Capital Campaign Course

1
Report of Philanthropic Giving
For Year 2006
Total (in billions of inflation adjusted
dollars) Individuals Bequests Foundations Cor
porations
295.02 Billion
of Total
Giving by Source
222.8922.9136.5012.72
75.67.812.44.3
Contributions Received by Type of Organization
96.8240.9820.2229.5612.5121.416.6011.3429
.5026.08
Religion Education Health Human
Services Arts / Culture Public
Society Environment International
Affairs Gifts to Foundations Unallocated
32.813.96.910.04.27.32.23.810.08.8
Sec. I. 7
Source Giving USA/GIVING USA 2007Note Giving
USA uses the Consumer Price Index to adjust for
inflation. All figures are rounded. Source for
foundation giving The Foundation Center. Giving
USA changed its rounding procedure this year. All
estimates are rounded to two places then
operations performed. In the past, operations
were performed first and the results were rounded.
2
Giving USA Report
2006295.02
2005283.05
Total Giving
In billions of current dollars)
Giving by Source
213.4723.4032.4113.77
75.48.211.54.9
IndividualsBequestsFoundationsCorporations
222.8922.9136.5012.72
75.67.812.44.3
Contributions Received by Type of Organization
ReligionEducationHealthHuman
ServicesArts/CulturePublic/Society
BenefitEnvironmentInternational AffairsGifts
to FoundationsUnallocated Giving
92.6937.3120.7032.5511.3820.256.4812.4927.
4621.74
32.813.17.311.54.07.12.24.59.87.7
96.8240.9820.2229.5612.5121.416.6011.3429.
5026.08
32.813.96.910.04.27.32.23.810.08.8
Sec. I. 8

• Source Giving USA 2007 A publication of the
  Giving USA Foundation ? Researched and written
  at the Center on Philanthropy at Indiana
  University
• The 2005 gifts to foundations represent total
  gifts reported to the Foundation Center, minus
  gifts to corporate foundations. Gifts to
  foundations for 2006 are here estimated jointly
  by Giving USA and the Foundation Center. The
  actual figures will be released in early 2008.
  Funds given to nonprofits not reported by an
  organization in a subsector are included in
  Unallocated Gifts. All estimates are rounded to
  two places.

3
2006 CONTRIBUTIONS 295.02 BILLION BY SOURCE OF
CONTRIBUTION
Corporations12.724.3
Foundations36.50 12.4
Bequests22.91 7.8
Individuals222.8975.6
Sec. I. 9
Source Giving USA Foundation / Giving USA 2007
4
2006 CONTRIBUTIONS 295.02 BILLION BY TYPE OF
RECIPIENT ORGANIZATION
International affairs11.34, 3.8
Unallocated giving 26.088.8
Foundations29.50, 10.0
Religion 96.82 32.8
Environment6.60, 2.2
Public-society benefit21.41, 7.3
Education40.98 13.9
Health 20.22 6.9
Human Services 29.5610.0
Arts, culture, and humanities12.51 4.2
Sec. I. 10
Source Giving USA Foundation / Giving USA 2007
5
Summary of Components of Fundraising

• Case
• Needs
• Goals
• Prospects
• Leadership/volunteers

• Public relations
• Time and timing
• Staff
• Budget

Sec. II, 7
6
Examining and Developing a Mission Statement
Page 1 of 2

• State the most powerful philosophical or social
  values which govern your work. (Fill in the
  blank We believe that . . .)
• Summarize the obstacles standing in the way of
  realizing these values. (What is the problem we
  are solving, or the need we are meeting?)
• Outline what needs to be donethe solutions to
  overcome the obstacles. (Ask yourself, What
  results do we want to achieve?)

Sec. 2, 27
7
Examining and Developing a Mission Statement
Page 2 of 2

• Affirm that your organization exists to help
  realize these values and carry out the solution.
  (Ask yourself, What is our organizational
  commitment to carrying out the activities in
  order to accomplish all of the above?)

Sec. II, 27
8
Case Preparation
Page 1 OF 2

• MissionWhy do we exist?
• Philosophical
• Human/societal need
• Value and values

• GoalsWhat do we want to achieve?
• ObjectivesHow will we achieve the goals?
• Programs and servicesWhich methods will we use?

Sec. II, 28
9
Case Preparation
Page 2 OF 2

• Governance
• Staffing
• Facilities or mechanics of service delivery
• Financesnarrative, numerical, graphic
• Total expense and income
• Philanthropic support required
• Strategic planning and program evaluation
• History

Sec. II. 29
10
Case Components

• Case Components
• Mission
• Goals
• Objectives
• Programs
• Governing Board
• Staffing
• Facilities, Equipment
• Finances
• Planning, Evaluation
• History

• Must Articulate
• Awareness, Insight to Problem
• Desired Achievement
• Whats in Place
• Service to People (Stories)
• Character, Quality of Organization
• Qualifications, Strengths
• Advantages, Strengths, Effectiveness
• Validate Need for Philanthropy
• Documents, Commitments, Strengths, Impact
• Heroic Saga, Credibility

Sec. II, 30
11
Internal Uses of Case

• Establish agreement inside organization
• Help enlist leadership
• Provide information backdrop for developing
  fundraising materials
• Create basis for institutional evaluation,
  priority-setting, and decision-making

Sec. II, 31
12
Examples of Case Expressions

• Brochures
• Foundation proposals
• Appeal letters
• Campaign prospectuses
• News releases
• Newsletter articles

• Web site
• Speeches to community organizations
• Face-to-face conversations for cultivation and
  solicitation

Sec. II, 32
13
Writing Case Expressions

• Sequence
• Attention
• Interest
• Confidence
• Conviction
• Desire
• Action

• Qualities
• Relevance
• Proximity
• Sense of the future
• Immediacy
• Excitement
• Importance

Sec. II, 33
14
Management Functions

• Analysis
• Planning
• Execution
• Control
• Evaluation
• Professional stance/ethical behavior

Sec. III, 11
15
Fundraising is . . .

• The right person asking
• the right prospect
• for the right gift
• for the right program
• at the right time
• in the right way.

Sec. III, 69
16
Planning Sequence for Fundraising

• Gather facts.
• Determine and validate needs.
• Consider / evaluate markets.
• Consider vehicles.
• List and evaluate resources.
• Select appropriate vehicles.
• Determine goals.
• Prepare plan.
• Install and use control mechanisms.

Sec. III, 70
17
Sample Plan Components

• Mission Statement.
• Internal and external assessment positive and
  negative factors.
• Goals and objectives for each program.
• Program descriptions.
• Time line and assignments.
• Budget and gift range chart.
• Monitoring and evaluation.

Sec. III, 71
18
Benefits of Planning

• Improve performance.
• Stimulate forward thinking.
• Clarify future direction.
• Solve major organizational problems.
• Surviveeven flourishwith less.
• Build teamwork and expertise.
• Influence rather than be influenced.
• Meet others requirements.

Sec. III, 72
19
Limitations of Planning

• Costs can outweigh benefits.
• When life-threatening problems should be
  addressed first.
• When implementation is unlikely.
• When poor plans are likely and intuition might be
  better.

Sec. III, 73
20
Possible Fundraising Budget for One Program
Component Direct Mail
DirectMailProgram
Mailing House
ProfessionalFees
Postage
Training
Sec. III, 81