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All-Staff Fundraising:
            A New Model for Development
                    Tina Cincotti
                     November 16, 2011




A Service
   Of:                             Sponsored by:
INTEGRATED PLANNING
 Advising nonprofits in:        www.synthesispartnership.com
 • Strategy
 • Planning                                    (617) 969-1881
 • Organizational Development   info@synthesispartnership.com



A Service
   Of:                                                          Sponsored by:
Affordable collaborative data
             management in the cloud.

A Service
   Of:                        Sponsored by:
Today’s Speaker




                                          Tina Cincotti
                                     Owner & Principal Consultant,
                                 Funding Change Training & Consulting
Assisting with chat questions:                                                                  Hosting:
April Hunt, Nonprofit Webinars                                          Sam Frank, Synthesis Partnership

A Service
   Of:                                                     Sponsored by:
You want
  me to
 what?!!
C A S E ST U DY # 1
Neighbor to Neighbor Mass.
• $1 million budget
• 2/3 individuals, 1/3 foundations
• “Major” donors $500+
• 100-150 donor visits
• 12 staff incl. 1 dev dir
How N2N Model Works
• 5-10% of time fundraising
• Everyone has donors
     Number varies
• Supplement small lists with other
  fundraising
• Year round relationship with
  donors
How N2N Model Works

• Training and support
How N2N Model Works
Training
   History of model
   Budget and revenue
   Expectations & goals
   Sample list
   Practice
How N2N Model Works

•   Training and support
•   Samples & templates
•   Supervision
•   Staff meetings
How N2N Model Works

Staff Meetings
  Fundraising report
  Big picture financials
  Troubleshooting
Sample Fundraising Report
Sample Staff Fundraising List
C A S E ST U DY # 2
Toxics Action Center
• $400,000 budget
• 1/2 individuals, 1/2 foundations
• Major donors $250+
• 250-300 donor visits
• 8 staff incl. 1 fundraiser
How TAC Model Works

• 2-week campaign twice/yr
• Program work stops
• “Clean up” campaign
• Donor lists
• Expectations & goals
TAC – Week One: Training

•   Boot camp: 12-hr day
•   Role plays & training
•   Donor calls
•   Support & feedback
•   Daily tally
TAC – Week Two: Donor Visits

• 3-5 visits/day
• Three group calls
• 125+ meetings
• Nearly $70k raised
• Average gift amount
N2N Model – Evaluation
        Pros                   Cons
• Full team effort      • Limited board
• Structure &             involvement
  accountability        • Staff turnover
• Training & support    • Hard to fit in when
• Clear expectations      program work busy
• Integrated with       • Year round work,
  regular work            never done
• Not just donor asks   • Mostly done on own
TAC Model – Evaluation
         Pros                      Cons
• Full team effort         • Limited board
• Structure &                involvement
  accountability           • Staff turnover
• Training & support       • Intense schedule
• Clear expectations       • Other work stops
• Time limited             • Only one way to play
• Full fundraising focus
  during campaign
Breakdown of Fundraising Cycle


                          Identify

                          Involve

                          Ask

                          Thank
Thank you for spending your valuable
        time with me today!
      Please stay in touch. -- Tina
            617-477-4505
  tina@fundingchangeconsulting.com
         TinaFCC on Twitter
   www.fundingchangeconsulting.com
Find listings for our current season
          of webinars and register at:

            NonprofitWebinars.com


A Service
   Of:                     Sponsored by:

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All-Staff Fundraising

  • 1. All-Staff Fundraising: A New Model for Development Tina Cincotti November 16, 2011 A Service Of: Sponsored by:
  • 2. INTEGRATED PLANNING Advising nonprofits in: www.synthesispartnership.com • Strategy • Planning (617) 969-1881 • Organizational Development info@synthesispartnership.com A Service Of: Sponsored by:
  • 3. Affordable collaborative data management in the cloud. A Service Of: Sponsored by:
  • 4. Today’s Speaker Tina Cincotti Owner & Principal Consultant, Funding Change Training & Consulting Assisting with chat questions: Hosting: April Hunt, Nonprofit Webinars Sam Frank, Synthesis Partnership A Service Of: Sponsored by:
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  • 23. You want me to what?!!
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  • 26. C A S E ST U DY # 1 Neighbor to Neighbor Mass. • $1 million budget • 2/3 individuals, 1/3 foundations • “Major” donors $500+ • 100-150 donor visits • 12 staff incl. 1 dev dir
  • 27. How N2N Model Works • 5-10% of time fundraising • Everyone has donors  Number varies • Supplement small lists with other fundraising • Year round relationship with donors
  • 28. How N2N Model Works • Training and support
  • 29. How N2N Model Works Training  History of model  Budget and revenue  Expectations & goals  Sample list  Practice
  • 30. How N2N Model Works • Training and support • Samples & templates • Supervision • Staff meetings
  • 31. How N2N Model Works Staff Meetings  Fundraising report  Big picture financials  Troubleshooting
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  • 37. C A S E ST U DY # 2 Toxics Action Center • $400,000 budget • 1/2 individuals, 1/2 foundations • Major donors $250+ • 250-300 donor visits • 8 staff incl. 1 fundraiser
  • 38. How TAC Model Works • 2-week campaign twice/yr • Program work stops • “Clean up” campaign • Donor lists • Expectations & goals
  • 39. TAC – Week One: Training • Boot camp: 12-hr day • Role plays & training • Donor calls • Support & feedback • Daily tally
  • 40. TAC – Week Two: Donor Visits • 3-5 visits/day • Three group calls • 125+ meetings • Nearly $70k raised • Average gift amount
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  • 42. N2N Model – Evaluation Pros Cons • Full team effort • Limited board • Structure & involvement accountability • Staff turnover • Training & support • Hard to fit in when • Clear expectations program work busy • Integrated with • Year round work, regular work never done • Not just donor asks • Mostly done on own
  • 43. TAC Model – Evaluation Pros Cons • Full team effort • Limited board • Structure & involvement accountability • Staff turnover • Training & support • Intense schedule • Clear expectations • Other work stops • Time limited • Only one way to play • Full fundraising focus during campaign
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  • 47. Breakdown of Fundraising Cycle Identify Involve Ask Thank
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  • 49. Thank you for spending your valuable time with me today! Please stay in touch. -- Tina 617-477-4505 tina@fundingchangeconsulting.com TinaFCC on Twitter www.fundingchangeconsulting.com
  • 50. Find listings for our current season of webinars and register at: NonprofitWebinars.com A Service Of: Sponsored by: