Funding For Em

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Funding For Em

• An Overview of Dos Don'ts
• Wheres My Money?
• Thinking BIG!

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Dos and Donts
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Wheres My Money?

• You dont have any
• In the county Quicken account
• In a UT restricted account
• In the 4-H Foundation

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Thinking BIG

• Fundraising can be fun if you believe in the
  program
• If you are a donor to the program
• If you can be enthusiastic in telling others what
  is going on in 4-H
• If being told no is not taken personally
• If you remember you are making a positive
  difference in the lives of young people.

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Birth of a Major Gift Donor

• Beyond bake sales and car washes!

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Birth of a Major Gift Donor

• What is a major gift?
• Ambiguous term
• Significant amount
• Planning
• Commitment
• Investment
• Donors develop over time

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Birth of a Major Gift Donor

• Exercise 1 Charitable donationsfrom whence do
  they come?
• (Rank the following by percent of total U.S.
  giving. Use the appropriate number of M Ms for
  each ranking)
• _____ Foundations
• _____ Corporations
• _____ Bequests
• _____ Individuals

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Birth of a Major Gift Donor

• Exercise 2 Charitable donationsfor what
  purposes are they given?
• (Please record below how you would donate 1,000
  of discretionary personal income among the
  following. Use 10 M Ms each one represents
  100.)
• _______ for Arts, Culture, Humanities
• _______ for Public/Social Benefits
• _______ for Environmental/Wildlife
• _______ for International Affairs
• _______ for Health
• _______ for Religion
• _______ for Education
• _______ for Human Services

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Birth of a Major Gift Donor

• The Role of
• Linkage
• Interest
• Ability

The LIA Principle
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Birth of a Major Gift Donor
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Birth of a Major Gift Donor
Exercise 3 Profile of an Annual Fund (Estimate
how much of the total campaign each category of
donor provides by placing 10 M Ms on the graph
one equals 10 percent)
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Birth of a Major Gift Donor
Typically, major gifts comprise 60 or more of a
campaign.
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Birth of a Major Gift Donor

• The LIA Principle Step 2 Developing
  committed donors
• Linkage
• Involvement
• Advocacy

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Birth of a Major Gift Donor

• Developing committed donors
• 1. Linkage

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Birth of a Major Gift Donor

• Exercise 4 Maintaining the link
• 1. Think of a friend or acquaintance.
• 2. Ask What have I done to maintain or
  strengthen our relationship in the past 12
  months?
• 3. Place an M M by each of the following you
  have done
• _____Sent a card or letter
• _____ Made a phone call
• _____ Took them out/met them for coffee or a meal
• _____ Visited them at home or office
• _____ Entertained them at home or office
• _____ Attend a special event/sporting event with
  them
• _____ Invited them to attend a special
  event/sporting event with me
• _____ Other _____________________________________
  ___________

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Birth of a Major Gift Donor

• Developing committed donors
• 2. Involvement

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Birth of a Major Gift Donor

• Exercise 5 Involving prospects in the 4-H
  program
• Role play
• Divide into groups of 2 as instructed
• Receive your role either recruiter or donor
  prospect
• Role play inviting a potential donor to attend or
  participate in the 4-H activity of your choice

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Birth of a Major Gift Donor

• Developing committed donors
• 3. Advocacy

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Birth of a Major Gift Donor

• Exercise 6 Recruiting advocates for 4-H
• Role Play
• Divide into groups of 2
• Determine role either recruiter or major gift
  prospect.
• Role play making a phone call to invite a major
  gift prospect to a citizens committee meeting.

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Birth of a Major Gift Donor

• Planting Seeds for Receiving a Planned Gift
• Planned Gift Tools
• Wills and bequests
• Charitable gift annuities
• Charitable remainder unitrusts
• Charitable lead trusts
• Retained life gifts

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Birth of a Major Gift Donor

• Planting Seeds for Receiving a Planned Gift
• Benefits of Planned Giving to donor
• Significant tax advantages
• Leave more to family members
• Provide income for life
• Peace of mind

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Birth of a Major Gift Donor

• Planting Seeds for Receiving a Planned Gift
• How to get 4-H included in the estate plan
• I have some friends at the University who help
  families with their estate planning needs. I
  think they could really help you out.

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Birth of a Major Gift Donor

• Beyond bake sales and car washes!