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First fare 2011 first fundraising toolkit-50 min

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Page 1: First fare 2011 first fundraising toolkit-50 min
Page 2: First fare 2011 first fundraising toolkit-50 min
Page 3: First fare 2011 first fundraising toolkit-50 min

Oregon Department of Ed - $8,000 – 3,000

Autodesk Cart Conundrum - $1,000

Boeing $6,500 – 5,000

JCPenney $6,500 - $2,000

Murdock $5,000

NASA $6,500 – 5,000

Platt Electric Supply - $500 – 1,000

Lowes

Georgia Pacific

Best Buy

Target Field Trip Grants

Page 4: First fare 2011 first fundraising toolkit-50 min

The Science of FundraisingIt’s an essential business skillFundraising is also called “sales” or “business development”It’s more than just asking for money, its about:

connecting with othersengaging in a causesharing your story

People are inclined to support something they believe in, so

give them a reason to believe

Page 5: First fare 2011 first fundraising toolkit-50 min

Engage family, friends, neighbors, classmates

in the cause

Meet with community influencers (i.e. reporters,

bloggers, rotary, city council, mayor, associations)

Consider a fundraiser event (i.e., bake sale, garage sale,

car wash)

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Page 7: First fare 2011 first fundraising toolkit-50 min

What are the local engineering companies? Do our friends have parents who

work there?

What’s our story?Do we know any local reporters, bloggers?

What’s our fundraising goal? How much money do we

need?

Who is our top sales person? What is our

script and financial ask?

Page 8: First fare 2011 first fundraising toolkit-50 min

Create a Business PlanExecutive Summary:

2-3 paragraphs summarizing your team your team strategyyour “ask”

Mentors Sponsorship

Page 9: First fare 2011 first fundraising toolkit-50 min

Team Profile: Introduce your team Include community members supporting you

Include your high schoolMentorsFIRST organization

Create a Business Plan

Page 10: First fare 2011 first fundraising toolkit-50 min

Create a Business Plan“Product” description:

What’s unique about your team? What are you trying to accomplish? Explain thoughtful strategy

Prepare students for STEM jobs get students to college

Page 11: First fare 2011 first fundraising toolkit-50 min

Create a Business PlanFunding request & financials:

Describe what your goal is how much you’ve raised alreadywhat the funds will support – be specific

Registration and Robot Kit of Parts $5,000 Extra Parts for Robot $2,000 T-shirts for 40 $ 500 Travel Expenses $ 750 Event Give Aways $ 500

Page 12: First fare 2011 first fundraising toolkit-50 min

Develop Key MessagesThe Story The “Ask” What is FIRST?

Who are the members of your team?

Why did you decide to participate in FIRST?

What do you hope to accomplish?

What is the purpose of the robot? What will it look like? What will it do?

What’s your financial goal?

Why do you need financial support?

What will the funds pay for?

Why is financial support so important?

How will the support help your team?

How can people contribute? (Write a check? To whom? Host a fundraiser?)

Page 13: First fare 2011 first fundraising toolkit-50 min

Sponsorship Levels

Captains of Innovation Robot Boosters$5,000

Name on robot

Name on t-shirt, pit, website

Mention at HS awards night

Priority placement on all PR materials

$2,000

Name on robot

Name on t-shirt, pit, website

Page 14: First fare 2011 first fundraising toolkit-50 min
Page 15: First fare 2011 first fundraising toolkit-50 min

Business Cards -CHEAP

500 cards

$22

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Fundraising PacketOne Page SummaryPhoto of Team/RobotTeam BrochureSponsorship LevelsSample BudgetSponsors

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Marketing Collateral

Website

Brochure

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Page 19: First fare 2011 first fundraising toolkit-50 min

ACTIVITY & ASSIGNMENTS Brainstorm Make Your

Call List Schedule

AppointmentsEvents and Promotions Follow Up

Team Lead Entire Team

Mentor

School

Parents

NOTE: Size of circles represent the how large of a role the individual should play in each activity.

Page 20: First fare 2011 first fundraising toolkit-50 min

Have a goal- how much? by when? Make a believable plan- the team

needs to believe the goal is reachable before it will commit the time to reach it

Build excitement- prizes, contests, ultimate prize

Warrant involvement- everybody involved, parents involved

Target your Fundraisers

L

Page 21: First fare 2011 first fundraising toolkit-50 min

Organize for Success1. Make a list of targets

2. Prioritize and customize approach

3. Assign each team member a select number of targets

4. Help potential donors understand how far their support will go

5. Show excitement and enthusiasm

6. If appropriate, capture their contact info

7. Say “thank you”

Page 22: First fare 2011 first fundraising toolkit-50 min

Hold a meeting and spell out the team’s goals and activities

Offer opportunities for parental Involvement

Have signups readyPlan events to make parents a part of the

team. Show them their kids succeeding.Let parents show their best to the teamFun events and tripsThe team must be as fun for the parents as

for the students

L

Page 23: First fare 2011 first fundraising toolkit-50 min

Work Your CommunityIdentify and meet with local influencers who can:

