JRDT Fundraising

John Day River TerritoryJanuary 2011

AGENDA am

THIS MORNING: from 9:00am to 12:00 pmTeaming up for Success

– Working together to get things done

– Building a team, keeping it going

– Four Rules of a Successful Collaboration

– Set up your Team

AGENDA pm

THIS AFTERNOON: from 1:00 to 4:00 pmFundraising for your Tourism Project(s)

• Fundraising key principles & strategies

• Specific sources of funding for tourism

• Draft fundraising action plan for your Team

A to Z

Complete A …to Z (10 minutes)

Using objects you have ON YOU (backpack, purses OK) at your table.

First group to finish shout!

TEAM

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.

COLLABORATION

“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.”

COLLABORATIVE EFFORT

A TEAM is the dynamic expression of a collaborative effort

Collaboration

Partnership

Cooperation

Coordination

Networking

COLLABORATIVE CONTINUUM

LEVEL OF RELATIONSHIP

A-TEAM or NO-TEAM

What are some benefits and challenges we encounter when working in a collaboration? Why collaborate ….. And when?

8 Myths About Collaboration

1. Collaboration is always good.2. We should all start collaborating…NOW!3. Collaboration saves money.4. The parties in a collaboration must have equal power.5. The main reason to collaborate is because funders like

to fund collaborations.6. Collaborations must have written agreements.7. A written agreement is a guarantee against any problem.8. If you try hard enough, you can make any collaboration

work.

LOCAL SUCCESSES(Activity 12 min)

1. 2 columns sharing examples of Top 3 successful Local Collaborations in your region and what made them successful. [10 min]2. Report back to large group.

List of Collaborations 1.2. 3.

Reasons for their success1.2.3.

CHALLENGES

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.

CHALLENGES1.2. 3.

BETTER WAYS1.2.3.

MAKE it or BRAKE it(Collaboration Challenges)

•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 …..•Structure: no collaboration can succeed without a solid structure.

STRUCTURE & CONSTRUCTION

“A destination toward which travelers move together on a ship they built”

• Destination = achieving mutually beneficial results• Travelers = teams of individuals • Ship = well-defined & constructed relationships and structure

CHANGING FOCUS

• Competing building consensus• Working alone to including others • Focusing on short to demanding long-

term results

SUM is BIGGER single THE PARTS

The bigger picture drives the TEAM’s actions. Team members exists to serve the bigger picture.

DECISION MAKING

Decision making is a deliberate (mental) processes leading to the selection of one course of action (opinion) chosen among several alternatives.

TYPES OF DECISIONS

DECIDE HOW TO DECIDE

A Decision-Making Protocol is a key element of group collaboration

Always agree how to decide … before you start!

LOST AT SEA

ABANDON SHIP!!

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 [15 min] Group Instructions with your group

MAKING GROUP DECISIONS

• 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?

According the Navy SEALS

1. Shaving mirror2. Two-gallon can of oil-gas mixture 3. Five-gallon can of water4. One case of U.S. Army MREs5. Twenty square feet of opaque plastic6. Two boxes of chocolate bars7. Fishing kit8. Fifteen feet of nylon rope9. …..

FOUR RULES FOR SUCCESFUL COLLABORATION

1.The scope of the collaborative project is clearly defined.

•Bouquet of Flowers

FOUR RULES FOR EFFECTIVE COLLABORATION

2. Each partner knows how the collaboration will advance the interests of his/her organization or business. .

FOUR RULES FOR EFFECTIVE COLLABORATION

3. Role and responsibilities have been defined; mechanisms for communication and joint accountability are in place.

FOUR RULES FOR EFFECTIVE COLLABORATION

4. The relationship works: there is enough trust and respect among the key players to support the level of risk and interdependence involved in the project.

STRATEGIES & ACTIONS(Team process Activity)

• Review – what we have done, seeing, and learned so far. • Select – the most practical / beneficial / doable direction toward which we feel should move. • Act – divide in ACTION TEAMS to identify the next steps necessary to accomplish short and long term goals.

