Fundraising

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Fundraising

• By Dr. Esther R. Dyer
• June 24-25, 1999
• Tulane Payson Center

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Topics

• Thursday June 24
• Availability of funds
• Fundraising Basics
• How to find Government funding
• What types of funds are available
• Who get the
• How do you access

• Friday June 25
• Who gives?
• Why give?
• Sources of funding
• Public Charity
• Private foundation
• Corporate
• International
• Individual

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Class Exercises

• 30 Second Spot
• Executive Summary
• Identify one funder for your project
• Write a request for grant application

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SOURCES OF FUNDING
SOURCES OF FUNDING

• US GOVERNMENT
• STATE GOVERNMENT
• PUBLIC AND PRIVATE FOUNDATIONS
• CORPORATIONS
• INDIVIDUAL DONORS
• GENERAL PUBLIC
• INTERNATIONAL ORGANIZATIONS

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Sources of Available FundingUS(all numbers in
US currency billions)
this number is a combined number of both living
person donations and bequests .
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Fundraising Basics

• All fundraising is local and personal
• What does this mean?
• Relationships are everything
• Maintaining relationships are important
• Who you know is as important as
• What you know
• The basis of all funding is a relationship in
• which the funder receives or perceives value

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Essence of All Fundraising

• PARTNERSHIP

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Hierarchy of Cultivation
Proposal Complexity
Relationships Build on each other

• Individual
• Family
• Private/Family/
• Small Foundation
• Corporate
• Foundation/Public Charity
• State Government
• Federal Government
• International

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Cycle of Fundraising
Cost Effectiveness
Contract/Grant
IMPACT ON NEED
Credibility
Competence
Consensus/ Compatibility
Cultivation
Completion
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30-second spot What, Why?
Advertisement

PI Institutional Reputation Capacity
Donor Program officer Bureaucrat
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Game Set Match

• Game Set Match
• (Opening) (Parameters) (Priorities of
  Funder)
• Who Setting How
• What Why How much
• Where

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Project Prospects

• US/Louisiana - Health Care
• Water Filter - Nicaragua - Health Sustainable
  Development
• Family Health Parent/Adolescent Teen Pregnancy
  Infant Mortality
• Video to combat FGM
• Clinical Research Center
• Conflict Resolution

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Sources of Current Grant ListingsGovernment

• Business Commerce Daily
• Federal Register
• Federal Information Exchange (FEDIX)
• Nonprofit Gateway
• Foundation Center
• Grants and Contract Offices
• Grants Web

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Categories of Government Information on the Web

• General information about the government
• Legal and financial data on government programs
• Guides to writing proposals
• Grant availability announcements
• Research Information to support grant proposals
• Background information on grantors

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Government on the Web Prospect Research

• Nonprofit Gateway -Chart of grants
  http//www.nonprofit.gov
• EZ/EC Notice of Funding Availability
  http//ocd.usda.gov/nofa.htm
• Federal Information Exchange http//web.fie.com/fe
  dix/index.html
• Grants Web- http//web.fie.com/cws/sra/resource.ht
  m

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Some Differences Public and Private Grants

• Objectives - Decision-makers
• Length of Grants - Continuation, Replication
• Review Process
• Flexibility
• Political and Personal Influence
• Terms Used

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Term Comparisons

• Govt Foundation Corporate
• PI Project Manager Project Manager
• PI Grantee
• RFP RFP Announcement
• Program Grants Fund Availability
• Grants
  Corporate Relations
• RFA Corporate Giving
• Sponsorship
• Philanthropy

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Giving Tree - Why Give
Legacy Change Public Agent Policy Human
Extraordinary Survival Need Development
Religious Belief Will of the People
Arts Education Science
Humanitarian Health Economics Religion
Security RD Sustainable. Development
Disaster and Relief Ecology
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Why Do Individuals Give?

• Religion
• Legacy
• Prestige
• Power
• Recognition
• Make a Difference
• Gratitude
• Tradition of Charitable Giving

• Underlying US tax structure is beneficial to
  donors, especially larger donors. Charitable
  remainder trusts, insurance policies and other
  mechanisms can make it as cost effective to give
  as to receive

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100 Million Gifts the Politics of Acceptance

• 100 Million to Name the Joan E and Sanford I
  Weill Cornell Medical College
• 100 Million from Bristol Meyers Squibb to fund 5
  year HIV/Aids project in African Countries
  Secure the Future

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Independent Foundations Definition

• "A non-governmental, nonprofit organization that
  has a principal fund managed by its own trustees
  and directors, and maintains or aids charitable,
  educational, religious, or other activities
  serving, the public good primarily by making
  grants to other nonprofit organizations.

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Public Charity Definition

• "A Publicly supported nonprofit organization that
  has been classified not a private foundation'
  and is not required to file a Form 990-PF tax
  return."

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Sources of Current Grant ListingsFoundtions,
Corporations, etc.

• Foundation Center
• Chronicle of Philanthropy
• Grants and Contract Offices
• Internet Prospector

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Types of Corporate Givers

• Company-sponsored foundations
• must file IRS 990-PF
• more regulated
• Direct corporate giving programs
• exist outside companys foundation
• Less regulated

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Why do Corporations Give?

• Build community relations
• Support employee services and activities
• Tax deduction
• Influence policy makers
• Enhance corporate image public relations value

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Challenges of Corporate Research

• Direct corporate givers hard to find
• Corporate Websites may be misleading
• public relations tools
• Corporate giving often hidden on company Webpages

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Obstacles to Accepting Funds Vested Interest or
Philanthropy?

• Tobacco and Alcohol Companies
• Drug and Pharmaceutical Companies
• Health Insurers
• Politicians
• Religious Organizations
• Etc., etc., etc.

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Top Picks International SourcesCorporate
Examples

• Chevron
• Citibank
• Pharmaceutical Companies
• Bristol Meyers
• Pfizer
• Gifts in Kind

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Sources of Current GrantsInternational

• USAID - info.aid.gov
• World Bank - worldbank.org
• Novartis Foundation - novartis.com
• European Foundation Center - efc.be
• German Charities Institute - dsk.de
• Charities Aid UK - charitynet.org
• FundsNet - fundsnetservices.com/internat.htm

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First Thoughts Your Projects

• Hep B WebMD, Ben Jerry, Fund for the Mid
  South, Blue Cross, MOD
• Water Filter Tinker Foundation, Conservation,
  Food Health, Citibank
• Infant, Teen, Parent/Family Health Projects
  IPPF, Drug Companies, Novartis, Chevron, Edna
  McDonnell Clark, Citibank, GE Fund, Medtronics

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The Art of Fundraising
Or Lets Make a Deal

IDEA
Project Program
Result/ Change
Building a Successful Proposal Essence - 30
second Spot Essential - Executive Summary
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Show me the

• A chance meeting in a coffee shop on Fishers
  Island
• Dinner conversation
• Presenting an executive summary and 1 page letter
• A 10 page letter
• A 50 page document
• Attending a board meeting

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Outcomes

• Dinner conversation 2500 - 25,000
• Organizations capabilities - 2 million
• A one page letter - 40,000
• A 50 page document - 150,000
• A 10 page document - 25,000
• Attending a board meeting - 150,000

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How to Raise 2 million Assume a Compelling
Reason
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Applicable Success Factors

• HHigh MMedium LLow

Contract Complexity
Cost-Effectiveness
Compete Notes
Compatibility
Credibility
Cultivation
Completion
Replication
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Reach Out and Touch

• Personal funding - employee matching
• Family and Friends - Believers
• Major Donor(s)
• Family or Private Foundation
• Trust Officer
• Political Allies
• Corporate community funds