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Elements of a Successful Fundraiser

Toni Bodon
Executive Director
The Elements
1. Establish a Goal
2. Select a Theme
3. Set a Budget
4. Create a Check List and Timeline
5. Choose Volunteers and Delegate
6. Select a Venue
7. Find a Celebrity
8. Get a Band For Free
9. Set Ticket Price
10. The Invitation
11. Auction and Raffle
12. Mail Service
13. Marketing and Promotion
14. Venue DĆ©cor
15. Ticket Sales and VIPs
16. Event Management
17. Post-Event Thanks
Establish a Goal
Should it be strictly to raise money?
ā€¢ Celebrating the organizationā€™s success
ā€¢ Thanking volunteers, friends and major supporters
ā€¢ Promoting the organization

ā€¢ Branding and spreading good will
ā€¢ Not an adoption event
Select a Theme
Select a theme that inspires donations and attendance
ā€œHome for the Holidaysā€ 2012
ā€œHome for the Holidaysā€ 2011
ā€œLuau Doggy Pool Partyā€
ā€œLuau Doggy Pool Partyā€ 2012
Set a Budget
Donā€™t stick to a number, be flexible while keeping
your overall goal in mind
ā€¢ Decide on size of event
ā€¢ Determine revenue to meet goal
ā€¢ Evaluate results from the past
ā€¢ Estimate who will attend

ā€¢ Estimate who will donate
ā€¢ Estimate average donation
Create a Check List and Timeline
Item

The longer the list, the less work and stress
Volunteer

Deadline

Completed

TB

4/1/2013

2/15/2013

Select food

TB, NL, AH

4/1/2013

Design invitation

NC, TB

4/15/2013

Get sponsors

AH, RL

4/15/2013

Research the band

TB

4/1/2013

Coordinate video and photography

NC

5/1/2013

Coordinate auction and raffle gifts

LS, MM

6/1/2013

Set up auction and raffle tables

LS

7/1/2013

Venue dƩcor

AH, TB

6/15/2013

Update mailing list

BM

4/15/2013

Draft and edit text for invitation

BM

4/15/2013

Coordinate printing and mailing of invitation

BM

5/1/2013

Draft press release

RL

5/15/2013

Market and promote the event

RL, AH, TB

Ticket sales

AH

5/15/2013

Advance sales list

AH

5/15/2013

Prepare VIP list

RL, AH, TB

6/15/2013

Door host

NL

7/1/2013

Venue volunteers

NL, AH, BM

7/1/2013

Secure venue

6/1/2013
Choose Volunteers and Delegate
Build a team with diverse interests and skills who love
animals but need that extra push to get involved in rescue
ā€¢ Loyal to your organizationā€™s mission and philosophy
ā€¢ Team players

ā€¢ Self-motivated
ā€¢ Dependable
ā€¢ Highly organized
ā€¢ Can take direction and

delegate to others
Choose Volunteers and Delegate
Recruit from within
ā€¢ Contact former fosters and adopters
ā€¢ Tell them about the upcoming event and
ā€¢

ā€¢
ā€¢
ā€¢

why you thought of them
Focus on their skills and strengths, and your
need for them to join your team ā€“ e.g.,
communication, technical, graphic art skills
Explain how their participation will make it
possible to rescue more needy animals
Explain the level of commitment required
Let them know they are members of a team
with a common goal
Choose Volunteers and Delegate
Donā€™t ask for more than they can handle
ā€¢ Stay focused on their skills and time commitment

ā€¢ Smaller tasks go further than you think
ā€¢ Set reasonable deadlines

Donā€™t forget to follow-up
ā€¢ Send updates on a regular basis
ā€¢ Send friendly email reminders

ā€¢ Offer help
Select a Venue
Wine, cheese, and crackers are not enough
Choose a venue that:
ā€¢ Offers hot food options and an open bar
ā€¢ Allows live music and is large enough for a band
ā€¢ Has good reviews, is trendy and popular
ā€¢ Is centrally located to public transportation or parking
Select a Venue
Inspect venue and staff before signing
ā€¢ Is it clean and well maintained?