From Session 1of ORTS

During the first week together we have come up –as a group with some GOALS and potential STRATEGIES and Actions. Let’s review:

JDRT TOURISM(Strategies & Actions)

•John Day River Territory DMO, website, marketing materials

• Community Beautification/Revitalize first impression and community pride

•Asset Mapping

Other ORTS FINDINGS

You have also explored other Tourism Development Areas that could be further developed by your Action Teams

AgriTourism Events Cultural Tourism

• Recreation Development Plan – including a comprehensive list of what we have already, put together what we want to build

• Marketing what we have now – can focus on gathering these assets. Digital media: the website, Brochure ; Define what these activities will be

• Itinerary Development – could be highly focused on one topical area, or more broad

• Community Engagement – Business Service Development – This group would focus on getting businesses together and recognizing importance tourism

• Signage – bring all three counties together to address signage

ACTION TEAMS Ideas

• Marketing• Experience Creators

– Itinerary Development– Frontline Staff training– Signage– Product Dev.

• Outdoor Recreation– Development Plan

ACTION TEAMS Ideas

Cultural Heritage Tourism

1.Recorded audio tours linking area’s history (sites, stories, etc) 2.Way of Life visitor experiences packaged (brochure, website, etc)3.Explore interest of local farmers/ranchers—connect with Source Tours4.Murals—capture, provide info through various mediums

JDRT TOURISM(Strategies)

ACTION TEAMS 2select

Select – the most practical / beneficial / doable Tourism Development which you feel John Day River Territory should tackle.[15 minutes]

ACTION TEAMS 3select

Act – divide in ACTION TEAMS to identify the roles & next steps necessary to accomplish short and long term goals. [10 minutes]

MY ACTION TEAM

TEAM Name: _____________________________Project/Strategy ___________________________TEAM Members: _____________________________ Roles: _______________________________________Next Steps:

A._____________________________________B.____________________________________

C._______________________________________Next Meeting: _____________________________

LUNCH BREAK

John Day

River

Territory

FUNDRAISING

FUNDRAISING “ in quotes”

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.

LOOKING FOR $$

• What are we seeking

• Where to look

• How to extract (tools, time, efforts)

• …. After we find it …. Take to market

Fundraising make us a sort of “Financial prospectors”

RELATIONSHIPS BUILDING

“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

RECIPE FOR SUCCESS

INGREDIENTS:

RIGHT Cause (perceived need)RIGHT People (staff and volunteers)RIGHT StructureRIGHT Amount (research)

PREPARATION:

RIGHT Way (how)RIGHT Time (when)RIGHT Presentation (Marketing)

KEY FUNDRAISING PRINCIPLES

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]

WHO GIVES IN THE US?

CorporationsFoundations

Bequests

Individuals

Individuals$229.0374.8%

FoundationsFoundations$38.52$38.5212.6%12.6%

BequestsBequests$23.15 $23.15

7.6%7.6%

CorporationsCorporations$15.69$15.695.1%5.1%

2007 charitable giving Total = $306.39 billion ($ in billions)

Source: Giving USA Foundation / Giving USA 2008

EnvironmentEnvironmentand animalsand animals

$6.96$6.962.3%2.3%

FoundationsFoundations$27.73$27.739.1%9.1%

HumanHumanservicesservices$29.64$29.649.7%9.7%

InternationalInternationalaffairsaffairs$13.22$13.224.3%4.3%

Arts, culture, Arts, culture, and and

humanitieshumanities$13.67$13.674.5%4.5%

PublicPublic--society society benefitbenefit$22.65$22.657.4%7.4%

UnallocatedUnallocatedgivinggiving$23.67$23.677.7%7.7%

Health Health $23.15$23.157.6%7.6%

Religion $102.3233.4%

EducationEducation$43.32$43.3214.1%14.1%

Types of recipients of contributions, 2007 Total = $306.39 billion ($ in billions)

Source: Giving USA Foundation / Giving USA 2008

FINDING THE KEY

• Timing• Mission • Priorities• Passion

Find the “giving” criteria and …. You’ve found the key!

