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HomeMy WebLinkAboutCOM 0407.002 2002-2004FRED C. HOLSCHUH, M.D. Council Member November 10, 2003 MEMORANDUM HAWAII COUNTY COUNCIL County of Hawaii Hawaii County Building 25 Aupuni Street Hilo, Hawaii 96720 Tel: (808) 961-8264 Fax: (808) 961-8912 '03 POU 12 PM 3 08 TO: James Y. Arakaki, Chair, and Council Members ®(y� CJ FROM: Fred C Holschuh, M.D., Chair - ,,�, m Human Services and Economicdopment Comittee Cr SUBJECT: Report on "Fundraising Skills & Strategies for Big Island Nonprofit Agencies" Workshops On September 18-19, 2003 some 115 island residents attended two workshops titled Fundraising Skills & Strategies for Big Lsland Nonprofit Agencies sponsored by the Hawaii County Council. The all -day trainings were conducted at the YMCA Town Hall in Waimea for West Hawaii residents on September 18°i and at the Councilroom of the County Building in Hilo on September 19"'. A full roster of attendees and their respective organizations is appended to this report. The community trainings were made possible by the Council's passage of Bill 95 which amended the FY02-03 operating budget to appropriate $2,000 to fund a fundraising skills -building workshop to be offered to nonprofit organizations in Hawaii County. The intent of the workshops was to encourage and strengthen the fundraising efforts of our island's nonprofit sector. The training workshops were given by S. Sanae Tokumura, a nationally advanced -certified fundraising consultant and founder and president of Solid Concepts, Inc. A copy of her C.V. is attached, along with the workbook Ms. Tokumura supplied to all participants. Invitations to the workshop by the undersigned were mailed to all recent applicants and recipients of county nonprofit grants. Additional notice of the workshops was provided by a press release (attached) published by the Hawaii Tribune -Herald on August 26, 2003 and notice on the County's email newsletter that reaches some 8,000 residents. Representatives from some 22 agencies administering some 31 nonprofit programs funded by the County of Hawaii attended the workshops. Those agencies included Friends of the Children's Justice Center, YWCA of Hawai'i Island, West Hawaii AIDS Foundation, Kona Literacy Council, Ka Hale O Na Keiki, Kona Adult Day Center, West Hawaii Mediation, Diabetes Education Counseling, Brantley Center, East Hawaii Coalition for the Homeless, Goodwill Industries, Office of Social Ministry, Bay Clinic, Hawaii County Economic Opportunity Council, Special Olympics, Boys & Girls Club of Hawaii, American Red Cross, Big Island Substance Abuse Council, ARC of Hilo, Salvation Army, Turning Point for Families, and the North Kohala Community Resource Center. Comm. No ­—V7.2 Ref. To: Freseet� Ref. Cote Additionally, representatives from the following service organizations, cultural groups and schools attended the Council -sponsored workshops: Na Leo of Hawaii, Hawaii Concert Society, Senior Net, Laupahoehoe Train Museum, Paradise Ponies, Inc., Hawaii Island Humane Society, Pahoa Weed & Seed, Hamakua Power of Choice, Friends of the Panaewa Zoo, Faith Against Drugs, Ka`u Public Radio, Iwo Jima Memorial Association, UHH Chancellor's Office, Ha`aheo Elementary School, Hilo Medical Center Foundation, Hawaii Island United Way, Hilo Public Library, Hilo-Hamakua Community Development Corporation, Keaukaha Elementary School, Cat -Care, Hawaii Youth Leadership Forum, Destination Hilo, Big Island Housing Foundation, Ke Anuenue Area Health Education Center, Palace Theater, Hui Malama Ola Na Oiwi, Haola, Inc., Kamehameha Schools Alumni, Rainbow Friends Animal Sanctuary, Waimea Arts Council, University of Hawaii at Hilo, GABI 4-H Club, Mauna Kea Soil and Water Conservation, Traditional Chinese Medicine College of Hawaii, West Hawaii Tobacco Free Coalition, North Hawaii Hospice, Parker School, North Hawaii Drug -Free Coalition, Waikoloa Village Outdoor Circle, Montessori Education Center of Hawaii, Friends of the Thelma Parker Memorial Library, Planters of KALO, Full Life, Hawaii Preparatory Academy, New Academy University, Aikido of Hilo, Parent Project, University of the Nations Preschool, Preservation Committee, Hawaii Marine Mammal Consortium, Soroptomist International of Kona, North Hawaii Visitors Marketing, VASH West Hawaii, Hawaii Youth Patrons and the Hawaii Rural Health Association. Finally, two staff members of the Hawaii County Resource Center attended the Hilo workshop. The trainings were a considerable success. Introductions by Council members Leningrad Elarionoff and the undersigned kicked off the workshop on September 18 in Waimea. During the afternoon of September 19 in Hilo, Mayor Harry Kim dropped by to welcome and greet participants. The Hawaii Tribune -Herald published a captioned photo of the Hilo workshop on September 25, 2003 (attached). In the October 9, 2003 edition of North Hawaii News, a brief article titled "How a healthy nonprofit raises major funds" (attached) described the Waimea workshop. Participants were offered a solid, thoughtfully constructed curriculum by Ms. Tokumura, who presented her material with many keen insights and winning enthusiasm. Via phone and email, she received much positive feedback from a number of workshop participants. A copy of her letter dated September 22, 2003 to the undersigned attests to her appreciation for the opportunity "to have been of service for the people of the Big Island." She also thanked the staff of the Legislative Auditor's Office for their "extraordinary support" in facilitating the workshops. Additional support and thanks are due the YMCA in Waimea, which graciously donated the use of its Town Hall facility, Mr. Barry Taniguchi of KTA Superstores, who contributed pastries and coffee supplies, Ms. Helen Hemmes, director of the Hawaii Island United Way, and the staff of the Clerk's Office. In summary, this free offering made possible by the Council made a lively and significant contribution to our voluntary nonprofit community. FCH/rf Attachments S. Sanae Tokumura, ACFRE, APR 1279 Honokahua Street Honolulu, Hawaii 96825 Telephone: 808-396-6070 Education: University of Hawaii at Manoa BA Degrees—Journalism, Communication Graduation date—December, 1979 Kauai Community College Early admission—completed Freshman year in sununer, 1976 Kauai High School Graduation date—June, 