South Lincoln County, Fundraising Presentation

THIS MORNING: from 9:00am to 12:00 pm

Teaming up for Success

– Working together to get things done

– Building a team, keeping it going

– Team structure to increase success

– VISION Draft Review, Niche Markets

– Set up your Action Teams

THIS AFTERNOON: from 1:00 to 4:00 pm

Fundraising for your Tourism Project(s)

• TO Matching Grant

• Fundraising key Principles & Strategies

• Specific sources of funding for tourism

• Draft fundraising action plan for your Team

INTRODUCTIONS

• Name

• Organization

• Why you are here today

•What is your Favorite

way to raise money ….

Complete A …to Z

(10 minutes)

Using objects you have ON

YOU (backpack, purses OK)

at your table.

First group to finish shout!

A small number of people

with complementary skills

who are committed to a

common purpose,

performance goals, and

approach for which they are

mutually accountable.

“A mutually beneficial and well structured group of

individuals with a common purpose working to

attain results they are more likely to achieve

together, than alone.”

A TEAM is the dynamic expression of a

collaborative effort

Collaboration

Partnership

Cooperation

Coordination

Networking

HIGHEST LOWEST

What are some benefits and challenges we

encounter when working in a collaboration?

Why collaborate ….. And when?

8 Myths About Marriage

1. Marriage is always good.

2. We should all get married ….

3. Marriage saves money.

4. The parties in a Marriage shall have equal power.

5. The main reason to Marry is because we get to keep the

gifts.

6. Married people shall have written agreements.

7. In a Marriage a written agreement is a guarantee against

any/all problems.

8. If you try hard enough, you can make any Marriage

work….

LOCAL SUCCESSES (Activity)

1. List the Top 3 successful Local Collaborations in

your community and what made them successful.

2. Report back to the group.

List of Collaborations

1.

2.

3.

Reasons for their success

1.

2.

3.

Collaboration Barriers

Time Turf

Trust

Trusses

Transition

• Ideology: often leaves little room for the flexibility

needed

• Leadership: if no one has enough power to bring or

keep the group together …. It may fail.

• Power: we must equally value different powers

• History: historical disagreements make things hard

• Tokenism: funders require teamwork, thus we get

together …..

1. 2 columns listing examples of Challenges in your

community and Better Ways to handle such challenges.

2. Report top 3 back to large group.

CHALLENGES

1.

2.

3.

BETTER WAYS

1.

2.

3.

1.The scope of the collaborative project is clearly

defined.

2. Each partner knows how the collaboration will

advance the interests of his/her organization or

business.

.

3. Role and responsibilities have been defined;

mechanisms for communication and joint

accountability are in place.

4. The relationship works: there is structure, trust

and respect among the key players to support the

level of risk and interdependence involved in the

project.

• Competing building consensus

• Working alone to including others

• Focusing on short to demanding long-

term results

The bigger picture drives the

Collaborative TEAM’s actions. Team

members exists to serve the bigger

picture.

Decision making is a deliberate (mental) processes

leading to the selection of one course of action

(opinion) chosen among several alternatives.

Unilateral

Democratic

Consensus

A Decision-Making Protocol is a key element of

group collaboration

Always agree how to decide … before you start!

If you could bring with you just one

thing, what would it be?

What if you could get 2, 3, 4 ….

things?

Prioritize your list of 14 objects

First [ 3 min.] on your own read Individual

Instructions

Then [7 min] Group Instructions with your

group

• What helped make a decision?

• What got in the way?

• Was there much conflict?

• Did you reach consensus? If not?

• Could you apply something from today to

those groups in the future?

• What would you do differently?

1. Shaving mirror

2. Two-gallon can of oil-gas mixture

3. Five-gallon can of water

4. One case of U.S. Army MREs

5. Twenty square feet of opaque plastic

6. Two boxes of chocolate bars

7. Fishing kit

8. Fifteen feet of nylon rope

9. …..

• Draft Community Vision Statement (15 years)

– GROUP WORK: Input from Teams

– Changes, additions

• Community Vision Statement finalized

During the first week together we have come up with

a Vision:

“The communities in South Lincoln County have

been able to leverage their human capacity and

build the critical tourism and economic

infrastructure.

This sustained focus and effort over nearly 20 years

has created an integrated region, where important

functions and services are shared between the

communities. ………”

Community / Social Aspects

• Sustainable jobs & businesses, One single Chamber,

Health services increased, ……..

Economic / Tourism Aspects

• Natural resources have been preserved, Activities are

nature-based and diverse, Businesses are historically and

culturally based ….

Environmental Aspects

• Today’s setting today is preserved and pristine, USFS is

an active partner, towns & business districts are

connected, we involve and educate the tourists …

HEADLINE NEWS !!

