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Amy Lai Zonta Club of Taipei I Member 2016-2018 ZI Centennial Anniversary Committee Successful Fundraising Strategies The Manila Hotel, Philippines 13-15 March 2016

Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

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Page 1: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

Amy Lai Zonta Club of Taipei I

Member 2016-2018

ZI Centennial Anniversary Committee

Successful Fundraising

Strategies

The Manila Hotel, Philippines

13-15 March 2016

Page 2: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

It is a great honor and privilege to accept PIP Olivia

Ferry’s invitation to be among the speakers.

As the first Asian Inter-district Meeting it will be a

new experience for us. Zontians from different

districts gather in the beautiful city of Manila to tackle

problems common to the districts, exchange notes

and share experiences.

We will learn from each other and enhance our

knowledge from the Zonta international experts.

Page 3: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

2. Where are the potential

donors?

1.Why do Zontians make

contributions?

3.Fundraising strategies

and approaches

Successful

Fundraising

Strategies

Page 4: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

First, let’s think why Zontians make contributions?

Let people know how the donation will be used.

Give updates, reports

Page 5: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

Zonta International is an international NGO

whose goal is to empower women worldwide

through service and advocacy to improve the

legal, political, educational, health and

professional status of women.

Zonta International has

international service

projects and scholarship

programs to achieve its

goals and objectives.

Page 6: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

Programs and projects are implemented by

Zonta International Foundation (ZIF).

ZIF needs more than US$5 million each

biennium for programs and projects to benefit

thousands of women around the world.

ZONTA

INTERNATIONAL ZONTA

INTERNATIONAL

FOUNDATION

Service and

Advocacy

programs

and

projects

Page 7: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

Therefore, the USD 5M has to

come from other sources such as

Where can we get the USD 5 million?

Certainly not from membership dues, because

these remittances are for the operating

expenses of ZI and the Foundation.

contributions from districts,

clubs, members and

friends of Zonta International.

Page 8: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

Zontians must contribute to the Foundation.

Officers must recognize and explain

this responsibility.

Page 9: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

DONORS

district

contribution or

club contribution

individual donors

Where are the donors?

There are two major sources of

contributing to ZIF

ZIF recommends that club take 1/3 out of the

funds raised and donate to the Foundation.

Page 10: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

D21, D10 and D26 are the top leading donors

up to 31 Dec. 2015 in this biennium.

D17 also did a great job, ranked top 10th donor.

Page 11: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

While reviewing the ZIF Annual

Report, I found that the total amount

of individual contribution is merely

5.14% of the total contribution in

2012-2013.

It increased to 8.69% in 2013-2014.

We have more than 30,000 members

in the world, we can do better.

Page 12: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

The observation was depressing, but a

crisis is also a turning point, a big space

for improvement. So, I have begun to focus

fundraising on individual giving since then.

How to find donors or those who are willing

to give a fat check among many members?

According to my experience, it definitely has

something to do with the fundraiser,

especially for individual donors.

Page 13: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

1. Fully understand your responsibility of

being a fundraiser.

You must clearly know you’re doing this for the women who need our assistance. As long as you are fully aware of your duty, you will not feel awkward or shy to ask someone for donating money.

• A fundraiser must equip herself with the following

requirements so that it will be easy to find Zontians

to participate in the fundraising event.

• These requirements should also be evaluated and

be taken into consideration for district governor while

appointing District Foundation Ambassador.

Page 14: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

2. You must be the first one to give, and the

amount has to display an influential effect.

Members will echo your behavior as they see

your sincerity and leadership, they may even

give more.

3. You must keep close interaction

with clubs in your district, build up

a good interpersonal relationship,

more importantly, you have to own a

respectable Zonta popularity.

Page 15: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

Although fundraising is not a district

governor’s primary responsibility, it is

desirable for the governor to take an

active part in any fundraising event,

and provide the maximum support to the

Foundation Ambassador to be more

effective and be successful.

Page 16: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

The main concept of fundraising strategy lies

in Many a little makes a Mickle. When you

plan a fundraising event, you need to think of

a slogan for the event, then make it known in

your district.

Page 17: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

Key persons:

Club Presidents

Describe project

Maintain good relationship

Request to talk to members

Fundraiser

Foundation

Ambassador

THE TEAM

Page 18: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

Once you meet the members, plus the

recognition and enthusiasm to Zonta

objectives you displayed in front of them,

they will easily respond to your project

and fill out the contribution form on the spot.

Page 19: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

Take this opportunity to contact

with members who have more

financial resources and lead them

to make a large amount of

contribution to the Foundation.

Now, I’ll give you an example of

my own successful fundraising

experience.

Page 20: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

As one of the ZIF Board in 2005, we had a

fundraising luncheon project with Area 2 Director

Wu in Taiwan (then D26) to celebrate Zonta Rose

Day, and received great support, so I started to

do club visits to introduce the project, which was

called

The fundraising luncheon was held on 05 March 2005 with

then President-Elect Olivia Ferry as the honorable guest.

Attendees were very generous. We had rose auction…,

club presidents and members came up to the stage to

make individual contributions, which P-E Olivia and I

received on behalf of ZIF.