1976 Work Experience: OWNER Solid Concepts, Inc. April 1983–present VICE PRESIDENT Development & Community Relations Child & Family Service May 1992–May 1993 DIRECTOR OF DEVELOPMENT AND PUBLIC RELATIONS Japanese Cultural Center of Hawaii March 1989–April 1992 SENIOR DEVELOPMENT OFFICER Kuakini Health System October 1981–February 1989 Professional Credentials: Advanced Certified Fund Raising Executive (ACFRE) Accredited -Public Relations Society of America (APR) Professional Associations: Association of Fundraising Professionals Aloha Chapter Board Member, 1991-1996, 1998 to present Aloha Chapter Secretary, 1992-1994 Aloha Chapter Vice President, 1998, 1999 Association of Fundraising Professionals Foundation for Philanthropy (National) Board Member, 2001-2003 Public Relations Society of America Hawaii Chapter Board Member, 1994-1998 Honors, Societies & Awards: Family Service Association 1993 National Biennial Communications Award for 1993 Annual Report and Quarterly Newsletter, Child & Family Service Marshall of Arts & Sciences College, graduating class of December, 1979, University of Hawaii at Manoa (UHM) Phi Kappa Phi (National Honor Society), UHM Kappa Tau Alpha (Journalism National Honor Society), UHM Society of Professional Journalists, Sigma Delta Chi (secretary during 1978-1979), UHM Honors Program (Upperclassman Honors Program), UHM Selected Studies Program (Underclassman Honors Program), UHM Phi Eta Sigma (National Freshman Honor Society), UHM Work experience duties and references: See Attachment "FUNDRAISING SKILLS and STRATEGIES for BIG ISLAND NONPROFIT AGENCIES" REGISTRATION FORM (PLEASE REGISTER FOR ONE OF THE TWO WORKSHOP DATES AS SHOWN BELOW) 1. For agencies and/or staff based in West Hawaii, North Kohala and Waimea DATE: Thursday, September 18, 2003 - 8:30 am -4:00 pm PLACE: YMCA Town Hall - Waimea 67-1435 Mamalahoa Highway (rear of Parker Ranch Shopping Center) SCHEDULE: Sign-In/Registration: 8:30 am No -Host Lunch: 12:00-1:00 pm NAME OF AGENCY: STAFF ATTENDING: (Name) (Job Title) BOARD MEMBER: 2. For agencies and/or staff based in Hilo, Hamakua, Puna and Ka'u DATE: Friday, September 19, 2003 - 8:30 am -4:00 pm PLACE: Councilroom, Hawaii County Building 25 Aupuni Street, Hilo SCHEDULE: Sign-In/Registration: 8:30 am No -Host Lunch: 12:00-1:00pm NAME OF AGENCY: (Phone) (Phone) STAFF ATTENDING: / (Name) (Job Title) (Phone) BOARD MEMBER: (Name) (Phone) NOTE: There is no charge for this County Council -sponsored workshop. A workbook titled FUNDRAISING SKILLS & STRATEGIES FOR BIG ISLAND NONPROFIT AGENCIES will be provided to each registered attendee. Please make plans to bring your own brown bag lunch or eat at a nearby restaurant during the one-hour lunch break. Mahalo. FAX TO: Legislative Auditor's Office - 961-8572 - by September 10, 2003 (Copy this completed Corm for your records) HAWAII TRIBUNE -HERALD - Tuesday, August 26, 2003 Free workshop to help non-profit agencies raise $ A skills -building workshop tilled `Fund-raising Skills and -Struteeics for BiL Island Non- ProStAgencies" willbe offered io uon-posit agency staffiand board members on Sept. 18 in Waimea ing forrton-profit executive stall' dud board members to broaden their Outlook toward raising crit- ical funds" The workshop will be pre- sented by S. Sanae Tokumura, an advanced certified non-profit fundraising professional and Hon- olulu -based public relations con- sultant. A founder and president of and Sept. 19 in Hilo. The workshops are hosted by the Hawaii County Council, annowrced Councilman heed Holschuh, chair of the Connnit- tee on Economic Development and Human Services. "During our most recent bud- get cycle, the Council decided to Sponsor a special workshop on nou- profit fundraising to help the Solid Concepts, lnc, Tokumu- ra's extensive statewide experience with non-profit agencies includes the successful capital fund cam- paigns on behalf of the Hospice of Hilo and Saugha Hall at the Hon - pa Hongwatnji Hilo Beisuin. The all -day workshops we fiee and open to non-profil p oviders and hoard members on a space - available basis, said Holschuh. Comrn many agencies that provide essen- tial health and social ServiceS on out island," said Holschuh. "Annually, the County Coun- cil tries to help the local non- profit Sector by awarding grants," he explained. "But our funds are limited - $900,000 apportioned among over 30 piopams. So we thought we could facifitate a worthwhile LI aiu- The f irsl wi I I be Sept. 181 iom 8:30 a.m.-4 p.m. at the YMCA Town Hall in the Parker Ranch Shopping Center in Waimea. On Sept. 19 an identical work- shop will be offered in the C011n- cih'oom at the Hawaii County Building in Hilo. For registration information call Rory Flynn at the Legislalive Auditor's Office- at 961-8491. O T N �j a N dl f/1 -COO E @ Oa a @L O 0 0 E C O m c = O ca) N >Uo@>E� = c a i' a)0a- > y� m o ° - _U_U U -p ui n co co w� me: 3 ow o (D m O� o L>>L= U0)rh 4 O O O X N m v) e< ,i p2 @ ¢ -CS y Oro. Y r M L E � c0 ir _ (D U U E OF�+ O @C N i o'r �_� Em a� co--_ E -- c� L 3�0, 0 o -o ro c Oro O Q Z O ' . co .` m c L" C ro as i ro o(J) TOL _ O Ea)c�:3E -0 n (U 0 o WO E ° cLia Y @ = O O N ` O > O'c C d! O a @COOL a C O O O S U ct \t osE>o�3 OE a LL O o 0 O N N C° oN `"E c 2a p3 a��oNca�� � � @ p T d ° (d @ o> C C U 0 E o"->(�>E� (D-5 N o @ O c) L 0 Y c O -00 Noxi I 1AWA11 SERVING ALL OF NORTH HAWAII NEWS 25 CENTS " • '" " How a healthy nonprofit raises major funds Max Unger, 6 -foot 5 -inch, 290 -pound senior offensive tackle from Hawaii Preparatory Academy, helped demonstrate what a healthy non-profit looks like for a full audience of non-profit leaders this past week at Waimea's YMCA Town Hall. Standing behind Max, wearing shirts labeled "Board, Individuals, Corporations, Foundations, Media, Many Committed Volunteers, Government, Staff, Community" are nine lively volunteers from the audience of about 60. Charity leaders including board members, executive direc- tors and other volunteers turned out for the County -sponsored full-day seminar taught by fundraising veteran S. Sanae Tokumura, ACFRE, APR. Volunteers and staff learned through six "game plan" steps, from how to create responsible infra- structure through how to make a dignified solicitation of major funding. Council Members Elarianoff and Holschuh helped begin the day's session. Holschuh, who championed the effort to educate