2015 - Waldport and Yachats Chambers of

Commerce Merge & announce the opening of the

Spruce Interpretive Trail …

2020 - Driftwood sculpture festival draws

international chefs …

2030 - South Lincoln County Convention Center

breaks ground …

We are now going to operate under the

assumption that, from this point forth, TEAMS

(and not individuals) are going to be the unit of

ORTS in South Lincoln County.

• Review – what we have learned so far (Action

Team Structures).

• Act – divide in ACTION TEAMS to identify

the next steps necessary to accomplish short and

long term project goals.

• Select – the most practical / beneficial /

doable projects toward which we feel should

move.

Team A – TRAILS Group (Market Regional Trails /Mt

Bike Trail Developments) [Convener - Lauralee Svensgaurd]

Team B – Host Adventure Race [Convener – Susan

Woodruff]

Team C – Regional Marketing Increase Connectivity

Signage [Convener – Andrea Scharf & Susan Woodruff]

Team D – Regional “We Speak” Program [Convener –

Bev Wilson]

Team E – Develop Guided Experience

Act – self-select the ACTION TEAM you would

like to participate in.

Action Team will then identify:

1. List of 4-5 Projects: some will be Short Term

some Medium Term Projects (a list of 4-5)

2. Prioritize the list and select first project

3. Develop Strategies, Actions and roles necessary

to accomplish short and long term goals.

Selected Projects should be:

• practical

• beneficial

• doable

• almost shovel ready (achievable in the next year

Short Term or Medium Term 2-5 years)

• able to generate community “buy in”

• consider connectivity

• …….

Select – the most practical / beneficial / doable

Tourism Project(s) which your Team feels should

tackle as first priority. [15 minutes]

Team Name: _______________________________

Team Goal / Purpose: ____________________________

Strategy: 1._____________________________________

2._____________________________________

3._____________________________________

Action Steps:

A._____________________________________

B._____________________________________

C._____________________________________

Action Team Members ___________ Roles ___________

Team Name: _______________________________

Project: ________________________________________

Strategy: 1._____________________________________

2._____________________________________

3._____________________________________

Action Steps:

A._____________________________________

B._____________________________________

C._____________________________________

Action Team Members ___________ Roles ___________

$10,000 available of a Matching Grant offered by

Travel Oregon to your community to develop 1-3

Tourism Project(s).

“ For projects that contribute to the development

and improvement of local economies and

communities throughout the state by means of the

enhancement, expansion and promotion of the

visitor industry.”

Fundraising is the gentle art of teaching the joy of

giving.

We should never forget that no Fundraising effort

ever succeeds unless one person asks another person

for money.

• What are we seeking

• Where to look

• How to extract (tools, time, efforts)

• …. After we find it …. How do we take

it to market

Fundraising make us a sort of

“Financial prospectors”

“Whether is called development, advancement,

attracting philanthropic resources, cultivating

voluntary support, or friend raising, the key to

fundraising success is relationship building”

S. Nudd -1991

INGREDIENTS:

RIGHT Cause (perceived need)

RIGHT People (staff and volunteers)

RIGHT Structure

RIGHT Amount (research)

PREPARATION:

RIGHT Way (how)

RIGHT Time (when)

RIGHT Presentation (Marketing)

If you want money, you have to ask for it.

Donors are not ATMs; Thank before ( and after)

you bank.

Most money comes from people and most of

those people are not rich.

Donors have the right to say No.

[FROM Kim Klein]

Corporations

Foundations

Bequests

Individuals

Individuals $229.03 74.8%

Foundations $38.52 12.6%

Bequests $23.15 7.6%

Corporations $15.69 5.1%

Source: Giving USA Foundation / Giving USA 2008

Source: Giving USA Foundation / Giving USA 2010

Environment and animals

$6.96 2.3%

Foundations $27.73 9.1%

Human services $29.64 9.7%

International affairs $13.22 4.3%

Arts, culture, and

humanities $13.67 4.5%

Public-society benefit $22.65 7.4%

Unallocated giving $23.67 7.7%

Health $23.15 7.6%

Religion $102.32 33.4%

Education $43.32 14.1%

Source: Giving USA Foundation / Giving USA 2008

• Timing

• Mission

• Priorities

• Passion

Find the “giving” criteria and ….

You’ve found the key!

Carwash = $$ now

Corporate Donation = $$ 1 - 6 months

Grants = 1 - 12 months

Government Proposal = $$ 1 - 3 years

Others will invest in

communities that invest in

themselves.

Tie in with other

initiatives…not many

grants for “tourism.”

“ Tourism product is any place (or project) in a

community where a cash register rings because a

visitor from out-of-town has brought in money ” Gail Trussel Univ. of Missouri

• Tourism Development is a form of Economic

Development

• Economic developers often refer to themselves as

product developers

• Tourism development and tourism promotion

are the same things for promotion is an element of

marketing.

