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Corporate Philanthropy A Fundraising Primer CT Association of Nonprofits [email_address] Sondra Lintelmann-Dellaripa
Corporate Philanthropy A Fundraising Primer CT Association of Nonprofits www.harvestdevelopmentgrp.com www.linkedin/in/sondrad www.thefbooksite.com #CorpCAN  @HarvestDev  @CTNonprofits
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 
Defer  Judgment
 
It’s against all our combined logic It can’t be done It’s never worked for us in the past We’re on the wrong track Someone must have tried it OR they tried it and it failed We cant afford it We don’t have the time, people, energy, connections And so on…
Brainstorming
Koinonia 1. fellowship, association, community, joint participation A.   the share which one has in anything,    participation B. a gift jointly contributed, a collection, a    contribution, as exhibiting an embodiment and    proof of fellowship
1) Establish dialogue. 2) Exchange ideas. 3) Don’t argue. 4) Don’t interrupt. 5) Listen carefully. 6) Clarify your thinking. 7) Be honest.
Value  Inventory Hartford Research Young Professionals Talent Procurement Third party New England Strategic Planning Membership Groups Study Guides/Plans Long distance America Benchmarking Individuals Tools/Templates In group Shoreline Corporate Giving For Profits Manage campaigns Thru Subcontractors Connecticut Board Development Nonprofits Assess/Audit One on One Geographic Expertise Market Products/services Method
My Value proposition  for  partnering  with a corporation One on one, Assess/Audit, Young Professionals, Strategic Planning, New England I offer companies an opportunity to reach Young Professionals in New England.  I can deliver this through our one on one service delivery, already in place.  I can use our Organizational Assessment and Auditing service and our  Strategic Planning experience.
Proposal ideas  for  partnering  with a corporation One on one, Audit/Assess, Young Professionals, Strategic Planning, New England The project idea is to develop a one on one training about fundraising,  for New England Young Professionals who are being groomed for nonprofit board seats. The project idea is to develop a one on one training module on recruitment of New England Young Professionals for positions within fundraising in NPO’s. The project idea is to develop a pool of Young Professionals in New England, who are  trained in corporate philanthropy, to be partnered one on one with newly hired NPO Executives and Board Chairpersons, to share and coach on business models in corporate fundraising.
Preparation
Develop and Vet prospect list Weigh our approach Research target prospects Set target amounts Key partners to assist Define and document a strategy Organize your information
Whose our  Target ? Your current and most recent corporate donors Your vendors The companies affiliated with your volunteers, board/committee members and clients.
Corporate  donors   over the last five years  Sponsor Event Sponsor Grant Annual Annual Sponsor Sponsor Type of gift 2010 2009 2009 2009 2007 2007 2010 2006 Last gift date $25,500.00  $1950.00  $10,000.00  $20,000.00  $500.00  $400.00  $6000.00  $250,000.00  Total Amount of Gifts $6500.00  Achieve Financial Credit Union $1950.00  Accounts Management Inc. $3000.00  ABCO Wholesale Distributors, L.L.C. $10,000.00  Abbott Laboratories $500.00  A.T.A. Realty, Inc. $400.00  A.S. Labieniec, Inc. $6000.00  A&A Office Systems, Inc. $10,000.00  A Financial Services Corp Largest Gift Amount Name
Corporate  vendors   over the last three   years  3 yr Total revenue 3 year Avg AETNA ADDEDUS SOFTWARE ACSYS, INC. ABCO DISTRIBUTORS, INC. ABBOTT NUTRITION A & A OFFICE SYSTEMS INC 4BIZ GROUP 3M Vendor Name 40,462.37 121,387.12 95,156.93 285,470.78 21,880.83 65,642.50 44,776.15 134,328.46 98,788.88 296,366.65 30,108.65 90,325.94 21,160.80 63,482.39 280,268.86 840,806.58
Research  The details you collect will be those that will help you  determine  who might be your  best   and most likely prospects, as well as who might  fit  best with your organization.