“Zonta Warmth to the World – 100% contribution”.

Page 21: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

Many of my family members,

relatives and friends also took part in

this event to support me by giving an

individual donation to the Foundation.

By March 2006, we had a total

donation of USD 233,000 which was

16.5% more than our target USD

200,000.

We remitted the entire contribution to

the Foundation.

Page 22: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

During my visit to ZC of Taichung, I met Ms.

Ruth Chen, owner of a private charity

organization. After presenting the purpose of

the project, she approached me with a check

of US$20,000.

She said she recognized

and supported Zonta goals.

She admired the enthusiasm of the Zontian

organizer. I was deeply moved by her

generosity and support to Zonta.

Page 23: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

Zonta International will celebrate its

centennial in 2019, a once in a

lifetime opportunity for members.

Celebration events will kick off in

the next biennium.

I am honored to be appointed the honorary

member of the committee by Committee Chair

Jackie Beaudry.

One of the very important event is the

Endowment Campaign, planned by ZI

Centennial Anniversary Endowment Committee

(CAEC in short).

Page 24: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

Two ways to provide funds

to the Foundation

a) Through donations to our Program Funds such as o International Service Program (ISP) o Zonta International Strategies to End Violence Against Women (ZISVAW) o Amelia Earhart Fellowship, (AE) Fund, o Jane M. Klausman Women in Business

Scholarship o Young Women in Public Affairs Awards (YWPA) o Rose Fund.

b) Through contributions to the Endowment Fund

Page 25: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

An endowment fund is a donation of money or

property to a not-for-profit organization for the

ongoing support of that organization.

The principal amount is kept intact in a bank

and only the investment income is available

for use for a specific purpose.

Page 26: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

ENDOWMENT

FUND

Amelia

Earhart

Endowment

Fund

General

Endowment

Fund

Page 27: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

How does an Endowment Fund enable our organization

to maintain perpetual growth into the future? (1/3)

By using just the interest earned on the funds raised

and keeping the principal intact.

Put another way, the Endowment Fund can become

a potent sustainable vehicle for supporting our

financial commitments to ZIF projects if we are able

to raise enough funds, invest the funds in secure

money market instruments, use only the interest

thus earned from such investment, while keeping

the principal untouched.

Page 28: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

Each individual’s donation to the Endowment Fund

therefore effectively helps in building a legacy for the

future because your contribution to an Endowment Fund

is preserved to help provide the stability needed to meet

uncertainties in the future.

It becomes a part of or is absorbed into a perpetual fund

that will allow Zonta to continue providing financial grants

to projects or programs that support our mission, even

during downtimes in fundraising caused by a global

financial crisis or economic turmoil that happens in the

future.

(2/3)

Page 29: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

Each donation will become a sustainable

tradition of heritage, it will also leave an

eternal mark for your contribution to Zonta.

(3/3)

Page 30: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

Work on the buildup of the endowment Fund has

begun through the efforts the CAEC Committee.

Last April, International President Maria Jose

and CAEC Chair Jackie visited District 31

Taiwan to launch the first Endowment

Campaign and meet the potential major donors.

Page 31: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

• In D31 a significant contribution has already

been raised to support the Centennial

Anniversary Endowment Campaign.

• I invite you to attend the Zonta International

Convention in Nice in July where a kick-off

event to publicly announce the campaign will

take place.

Page 32: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

Past D31 ZIFA, Joanna Lee, proposed a Piggy Bank

project, encouraged district members to save a

10-dollar coin every day, consequently, members

would be able to donate USD100 to ZIF each year.

In Europe, they suggested members to cut down

a cup of coffee every day and donate the coffee

money to ZIF.

Let me cite to you other creative ways of

raising funds that have been used to

generate funds for club projects and for

the Zonta Foundation:

Page 33: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

o Charity Art Auction

o Charity Concert

o Charity Bazaar

o Bingo Games

o Golf Tournaments

o Fun Runs

o Publication of Fashion Book

o Publication of Cook Book

o Sponsorship of Cinema, Cultural or Theater

Shows

o And many more.

Other charity fundraising events are:

Page 34: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

Although the amounts raised may be modest,

sustained fundraising effort is very helpful to the

Foundation. Some clubs held the fundraising

events every year since they were chartered.

For example, ZC of Fukui was established

30 years ago and it has held annual fundraising

events for 30 years. Their sustaining power is

admirable.

Page 35: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

Finally, I’d like to conclude:

Remember, whether it’s a large-scale or a small-

scale fundraising project, we must think positive,

maintain our enthusiasm and persistence.

A successful Fundraising project

lies in person – fundraiser and donor.

Both need to recognize Zonta objectives from the

bottom of the heart so that we will support Zonta in

practical actions, especially financially.

Page 36: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

Most of all, continuously encourage and

remind members to donate sustaining

individual gift to ZIF.

Thank you all for being here with me.

Page 37: Successful Fundraising Strategies - Zonta · Successful Fundraising Strategies The Manila Hotel, Philippines ... the project, she approached me with a check of US$20,000. She said

Amy Lai Zonta Club of Taipei I

Member 2016-2018

ZI Centennial Anniversary Committee