• Tourism developers are marketers

• Entrepreneurs (and not corporate executives) are

more likely to be involved in tourism-related

product development

• Entrepreneurs are also more likely to be

unfamiliar with the nuances of the economic

development process

• Often first-time entrepreneurs and those

opening new markets are high-risk prospects.

To support these new high-risks Tourism

Development our Communities must

provide an effective structure to connect

and encourage the first initial steps and to

assist and foster them in the medium long

term.

This is the ultimate goal of RTS …

• Travel Oregon Oregon Tourism Commission Yearly Matching grant Program

• Oregon State Parks & Recreation

• Oregon Department of Fish & Wildlife

• Conservation Strategy Implementation Grants

• Oregon Department of Transportation Scenic Byways

• U.S. Federal Grants information

• What about your County?

• Cycle Oregon (administered by OCF)

• Bikes Belong Coalition

• International Mountain Bicycling Association /USAC

• Oregon Pedestrian and Bicycle Grant Program

• OR Bike Manufacturers …..??

• TFFF – The Ford Family Foundation

• DMV ??

• ……

• Oregon Department of Agriculture

• Natural Resources Conservation Service (NRCS) - Conservation Innovation Grants (CIG)

• USDA – Community Development Resources - Value-Added Producer Grant (VAPG)

• USDA Rural Development

• John Deere Foundation The John Deere Foundation has doubled

its annual giving over the past three years and anticipates awarding grants and gifts totaling $12 million

• More …..

• Oregon Cultural Trust

• Oregon Arts Commission

• Travel Oregon Oregon Tourism Commission Yearly Matching grant Program

• Tourism Cares – Worldwide Grant Program

• Oregon Community Foundation

• More…

In Your Teams

STEPS:

1) Choose project (if more than one)

2) Brainstorm Assets

3) Create Expense Budget

4) Create Income Budget and Income Strategies

5) Create action plan for each strategy.

In your Action Team:

• Define your top priority project (s) ( if you have

more than one)

• Brainstorm and list your project/team assets using

Worksheet 1

Unique strengths your Team has to raise money:

• physical assets (a building in a great location)

• skills (a volunteer who is a great cook, grant

writing experience )

• relationships (a board member who seems to

know absolutely everyone in town)

• a compelling mission (teaching disadvantaged

youth to train guide-dogs for the blind)

•Others?

Using Worksheet 1 (5 min):

1. Brainstorm your Project/Team Assets

2. Choose 5 most valuable Assets

3. Share with the whole group

On a Flip Chart, brainstorm all the costs associated

with your project [use Worksheet 2 (bottom half)

to create an expense budget]:

• Construction?

• Marketing?

• Printing?

• Raw Materials?

• Permits?

Use Worksheet 2 (bottom half) to

create an expense budget

Income Cash In-Kind Total Grants $5,000 $5,000 Sponsors $1,100 $1,100 Fundraising $2,000 $2,000 In-Kind Labor $3,500 $3,500 Total Income $7,000 $4,600 $11,600

Expenses Cash In-Kind Total Tree Planting $1,500 $1,200 $2,700 Fencing $2,500 $2,800 $5,300 Brick Wall $3,000 $600 $3,600 Total Expenses $7,000 $4,600 $11,600

On a flip chart:

1. Brainstorm a list of fundraising strategies /

income sources • Hint: look back at your assets!!!

• Don’t forget about TO Matching Grant!

• In-Kind and Cash

2. Rank Strategies: Screen and prioritize top 5

strategies. Determine which strategies best match

budget your project needs.

3. Use Worksheet 3.

Use Worksheet 2 (Top Half) to Create

Income Budget

Does your income match your expenses?

Income Cash In-Kind Total Grants $5,000 $5,000 Sponsors $1,100 $1,100 Fundraising $2,000 $2,000 In-Kind Labor $3,500 $3,500 Total Income $7,000 $4,600 $11,600

Expenses Cash In-Kind Total Tree Planting $1,500 $1,200 $2,700 Fencing $2,500 $2,800 $5,300 Brick Wall $3,000 $600 $3,600 Total Expenses $7,000 $4,600 $11,600

1. Use Worksheet 4 to develop a plan for action for each Fundraising strategy your Action Team has idnetified (additional copies available).

2.

Donors don't give to institutions. They invest in

ideas and people in whom they believe.

- G.T. Smith

In good times and bad, we know that people give

because you meet needs, not because you have

needs.

- Kay Grace

Dr. Maurizio Valerio

Regional Program Coordinator

Rural Development Initiatives

541-519-3902

mvalerio@rdiinc.org

...builds leadership networks and rural communities

Thank you and Good Luck!

1. Events: current, historic or cultural

2. Locations: man-made and natural environments

3. Properties: sites and facilities

4. Materials: guides, books, maps (fulfillment

pieces and promotional give-away)

5. Operations: controlled functions and activities

that attract and/or accommodate people

Tourism Steering

committee

Experience Creators

Development Plan

Marketing