Beyond Fundraising Galas: Integrated Individual Donor Programs · raising money Phrase mostly used by nonprofit professionals Primary goal = raising money Primary goal = building

Beyond Fundraising Galas: Integrated Individual Donor Programs

Rona FernandezKlein & Roth Consulting

Community Action Partnership Annual ConventionAugust 29, 2019

KLEIN & ROTH CONSULTING

Today’s Workshop Goals

www.kleinandroth.com

LEARN NEW SKILLS EXPLORE DIFFERENT INDIVIDUAL DONOR

FUNDRAISING STRATEGIES

SPARK YOUR FUNDRAISING IMAGINATION

Acquire Donors

Retain Donors

Upgrade Donors

The Final Gift(Bequest)

Fundraising vs. Fund Development: What’s the Difference?

Fundraising Fund DevelopmentCatch-all phrase, used by most people, includes everything that has to do with raising money

Phrase mostly used by nonprofit professionals

Primary goal = raising money Primary goal = building long-term relationships with donors, funders

Often seen as short-term, one-off activities that don’t necessarily connect to each other

A longer process of building a base of funding over time

Multi-Channel Fundraising

• Integrating all your donor “touch points”—mail, e-mail, phone, social media—to ensure consistent messaging and coordinated solicitation


Choosing the Right StrategiesWhat does your group want to get out of the time and money that you are investing?

What do you need? What are you looking

for?www.kleinandroth.com

• Money• New Donors• Happy donors• Legacy donors• Advocates• Volunteers• Visibility

What do you have? What are your assets?

• Staff• Board members• Volunteers• Time• Money • Social Media• Lists of Donors, Prospects

How much do you need to raise and by when?


The Overwhelm of Online Fundraising Tools


Ladder of Effectiveness

StrategyIn person askingPersonal Phone CallPersonal Letter or emailPhone bankDirect MailEmail

[Special Events/ social media

Response Rate50%25%

10-15%3-5%.5-1%.08%

Varies]


More Time per donor

Less Time per donor


Reflect: What strategies has your group tried?

Brainstorm: What would you like to try? Why?

Rona Fernandez has worked with social justice nonprofits since 1996, always with fundraising as a key component of her work. She has raised money from individuals as a community organizer, house party coordinator, development director, executive director and board member. Trained at the Grassroots Institute for Fundraising Training (GIFT), Rona has fundraised for groups such as Californians for Justice and the CJ Foundation for SIDS/First Candle, and has advised dozens of social justice groups throughout the United States on fund development strategy and creating a culture of fundraising.

rona @kleinandroth.com www.linkedin.com/in/ronafernandez/

Documents

Beyond Fundraising Galas: Integrated Individual Donor Programs · raising money Phrase mostly used by nonprofit professionals Primary goal = raising money Primary goal = building