ā€¢ Is the staff courteous?
ā€¢ Can they accommodate a bandā€™s equipment?
ā€¢ Do they allow posters and promotional materials?
Select a Venue

Negotiate the Price
ā€¢ Make the venue a part of your team
ā€¢ Explain your mission, purpose of event, and how proceeds will
be used
ā€¢ Offer to pay at cost
ā€¢ Offer your volunteers to serve the food or assist at the bar to
lower cost
ā€¢ Ask for 3 or 4 complimentary guests to cover event volunteers
ā€¢ Reduce or eliminate service fee
Find a Celebrity
Itā€™s a lot easier than you think
ā€¢ Search within - volunteers, adopters and

fostersā€™ careers and networks
ā€¢ Keep a list of connections to celebrities,
regardless of their charitable work
ā€¢ Develop and maintain relationships
ā€¢ Keep them informed as part of your team

Plan ahead, with a good presentation
ā€¢
ā€¢
ā€¢
ā€¢
ā€¢

Contact celebrity before planning the event
Choose a date to accommodate celebrity
Organize PR package
Acknowledge on website, social media
Thank celebrity and report on event success
Get a Band For Free
A Lot Easier Than You Think
Visit Gigsalad.com and Gigmasters.com
ā€¢ Consider venue and crowd in selecting a band
ā€¢ Check on-line reviews, listen to music samples

Offer free promotion
ā€¢ Explain how event will
promote the band
ā€¢ Feature band on invitation
ā€¢ Sell CDs at the event
Get a Band For Free
Give them VIP Treatment
Offer free food, liquor, parking and a big hug!
ā€¢ Coordinate and pay for parking
ā€¢ Set aside a table with food
ā€¢ Assign volunteer to bring drinks
Make them part of your team
ā€¢ Keep in touch, send invitation
ā€¢ Meet them at the venue at least
one week prior for inspection
ā€¢ Donā€™t forget to pay for lunch!
Set Ticket Price
Think big, within limits
ā€¢ Consider your main goal

ā€¢ Quality and popularity of venue
ā€¢ Type of open bar and food
ā€¢ Live music

ā€¢ Group discount
The Invitation
Create a design concept
ā€¢ Consistent with the eventā€™s theme
ā€¢ Clean and simple

Branding, marketing and promotion
ā€¢ Prominently display your logo
ā€¢ Your own rescued animals as models
ā€¢ Sponsors show broad reach and appeal

First impressions make a difference
ā€¢ Professional design
ā€¢ Paper quality
ā€¢ Simple, clean text
Auction and Raffle
Choose a coordinator
ā€¢ Highly motivated with good organization, communication skills
ā€¢ Provide guidance and support
ā€¢ Monitor progress closely as

event date approaches
ā€¢ Offer help and other volunteers

Reach out to everyone
ā€¢ Ask volunteers, adopters and

supporters to request their
employers to sponsor event in
the form of products or services
ā€¢ Reach out to local artists for art work or photography
ā€¢ Put an ad on your website and social media outlets for sponsors
Auction and Raffle
Contact local businesses for gift certificates
Popular items include:
ā€¢ Dinner for two at a popular restaurant
ā€¢ Theater tickets with back-stage tour
ā€¢ Local sports tickets, sports memorabilia
ā€¢ Electronics ā€“ flat screen TV, iPad
ā€¢ Weekend stay at a cabin or B&B
ā€¢ Facial and massage
ā€¢ Professional photography session
ā€¢ Doggy day-care and boarding
ā€¢ Liquor and food baskets
ā€¢ Pet-related products and baskets
Auction and Raffle
Acknowledge sponsors at the event
ā€¢ List them on a poster at the raffle and auction tables
ā€¢ Include them in the event program
Send a thank you note
ā€¢ Sponsors, venue manager, band, and
volunteers
ā€¢ Send note doon after the event
ā€¢ Show your appreciation, reinforce good will
ā€¢ Email ok for volunteers, but sponsors
should be thanked by mail using
organizationā€™s letterhead
Mail Service
Use professional mail service to send the invitations
Local mail service does not translate to lower cost
ā€¢ Shop around nation-wide for best price and service
ā€¢ Evaluate level of experience with non-profit mailing
ā€¢ Prompt responses to inquires, good rapport with staff
Apply for non-profit standard mail price
ā€¢ At least 3 months in advance apply at your local post office branch
ā€¢ Use mail service bulk mail permit
Donā€™t worry about the cost of postage
ā€¢ Average donation will outweigh the cost of mailing
ā€¢ Timing of mailing is important - not too early or too late
The check is in the mail!
ā€¢ Most people cannot attend
ā€¢ Most donations amount to ticket price; many exceed ticket price
ā€¢ Large donations will often come from previous donors
Marketing and Promotion
The invitation is your best marketing tool
ā€¢ Appealing envelope and insert encourages people to give
ā€¢ Thank you letter should follow after receipt of donation
ā€¢ Maintains relationships with supporters
ā€¢ Helps update mailing list