Help with introductions to potential sponsorsSpread the word of your mission and financial goalOpen doors you didn’t realize

Chamber of Commerce Rotary Club LeadersLion Club Leaders

Page 24: First fare 2011 first fundraising toolkit-50 min

Mayor’s office/City council Local state representativeNeighborhood bloggersSchool boardPTA/ASBNewspaper reporters

Sample TargetsHigh school newspaperNeighborhood chapters of:

Rotary Junior LeagueChamber of CommerceAssociations

Page 25: First fare 2011 first fundraising toolkit-50 min

Schedule Meetings Get organized: find the right phone numbers, contact names,

pronunciation, and practice your message

Start with the largest and/or most relevant companies

Schedule the meeting with someone you or your friends know personally

Do your homework and learn about what the company does and what they care about – speak to your audience

Determine who should attend and who has an existing relationship with the contact

Figure out what your donors will get in return for supporting you, Logo of the robot

Pick up the phone!

Page 26: First fare 2011 first fundraising toolkit-50 min

Hit the Streets and PhonesSometimes people will say “no, thanks” – That’s OK!The more people you ask, the more people you will meet who

will say “yes” – it’s a numbers gameMake sure you clearly state what the funds will support and

why it’s importantSTART EARLY – The sooner you get started, the more

successful you will be!Be polite and professional and say Thank You!

Page 27: First fare 2011 first fundraising toolkit-50 min

Sample PitchHi! My name is _____________ from ___________ High School.

We are working toward becoming the first team ever from __________ High School to win the regional FIRST Robotics competition. We’re just getting started with our entry – a robot! – and would love to tell you more about our program.

FIRST is (elevator pitch). Our team would like to (describe goals and strategy for the competition). The competition is on (insert DATE). We would love it if you could support our team with either mentors volunteers or sponsors.

Can we take 10 minutes of your time for a couple of students to make a presentation?

THANK YOU!

Page 28: First fare 2011 first fundraising toolkit-50 min

Sample Sales ToolsPresent photos and/or videos from last yearCreate a simple fact sheet and/or brochure (share your story,

goals and marketing plans)Draft a fundraising letter for situations where you cannot

arrange an in-person meetingHold a robot demonstration (if you are a rookie, you can

partner with another team)

Page 29: First fare 2011 first fundraising toolkit-50 min

Keep Up A DialogueKeep a database of contacts Offer email or Web site updatesBlog or Twitter about your progress toward goalTake photographs and share themOne page NewsletterKeep sponsors and targets informedBe funny!

Page 30: First fare 2011 first fundraising toolkit-50 min

Contact Name Profession/Title Company Name Phone Call Meeting Letter Donation $

Enter first & last name

Enter title and/or industry

Enter company name

Was phone call made? Enter date

Did you conduct a meeting? Enter

date

Was a letter sent? Enter

date

Was a donation made? Enter

amount

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Online Resources Chamber of Commerce Executives: http://www.2chambers.com/oregon2.htm

Rotary International club locator:http://www.rotary.org/EN/ABOUTUS/SITETOOLS/CLUBLOCATOR/Pages/ridefault.aspx

Fundraising Fundamentals from About.com:http://nonprofit.about.com/od/fundraisingbasics/tp/basicfundraisingtips.htm

Writing a Fundraising letter from About.com:http://nonprofit.about.com/od/fundraising/tp/fundletters.htm

TechAmerica, Oregon: http://www.itaa.org/oregon

Oregon Society of Professional Engineers: http://www.oregonengineers.com/links/links.htm Small Business Association: Writing a business plan:http://www.sba.gov/smallbusinessplanner/plan/writeabusinessplan/SERV_ESSENTIAL.html

Page 33: First fare 2011 first fundraising toolkit-50 min

Summer

• Set your goals • Talk to your friends, family, community• Start a list of fundraising targets• Write a sample script for your meetings with targets• Draft a fundraising letter• If you’re a new team, reach out to a neighboring team to borrow their robot

Start of the school year

• Start having regular meetings with fundraising targets• Assign each member a few targets and meet often to discuss updates, tips and

progress• Show your targets photos of the robot project in process• Determine if you want to host a fundraising event, begin planning

Late Fall• Keep in touch with your donors with project updates• Schedule and conduct meetings with community members, local leaders, and

community newspapers

One month before competition

• Invite donors to the competition• Take photos of your robot and your team

After the competition

• Send a thank you note with a photo, take robot to their business and share your results!

Page 34: First fare 2011 first fundraising toolkit-50 min

Final Words of WisdomStart Early: The sooner you start, the sooner you will

see resultsStay Organized: Keeping on schedule, charting

progress and adjusting plan as needed will keep your fundraising effort on track

Have Fun: If you are having a good time, it will come across to others