Hawaii's non profits, gave kudos to the Office of the Legislative Auditor, that implemented the County offering. The course was offered also in Hilo for Eastside organizations. KTA Super Stores provided free refreshments for both sem- inars. September 22, 2003 1279 HONOKAHUA S'I'REE7 • HONOLULU, HAWAII 96825 • TELEPHONE./FAX: (808) 396-6070 Fred C. Holschuh, M.D. Council Member Hawaii County Council County of Hawaii 25 Aupuni Street Hilo, Hawaii 96720 Dear Dr. Holschuh: It was a delight working with you and the staff of the Legislative Auditor's office recently during last week's two full-day presentations of Fund Raising Skills and Strategies for Big Island Nonprofit Agencies. Thank you very much for the opportunity to have been of service for the people of Hawaii Island. I appreciated the extraordinary support I received from Legislative Auditor Connie Kirin, her assistants Val Victorine and Susan Caseria, and Fiscal Program Review Auditor Rory Flynn in preparation for these presentations, during the presentations themselves and in their aftermath. The "crew" had efficiently prepared all materials to the letter, had prepared the presentation equipment, packed everything, hauled everything, arranged seating and tables, and neatly put everything away afterwards. I immensely enjoyed the dynamics of this working group, and highly commend their efficiency and professionalism. Along the way, I got to know them all a little better and truly cherish the new friendships. Many of the attendees from both the Waimea and Hilo sites have contacted me, thanking me for the program, and I've given complete credit to the foresight of the County of Hawaii. Congratulations on providing valuable training and exercise for those organizations, that in my opinion, are the heart of our community. Sincerely, l -- --- __1_) S'Sanae Tokumura, ACFRE, APR CC: Connie Kiriu Rory Flynn Val Victorine Susan Caseria , Final Attendance list for Kona Fundraising Skills and Stategies for Big Island Non Profit Agencies Last name First Name Agency Address city State Contact Phone Zi code No, Notes 1 Abdy Robert GABI 4-H Club P.O. Box 688 Kamuela HI 96743 885-4805 2 Acquaro Franco West Hawai'i Mediation P.O. Box 7020 Kamuela HI 96743 885-5525 whmc bi island.net 3 Amelotte Cathie Hawai'i Island United Way 74-5415 Kuakini Hwy Kailua Kona HI 96740 326-7400 hiuwkona@hawaii.rr.com 4 Backe Margaret Mauna Kea Soil & Water Conservation P.O. Box 2975 Kamuela HI 96743 885-6602 X100 mar aret.beck hi.usda. ov 5 Bernstein Alexandra Traditional Chinese Medical College of Hi P.O. Box 2288 Kamuela HI 96743.885-9226 tcmchab@kona.net 61 Bollinger Laura West Hawai'i Tobacco Free Coalition 75-5629 Kuakini Highway # R580 Kailua Kona jHl 967401326-1636 laura@encorehawaii.com 7 Bouvett Nancy North Hawai'i Hospice 65-1328 Kawaihae Rd Waimea HI 967431885-7547 nhh.admin verizon.com 8 Callender John Parker School Kamuela HI 967431887-1347 9 Casey Tonnie Humane Society 74-5225 Queen K Kailua Kona HI 967401329-2135 10 Connors Doug North Hawaii Drug -Free Coalition P.O. Box 358 Laupahoehoe HI 962-6300 dougconnors@yahoo.com 11 Daniel Alice Friends of Children's Justice 77-9-6403 Nalani Street Kailua Kona HI 96740 331-2425 fcjcofwh@lava.net 12 Dean Tanya North Hawaii Hospice 68-1769 Aka Ula St Waikoloa HI 96738 885-2462 qtdean@bigisland.net 13 Dein-Gaughen Chris Waikoloa Village Outdoor Circle P.O. Box 385203 Waikoloa HI 96738 883-8311 cdgcdg@aol.com 14 Dodd 15 Elarionoff Scott Faith Humane Society Friends of the Zoo P.O. Box 5696 101 Aupuni St. #617 Kailua Kona Hilo HI HI 96740 987-7895 96720 966-3172 scoff huggo.com honu723@aol.com 16 Erman Robyn Parker School 65-1224 Lindsey Road Kamuela HI 96743 885-7933 x114 rerman@parkerschool.net 17 Fabrey Nicole Montessori Education Center of Hawai'i P.O. Box 967 Kamuela HI 96743 885-6867 wcros aloha.net 18 Field -Gomes Anne Friends of Thelma Parker Memorial Library 65-1243 Laelae Place Kamuela HI 96743,885-4560 lizfield@hialoha.net 19 Genovia Doug Planters of KALO P.O. Box 394 Honokaa HI 967271775-9711 thehui@hawaii.com 20 Genovia Sasha Planters of KALO P.O. Box 394 Honokaa HI 96727 775-9711 thehui@hawaii.com 21 Graham Judith YWCA Ekahi P.O. Box 777 Honokaa HI 96727 775-0976 pippin@ilhawaii.net 22 Hash Bill West Hawai'i Tobacco Free Coalition 75-5870 Walua Road #101 Kailua Kona HI 96740 322-6849 / 987-3444 hashboy@aol.com 23 Hema Phillip West HI AIDS Foundation 87-3192 Datura Capt. Cook HI 96704 989-7167 kokuapets@msn.com 24 Holden Abigail Full Life 79-7460 Mamalahoa Hwy Kailua Kona HI 96740 322-9333 25 Hughes Matt HPA65-1692 Kohala Mountain Rd Waimea HI 96743 885-7295 mhughes@hpa.edu 26 Jenkins Ron Humane Society 74-5225 Queen K Kailua Kona HI 96740 329-2135 rjenkins hihs.or x 27 Kanahele Linde New Academy University P.O. Box 1443 Kealakekua HI 96750,322-4300 kaua@earthlink.net 28 Kennedy Georgie West HI AIDS Foundation 87-3192 Datura Capt. Cook HI 967041331-8177 29 Kinslow Franny Humane Society 74-5225 Queen K Kailua Kona HI 96740 329-2135 frannyk@hihs.org 30 Klein Barbara Aikido of Hilo 29 Shipman St. Hilo HI 96720 395-2454 aikido@cuhawaii.net 31 Lemons Frank GABI 4-H Club P.O. Box 422 Kamuela HI 96743 32 Marquardt Bruce New Academy University P.O. Box 1443 Kealakekua HI 96750 322-4300 kaua@earthlink.net 33 Martin Bob North Kohala Community Resource Center P.O. Box 2288 Hawi IHI 96719 889-5523 nkcvc@wave.bicv.net 34 McCollough Bart Parent Project 1 P.O. Box 1364 Kamuela HI 96743 936-2800 lbartmakeck.hawaii.edu 35 Natina BrendaKona Literac Council P.O. Box 4716 Kailua Kona HI 96740 329-1180 Ikonalit@msn.com 36 Noel Cindy University of the Nations Preschool 75-5851 Kuakini #228 Kailua Kona HI 96740 326-4411 uofnpreschool uofnkona.edu 37 Oshiro Kathy I Ka Hale 0 Na Keiki 46-3615 Kahan@ Dr Honokaa HI 96727 775-9870 so kona.net 9/30/2003 Final Attendance list for Kona Fundraising Skills and Stategies for Big Island Non Profit Agencies 38 Oue Ross Humane Society P.O. Box 999 Kailua Kona HI96740 329-3524 oue@ilhawaii.com 39 Petry Lynn Humane Society 74-5225 Queen K Kailua Kona HI 96740 329-2135 40 Reid Linnea S Preservation Committee P.O. Box 437175 887-3010 41 Richardson Christine North Kohala Community Resource Center P.O. Box 2288 Hawi HI 96719 889-5523 christiner@bigisland.net 42 Rickards Susan Hawai'i Marine Mammal Consortium P.O. Box 6107 Kamuela HI 96743 887-1532 hmmcorg@hotmaii.com 43 Rush