FUNDRAISING TAKES TIME!

Carwash = $$ now

Corporate Donation = $$ 1-6 months

Grants = 1- 12 months

Government Proposal = $$ 1-3 years

FUNDING FOR TOURSIM

Others will invest in communities that invest in themselves.

Tie in with other initiatives…not many grants for “tourism.”

FUNDING FOR TOURSIM A Survey

FUNDING FOR TOURSIM

• 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?

FUNDING FOR TOURSIM(Biking)

• 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 ??• ……

FUNDING FOR TOURSIM(Agritourism)

• 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 …..

FUNDING FOR TOURSIM(Cultural)

• Oregon Cultural Trust• Oregon Arts Commission• Travel Oregon Oregon Tourism Commission

Yearly Matching grant Program• Tourism Cares – Worldwide Grant Program• Oregon Community Foundation • More…

RAISING MONEY – THE PLAN

FUNDRAISING for your Team Project

In Your TeamsSTEPS:1) Choose project (if more than one)2) Brainstorm Assets3) Create Expense Budget4) Create Income Budget and Income Strategies5) Create action plan for each strategy.

Step1. Which Project?

Each team Chooses One Project (3 min)

Step 2. FUNDRAISING ASSETS

Unique strengths 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?

Step 2. FUNDRAISING ASSETS(activity)

Using Worksheet 1 (5 min):

1. Brainstorm your Project/Team Assets2. Choose 5 most valuable Assets3. Share with the whole group

Steps 3: Brainstorm Costs

Steps 4: Create Expense Budget

Use Worksheet 2 (bottom half) to create an expense budget

4. EXPENSE BUDGET

PROJECT DESCRIPTION: COMMUNITY PARKS IMPROVEMENT PROJECT

Cash In-Kind Total

Sources (Income)

Grants 5,000 5,000 Corporate Sponsors 1,100 1,100 Fundraising Event 2,000 2,000 In-kind Labor 3,500 3,500 Total sources (income) $7,000 $4,600 $11,600 Uses (expenses)

Tree rejuvenation 1,500 1,200 2,700 Fencing 2,500 2,800 5,300 Brick walkway 3,000 600 3,600 Total Uses (expenses) $7,000 $4,600 $11,600

Step 5: FUNDRAISING STRATEGIES

On a flip chart:

1. Brainstorm a list of income strategies/sources • Hint: look back at your assets!!!

• Don’t forget about TO Matching Grant!

• In-Kind and Cash

2. Rank - Screen and prioritize strategies. Determine which strategies best match budget needs.

3. Transfer to Worksheet 2.

Step 6: CREATE INCOME BUDGET

Use Worksheet 2 (Top Half) to Create Income Budget

Does your income match your expenses?

RESOURCES BUDGET PROJECT DESCRIPTION: COMMUNITY PARKS IMPROVEMENT PROJECT

Source Description Cash In-Kind Total

In-kind

• Urban logger 1,000 1,000

• Fence installation 2,500 2,500

Grants

• The Ford Family Foundation 5,000 5,000 Corporate sponsors

• Concrete Company 300 300

• Gravel Company 600 600

• Local Hardware (herbicide) 200 200 Fundraisers

• Buy-A-Brick Campaign 2,000 2,000 TOTAL Sources (Revenue) $7,000 $4,600 $11,600

1. Use worksheet 4 to develop a plan for action for one strategy.

ACTION PLAN (Action Steps for each Strategy)

MATCHING GRANT

$10,000 available of a Matching Grant offered by Travel Oregon to your community to develop 1-3 Tourism Project(s).

FUNDRAISING

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

RTS WRAP UP & CLOSING

Laurel MacMillanEconomic Vitality ManagerRural Development Initiatives503-803-8260www.rdiinc.org

...builds leadership networks and rural communities

Thank you and Good Luck!

FUNDRAISING FOR A PRODUCT

“ 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 IS ECONOMIC DEVELOPMENT

• 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.

ENTREPRENEURS

SUPPORT your ENTREPRENEURS

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.

TOURIST PRODUCTS

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