Rack cards
ā€¢ Good for mailing and
hand-outs in the community
ā€¢ Less expensive to print and
easier to mail
Marketing and Promotion
Website, social media, and email communications
ā€¢ E-version of invitation links to event page, donation sites

ā€¢ Expands reach beyond mailing list and brings in new donors
ā€¢ Volunteers can help promote event via their networks
ā€¢ Monitor traffic, confirmed attendance on event page
Venue DĆ©cor
Beautiful images have positive impact and are memorable
ā€¢ Focus on happy endings
ā€¢ Assign a volunteer to collect images
ā€¢
ā€¢

ā€¢
ā€¢
ā€¢

from adopters
Create slide presentation for screens
at the venue
Create large posters of successful
adoptions and volunteers
Prominently display your logo
Display event poster at venue entrance
Place posters and photos strategically
- behind the bar, onstage, in restrooms
Ticket Sales and VIPs
Tickets and donations
ā€¢ Nycharities.org
ā€¢ Networkforgood.org
ā€¢ P.O. Box

VIP list
ā€¢ Make sure it is current
ā€¢ Assign volunteer with good presence to welcome guests
Event Management
Arrive early to set up
ā€¢ Meet briefly with venue manager and staff

ā€¢ Make sure all provisions of agreement are met ā€“ inspect bar,

food selection, electronics set up, band space
ā€¢ Schedule time for food service
ā€¢ Any last-minute preparations

Have fun while managing
ā€¢ Manage flow of event

ā€¢ Mingle with everyone
ā€¢ Donā€™t drink too much
ā€¢ Create an emotional moment

ā€¢ Acknowledge everyone
Post-Event Thanks
The day after
ā€¢ Email thank you to volunteer team and keep them connected
ā€¢ Highlight special contributions from individual volunteers
ā€¢ Share numbers of attendees and total proceeds from event
ā€¢ Keep them informed of any further accounting updates

regarding donations from mailing of the invitation
Elements of a Successful Fundraiser
Thank you!
Visit us on the Web: strayfromtheheart.org
on the Facebook: facebook.com/strayfromtheheart
and in the Twitterverse: @StrayfromHeart
Toni Bodon
Executive Director

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Rolling in the dough funding your organization bodon1