Research  tools ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Google  news alert
Google  Realtime
For the 18th year in a row,  The Hartford  will be the Presenting Sponsor and host of the Walk Against Hunger, one of our most important annual fundraising events.  In addition to providing an outstanding facility, logistical services, entertainment, and food for our 2010 Walk event… over 1,200 dedicated employees formed 22 walk teams.  Together they raised an astounding $162,082!  In turn,  The Hartford  made a one-time matching gift of $100,000 to Foodshare to both honor their staff member’s achievement and celebrate the firm’s 200 th  anniversary.    Throughout the year, volunteers from  The Hartford  also make a difference by participating in nearly every hunger-fighting program that Foodshare has to offer.  From early spring through early winter, volunteers from  The Hartford  grow fresh fruits and veggies in area gardens such as Varney Farm and Auer Farm.  Groups spend many hours sorting donated produce at our Regional Market facility.  Or they sort bulk bread donations and other grocery items at our Bloomfield distribution center and reclamation facility.  Groups also tackle special one-day projects for us on the United Way’s annual  Day of Caring .  At offsite events, volunteers from  The Hartford  staff Foodshare information tables, give speeches describing our efforts to end hunger, and present our Hunger 101  awareness-raising group activity.  And they support the annual Turkey and a Twenty Campaign each November… an event every bit as important as the Walk Against Hunger itself.   "The Hartford is a proud supporter of Foodshare and its efforts to fight hunger in the greater Hartford area. Throughout The Hartford’s history – and still strong today – is a rich tradition of giving back to the communities where we live and work. We remain dedicated to providing resources and support to help our communities achieve what's ahead." –  Andy Napoli, President of Consumer Markets, The Hartford     In fact,  The Hartford’s  support is so formidable, that they would easily have been Foodshare’s top business donor of 2010, however, they graciously asked to be removed from consideration in order to give other area businesses an opportunity to be recognized.  Over the past two decades,  The Hartford , along with their employees and their families have raised well over one million dollars to help alleviate hunger in the greater Hartford area.  In deepest appreciation for their ongoing support, we recognize  The Hartford  as April’s Donor Spotlight recipient. Google  Images  and Videos
corporate  website
Research  tools ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
My Value proposition  for  partnering  with a corporation One on one, Assess/Audit, Young Professionals, Strategic Planning, New England I offer companies an opportunity to reach Young Professionals in New England.  I can deliver this through our one on one service delivery, already in place.  I can use our Organizational Assessment and Auditing service and our  Strategic Planning experience.
Document  strategy
Document  strategy validate your approach  organizes essential data  roadmap for approach
Solicitation  Brief   Company information and contact info Who key partners are in cultivation and solicitation Company history with your organization Key Findings from your research Your value proposition Your project examples Strategy Key points in the discussion
Integrate
Balance  is required
Capturing corporate  interest   Corporate  leaders  for boards and committees corporate  volunteers  for operations
Time And Talent:  Board investment  add value  help to advance the organization  a passion for the mission  the caliber of the nonprofits’ CEO  caliber of the board leadership  clear expectations  ,[object Object],[object Object],[object Object],[object Object],[object Object]
Time and Talent:  Volunteer Opportunities   aligned with their mission  organized and show results  meaningful and important  many interests, efficiently  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Develop opportunities to  engage  more corporate donors at smaller levels.
Develop a  moves management  process specific to corporate donors. Practice good donor relations with companies.
Benchmarking  your progress
 
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Final  thoughts
Recap ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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SHIFT: Corporate Philanthropy Part II

  • 1. Corporate Philanthropy A Fundraising Primer CT Association of Nonprofits [email_address] Sondra Lintelmann-Dellaripa
  • 2. Corporate Philanthropy A Fundraising Primer CT Association of Nonprofits www.harvestdevelopmentgrp.com www.linkedin/in/sondrad www.thefbooksite.com #CorpCAN @HarvestDev @CTNonprofits
  • 3.
  • 4.  
  • 6.  
  • 7. It’s against all our combined logic It can’t be done It’s never worked for us in the past We’re on the wrong track Someone must have tried it OR they tried it and it failed We cant afford it We don’t have the time, people, energy, connections And so on…
  • 9. Koinonia 1. fellowship, association, community, joint participation A. the share which one has in anything, participation B. a gift jointly contributed, a collection, a contribution, as exhibiting an embodiment and proof of fellowship
  • 10. 1) Establish dialogue. 2) Exchange ideas. 3) Don’t argue. 4) Don’t interrupt. 5) Listen carefully. 6) Clarify your thinking. 7) Be honest.
  • 11. Value Inventory Hartford Research Young Professionals Talent Procurement Third party New England Strategic Planning Membership Groups Study Guides/Plans Long distance America Benchmarking Individuals Tools/Templates In group Shoreline Corporate Giving For Profits Manage campaigns Thru Subcontractors Connecticut Board Development Nonprofits Assess/Audit One on One Geographic Expertise Market Products/services Method
  • 12. My Value proposition for partnering with a corporation One on one, Assess/Audit, Young Professionals, Strategic Planning, New England I offer companies an opportunity to reach Young Professionals in New England. I can deliver this through our one on one service delivery, already in place. I can use our Organizational Assessment and Auditing service and our Strategic Planning experience.
  • 13. Proposal ideas for partnering with a corporation One on one, Audit/Assess, Young Professionals, Strategic Planning, New England The project idea is to develop a one on one training about fundraising, for New England Young Professionals who are being groomed for nonprofit board seats. The project idea is to develop a one on one training module on recruitment of New England Young Professionals for positions within fundraising in NPO’s. The project idea is to develop a pool of Young Professionals in New England, who are trained in corporate philanthropy, to be partnered one on one with newly hired NPO Executives and Board Chairpersons, to share and coach on business models in corporate fundraising.
