Fundraising Plans That Work

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Fundraising Plans That Work

• Celeste Newcomb, MBA
• Independent Consultant

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Session Objectives

• Participants will be able to formulate a
  Fundraising/ Development Plan.
• Participants will be able to determine which
  types of fundraisers would be a good fit with
  their organization.
• Participants will be able to determine if grants
  are an appropriate fit for their Fundraising Plan.

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Fundraising Plans That Work

• Be familiar with information in the public domain
  - 990, etc.
• Fundraising Plan/ Development Plan
• -Obtain board buy in of the Plan as part of
  Strategic Plan
• -Set your timeline for events
• Dont be afraid of easy money - small grants.

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Information in the Public Domain

• Ask the Question-
• What are donors and potential donors looking at?
• Be familiar with those documents.

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Information in the Public Domain

• IRS Document 990
• Annual Report
• Web
• Publications

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IRS 990 Form

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GuideStar
GuideStar http//www.guidestar.org/ Connecting
people with nonprofit information

A basic GuideStar membership is for users who
want to verify a nonprofit's legitimacy, learn
whether a contribution will be tax deductible,
view a nonprofit's recent Forms 990, or find out
more about its mission, programs, and finances.
Thanks to the generosity of a number of
foundations, access to GuideStar's basic service
is available for free users. Just log in
and start searching, or view the demo.
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990 Information

• http//www.npccny.org/Form_990/990.htm
• Nonprofit Coordinating Committee of New York

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Sample Web Page
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Sample Web Info
http//www.viola-startzman-free-clinic.org/wishlis
t.html
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Photos
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Annual Report

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Annual Report

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Annual Report
Primary Health .3,595 Behavioral
Health .....................................1,610
Dental ........................................
...............1,546 HIV/AIDS.2,49
3 Outreach services ..................1,800
Total clients .................................
..............11,044 Total Visits
..................................................
.23,972 (client totals represent unduplicated
individuals) The Free Medical Clinic of Greater
Cleveland Cleveland, Ohio 44106 www.thefreeclinic.
org
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Value, Income Expenses
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Web site http//www.daytonreachout.org/about.html
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Share Information

• http//www.biddefordfreeclinic.org/html/funding.ht
  ml

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Show Your Services Patients
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You Are Not Alone
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Budget

• You need to have a plan for how much money you
  need to raise.
• Your budget shows your expenses, and will help
  drive your fundraising plans.

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Budget Goal

• Before You Raise Money You Need a Development
  Plan

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Lets Create a Development Plan Right Now

• List The Main Ways Your Organization Currently
  Brings in Funds (Silent Auction, Annual Giving,
  Bake Sales)
• How much do you bring in from each event?
• Are you bringing in enough to cover your needs?

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Create a Development Plan
2007-2008 Fiscal Year
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The Magic Question

• Does your Development Plan total equal that of
  your Budget for the Fiscal Year?

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Evaluate Your Development Plan

• What is your organization doing well?
• Lets talk about those events that really work.
• What should your organization do more of?

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Have Your Fundraising Tools In Place

• Development Plan
• Brochure
• Photos of Your Programs
• Website

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Strategic Plan

• Obtain board buy-in for the development plan and
  budget.
• Have the board approve the development plan and
  budget annually as part of the strategic plan.

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Goals

• Set your goals.
• Put them in writing.
• Review your goals with the board, your staff
  and/or a committee.

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Timelines

• Set your timeline for events.
• Space your events out during a year.
• Use your development plan to help track how your
  events perform over time.

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Finding Grants for Free Clinics

• Where to find grants.
• How to find grants.
• What you need to get grants.

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Easy Money - Small Grants

• Grant Station
• The Foundation Center
• Guide Star

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How to Find Grants Local Resources

• Your local community foundation is a great place
  to start.
• The United Way can help.
• Start reviewing other non-profits 990s.
• Look for small local foundations philanthropic
  individuals.

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How to Find Grants National Foundations

• Web
• Find a lead and research online
• Look at other free clinic funding
• Annual Reports and 990's
• Software
• Network

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What You Need to Get a Grant

• Checklist
• Grant tracking
• Road map
• Tips of the trade
• Application
• Audit

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Checklist

• Start a grant team
• IRS letter
• Gather your data
• Annual Report
• Strategic Plan
• Audited financial statements
• 990

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Grant Tracking

• Keep track of what you apply for.
• Know when reports are due to funders.
• Never be late.
• Invite funders to take a tour.
• Keep a spreadsheet or road map with dates of
  when to re-apply.

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The Application

• Use your mission statement.
• Use patient stories and photos.
• Have an approved budget for the past and current
  fiscal year.
• Have an approved development plan to show how
  your organization will raise the money needed.

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Tip Know the Mission Statement

• Mission Statement

http//www.healthpartnersclinic.org/mission/missio
n.htm
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Audits

• Get to know your auditor.
• Audited financial statements are important.
• Make sure you understand the statements and can
  answer questions.
• Audited financial statements feed into the 990.

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Questions

• Contact me at celeste_at_grantexpert.org