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In search of collaborative fundraising Gayle L. Gifford, ACFRE Jonathan W. Howard

In searchof collaborative fundraising

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Page 1: In searchof collaborative fundraising

In search of collaborative fundraising

Gayle L. Gifford, ACFRE

Jonathan W. Howard

Page 2: In searchof collaborative fundraising

Our workshop today

● Introductions ● What we’ve

discovered ● Collaboration profiles ● Practice case ● Questions & sharing

Page 3: In searchof collaborative fundraising

Workshop rules: ● This is a first look, not the last

word. ● There are no wrong questions ● Share so we can learn

together

Page 4: In searchof collaborative fundraising

Let’s get started!In a small group, please share brief introductions, key questions and what you want to learn today.

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First, a few fundraising essentials● Impact drives income* ● Know & plan for what

you need ● Make connections &

build relationships ● Dare to ask! And ask!

*Tom Suddes & Nick Feller, ForImpact.org

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Why collaborate?

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So you can achieve something bigger or better than you can achieve alone

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Why collaborate in fundraising?

● Make a bigger impact ● Make a stronger case ● Appeal to more donors ● Raise more money ● Sometimes funders insist on it

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A few examples

Grants Workplace giving Umbrella events Capital campaigns Annual giving

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Grants

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Grants collaboration

Benefits● New programs or

expanded impact ● Open new funder doors

● Attractiveness of collaboration to funder

● Learn from each other

Challenges● Who’s on first?

● Truly new money?

● Allocating effort and funding well

● Meeting your real costs

● Takes more time

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Workplace giving federations

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Workplace giving federations

Benefits● Share in undesignated

dollars

● Raise visibility ● Clout to access private

employer campaigns

● Other funding, e.g cause marketing

Challenges● Qualifying for

federation

● Filings and paperwork

● Distribution formulas

● Freeing up staff and volunteer time

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Capital campaigns

YMCA & YWCA Spokane

Gordon Square Arts District, Cleveland

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Capital Campaigns

Benefits● Transformational

project ● Couldn’t-wouldn’t

have done it alone?

● Campaign efficiencies

Challenges● Building trust and

common commitment ● More time and effort ● Negotiating

agreements

● Negotiating what’s not in the contract

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Umbrella Events

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Umbrella events

Benefits ● Gives you a big, ready-

made event ● Tools to help you

fundraise

● Event organizers handle logistics, insurance, etc.

Challenges● Organizer makes the

rules

● Must share space with others

● Not your brand

● Donor engagement and retention

Page 18: In searchof collaborative fundraising

Annual Giving

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Annual giving

Benefits● Grew from $700K to

$1.5 M

● 700 subscribers, 35,000 theater goers

● More skilled, capable back office operation

● More donors, options and opportunities

Challenges● Educating some

funders

● Lots of meetings

● Program equity

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What makes for success?

● Big vision

● Time & talk

● Honesty, transparency, trust

● Right partners

● Shared values

● Detailed agreements ● Flexibility, adaptability,

improvisation

● New entity as needed

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Questions?

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ACTIVITY

● Work in groups ● Choose a school ● Develop a vision and funding

strategy ● Design a collaboration ● Invent facts as needed

Page 23: In searchof collaborative fundraising

Thank you!● Please visit www.ceffect.com for more on our cases and updates

as we continue to explore collaboration.

● While you’re there, please sign up for our free monthly newsletter.

● Contact us at [email protected] or [email protected]