“ Behind The Scenes
of Fundraising
A – 15 LEADERSHIP SEMINAR
Wilmot Community Centre, New Hamburg, Ontario
May 6, 2012
Irene Blight, Fundraising Facilitator
Presentation Overview

Review of the Lion’s Mission & Vision,
Purpose and Code of Ethics

Fundraising 101

Sponsorship Do’s & Don’ts

Brainstorming

Committees

Planning & Reporting
2
Vision Statement
To be the global leader in community
and humanitarian service.
Mission Statement
To empower volunteers to serve their
communities, meet humanitarian
needs, encourage peace and promote
international understanding through
Lions clubs.
3
LIONS INTERNATIONAL PURPOSE
Coordinate
activities &
standardize Club
administration
Take an active
interest in the
civic, moral &
cultural welfare
of community
Create & foster
spirit of
understanding
Provide a
forum for
open
discussion of
all matters of
public interest
Encourage
service- minded
people to serve
their community
Organize,
charter &
supervise
service clubs
Encourage
efficiency &
promote high
ethical
standards
Promote
principles of
good
government &
citizenship
Unite clubs in
bonds of
friendship,
fellowship &
understanding
4
LIONS CODE OF ETHICS
SHOW FAITH, GIVE INDUSTRIOUS
APPLICATION TO THE END, MERIT A
REPUTATION FOR QUALITY OF SERVICE;
SEEK SUCCESS BUT ACCEPT NO PROFIT OR
SUCCESS AT THE PRICE OF MY OWN SELFRESPECT
TRUE TO SELF, RESOLVE DOUBTS AGAINST
MYSELF; BEAR IN MIND OBLIGATIONS AS
A CITIZEN, GIVE UNSWERVING LOYALTY IN
WORD, ACTION, DEED; CAREFUL IN
CRITICISM; LIBERAL WITH PRAISE; BUILD
UP NOT DESTROY
CODE OF ETHICS
GIVE FREELY OF MY TIME, LABOUR &
MEANS; AID OTHERS BY GIVING SYMPATHY
TO THOSE IN DISTRESS, MY AID TO THE
WEAK AND MY SUBSTANCE TO THE NEEDY
FRIENDSHIP AS AN END, NOT A MEANS;
TRUE FRIENDSHIP DEMANDS NOTHING
BUT ACCEPTS SERVICE IN THE SPIRIT IS
WAS GIVEN
5
PROFESSIONAL FUNDRAISING
CODE OF ETHICS GUIDELINES
(AFP)
The Association of
Fundraising Professionals
6
PURPOSE OF FUNDRAISING
We think $ but
sometimes it is NOT
about $
7
FUNDRAISING GOAL
-
To Raise Awareness?
-
To Raise Funds?
8
KNOW YOUR FUNDRAISING
EVENT
- Is it busy work?
- Is it about awareness?
- Is it to raise DOLLARS?
9
DANGERS OF FUNDRAISING
Volunteer Burnout
Sponsor Burnout
 Community Disengagement
10
SPONSORSHIP DO’S & DON’TS
DO
DON’T
• RECOGNIZE
• THANK
• OVER USE
• TAKE FOR
GRANTED
11
COMMUNITY BURNOUT
EVENT NOT WELL ORGANIZED
DID NOT DELIVER WHAT WAS PROMISED
TOO MANY OF THE SAME EVENTS
NOT KNOWING COMMUNITY NEEDS
STRIFE WITHIN THE COMMUNITY
DISENGAGEMENT
12
TIRED OF DOING THE SAME THING
OVER & OVER & OVER…..?
An Effective Way To Bring New Ideas to the
Table is the use of Brainstorming
94% improvement in ability to think of good
ideas after brainstorming training session
“No one of us is as smart as all of us thinking creatively.”
13
BRAINSTORMING RULES
1. List the possibilities
- quantity over quality
- wild ideas welcomed
- hitchhike on another’s idea
- no criticizing, eye rolling,
groans, sighs, etc.
14
BRAINSTORMING RULES
2. Look at the list
- Any non-starters?
- Look at what might work
- any interesting ones?
- can any be combined?
- Prioritize
15
BRAINSTORMING RULES
3. Move through the list
- Set rules
- be open-minded
- deal with one idea at a
time
- Refine the list
- Clarify ideas
16
BRAINSTORMING RULES
4. Agree on an option
- Is it practical?
- What are the details that
need to be considered to
successfully implement?
17
CHOOSING YOUR FUNDRAISER
Do your Homework!
1. Check the community for similar events.
2. Does the event have an opportunity to grow?
3. Does it have the opportunity to feed off other
events or traditions?
18
THE EVENT COMMITTEE
Event & Budget
Approved by
Club
• The Event Committee has the approval to move ahead
with preparations to deliver a successful fundraiser.