Jennifer Soroptimist International of Kona P.O. Box 5196 Kailua Kona HI 96745 325-7874 asthma@westhawaii.net 44 Sing Janet North Hawai'i Visitor Marketing 885-0955 45 Smith Robert Traditional Chinese Medical College of Hi P.O. Box 2288 Kamuela HI 967431885-9226 mcsmith@kona.net 46 Smith Mary Ellen 1VASH West Hawai'i P.O. Box 5669 Kailua Kona HI 96740 322-6870 vashwesthiexdirl @aol.com 47 Temple Maiden Kona Literacy Council 73-4595 Old Mamalahoa Hwy Kailua Kona HI 96740 325-6775 dapooh@earthlink.net 48 Tiqui Rowena L. Kona Adult Day Center, Inc P.O. Box 1360 Kealakekua HI 96750 322-7977 kaocrowena@hi.rr.com 49 Vivas Naauao Mauna Kea Soil & Water Conservation 1P.O. Box 437281 Kamuela HI 96743 960-0044 walter.vivas@hi.usda.gov 50 Whitlock Natie Hawai'i Youth Patrons 73-4252 Hookuma Kailua Kona HI 96740 989-5464 whitITkeOO1@rr.hawaii.com 51 Whitlock Edwin Hawai'i Youth Patrons 73-4252 Hookuma Kailua Kona HH 96740 896-0626 ewhitlock@kukio.com 52 Yonting-Domes Maya Hawai'i Rural Health Association P.O. Box 1241 Pahoa IHI 96778 938-4476 mayayd@yahoo.com 9/30/2003 Final Attendance List for Hilo Fundraising Skills and Stategies for Big Island Non Profit Agencies 12 Brien Heather Office of Social Ministry 140-B Holomua St Hilo HI 96720 935-3050 X 112 hbrien@rcchawaii.org 13 Brown Malia Pahoa Weed & Seed P.O. Box 1971 Pahoa HI 96778 965-1137 brownguara@aol.com 14 Cachola Brandee Office of Social Ministry 140-B Holomua St Hilo HI 96720 935-3050 X 113 bcachola@rcchawaii.org 15 Dela Cruz Sue Hamakua Power of Choice P.O. Box 489 Paauilo HI 96776 776-1159 aloha-sue@yahoo.com 16 Elarionoff Faith Friends of the Panaewa Zoo 101 Aupuni St. #617 Hilo HI 96720 966-3172 honu723 aol.com 17 Ferro Glenn Faith against Drugs 55 Kilauea Avenue Hilo HI 96720 934-7852 FADhawaii@aol.com 18 Flege Vicki Ka'u Public Radio P.O. Box 10414 Hilo HI 96721 959-8456 v.flege@verizon.net 19 Fornof Ray Iwo Jima Memorial Assn P.O. Box 4783 Hilo HI 96720 959-8696 doc666usmc aol.com 20 Furlong Mary Bay Clinic - Violence Intervention P.O. Box 1141 Kurtistown HI 96760 966-9217 furiongviol@aol.com 21 Furokawa Audrey UHH Chancellor's Office 200 W. Kawili St Hilo HI 96720 974-7444 audreyf@hawaii.edu 22 Gamboa Donna Hawai'i County Resource Ctr 25 Aupuni St Hilo HI 96720 961-8085 hcrc@co.hawaii.hi.us 23 Godoy Lorraine HI County Economic Opportunity Council 47 Rainbow Or Hilo HI 96720 961-2681 hceoclya@msn.com 24 Gordon Dawn Ha'aheo Elementary School 121 Ha'aheo Road Hilo HI 96720 974-4111 25 Hamane Amy Hilo Medical Center Foundation 1190 Waianuenue Avenue Hilo HI 96720 961-5673 26 Hemmes Helen R Hawai'i Island United Way P.O. Box 745 Hilo HI 96721 935-6393 X 222 hiuweh@hawaii.rr.com 27 Hirata Glenn Special Olympics P.O. Box 331 Hilo HI 96720 965-9023 gshirata@maunaloa.com 28 Holz Kit Hilo Public Library - CALC 300 Waianuenue Avenue Hilo HI 96720 933-8893 calchilo@verizon.net 29 Johnson -Ela yan Donna Hilo-Hamakua Community Development Corp P.O. Box 344 Hakalau HI 96710 963-6110 DNNjohn@aol.com 30 Jones Rita Keaukaha Elementary School 240 Desna Avenue Hilo HI 96720 974-4181 rita_jones@kl2.hi.us 31 Kaehuaea Wendell Ka'u Public Radio P.O. Box 6848 Hilo HI 96720 640-1435 32 Kagamida Glen Boys & Girls Club of Hilo P.O. Box 4536 Hilo HI 96720 959-5629 glenk99@hotmail.com 33 Kalima Youline K. American Red Cross 55 Ululani St Hilo HI 96720 935-8921 vkalima(a)hawaii.rr.com 1:l 9/30/2003 Final Attendance List for Hilo Fundraising Skills and Stategies for Big Island Non Profit Agencies 36 Kindred Tamara Destination Hilo P.O. Box 1391 Hilo HI 96721 966-8331 dhilo@mahalo.net 37 Kubo Mari Big Island Housing Foundation 106 Kinoole St Hilo HI 96720 969-3327 bjhf@bigislandhousing.com 38 Livingston Sheryl Special Olympics - West Hawai'i P.O. Box 20105 Kealakekua HI 96750 322-0603 specolywesthi@hotmail.com 39 Lock Terri Special Olympics 2312 Ainakahele Street Hilo HI 96720 959-3989 teri.lock@verizon.net 40 Lucero La Verne Bay Clinic, Inc. 311 Kalanianaole Ave Hilo HI 96720 934-3236 41 Lundburg Kaye Office of Social Ministry (Mobile Care) 140-8 Holomua St Hilo HI 96720 987-8904 42 Margheim Wesley Big Island Substance Abuse 234 Waianuenue Avenue Hilo HI 96720 935-4927 mar heim bisac.com 43 Marques Jessie Ke Anuenue Area Health Education Ctr Inc P.O. Box 82 Pahala HI 1 96777 928-6140 44 Mendoza Duane Hawai'i Island Humane Society P.O.Box 939 Keaau HI 96749 966-5458 45 Moon Alice Palace Theater 56 Waianuenue Avenue #217 Hilo HI 96720 933-9772 amoon@bigisland.com 46 Moore Karen Palace Theater 38 Haili St Hilo HI 96720 934-7010 hilopalace.hawaii@verizon.net 47 Moser Nancy YWCA of Hawai'i Island 145 Ululani Street Hilo HI 96720 935-7141 ywcaexec@bigisland.net 48 Na amine Carole Salvation Army - Family Intervention Services 10 W. Ohea Street Hilo HI 96720 935-4411 X 11 49 Nathaniel Ann Hui Malama Ola Na Oiwi 311 Kalanianaole Avenue Hilo HI 96720 969-9220 50 Okimoto Ken Haola, Inc P.O. Box 57 Papaikou HI 96781 964-1054 kol054@aol.com 51 Penn Ronald E Arc of Hilo 1099 Waianuenue Avenue Hilo HI 96720 935-8535 X 19 52 Petowski Talaite Haaheo Elementary School 121 Haaheo Road Hilo HI 96720 974-4116 talaite@msn.com 53 Plunkett Terry Kamehameha Schools Alumni 1461-A Kaumana Dr Hilo HI 96720 969-9988 54 Post Cami Brantley Center Inc P.O. Box 1407 Honokaa HI 96727 775-7245 bcenter2@gte.net 55 Robinson Kaloa Hui Malama Ola Na Oiwi 311 Kalanianaole Avenue Hilo HI 96720 969-9220 kaloa@huimalamahawaii.com 56 Ross Shana Hawai'i County Resource Ctr 25 Aupuni St Hilo HI 96720 969-9469 shanaross@yahoo.com 57 Segobia Judy Turning Point for Families 1266 Kam Ave A-5 Hilo HI 96720 935-8229 j.segobia@hotmail.com 58 Sinkin Mary Rose Rainbow Friends Animal Sanctuary P.O. Box 944 Hilo HI 96721 982-5110 2rainbow@ilhawii.net 59 Sorkin Jennifer Hawaii Island Humane Society P.O. Box 939 Keaau HI 96749 966-5458 60 Tamiya Earl University of Hawaii at Hilo 200 W. Kawili St Hilo HI 96720 974-7493 tamiya@hawaii.edu 61 Taylor Kimi Hilo Public Library - CALC 300 Waianuenue Avenue Hilo HI 96720 933-8893 62 Vierra Vic Diabetes Education Counseling 1221 Kilauea Avenue #120 Hilo HI 96720 933-9718 vrvoerra@ilhawaii.net 63 West Jay Waimea Arts Council P.O. Box 2071 Kamuela HI 96749 882-7520 artglass@gte.net 9/30/2003 FUNDRAISING SKILLS and STRATEGIES for BIG ISLAND NONPROFIT AGENCIES Sponsored by the Hawaii County Council September 18, 2003 - Kamuela September 19, 2003 - Hilo