  • 1. Elements of a Successful Fundraiser Toni Bodon Executive Director
  • 2. The Elements 1. Establish a Goal 2. Select a Theme 3. Set a Budget 4. Create a Check List and Timeline 5. Choose Volunteers and Delegate 6. Select a Venue 7. Find a Celebrity 8. Get a Band For Free 9. Set Ticket Price 10. The Invitation 11. Auction and Raffle 12. Mail Service 13. Marketing and Promotion 14. Venue DĆ©cor 15. Ticket Sales and VIPs 16. Event Management 17. Post-Event Thanks
  • 3. Establish a Goal Should it be strictly to raise money? ā€¢ Celebrating the organizationā€™s success ā€¢ Thanking volunteers, friends and major supporters ā€¢ Promoting the organization ā€¢ Branding and spreading good will ā€¢ Not an adoption event
  • 4. Select a Theme Select a theme that inspires donations and attendance
  • 5. ā€œHome for the Holidaysā€ 2012
  • 6. ā€œHome for the Holidaysā€ 2011
  • 7. ā€œLuau Doggy Pool Partyā€
  • 8. ā€œLuau Doggy Pool Partyā€ 2012
  • 9. Set a Budget Donā€™t stick to a number, be flexible while keeping your overall goal in mind ā€¢ Decide on size of event ā€¢ Determine revenue to meet goal ā€¢ Evaluate results from the past ā€¢ Estimate who will attend ā€¢ Estimate who will donate ā€¢ Estimate average donation
  • 10. Create a Check List and Timeline Item The longer the list, the less work and stress Volunteer Deadline Completed TB 4/1/2013 2/15/2013 Select food TB, NL, AH 4/1/2013 Design invitation NC, TB 4/15/2013 Get sponsors AH, RL 4/15/2013 Research the band TB 4/1/2013 Coordinate video and photography NC 5/1/2013 Coordinate auction and raffle gifts LS, MM 6/1/2013 Set up auction and raffle tables LS 7/1/2013 Venue dĆ©cor AH, TB 6/15/2013 Update mailing list BM 4/15/2013 Draft and edit text for invitation BM 4/15/2013 Coordinate printing and mailing of invitation BM 5/1/2013 Draft press release RL 5/15/2013 Market and promote the event RL, AH, TB Ticket sales AH 5/15/2013 Advance sales list AH 5/15/2013 Prepare VIP list RL, AH, TB 6/15/2013 Door host NL 7/1/2013 Venue volunteers NL, AH, BM 7/1/2013 Secure venue 6/1/2013
  • 11. Choose Volunteers and Delegate Build a team with diverse interests and skills who love animals but need that extra push to get involved in rescue ā€¢ Loyal to your organizationā€™s mission and philosophy ā€¢ Team players ā€¢ Self-motivated ā€¢ Dependable ā€¢ Highly organized ā€¢ Can take direction and delegate to others
  • 12. Choose Volunteers and Delegate Recruit from within ā€¢ Contact former fosters and adopters ā€¢ Tell them about the upcoming event and ā€¢ ā€¢ ā€¢ ā€¢ why you thought of them Focus on their skills and strengths, and your need for them to join your team ā€“ e.g., communication, technical, graphic art skills Explain how their participation will make it possible to rescue more needy animals Explain the level of commitment required Let them know they are members of a team with a common goal
  • 13. Choose Volunteers and Delegate Donā€™t ask for more than they can handle ā€¢ Stay focused on their skills and time commitment ā€¢ Smaller tasks go further than you think ā€¢ Set reasonable deadlines Donā€™t forget to follow-up ā€¢ Send updates on a regular basis ā€¢ Send friendly email reminders ā€¢ Offer help
  • 14. Select a Venue Wine, cheese, and crackers are not enough Choose a venue that: ā€¢ Offers hot food options and an open bar ā€¢ Allows live music and is large enough for a band ā€¢ Has good reviews, is trendy and popular ā€¢ Is centrally located to public transportation or parking
  • 15. Select a Venue Inspect venue and staff before signing ā€¢ Is it clean and well maintained? ā€¢ Is the staff courteous? ā€¢ Can they accommodate a bandā€™s equipment? ā€¢ Do they allow posters and promotional materials?
  • 16. Select a Venue Negotiate the Price ā€¢ Make the venue a part of your team ā€¢ Explain your mission, purpose of event, and how proceeds will be used ā€¢ Offer to pay at cost ā€¢ Offer your volunteers to serve the food or assist at the bar to lower cost ā€¢ Ask for 3 or 4 complimentary guests to cover event volunteers ā€¢ Reduce or eliminate service fee
  • 17. Find a Celebrity Itā€™s a lot easier than you think ā€¢ Search within - volunteers, adopters and fostersā€™ careers and networks ā€¢ Keep a list of connections to celebrities, regardless of their charitable work ā€¢ Develop and maintain relationships ā€¢ Keep them informed as part of your team Plan ahead, with a good presentation ā€¢ ā€¢ ā€¢ ā€¢ ā€¢ Contact celebrity before planning the event Choose a date to accommodate celebrity Organize PR package Acknowledge on website, social media Thank celebrity and report on event success
  • 18. Get a Band For Free A Lot Easier Than You Think Visit Gigsalad.com and Gigmasters.com ā€¢ Consider venue and crowd in selecting a band ā€¢ Check on-line reviews, listen to music samples Offer free promotion ā€¢ Explain how event will promote the band ā€¢ Feature band on invitation ā€¢ Sell CDs at the event
  • 19. Get a Band For Free Give them VIP Treatment Offer free food, liquor, parking and a big hug! ā€¢ Coordinate and pay for parking ā€¢ Set aside a table with food ā€¢ Assign volunteer to bring drinks Make them part of your team ā€¢ Keep in touch, send invitation ā€¢ Meet them at the venue at least one week prior for inspection ā€¢ Donā€™t forget to pay for lunch!
