Funding Strategies for Community Level Organizations Environment • Most competition ever at all levels - 5,000 licensed charities in NC - Church based preschool raising $ - UNC at Chapel Hill.

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Transcript Funding Strategies for Community Level Organizations Environment • Most competition ever at all levels - 5,000 licensed charities in NC - Church based preschool raising $ - UNC at Chapel Hill.

Funding Strategies
for
Community Level
Organizations
Environment
• Most competition ever at
all levels
- 5,000 licensed charities
in NC
- Church based preschool
raising $
- UNC at Chapel Hill 4
Billion dollar campaign
• Worst economic situation
in many years
Environment, cont.
• Traditional sources such as
United Ways under significant
pressure
• Many corporations are focusing on funding
issues/areas that help strengthen their brand
• Generational changes in charitable behavior
• Technology – On-line giving
Keys for Success
Donor Relationship Management
1. Do you know your donors?
2. Do your donors still perceive you as
valuable?
3. Do you have a competitive advantage?
4. Can you deliver more to our community?
5. Do you have strengths that can be
leveraged?
Segmentation
•
Identification and treatment of
donors and prospects based on
demographic or psychographic
similarities
• Designed to generally understand and identify
characteristics of donors
• Can be as simple or complex as you can imagine
• Predicated on the idea that all customers and prospects
aren’t created equal
Leadership
• Who do you involve?
• What do you ask from
your volunteers?
• How strategic is your
approach?
• How do you recognize
your leadership?
Plaques are nice - you
can do better!
Agenda for Lasting Change
Supporting Health
Community Goals:
✓ Prevention: ___ children in priority and
underserved populations engaged in healthy
behaviors
✓ Access: Increase access to primary health
services for ___ persons in priority
populations
Moving from “one size fits all”
transactions to personalized
Creating Lifelong Relationships
relationships
Engage in year-round interactions
Relationship with
Local United Ways
■
■
■
■
Know your funder!
Volunteer!
Conduct a United Way Campaign!
Fund “Points of Convergence”
- Google story
■ Outputs – outcomes – Impact!
■ Relationships Matter!
What United Way Does
Advancing the Common Good
Creating the opportunities for a good life for all
by focusing on:
Education
Income
Health
Helping children &
youth achieve
their potential
Promoting
financial stability &
independence
Improving
people’s
health
Community and Volunteer Engagement
2-1-1
Inclusion
Community Investment
Public Policy
Resource Generation
Partnerships
Donor Relationships
How United Way Works – The Standards of Excellence
Next Steps
Review – Volunteer involvement,
recruitment, and recognition. Do
you have the right people involved?
Review – Organizational materials and website. Do they
convey the right message?
Develop and/or Review – Strategic direction/plan – Is it taking
you where you need to go?
Steal, Copy, Plagiarize the best thinking, products and ideas
from other local Healthy Carolinians organizations!
There are no entitlements!
Thank you!
Questions? Issues?
Concerns?