Thinking Outside the Piggybank

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Thinking Outside the Piggybank

• Alternative Methods of Individual Giving
• Jean Campbell, Vice President of Development
• National Organization for Rare Disorders, Inc.
• NORD Conference, Minneapolis, October 15-17, 2004

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How Do Individuals Donate?

• General Contributions
• Membership Dues
• Memorial or In Honor Gifts
• Employer Matching Gift Program
• Pledges to Capital Campaign
• Workplace Campaigns
• Advised Funds
• Planned Giving
• Bequests
• Special Events
• On-Line Auction
• Shopping sites aka Charity Malls

3
Donors can ..

• Be extremely supportive
• Prefer anonymity
• Be your best advocate
• Be willing to increase their gifts
• Be a loyal donor

• Be very temperamental
• In need of accolades
• Critical of changes
• Never budge from the 10 level
• Here today gone tomorrow

4
Donors need

• To be cultivated
• To know their contributions are being well spent
• To be appreciated
• To be in the loop
• To be respected
• To be given choices on giving
• To be treated as you would like to be treated
• To be thanked

5
Employer Matching Gift Program

• Started at GE in 1954
• Over 800 Corporations now have an MGP
• Since 1954 more then 2 billion contributed
• Promotes a good philanthropic image for the
  company
• Well received employee benefit

• Corporation matches contributions of its
  employees up to a set amount
• .50 to 1 1 to 1 2 to 1
• Employee submits form for consideration
• Non profit attests to its 501.c3 status
• Council of Advancement and Support of Education
  www.case.org

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Memorial/In Honor Gifts

• In lieu of contribution that lasts longer then
  flowers
• Gift to give the person who has everything
• Every size fits all
• Perfect way to pay tribute to a loved one
• Anniversary, birthday, graduation, holidays,
  retirement
• Used for general operating or restricted
• Reminders in newsletter, on website, in thank you
  notes
• Simple program to initiate and maintain

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Workplace Campaigns

• Collaborative venue sponsored by a company
  offering employees choices on charities to
  support
• Combined Federal Campaign (CFC)
• United Way
• Independent Charities of America (ICA)
• Americas Charities (AC) Community Health
  Charities (CHC)

• Organization selects the campaign that fits best
• Application process and fee based service
• Broadens the horizons for finding new donors
• If you are not a UW agency, you can be a Donors
  Choice charity
• Renewable membership in campaigns

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Advised Funds

• Set up by donors through a community fund
• A foundation within a foundation-charitable
  giving account (Schwab, Merrill Lynch)
• Donor recommends a contribution to a charity
  through this fund. Foundation sends the check!
• Donors receive tax deduction when they establish
  the fund. Thank you letters should be sent to
  both
• Grants given to qualified non profits used for
  charitable purposes only

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Bequests

• Manna from Heaven Donors may inform you that you
  are in the will or they may not
• Giving USA (2002) reports that bequests accounted
  for 18.10 billion, or 7.5 percent of total
  giving nationwide.
• Resources that have prepared pamphlets available
  to be personalized for your group e.g The Sharp
  Group info_at_sharpenet.com
• Leave a Legacy Program offers valuable
  information on how to start a program
  www.leavealegacy.org
• Use newsletter or website to educate your
  supporters about Bequests.

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Planned Giving

• According to Planned Giving Today, a Planned
  giving (or "charitable gift planning"), is
  defined as the process of making a charitable
  gift of estate assets to one or more nonprofit
  organizations, a gift that requires consideration
  and planning in light of the donor's overall
  estate plan.
• These gifts would need the use of legal documents
  and often a qualified professional advisor to
  complete.
• Planned gifts are often described as being
  deferred. Mrs. Jones places XYZ Agency in her
  will to receive a bequest upon her death. Plan
  now to donate later.
• A charitable remainder trust provides income to
  the donor (or another person) for a scheduled
  period of time. Once that time has lapsed, the
  trust would "mature" and the remaining assets
  would go to one or more charities.

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Planned Giving continued

• A charitable lead trust allows a person to
  establish a trust that will provide an income to
  charity for number of years. Once it matures if
  funds are left they are returned to the donor or
  to someone else stipulated by the donor.
• A charitable gift annuity offers a life-time
  arrangement between a donor and a charity. Its
  popular because it is relatively simple to
  understand and establish. A donor gives 25,000
  to a charity and receives, in return, a set
  amount of money every year for the rest of his or
  her life. The donor also has the choice of naming
  someone else as the annuitant to receive the
  annuity payments.
• Good resources on Planned Giving are Planned
  Giving Today www.pgtoday.com National Committee
  on Planned Giving www.ncpg.org Planned Giving
  Resources www.pgresources.org

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On-Line Auctions

• On-line auctions assist organizations reach
  numerous potential bidders while promoting their
  cause.
• Popular items include cars, clothes, and
  celebrity appearances.
• Before you start, do your homework. Check out
  middlemen services get references ask other
  nonprofits ask about their experiences. Check to
  see if the site is listed with the Better
  Business Bureau.

• eBay Giving Works www.missionfish.org
• C Market www.cmarket.com
• Ebay www.ebay.com
• www.cars4causes.org

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Mapping Your Plan

• Chose the venues of fundraising that will work
  best for you
• Think it out thoroughlyapproach staffing
  volunteers materials budget time energy
  publicity
• Designate responsibilities
• Plan it from soup to nuts!
• Maintain good donor communication
• Keep good records
• Evaluate
• Dont forget to say thank you.

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Resources

• Grants
• The Foundation Center www.fdncenter.org
• The Grantmanship Center www.tgci.com
• Government Grants www.grants.gov
• Catalog of Federal Domestic Assistance (CFDA)
  www.cfda.gov
• Guidestar www.guidestar.org
• Grant Smart www.grantsmart.org
• CD Publications www.cdpublications.com
• Abes Email Reports www.abespg.com

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More Resources

• Grants
• Philanthrophy Journal www.philanthrophyjournal.org
  
• Philanthrophy News Digest www.foundationcenter.org
  
• Periodicals
• Chronicle of Philanthrophy (72 for 24 issues)
  www.philanthrophy.com complimentary issue by
  calling 800-347-6969

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More Resources

• Periodicals
• The Non-Profit Times free to qualifying
  organizations www.nptimes.com
• Contributions Magazine 6 issues 40
  www.contributionsmagazine.com
• Successful Fundraising Newsletter 12 issues 149
  www.stevensoninc.com
• Other
• Pro Bono Partnership www.probonopartnership.org

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More Resources

• Other
• www.ephilanthropy.com
• www.charitychannel.com
• DonorSpeak www.campbell-research.com
• Association of Fundraising Professionals (AFP)
  www.afp.org
• BBB Wise Giving Alliance www.give.org
• Charity Navigator www.charitynavigator.org