Fund Raising - Advanced
-
Sat. 2:30pm
Planned
giving, cruelty-free investing, special events
Presenter:
Bollaert, Levine, Pacheco, Whitman
Nikki
Bollaert, MNM, CFRE, CAP
Fundraising
Consultant
Workshop Topic: Anatomy of the Ask -- Removing the Mystery
from the Major Gift Solicitation
1. Preliminary Assumptions
- Prospect has been qualified as likely prospect through
a process of Linkage/Ability/Interest
- Prospect has been
adequately cultivated
- A request matching the prospect’s
interests has been carefully crafted
2. Making the appointment
3. The Visit
- Preliminaries
- Introduction/Opening
- Presentation
- Negotiation
- Closing
4. Stewardship
5. Other Topics (if there is extra time)
- Dealing with objections
- Cultivation strategies
- Prospect management systems (Moves
Management)
*****************************************************************************************************
Joshua
Levine
UBS
Financial Services
What is Socially Responsible Investing (SRI)
Integrating personal values and societal concerns with
investment decisions is called Socially Responsible Investing
(SRI). SRI considers both the investor’s financial
needs and an investment’s impact on society. With
SRI, you can put your money to work to build a better
tomorrow while earning competitive returns today. – Social
Investment Forum
What SRI Allows Animal Welfare Advocates To Do
- It gives animal welfare advocates a way to maintain
investment portfolios without turning a blind eye by
investing in companies that test on or exploit animals.
- It provides an opportunity to invest in and support
local communities.
- By being a shareholder activist, animal
rights advocates can express their voice at company shareholder
meetings and work to change the way companies operate.
- Nonprofit organizations should tout their SRI practices
to donors to increase fundraising response
Who Should Get Involved?
- Individuals with investment portfolios
- Retirement accounts
- Brokerage/savings accounts
- Non-profit organizations
with cash balances or restricted funds
- One wouldn’t
expect animal rights organizations to invest and
support companies that test on animals. But many
do!
- Foundations
- Endowments
- Businesses and other places of work
- SEP IRAs and profit
sharing plan
How Do I Get Involved?
- Eliminate companies from your investment portfolio
that you do not support.
- Actively invest in companies
that are more socially or environmentally proactive.
- Invest
in funds or with managers that use shareholder resolutions
to change how companies operate.
- Seek out community investment
opportunities that provide low-income housing assistance,
job training, and many other underserved financial services.
- If you are a trustee or non-profit board member, suggest
that the Investment Policy Statement be amended to ensure
that the organization’s investments adhere
to its mission statement.
***************************************************************************************************************
Steve
Whitman
Animal
Rights International, www.ari-online.org
Click
here for a printable version of Steve's outline (pdf).
PLANNED GIVING DEMISTIFIED
Planned giving is one of the most misunderstood and intimidating
fundraising processes, especially for smaller nonprofits.
Yet it can mean all the difference in our ability to achieve
our mission.
What is Planned Giving?
- More than a bequest
- Major elements of a planned gift
- Planned gifts come from assests vs. income
- Basic requirements for a successful program
Planned Gift Examples
- Bequest
- Income or proceeds from life insurance policy
- Retirement accounts
- Donor Advised Fund
- Pooled Income Fund
- Charitable Gift Annuity
- Charitable Remainder Trust
- Charitable Lead Trust
How to Get Started
- Clarify Use of Funds
- Create / publicize gift opportunities
- Create recognition society
- Cultivate donors
- Establish professional links
- Maintain contact with donors
Some Selected Resources
- Mutual Fund Companies
- Books
More detailed notes with examples will be
available as workshop handouts.