Presenter. S. Sanae Tokumura, ACFRE, APR The Hawaii County Council's Human Services and Economic Development Cornn ittee wishes to thank the YMCA of Hawaii Island, KTA Super Stores, Hawaii Island United Way, the Mayor's Information Office and the Legislative Auditor's Office for their help in hosting and sponsoring these workshops. FUNDRAISING SKILLS AND STRATEGIES FOR BIG ISLAND NONPROFIT AGENCIES SEPTEMBER 18 AND 19, 2003 AGENDA I. Characteristics of the Effective Fundraising Organization II. Game Plan: Six Major Steps to Effective Fundraising III. Game Plan Step #1 Assessment: Being Honest with Ourselves IV Game Plan Step #2 Getting in Shape: Fundraising and Public Relations Infrastructure V. Lunch VI. Game Plan Step #3 Case Statement/Case for Support VII. Game Plan Step #4 Development Plan VIII. Game Plan Step #5 Volunteer Training IX. Game Plan Step #6 Publicity and Public Relations Presentation Materials © 2003 SOLID CONCEPTS, INC. 1 CHARACTERISTICS OF THE EFFECTIVE FUNDRAISING ORGANIZATION SECTION OBJECTIVES By the end of the session, students will be able to: 1. List, four characteristic features of an effective fundraising organisation 2. Express the six major steps to effective fundraising Iy:lc��twr��rc� CHARACTERISTIC 2 CHARACTERISTIC 3 CHARACTERISTIC 4 THE SIX MAJOR STEPS TO EFFECTIVE FUNDRAISING I. 2. 3. 4. 5. Q © 2003 SOLID CONCEPTS, INC. INTERNAL AND EXTERNAL ASSESSMENT: BEING HONEST WITH OURSELVES SECTION OBJECTIVES By the end of the session, students will: Understand the six vital areas of fund development assessment THE SIX AREAS OF ASSESSMENT: 2. 3. 4. 5. 6. © 2003 SOLID CONCEPTS, INC. CJ REVENUES FY 1999-00 Open Balance 7/1/99 $74,593 17.4% Contributions 1,959 0.5% Foundations 133,500 31.1% Corporations 6,217 1.4% Government Grants 173,650 40.5% Programs/Earned 29,460 6.9% Memberships 5,680 1.3% Interest 3,708 0.9% TOTAL REVENUE 354,174 82.6% REVENUE+OPEN BAL. 428,767 100% EXPENSES FY 1999-00 Artists and Educators $109,539 38A% Salaries and Benefits 102,000 35.8% Audit, Legal, Insurance 9,288 33% Rent 9,782 3A% Printing 14,155 5.0% Supplies 18,316 6.4% Telephone, Postage 4,759 1.7% Travel 12,292 43% Hospitality 5,162 1.8% TOTAL EXPENSES 285,293 100% TOTAL EXPENSES PROGRAMS 285,293 100% REVENUES FY 1999-00 Memberships 1.3% Interest Programs \ 0.9% Open Balance 6.9% 17.4% Individual ' Contributions Government" 4.596 40.5% PO Foundations 31.1% Corporations 1.4°i6 EXPENSES FY 1999-00 Telephone 17% Travel Supplies \ 4.3% Hospitality 6.4% 1.8% Printing 5% Rent 3.4 IFAI Audit 3.3% Artist/Educators 38.4% Salaries 35.8% EXPENSES BY PROGRAMS FY 2000 EXPENSES BY PROGRAMS FY 1999-00 Services & Excellence Awards Arts Excellence Awards 10,000 3.5% The Alliance Awards 21,000 7A% Artist/'Teacher Institutes 44,101 15.5% j Public Events, Festivals 11,735 4.1% Fine Arts Standards 7,370 2.6% Kamehameha I Restoration 18,556 6.5% 'Ohana Arts, Family, Community 119,123 41.8% Services/Publications 53,408 18.7% TOTAL EXPENSES PROGRAMS 285,293 100% REVENUES FY 1999-00 Memberships 1.3% Interest Programs \ 0.9% Open Balance 6.9% 17.4% Individual ' Contributions Government" 4.596 40.5% PO Foundations 31.1% Corporations 1.4°i6 EXPENSES FY 1999-00 Telephone 17% Travel Supplies \ 4.3% Hospitality 6.4% 1.8% Printing 5% Rent 3.4 IFAI Audit 3.3% Artist/Educators 38.4% Salaries 35.8% EXPENSES BY PROGRAMS FY 2000 Arts The Alllance Services & Excellence Awards Publications 3.5% 7.4% 18.7% Institutes 15.5% Festivals 4.1% Standards 2.6°6 'Ohana Arts Kamehameha 41.8% 6.5% © 2003 SOLID CONCEPTS, INC. 4 INFRASTRUCTURE SECTION OBJECTIVES By the end of the session, students will: 1. Understand basic fund development policies 2. Understand stagting requirements for a fundraising, function 3. Understand basic information management requirements of a fundraising organization WHAT ARE THE BASIC FUND DEVELOPMENT POLICIES OF A NON-PROFIT'? A. a C. D. E. F. 2. WHAT ARE THE BASIC STAFF RESPONSIBILITIES FOR A DEVELOPMENT PROGRAM" © 2003 SOLID CONCEPTS. INC. STANDARD SECURITY POLICIES All gifts, whether cash or pledge or in-kind, must be posted on a daily basis and deposited before the end of the banking day. Check and balance system will be emploved at all times in the receipt of donations. Tiro employees will be involved in the process of opening mail and depositing checks. Emplgvee who opens mail and posts gifts will not be the same employee who deposits checks and closes books at end of the day. SAMPLE RECOGNITION POLICIES Policies must be created for both annual and capital contributions. Annual contributors will be recognized only for the year of the contribution, while capital contributors will be permanently recognized on the facility or special project that their qualified contribution helped to purchase. The following are samples of annual and capital campaign policies. 1. All gifts to , no minimum size and from whatever will be acknowledged separately by a thank you letter signed by the president or executive director. Letters for gifts in full or pledged over shall be signed by the president. Acknowledgment letters will be mailed no later than 48 hours after receipt of the gift. 2. All contributors' names shall be displayed in annual reports for that year. All contributors' names, with passive permission, shall be displayed in agency newsletters for that period's issue. Permission for this display shall be granted to through passive agreement of a statement to be printed in thank you correspondence. 3. The following table indicates levels of annual/capital fund recognition in addition to membership dues. (Names of the categories must be created in accordance with the nature of the organization, e.g.. "compassion, goodwill, " etc.) © 2003 SOLID CONCEPTS, INC. Category 1 $250,000 and over 2 100.000-249,999 3 50,000- 99,999 4 25,000- 49,999 5 15,000- 24.999 6 10,000- 14,999 7 5,000- 9,999 8 3,000- 4,999 9 1,000- 2,999 10 500- 999 ll 250- 499 12 loo- 249 13 50- 99 14 25- 49 15 .01- 24 4. All donors and members, whether corporate, individual or organization, will receive a quarterly newsletter and the annual report, and an invitation to the annual meeting at which major donors and volunteers and new board shall be recognized. 5. Category and above will have the above plus a certificate of appreciation presented at the annual meeting. 