GET READY, HERE IT COMES . . . YEAR END FUNDRAISING! Association of Fundraising Professionals Washington, DC Metro Area Chapter August 11, 2015 Presenter: Mary Dillon Kerwin, President, Blue Strike AFP Workshop: Year End Fundraising August 11, 2015 1
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AFP DC workshop year end fundraising, august 11, 2015
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AFP Workshop: Year End Fundraising 1
GET READY, HERE IT COMES . . . YEAR END FUNDRAISING!Association of Fundraising Professionals Washington, DC Metro Area Chapter August 11, 2015
Presenter: Mary Dillon Kerwin, President, Blue Strike
August 11, 2015
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This session will focus on how to:• Get ready for year-end fundraising • Juggle schedules and prioritize tasks• Motivate staff during this hectic time of year• Be creative, strategic . . and get the job done!
AFP Workshop: Year End Fundraising
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For this session• We should tap the wisdom in the room• Share ideas and questions• Access the slides at www.bluestrike.org/webinars_and_trainings
1. Create fresh, relevant content2. Carry out solicitation activities3. Connect with staff and office4. Engage your board, and 5. Prep your website and online presence
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1. Prepare fresh, relevant content
• List of accomplishments• 2016 Top Ten Priorities• Video, one-pagers • Sample asks• Hot issue . . . or not?
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Content issue: political unknowns• Is your issue going to be at the top of the
political agenda? • Will your organization be garnering media
attention? Good or bad? • Is the Supreme Court hearing a case that
will affect your organization’s issue?• Consider how to manage action and
engagement along with solicitations
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2. Solicitation schedule of activities
• Get your schedule squared away now• Segment and prioritize donor list• Sync up multi-channel • Use phone and social channels as support• Blitz lapsed donors
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Solicitation channels
• Mail – personalized letters with notes• Email – schedule and follow through
Customize asks with ask strings• Ask for a specific amount • Before You Hit Send: Your End of Year Fundrais
ing Appeal Checklist
Danielle Johnson-Vermenton, NPEngage, Aug. 2014
• Don’t Make These Five Mistakes in Your Fundraising Appeal Gail Perry interviews Tom Ahern
• Development office• Executive director and senior staff• Support staff, incl. IT, web, and online• Program heads
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Office toolbox - have it handy!• EIN• Stock gift transfer instructions• Grant app materials (in case a foundation calls) board list, budget, audit, 990, tax-exempt ruling.
• Login codes• Acknowledgement letters
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4. Engage board
• Board fundraising webinar• Thank you calls• Challenge or matching campaign• New Year’s Eve “chat room”• Updates on positive fundraising news
• Make it mobile• Hijack home page • Prime social channels• Check Google AdWords• Test donation pages and back-office ops • Review third-party sites . . . donors do!
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Shadow box aka pop-up
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Shadow box
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Charity Watchdogs
Check other third-party sitesHow does your organization’s profile look on these sites? Up to date? Accurate?• Great Nonprofits • Guidestar http://www.guidestar.org/• Network for Good http://www1.networkforgood.org/• JustGive https://www.justgive.org/
How about with government regulators?• IRS Exempt Organizations Select Check Tool
http://apps.irs.gov/app/eos/• State licensing agency: Washington, DC, Virginia,
1. Create fresh, relevant content 2. Carry out solicitation activities 3. Connect with staff and office4. Engage your board, and 5. Prep your website and online presence
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Charitable giving laws • In 2014, congress waited until the second week of Dec. to decide on the tax deductibility of certain gifts, specifically the IRA rollover and conservation easements.
• Keep tabs with your state association or subscribe to emails from the National Council of Nonprofits.
Just when you thought it was over . . .• January number crunching• Control your benchmarking environment• Prepare for the second best time of year – February and March
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Wrap up • Evaluation• Come to Friday’s Aug. 14 brown bag!
ASAE 1575 I St. NW. at 11:45 am• Sign up for “share results” activities• Keep in touch