  • 20. Set Ticket Price Think big, within limits ā€¢ Consider your main goal ā€¢ Quality and popularity of venue ā€¢ Type of open bar and food ā€¢ Live music ā€¢ Group discount
  • 21. The Invitation Create a design concept ā€¢ Consistent with the eventā€™s theme ā€¢ Clean and simple Branding, marketing and promotion ā€¢ Prominently display your logo ā€¢ Your own rescued animals as models ā€¢ Sponsors show broad reach and appeal First impressions make a difference ā€¢ Professional design ā€¢ Paper quality ā€¢ Simple, clean text
  • 22. Auction and Raffle Choose a coordinator ā€¢ Highly motivated with good organization, communication skills ā€¢ Provide guidance and support ā€¢ Monitor progress closely as event date approaches ā€¢ Offer help and other volunteers Reach out to everyone ā€¢ Ask volunteers, adopters and supporters to request their employers to sponsor event in the form of products or services ā€¢ Reach out to local artists for art work or photography ā€¢ Put an ad on your website and social media outlets for sponsors
  • 23. Auction and Raffle Contact local businesses for gift certificates Popular items include: ā€¢ Dinner for two at a popular restaurant ā€¢ Theater tickets with back-stage tour ā€¢ Local sports tickets, sports memorabilia ā€¢ Electronics ā€“ flat screen TV, iPad ā€¢ Weekend stay at a cabin or B&B ā€¢ Facial and massage ā€¢ Professional photography session ā€¢ Doggy day-care and boarding ā€¢ Liquor and food baskets ā€¢ Pet-related products and baskets
  • 24. Auction and Raffle Acknowledge sponsors at the event ā€¢ List them on a poster at the raffle and auction tables ā€¢ Include them in the event program Send a thank you note ā€¢ Sponsors, venue manager, band, and volunteers ā€¢ Send note doon after the event ā€¢ Show your appreciation, reinforce good will ā€¢ Email ok for volunteers, but sponsors should be thanked by mail using organizationā€™s letterhead
  • 25. Mail Service Use professional mail service to send the invitations Local mail service does not translate to lower cost ā€¢ Shop around nation-wide for best price and service ā€¢ Evaluate level of experience with non-profit mailing ā€¢ Prompt responses to inquires, good rapport with staff Apply for non-profit standard mail price ā€¢ At least 3 months in advance apply at your local post office branch ā€¢ Use mail service bulk mail permit Donā€™t worry about the cost of postage ā€¢ Average donation will outweigh the cost of mailing ā€¢ Timing of mailing is important - not too early or too late The check is in the mail! ā€¢ Most people cannot attend ā€¢ Most donations amount to ticket price; many exceed ticket price ā€¢ Large donations will often come from previous donors
  • 26. Marketing and Promotion The invitation is your best marketing tool ā€¢ Appealing envelope and insert encourages people to give ā€¢ Thank you letter should follow after receipt of donation ā€¢ Maintains relationships with supporters ā€¢ Helps update mailing list Rack cards ā€¢ Good for mailing and hand-outs in the community ā€¢ Less expensive to print and easier to mail
  • 27. Marketing and Promotion Website, social media, and email communications ā€¢ E-version of invitation links to event page, donation sites ā€¢ Expands reach beyond mailing list and brings in new donors ā€¢ Volunteers can help promote event via their networks ā€¢ Monitor traffic, confirmed attendance on event page
  • 28. Venue DĆ©cor Beautiful images have positive impact and are memorable ā€¢ Focus on happy endings ā€¢ Assign a volunteer to collect images ā€¢ ā€¢ ā€¢ ā€¢ ā€¢ from adopters Create slide presentation for screens at the venue Create large posters of successful adoptions and volunteers Prominently display your logo Display event poster at venue entrance Place posters and photos strategically - behind the bar, onstage, in restrooms
  • 29. Ticket Sales and VIPs Tickets and donations ā€¢ Nycharities.org ā€¢ Networkforgood.org ā€¢ P.O. Box VIP list ā€¢ Make sure it is current ā€¢ Assign volunteer with good presence to welcome guests
  • 30. Event Management Arrive early to set up ā€¢ Meet briefly with venue manager and staff ā€¢ Make sure all provisions of agreement are met ā€“ inspect bar, food selection, electronics set up, band space ā€¢ Schedule time for food service ā€¢ Any last-minute preparations Have fun while managing ā€¢ Manage flow of event ā€¢ Mingle with everyone ā€¢ Donā€™t drink too much ā€¢ Create an emotional moment ā€¢ Acknowledge everyone
  • 31. Post-Event Thanks The day after ā€¢ Email thank you to volunteer team and keep them connected ā€¢ Highlight special contributions from individual volunteers ā€¢ Share numbers of attendees and total proceeds from event ā€¢ Keep them informed of any further accounting updates regarding donations from mailing of the invitation
  • 32. Elements of a Successful Fundraiser Thank you! Visit us on the Web: strayfromtheheart.org on the Facebook: facebook.com/strayfromtheheart and in the Twitterverse: @StrayfromHeart Toni Bodon Executive Director