  • 15. Develop and Vet prospect list Weigh our approach Research target prospects Set target amounts Key partners to assist Define and document a strategy Organize your information
  • 16. Whose our Target ? Your current and most recent corporate donors Your vendors The companies affiliated with your volunteers, board/committee members and clients.
  • 17. Corporate donors over the last five years Sponsor Event Sponsor Grant Annual Annual Sponsor Sponsor Type of gift 2010 2009 2009 2009 2007 2007 2010 2006 Last gift date $25,500.00 $1950.00 $10,000.00 $20,000.00 $500.00 $400.00 $6000.00 $250,000.00 Total Amount of Gifts $6500.00 Achieve Financial Credit Union $1950.00 Accounts Management Inc. $3000.00 ABCO Wholesale Distributors, L.L.C. $10,000.00 Abbott Laboratories $500.00 A.T.A. Realty, Inc. $400.00 A.S. Labieniec, Inc. $6000.00 A&A Office Systems, Inc. $10,000.00 A Financial Services Corp Largest Gift Amount Name
  • 18. Corporate vendors over the last three years 3 yr Total revenue 3 year Avg AETNA ADDEDUS SOFTWARE ACSYS, INC. ABCO DISTRIBUTORS, INC. ABBOTT NUTRITION A & A OFFICE SYSTEMS INC 4BIZ GROUP 3M Vendor Name 40,462.37 121,387.12 95,156.93 285,470.78 21,880.83 65,642.50 44,776.15 134,328.46 98,788.88 296,366.65 30,108.65 90,325.94 21,160.80 63,482.39 280,268.86 840,806.58
  • 19. Research The details you collect will be those that will help you determine who might be your best and most likely prospects, as well as who might fit best with your organization.
  • 20.
  • 21. Google news alert
  • 23. For the 18th year in a row,  The Hartford  will be the Presenting Sponsor and host of the Walk Against Hunger, one of our most important annual fundraising events.  In addition to providing an outstanding facility, logistical services, entertainment, and food for our 2010 Walk event… over 1,200 dedicated employees formed 22 walk teams.  Together they raised an astounding $162,082!  In turn,  The Hartford  made a one-time matching gift of $100,000 to Foodshare to both honor their staff member’s achievement and celebrate the firm’s 200 th anniversary.    Throughout the year, volunteers from  The Hartford  also make a difference by participating in nearly every hunger-fighting program that Foodshare has to offer.  From early spring through early winter, volunteers from The Hartford  grow fresh fruits and veggies in area gardens such as Varney Farm and Auer Farm.  Groups spend many hours sorting donated produce at our Regional Market facility.  Or they sort bulk bread donations and other grocery items at our Bloomfield distribution center and reclamation facility.  Groups also tackle special one-day projects for us on the United Way’s annual  Day of Caring .  At offsite events, volunteers from  The Hartford  staff Foodshare information tables, give speeches describing our efforts to end hunger, and present our Hunger 101  awareness-raising group activity.  And they support the annual Turkey and a Twenty Campaign each November… an event every bit as important as the Walk Against Hunger itself.   "The Hartford is a proud supporter of Foodshare and its efforts to fight hunger in the greater Hartford area. Throughout The Hartford’s history – and still strong today – is a rich tradition of giving back to the communities where we live and work. We remain dedicated to providing resources and support to help our communities achieve what's ahead." – Andy Napoli, President of Consumer Markets, The Hartford     In fact,  The Hartford’s  support is so formidable, that they would easily have been Foodshare’s top business donor of 2010, however, they graciously asked to be removed from consideration in order to give other area businesses an opportunity to be recognized.  Over the past two decades,  The Hartford , along with their employees and their families have raised well over one million dollars to help alleviate hunger in the greater Hartford area.  In deepest appreciation for their ongoing support, we recognize  The Hartford  as April’s Donor Spotlight recipient. Google Images and Videos
  • 25.
  • 26. My Value proposition for partnering with a corporation One on one, Assess/Audit, Young Professionals, Strategic Planning, New England I offer companies an opportunity to reach Young Professionals in New England. I can deliver this through our one on one service delivery, already in place. I can use our Organizational Assessment and Auditing service and our Strategic Planning experience.
  • 28. Document strategy validate your approach organizes essential data roadmap for approach
  • 29. Solicitation Brief Company information and contact info Who key partners are in cultivation and solicitation Company history with your organization Key Findings from your research Your value proposition Your project examples Strategy Key points in the discussion
  • 31. Balance is required
  • 32. Capturing corporate interest Corporate leaders for boards and committees corporate volunteers for operations
  • 33.
  • 34.
  • 35. Develop opportunities to engage more corporate donors at smaller levels.
  • 36. Develop a moves management process specific to corporate donors. Practice good donor relations with companies.
  • 37. Benchmarking your progress
  • 38.  
  • 39.
  • 40.