6. Category _ and above will have the above, and a personal phone call by president or executive director to thank the donor for the gift. In addition, permanent recognition of the capital donors in this category shall be made in the central donor appreciation wall at the new facility or on the object purchased. 7. Category _ and above will have the above, and will receive personal invitations to 8. Category donors will enjoy all the above benefits plus the opportunity to 9. Category donors, besides all benefits above, will be allowed to 10. In addition to all the benefits listed above, Category donors will be honored with the opportunity to © 2003 SOLID CONCEPTS, INC. 7 1 I. In addition to all the benefits listed above, donors in Category and above mviII receive a permanent memento engraved with their name, presented at the annual membership meeting. 12. Gifts shall be recognized for the total amount of the gift, whether pledged or paid one time, unless the pledge has been determined to be unpayable by the development committee. SAMPLE ACCEPTANCE POLICIES * 1. Cash gifts shall be discouraged in personal solicitation situations at all times. Cash gifts received through the mail shall be recorded and secured immediately. *2. Gifts offered which are questionable regarding charitable intent or appropriateness shall first be reviewed by the fund raising committee prior to official acceptance and graciously refused if necessary. *3. Gifts offered with financial or other obligations inherent in them shall be reviewed by the fund raising committee prior to official acceptance and graciously refused if necessary. *4. Gifts of property, stock or other securities shall be immediately sold, unless review by the fund raising committee indicates that value to the organization is increased by gift retention. *5. Gifts with conditions attached shall be reviewed by the fund raising committee prior to acceptance and may be graciously refused if necessary. *6. Gifts other than cash or check shall be recorded by description only for purposes of acknowledgment. Current market value or estimate thereof for office purposes only shall be inserted in files. No appraisal of such gifts shall be made by the organization. **7. In accepting all donations, the organization will insure that: a. All donors will be regularly informed of the mission of this organization, of the way this organization intends to use donated resources and of its capacity to use donations effectively for stated purposes. b. All donors will be regularly informed of the identity of those who serve on the board, and may expect that the board will exercise prudent judgment in its stewardship of donations. c. All donors will have access to the organization's most recent financial statements. d. All donors will have the assurance that their gifts will be used for the purposes for which they were given. e. All donors will receive appropriate acknowledgment and recognition. f. All donors will be assured that information about their donations will be handled with respect and with confidentiality to the extent provided by law. © 2003 SOLID CONCEPTS, INC. g. All donors may expect that relationships with employees and volunteers of the organization will be professional in nature. h. All donors will be informed whether those seeking donations are volunteers, employees of the organization or hired solicitors. i. All donors have the right to have their names deleted from the mailing list upon request. j. All donors should feel free to ask questions when making a donations and to receive prompt, truthful and forthright answers. 'These acceptance policies adapted from Council of Better Bus mess Bureau "*Donors Bill of Rights developed by American Assoc Iatton of Fund Raising Counsel. Association for I Ica Itheare Phi[an Ihropv. Council for Advancement and Support of Education and Association of Fundraising Professionals SAMPLE PUBLIC ACCOUNTABILITY, FUND USE, SOLICITATION AND INFORMATION, FUNDRAISING STANDARDS TERMS: I. "Solicitation' is any direct or indirect request for money, property, credit, volunteer service or other thing of value, to be given now or on a deferred basis, on the representation that it will be used for charitable, educational, religious, benevolent, patriotic, civic, or other philanthropic purposes. Solicitations include imitations to voting membership and appeals to voting members when a contribution is a principal requirement for membership. 2. "We" and "our" refers to "Solicitor" is anyone engaged in a charitable solicitation for the development of this agency. 3. The "public' includes individuals, groups, associations, corporations, foundations, institutions, and/or government agencies. 4. "Fund raising" includes a charitable solicitation; the activities, representations and materials which are an integral part of the planning, creation, production and communication of the solicitation; and the collection of the money, property, or other thing of value requested. Fund raising includes but is not limited to donor acquisition and renewal, development, fund or resource development, member or membership development, and contract or grant procurement. © 2003 SOLID CONCEPTS, INC. PUBLIC ACCOUNTABILITY t. We shall provide annual report to all contributors and to the general public upon request -The annual report, an annually -updated written account, shall present our purposes; descriptions of overall programs, activities and accomplishments; eligibility to receive deductible contributions; information about our goNeming bodN and structure; and information about financial activities and financial position. 2. We shall provide on request complete annual financial statements. The financial statements shall present the overall financial activities and financial position of our organization. shall be prepared in accordance with generally accepted accounting principles and reporting practices, and shall include the auditor's or treasurer's report, notes, and any supplementary schedules. When total annual income exceeds $100,000, the financial statements shall be audited in accordance with generally accepted auditing standards. 