Transcript Creativity Session - Non Profit Development Center

Truisms
of fundraising
T. Christian Rollins, MBA, CFRE
Executive Vice President
Pride Philanthropy
www.PridePhilanthropy.com
www.TChristianRollins.com
organize
 Two
Models
 Foundation or Committee of the Board?
 Governance: Boards and Committees
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Expectations
Job Descriptions and Profiles
Recruit to Task
Organize by Objective
profile
Will you
make a
pledge of
$10,000 or
more?
NO?
Welcome to the
YES?
Are you a
CPA, Tax or
Estate
Planning
Attorney?
Major Gifts
Committee
Welcome to the
YES?
Planned
Giving
Committee
Welcome to the
NO?
© 2010, T. Christian Rollins, MBA, CFRE
Tell It Like It Is: Truisms of Fundraising
Annual
Giving
Committee
implement
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Components
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Annual Gifts
Major Gifts
Planned Gifts
Other functions
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Database
Direct and e-Mail
Grants
Events
Web/Social Networking
expand
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Annual Giving
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Major Gifts
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Raise money
Planned Giving
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Build your base
Deferred gifts of assets
A process that takes time
Working with advisors
Campaigns
document
Bylaws
 Audited Financials
 990
 Acknowledgement
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Quid Pro Quo: No goods or services…
Letterhead and EIN
Gifts-in-Kind
Policy
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Gift Acceptance
Donor Recognition
Investment
tell it like it is
 My
favorite oxymoron
 You are not in the PR business
 Willie Sutton
 Ready, aim, aim, aim, aim…
 People
www.xlibris.com/tellitlikeitis
other truisms
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Avoid Philanthro-Speak
Know Your True Cost to
Raise A Dollar
The Future Can’t Wait
Until Tomorrow
Hit Your Target
Integrity
Feasibility
Goal Setting
Friend Raising
Shoot Straight
Can You Get There?
www.TChristianRollins.com
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Careful What You Wish
For
There Is No Secret
Handshake
Make No Assumptions
Firehouse Philanthropy
Ours Is A Noble
Profession
Read This Chapter
First, and You Can Skip
The Rest of The Book
follow up
 Foundation
Center
 Chronicle of Philanthropy
 Guidestar
 IRS
 AHP
 CASE
 AFP
www.pridephilanthropy.com
connect
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Pride Philanthropy
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www.PridePhilanthropy
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AFP New Jersey Southern
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www.afpnjsouthern.afpnet.org
Community Foundation of South Jersey
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Subscribe to our monthly e-letter and blog
www.communityfoundationsj.org
Tell It Like It Is: TRUISMS of Fundraising
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Available now: www.xlibris.com/tellitlikeitis
www.TChristianRollins.com
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Truisms
of fundraising
T. Christian Rollins, MBA, CFRE
Executive Vice President
Pride Philanthropy
www.PridePhilanthropy.com