• The Committee must follow club principals and ethics
and abide by the code of fundraising ethics
Committee
• Respect for roles within the committee and assigned
tasks is paramount.
• A committee member should not interfere with
another's role unless they have cleared it with that
committee member and informed the Chair.
Reporting
Back
• To limit unnecessary use of regular meeting time, the
Chair or designate is spokesperson.
• The report should include any request for budget
increases and the reason why or another concern that
might adversely effect the event and request for
assistance from the general membership
19
COMMITTEE STRUCTURE
Key Roles
Function
• The Chair
• A good chair has a clear desk but
knows everything
• The Treasurer/Secretary
• Keeps committee on track and on
budget
• Media/Communications
• Setting time lines/develop media
relations, etc.
• Could possibly be a subcommittee to meet event needs
• A strong committed
committee
• Willing to work/be focused for
the duration of the
event/fundraiser
20
THE PERFECT COMMITTEE
•
•
•
•
•
•
•
•
TIME & ENERGY
COMMITMENT
COMMON SENSE &
GOOD JUDGEMENT
RESPECT FOR GROUP PROCESS
CENTREDNESS
OPENNESS
A SENSE OF HUMOR
21
COMMITTEE BREAKDOWN
•
•
•
•
•
JOHNNY / JANEY ONE-NOTE
OVERLOADED
DEVIL’S ADVOCATE
THE AUTHORITY FIGURE
OFF THE WALL ARTIST
Adapted from “Board Membering,” Karl Mathiasen.
22
Fundraising 101
Fundraising is:
_____ Planning
_____ Doing
_____ Thanking
23
ORCHESTRATE YOUR EVENT
• Run through the event from
- beginning to end
- end to beginning
• Never assume anything plan for
everything
• Assumption (makes an ass of
you and me)
• Have a backup plan!
• Set your event
time lines and
stick to them
• Deal with issues
as they unfold
24
RECORD/ARCHIVE INFO
KEEP A RECORD OF YOUR EVENT
The report becomes a resource and a valuable tool that can
be utilized by the organization to evaluate the event:
• volunteer participation
• sponsors
• feedback from public or the committee
• ratio of $ raised / to dollars earned
• volunteer work load
• the fundraising goal.
25
SAMPLE PLANNING FORM
Event Name
Chair/Lead
Committee
Members
When
Time
Where
Description
Cost
Delivery
Set-up
Event Kit
Rehearsal
26
What a budget does:
SAMPLE BUDGET
FUNDRAISER PROJECT:
INCOME
TOTAL
Fees
Admission
Sponsorships
Company
Company
In-Kind Sponsorships
Business
Individual
TOTAL INCOME
$0.00
EXPENSES
Cost per Item
#
Item Total
Start-up Cash/Funds
Total
Venue
Name
Total
Supplies
xxx
xxx
Total
Advertising
Paper 1
Media /TV Promotions
Paper 2
Total
Lunch
xxxx
xxxx
Total
Craft Supplies
xxx
xxx
Total
Other
xxx
Total
TOTAL EXPENSES
$0.00
PROFIT / LOSS
$0.00
• Helps committee
realistically price entry
to the event;
• Serves as a tool for
review/evaluation;
• Measures each goal,
task, time frame and
outcome;
• Provides a method to
evaluate the results by
comparing actual;
• Provides comparison
to the previous year’s
results if yearly;
• Shows current year
results;
• Serves as tool for
future projections;
• Evaluates success
level comparing goals
versus actual
• Shows need for
improvement or
change.
27
SAMPLE
SUMMARY REPORTING FORM
NAME OF FUNDRAISER
Project Lead
Max Budget
Start / Finish Date
Location[s]
Participation Numbers
Members
Non-Club Volunteers
Youth Volunteers
Attendance Numbers
Brief Project Description
Successes
Challenges
Recommended Changes
Activities Left to Do
28
SAMPLE ARCHIVE FORM
TRACK WHAT YOU DO EACH YEAR
2012
Fundraiser Name
Project Lead
Details
# Volunteers
Start/Finish Date
29
Summary

A lot of hard work

Planning

Doing

Having Fun - Reward
30
QUESTIONS?
31
“ Behind The Scenes
of Fundraising
A – 15 LEADERSHIP SEMINAR
Wilmot Community Centre, New Hamburg, Ontario
May 6, 2012
Irene Blight, Fundraising Facilitator
Descargar

Behind The Scenes of Fundraising