3. Our financial statements shall present adequate information to serve as a basis for informed decisions. Information needed as a basis for informed decisions generally includes but is not limited to: a) significant categories of contributions and other income; b) expenses reported in categories corresponding to the descriptions of major programs and activities contained in the annual report, solicitations, and other informational materials; c) a detailed schedule of expenses by natural classification (e.g., salaries, employee benefits, occupancy, postage, etc.), presenting the natural expenses incurred for each major program and supporting activity; d) accurate presentation of all fund raising and administrative costs: and c) when a significant activity combines fund raising and one or more other purposes (e.g., door-to-door canvassing combining fund raising and social advocacy, or television broadcasts combining fund raising and religious ministry, or a direct mail campaign combining fund raising and public education), the financial statements shall specify the total cost of the multi-purpose activity and the basis for allocating its costs. 4. If we begin to receive a substantial portion of our income through the fund raising activities of controlled or affiliated entities, we shall provide on request an accounting of all income received by and fund raising costs incurred by such entities. Such entities include committees, programs, or others which are controlled by or affiliated with our organization, and for which a primary activity is raising funds to support our programs. FUND USE I. A reasonable percentage of total income from all sources shall be applied to programs and activities directly related to the purposes for which we exist. 2. A reasonable percentage of public contributions shall be applied to the programs and activities described in solicitations, in accordance with donor expectations. 3. Fund raising costs shall be less than 10 percent of our budget. © 2003 SOLID CONCEPTS, INC. 10 4. Total fund raising and administrative costs shall be reasonable. Reasonable use of funds requires that a) at least 50% of total income from all sources be spent on programs and activities directly related to the organization's purposes; b) at least 50% of public contributions be spent on the programs and activities described in solicitations, in accordance with donor expectations; c) fund raising costs not exceed 350o of related contributions; and d) total fund raising and administrative costs not exceed 50% of total income. An organization which does not meet one or more of these percentage limitations may provide evidence to demonstrate that its use of funds is reasonable. The higher fund raising and administrative costs of a newly created organization, donor restrictions on the use of funds, exceptional bequests, a stigma associated with a cause, and environmental or political events beyond an organization's control are among the factors "hich may result in costs that are reasonable although they do not meet these percentage limitations. 5. We shall substantiate on request our application of funds, in accordance with donor expectations, to the programs and activities described in solicitations. 6. We shall establish and exercise adequate controls over disbursements. SOLICITATIONS AND INFORMATIONAL MATERIALS 1. Solicitations and informational materials, distributed by any means, shall be accurate, truthful and not misleading, both in whole and in part. 2. We shall substantiate on request that solicitations and informational materials, distributed by any means, are accurate, truthful and not misleading, in whole and in part. 3. Solicitations shall include a clear description of the programs and activities for which funds are requested. Solicitations in which time or space restrictions apply shall identify a source from which written information is available. 4. Direct contact solicitations, including personal and telephone appeals, shall identify (a) the solicitor and his/her relationship to our organization. (b) our identity and (c) the programs and activities for which funds are requested. 5. Solicitations in conjunction with the sale of goods, services or admissions shall identify at the point of solicitation (a) our identity, (b) a source from which written information is available and (c) the actual or anticipated portion of the sales or admission price to benefit us. © 2003 SOLID CONCEPTS, INC. 11 FUND RAISING PRACTICES 1. We shall establish and exercise controls over fund raising activities conducted for our benefit by staff. volunteers, consultants, contractors, and controlled or affiliated entities, including commitment to writing of all fund raising contracts and agreements. 2. We shall establish and exercise adequate controls over contributions. 3. We shall honor donor requests for confidentiality and shall not publicize the identity of donors without prior written or passive permission. Donor requests for confidentiality include but are not limited to requests that donors' names not to be used, exchanged, rented or sold. 4. Fund raising shall be conducted without excessive pressure. Excessive pressure in fund raising, includes but is not limited to solicitations in the guise of invoices; harassment; intimidation or coercion, such as threats of public disclosure or economic retaliation; failure to inform recipients of unordered items that they are under no obligation to pay for or return them; and strongly emotional appeals which distort the organization's activities or beneficiaries. Sample Standards adapted from Council of Better Business Bureau's Standards © 2003 SOLID CONCEPTS, INC. 12 POSITION DESCRIPTION TITLE: Director of Development and Public Relations REPORTS TO: Executive Director HOURS: Minimum 40 hours per week WAGE RANGE: Reviewed on an annual basis RESPONSIBILITIES: I. To plan, organize, implement and manage an effective annual giving program, including the annual membership drive, one or two special annual events, a major gift program, and other constituent group annual support programs in order to meet annual funding needs of the organization. To support other fundraising initiatives and special projects. To plan, organize, implement and manage an effective public relations program, including research of various groups of stakeholder opinions, setting annual goals and measurable objectives and evaluating results annually. a. To develop annual program goals, objectives and planning calendar. b. To plan and coordinate the direct mail program. c. To assist volunteer leadership to recruit volunteers to coordinate and service the volunteer structure in support of the annual giving program. d. To plan and coordinate the annual solicitation program for each constituent group. e. To assist in the implementation of the donors' clubs. f. To determine donor potential from each constituent group. g. To maintain and coordinate planned giving program. It. To support the capital campaign. 