Fundraising Basics
By Kippy Rudy

Four Basic Steps in order to Fundraise:

1. Make a Plan
	What is your story? (the case statement)
	Why do you need money? How much do you need? (the goal and budget)
	Know your current role and where you want to be (the vision)

2. Prepare

	Materials:
	1-page case statement
	1-page bullet fact sheet or summary
	1 page budget
	1 page chart of gifts
	1-page board list with affiliations
	1-page organization mission and history
		simple giving instructions

	Sources:
	Top Individual Prospects (who already supports you? who do you want?)
	Is corporate support a possibility?
	Identify top foundation possibilities
	Do you need to look into earned revenues? (know the difference)

	Troops:
	Identify and recruit leadership and volunteers
	Do you have the right people for the tasks?
	Will they commit? Can they be trained?

3. Do your homework
	Create a master Prospect list	
	Conduct prospect research, evaluation & ask amounts
	Make assignments (match making, not too many assignments at once)
	Create individual plans for cultivation/engagement

4. Ask!
	Ask Solicitors/Volunteers first
	Set small, achievable tasks and go for easiest hits early
	Speak from the heart, focus your message, write thank you notes daily




Fundraising Basics
By Kippy Rudy


Motivating and Training Board and Volunteers to Ask for Money

1. Get to Know your Board and Volunteers
	Understand why they are involved/what is their motivation?
	Spend time with them on mission-based projects
	Build trust (do what you say you will do, take responsibility for 		yourself)

2. Everyone is Responsible for Raising Money
	Trustees Identify prospects
	Trustees Engage new people
	Trustees are Ambassadors and Communicate with the Community
	Trustees give money and let people know

3. Identify the Board strengths and weaknesses
	The 3 W's-Wealth, Work, Wisdom
	The 3 G's-Get, Give, or Get off
	How will you utilize the strengths?
	How will you compensate for the weaknesses?

4. Assign the right people to the right tasks

5. Thank and Recognize Board and Volunteers

6. Make sure people are having fun





Fundraising Basics
By Kippy Rudy

Special Events

1. Why do a Special Event?
	Raise Money?
	Raise Awareness? (educate)
	Raise Visibility? (media)
	To Engage Volunteers?
	To Cultivate Donors?

2. Select an Event
	What type of event will accomplish the main priority?
	Is the type of event appropriate for you audience/constituency?
	What level of work is involved? Do you have trained volunteers? How many?

3. Create a realistic Timetable and Schedule
	Map out schedule (backwards) in detail
	Is it the right time of year for that event?
	Make specific Assignments for Tasks
	Make a contingency plan
	Set a yank date

4. Set a Realistic Goal
	Know Event Funding Ratios (2: 1)
	How will you make the money?
	How many people need to participate to meet goal?
	Is the price appropriate? (under pricing is as dangerous as overpricing)
	How many years before it makes money?

5. Call your lawyer and your accountant

6. What are you going to do next time?
	Are you creating an annual event?
	Will it grow?
	Can it attract new donors, volunteers, etc?



Fundraising Basics
By Kippy Rudy

Corporate Sponsorship

1. What is Sponsorship?
	Mutually beneficial relationship
	They Get 
		Recognition
		*  Logo placement, product placement and marketing
		*  Endorsements, ad inclusion, media coverage

		Customer loyalty
		*  Participation and engagement
		*  Cause related marketing

		Employee benefits
		*  Free admission
		*  Education, workshops

Client entertainment
*  Be creative

2. Value/Pricing
do an inventory-what are you worth? The event?
Attendance, coverage, audience desirability
Be realistic
What are other sponsored events going for?
Frequency of event, uniqueness of opportunity
Benefits

3. Prepare materials
new tool kit
research new sources
rally your troops

4. Asks
3 step approach Selling: (mail, package, visit)
10% success
	Maintain relationship/service
