Spring Forward: Eight Months Left For 2014 Fundraising.

Spring Forward: Eight Months Left For 2014 Fundraising

80% of funds should be committed If not, what are you plans? Where are you looking

Banks (CRA) Foundations Corporations

Loan Committee

2013…Where Are You?

Let’s Talk 2014…

There Is That CRA Thing Again…

Banks can receive Community Reinvestment Act (CRA) credit for supporting your WtW program Operating grant Volunteering on loan committee Teaching financial education classes Providing checking and savings accounts to

clients

Ways to Work - CRA Connection

Bank’s interest in WtW: Financial education Volunteer loan committee Exposure/visibility from any involvement

Need to be able to leverage this interest to secure key program resources: Operating grants Donated office space

Still Unclear About the WtW-CRA Connection?

You don’t need to be a CRA expert Banks understand their CRA needs What you need to know:

The opportunities for a bank to get involved with your WtW program

What the bank’s involvement will cost in terms of time and resources

What you need from the bank (grants, volunteers, office space, etc.)

Foundations

Are you engaging them How are you presenting your program Research is key Elements of a good proposal What next

From No to Yes Importance of relationship

Corporations

Vested interest in the community Good corporate citizen Marketing opportunities Volunteer Research

Research Tips for Corporations

Varied language “Corporate Responsibility” “Community Relations” “Sustainability”

Varied places Stand alone foundation Corporate giving Investor driven

Corporate Donor - Caterpillar Found under

“Sustainability” “Caterpillar

Foundation”

Corporate Donor - Caterpillar Caterpillar

Foundation – “The Brag Page”

We’re looking for “Request a Grant”

Corporate Donor - Caterpillar Launch into

questionnaire Series of yes/no

questions Serves as a

check for eligibility

Corporate Donor – A.O. Smith This time,

we’ve hidden it under “About A.O. Smith”

Corporate Donor – A.O. Smith “Foundation” –

on the right side of the page

Corporate Donor – A.O. Smith Foundation

Mission Click on

“Foundation Guidelines”

Corporate Donor – A.O. Smith Instructions for

a mail-in letter of inquiry

Engaging Your Loan Committee

They are your greatest asset How are you engaging them Strategies for your LC:

Make introductions to the potential funders Host an annual open house Recruit new members

2014…What Are Your Plans?

Engaging Your Team Internal External

What are you goals WtW Budget What is your fundraising gap Current donors – can you count on them Bringing in new donors

Tools

Grants Calendar Severson Center

http://alliance1.org/severson

Ways to Work Grant Guide New Update Summer 2013!

Outcomes Studies Business Talk – “Return on Investment”

(ROI)

Sample Grants CalendarDeadline Funder

New Funder? Ask $ Hear-Back By Funded $

Thank-You Sent

Reporting Requirements Notes

January1/18/13 MKE CNTY Child Support ServicesY 75,000$ 6/1/2013 N/A Quarterly As part of economic advancement project1/25/13 Kubly Foundation N 15,000$ 3/1/2013 15,000$ Yes Year-End Year two of competitive third year gift1/31/13 MAWIB Earn & Learn N 68,000$ 6/1/2013 N/A Project-End Provides in-kind support from summer student interns. Value=$68,000

TOTAL 158,000$ 15,000$

February

TOTAL -$ -$

March

TOTAL -$ -$

April

TOTAL -$ -$

May

TOTAL -$ -$

June

TOTAL -$ -$

Questions?

Funding Support Services

Matt MuellerPhone: (414) 359-6573Mobile: (414) 975-7527Email: [email protected]: www.linkedin.com/in/mattmuellerwtw

La VangPhone: (414) 359-6616Mobile: (414) 335-1982Email: [email protected]: www.linkedin.com/in/lavang

Peter MetzgerPhone: (414) 359-6606Email: [email protected]: http://www.linkedin.com/in/pmmetzger