2. To plan, organize and coordinate all institution communications. a. To plan, organize and coordinate newsletters for mailing list. b. To plan and coordinate promotional materials to support fund raising and special event activities. c. To maintain media relations. 3. To assist in maintaining a methodical system of donor records. a. To provide accurate information for the maintenance of donor records. b. To maintain and coordinate comprehensive development office data processing system. c. To maintain accurate reports of actions taken with each project/donor. © 2003 SOLID CONCEPTS, INC. 13 4. To participate actively in the total development program of the institution whenever possible. a. To maintain full awareness of development program directions and plans. b. To maintain full awareness of the total educational and operational directions and plans of the institution. c. To maintain systematic and regular reports pertaining to activities. d. To assist the Executive Director and other office staff whenever possible. e. To assist the Executive Director in preparation for fund raising special events and all fund raising campaign activities. 5. To be willing to be trained in all of the above. EDUCATION AND EXPERIENCE: 1. Minimum five (5) years paid experience in non-profit development and public relations. 2. College degree, with preference for a concentration in English, journalism, or public relations. 3. Experience with computer word processing and database systems is essential. 4. Experience in working with volunteers is essential. KNOWLEDGE AND ABILITIES: I . Excellent social skills for meeting donors and prospects, dealing with same on the telephone, and establishing donor/prospect appointments. 2. Excellent writing skills. 3. Excellent speech and language skills. 4. Demonstratable organizational and management skills for office operations, maintenance of files, computerized database operations, and long-range planning. 5. Typing 30 words per minute required. 6. Some weekend work required. 7. Use of private automobile required. Driver's license required. © 2003 SOLID CONCEPTS, INC. 14 REPORTING BASICS Donor name Salutation Address Date of gift Phone number Relationship to organization DONATION DESCRIPTION: I gift: check amount, no.: type of stocks/bonds, value; in-kind description, value: Pledge: this amount; cumulative amount rec'd: total pledged; pledge sequence schedule GIFT DESIGNATION: Unrestricted, restricted to what program SOURCE: Unsolicited, direct mail, grant, deferred, major, special event, capital campaign, special RECOGNITION: Acknowledged by: Newsletter issue: Permanent engraving location: Preferred spelling Honor/memorial: Whom honored; what reason; notification sent to honoree or survivor RECEIPTED BY: © 2003 SOLID CONCEPTS, INC. 15 CASE STATEMENT/STATEMENT OF NEED SECTION OBJECTIVES By the end of the session, students will: 1. Be able to define a case statement and statement of need 2. Be able to identify the different elements of a care statement 3. Understand the importance and role of this document in the development ofu fundruising program WHAT IS A CASE STATEMENT? WHAT IS A STATEMENT OF NEED? HOW IS THE CASE STATEMENT USED? WHAT ARE ITS VENUES? WHO SHOULD HAVE A COPY OF IT? 0 2003 SOLID CONCEPTS, INC. 16 ELEMENTS OF A CASE STATEMENT: G1 B. C. D. E. G. H. I. J. K. L. M N. WHO SHOULD WRITE THE CASE STATEMENT? © 2003 SOLID CONCEPTS, INC. 17 A DRAFT CASE SUMMARY A. H [M 10 E. F. G. © 2003 SOLID CONCEPTS, INC. 18 H. J. K. L. M. N. © 2003 SOLID CONCEPTS, INC. 19 DEVELOPMENT PLAN SECTION OBJECTIVES By the end of the session, students will be able to: 1. ldentifv different methods of fund development Craft a development plan WHAT ARE THE DIFFERENT METHODS USED TO DEVELOP FUNDS? 2. 3. 4. 5. 6. 91 WHAT SHOULD BE INCLUDED IN A DEVELOPMENT PLAN? © 2003 SOLID CONCEPTS, INC. 20 EVALUATING DEVELOPMENT PROGRAMS SOURCES Sources of Gifts Number of Gifts Gift Amount Average Gift Directors Staff Renewal Donors Acquired Donors Corporations Foundations Individuals Groups Planned Gifts Written Planned Gifts Received TOTALS: © 2003 SOLID CONCEPTS, INC. 21 PURPOSE OF FUNDS Purpose Number of Gifts Gift Amount Average Gift Unrestricted Capital Other Restricted Programs Research Education Sta(j' Loans Unrestricted endowment Restricted endowment TOTALS © 2003 SOLID CONCEPTS, INC. 22 RESULTS OF FUND DEVELOPMENT PROGRAMS Programs Number of Gifts Gift Amount Average Gift Face to face annual Direct mail Benefit Events 1. 2. Major Gifts Auxiliary Groups Corporate Foundation Special Project Planned Gifts Written Planned Gifts Received Other TOTALS © 2003 SOLID CONCEPTS, INC. 23 PERFORMANCE ANALYSIS Programs Income Estimated Budget Actual Budget Cost per $1 Face to Face Annual Direct Mail Benefit Events !. 2. Major Gifts Corporate Foundation Special Project Planned Gifts Written Planned Gifts Received TOTALS © 2003 SOLID CONCEPTS, INC. 24 VOLUNTEER TRAINING SECTION OBJECTIVES By the end of the session, students will understand: 1. Necessity of training fbr all fundraising volunteers 2. What volunteers need to know before then solicit 3. There is benefit to conducting training for volunteers 1. WHY IS TRAINING NECESSARY FOR ALL FUNDRAISING VOLUNTEERS'? 2. WHAT OPPORTUNITIES DOES VOLUNTEER TRAINING OFFER YOUR ORGANIZATION? 3. WHAT NEEDS TO BE COVERED IN A SOLICITATION TRAINING SESSION" © 2003 SOLID CONCEPTS, INC. 25 PUBLICITY AND PUBLIC RELATIONS RESPONSIBLE PRESENTATION MATERIALS SECTION OBJECTIVES By the end of the session, students will: Understand importance of coordinating organization's public relations and publicity with fundraising function Understand components of an effective presentation packet L WHAT'S THE DIFFERENCE BETWEEN PUBLICITY AND PUBLIC RELATIONS° 2. WHAT IS THE DOCUMENT UPON WHICH ALL COMMUNICATION IS BASED DURING THE CAMPAIGN ABOUT THE PROJECT AND ORGANIZATION? 3. WHAT IS CAMPAIGN COLLATERAL? 4. WHAT ITEMS BELONG IN FUNDRAISING PRESENTATION PACKET? ® 2003 SOLID CONCEPTS, INC. 26