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(Small) Congregation Fundraising Today March 7, 2019

(Small) Congregation Fundraising Today...Key components: 1. Articulate fundraising’s role in advancing your congregation 2.Lead from the top – professional and board 3.Create opportunities

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Page 1: (Small) Congregation Fundraising Today...Key components: 1. Articulate fundraising’s role in advancing your congregation 2.Lead from the top – professional and board 3.Create opportunities

(Small) Congregation Fundraising TodayMarch 7, 2019

Page 2: (Small) Congregation Fundraising Today...Key components: 1. Articulate fundraising’s role in advancing your congregation 2.Lead from the top – professional and board 3.Create opportunities

Hello!I’m Avi FriedmanFounder and Principal of Jumpstart Philanthropy

You can find me at [email protected]

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Page 3: (Small) Congregation Fundraising Today...Key components: 1. Articulate fundraising’s role in advancing your congregation 2.Lead from the top – professional and board 3.Create opportunities

Creating a Culture of Philanthropy

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Page 4: (Small) Congregation Fundraising Today...Key components: 1. Articulate fundraising’s role in advancing your congregation 2.Lead from the top – professional and board 3.Create opportunities

“ People will forget what you said. They will forget what you did. But they will never forget

how you made them feel.

Maya Angelou

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Page 5: (Small) Congregation Fundraising Today...Key components: 1. Articulate fundraising’s role in advancing your congregation 2.Lead from the top – professional and board 3.Create opportunities

Key components:1. Articulate fundraising’s role in

advancing your congregation

2. Lead from the top –professional and board

3. Create opportunities to engage board members and volunteers in fundraising activities

4. Keep everyone informed of progress – professionals, board members, volunteers, donors

5. Prioritize your donors

6. Incorporate an attitude of gratitude into your culture

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Page 6: (Small) Congregation Fundraising Today...Key components: 1. Articulate fundraising’s role in advancing your congregation 2.Lead from the top – professional and board 3.Create opportunities

Common challenges:1. Membership vs.

fundraising

2. Lacking enthusiasm and optimism

3. Paralysis by analysis

4. Not listening to your donors

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Page 7: (Small) Congregation Fundraising Today...Key components: 1. Articulate fundraising’s role in advancing your congregation 2.Lead from the top – professional and board 3.Create opportunities

Want big impact?Use big image.

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Page 8: (Small) Congregation Fundraising Today...Key components: 1. Articulate fundraising’s role in advancing your congregation 2.Lead from the top – professional and board 3.Create opportunities

Building Your Annual Campaign

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Page 9: (Small) Congregation Fundraising Today...Key components: 1. Articulate fundraising’s role in advancing your congregation 2.Lead from the top – professional and board 3.Create opportunities

Key components:● Develop a timeline (and be

flexible)

● Set clear, measurable and achievable goals

● Engage leadership

● Segment your donors

○ Major donors○ Mid-range donors○ Lower level donors

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● Solicitation Strategy

○ Personal Asks○ Letters/Email○ Digital Strategies○ Events/Small Gatherings

● Acknowledge and thank yourdonors

● Recognition

● Celebrate

Page 10: (Small) Congregation Fundraising Today...Key components: 1. Articulate fundraising’s role in advancing your congregation 2.Lead from the top – professional and board 3.Create opportunities

How do I balance our

immediate fundraising

needs vs program

support and long term

sustainability?

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Page 11: (Small) Congregation Fundraising Today...Key components: 1. Articulate fundraising’s role in advancing your congregation 2.Lead from the top – professional and board 3.Create opportunities

Making an Ask

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Page 12: (Small) Congregation Fundraising Today...Key components: 1. Articulate fundraising’s role in advancing your congregation 2.Lead from the top – professional and board 3.Create opportunities

“ Most giving is 80% emotion and 20% rational. And the

best way to get to someone’s emotions is to tell a story.

Unknown

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Page 13: (Small) Congregation Fundraising Today...Key components: 1. Articulate fundraising’s role in advancing your congregation 2.Lead from the top – professional and board 3.Create opportunities

Principles of an ask

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Donors don’t want to be sold

Most people want to give

Donors don’t give unless they are asked

Donors want to know where their money is going

Donors want their money to make a difference

Donors want to give to organizations they trust

People give to people – Relationships matter

Page 14: (Small) Congregation Fundraising Today...Key components: 1. Articulate fundraising’s role in advancing your congregation 2.Lead from the top – professional and board 3.Create opportunities

Making an ask

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Small Talk Transition Connection Emotion Need Ask

Page 15: (Small) Congregation Fundraising Today...Key components: 1. Articulate fundraising’s role in advancing your congregation 2.Lead from the top – professional and board 3.Create opportunities

Thank Your DonorsThank Your DonorsThank Your Donors

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Page 16: (Small) Congregation Fundraising Today...Key components: 1. Articulate fundraising’s role in advancing your congregation 2.Lead from the top – professional and board 3.Create opportunities

“ Donor loyalty is not about the donor being loyal to you, it is you being loyal to the donor.

Harvey McKinnon

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Page 17: (Small) Congregation Fundraising Today...Key components: 1. Articulate fundraising’s role in advancing your congregation 2.Lead from the top – professional and board 3.Create opportunities

Impact + Accountability = Great Stewardship

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Page 18: (Small) Congregation Fundraising Today...Key components: 1. Articulate fundraising’s role in advancing your congregation 2.Lead from the top – professional and board 3.Create opportunities

10 simple stewardship ideas:1. Monthly thank you calls

2. Handwrite thank you notes

3. Make a thank you video

4. Update donors on your progress

5. Host a thank you gathering

6. Share program updates

7. Recognize the anniversary of a gift

8. Send articles of interest

9. Profile donors on synagogue

communication

10. Acknowledge donor’s life cycle

events

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Page 19: (Small) Congregation Fundraising Today...Key components: 1. Articulate fundraising’s role in advancing your congregation 2.Lead from the top – professional and board 3.Create opportunities

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Thanks!Any questions?You can find me at [email protected]