Up
Follow Up
33
34
Stewardship
• Thank you
• Progress reports
• Spend money wisely
35
Covering Kids & Families
Fundraising Materials
 Fundraising 101
(from Covering Kids &
Families Annual
Meeting)
 Meeting the Match: A
Guide to Fundraising
36
37