Everett Ison
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Transcript Everett Ison
Nonprofit Association
Finances & Fundraising
Everett Ison
7th District Commander
Objectives
• Develop a customized fundraising plan that
meets your Post program’s needs
• Gain an in-depth understanding of major
fundraising strategies that best fit your
needs
• Acquire the tools to develop a fundraising
plan
Who’s ready to
plan a
fundraiser?
Fundraising at a glance
What do we already know?
Major Gifts
Individual giving
Corporate, foundation, and
government giving, including grants
Scholarships
Fundraising at a glance
Event-based fundraising
Carefully set goals and choose your fundraising
plan
Be creative
Be enthusiastic & confident when approaching
donors and potential participants
Raise money for something specific &
communicate this to donors
Tell your story!
Planning is key!
Fundraising Plan
Comprehensive document that:
Clearly spells out the overall fundraising picture of your Post /
group
Lays out action steps to raise money from a variety of sources
States how much you need to raise, from what sources, and
how you will do it
Gives your fundraising efforts a direction and a clear process
to follow
Fundraising Plan Benefits
• Maximizes all resources, overlooks nothing
• Prioritizes opportunities, events and actions
• Adapts and takes advantage of new opportunities
• Avoids repeating the same old strategies or
mistakes
• Delegate, monitor actions and secure funding
What you need to know
before developing your
fundraising plan?
How to Come Up with a Fundraiser
that Works for YOUR Area?
Think of a creative solution
to a problem people in your
community face
Center your fundraising
around activities people will
already be doing and they
will be more likely to
participate in during an
economic slowdown
Discussion Point
•
Identify a couple of fundraisers that has
been held in your community.
•
List some services specific to your Post
•
Identify a major need in your community, a
group at risk, or a critical situation you want
to address
•
Identify what other non profit organizations
are doing? The “ competition” – are they
addressing the problem? How about their
fundraising efforts? What are they
successful at?
•
Factor in all these aspects. Gain a better
understanding of how you can address the
need, secure funding and be successful?
Your Fundraising Cause
Why is your cause important? Why
people should care?
• Be able to concisely communicate
WHY you are a an American
Legion Member and why you got
involved with this particular
project
• Tell your story and paint the BIG
PICTURE!
Your Fundraising Cause
Identifying your cause:
Be able to briefly communicate what this specific
project or service is and why it is needed
• What are you raising money for? Be specific.
• What other organizations provide the services
you’re raising money for?
• What are some of the downstream effects of not
having this service?
Your Fundraising Cause
What makes The American Legion a
credible organization?
What are some past accomplishments?
How long has The American Legion or Post
been in existence?
How many members do you have? (Nationally,
Deapartment, and Locally
Elements of a Fundraising Plan
Summary
• Brief identification and mission The American Legion or
Program
• The purpose and anticipated end result of this proposal
• The type and amount of support requested
• The total anticipated budget
• Other information you deem pertinent
Elements of a Fundraising Plan
I. Introduction
The document should cover:
The purpose of your Post / program
Key activities and services
Target population
Past major accomplishments
Elements of a Fundraising Plan
II. Fundraising Needs
Where does your money
currently go?
What projects do you currently
spend money on?
Elements of a Fundraising Plan
II. Fundraising Needs
• What additional service projects would
you like to do this year and what are
some of the costs involved with those
projects?
Consider the services The American Legion mission mandates
How can you help your post fill in the gaps?
What money/resources do you need to raise in order to help fill
in the gaps and help provide that service?
Elements of a Fundraising Plan
II. Fundraising Needs
• Are there specific tools or items
that would make your program
more efficient?
Would you like to consider raising the money to
buy that item?
Can you justify this expense and quantify the
benefits that would come from the purchase?
Elements of a Fundraising Plan
II. Fundraising Needs
• Would you like to raise money for a
specific service as a project?
• Would your program benefit from an
endowment?
Elements of a Fundraising Plan
III. Fundraising Resources
– What unique talents are
represented in your
program?
•
•
•
Technology skills?
Craft skills?
Cooking skills?
–
–
•
Chili Cook-off
BBQ’s
Musical ability?
Elements of a Fundraising Plan
III. Fundraising Resources
•
Identify your stakeholders
–
A stakeholder is someone who has
an interest in or is affected by a
project
Who are stakeholders in
your program?
Possible Stakeholders
Elements of a Fundraising Plan
III. Fundraising Resources
• What other resources do you have?
•
Time?
Number of members?
Ties to the school system?
Current budget
Your age!
What resources are available through
your Post?
–
National and Department?
Finally
SAY
THANK YOU!!!