Conference by Danielle M. Roy and Jean-Yves Samson at the 2011 Montréal Networking Forum (Paris, April 6 and 7, 2011).

1. BIENVENUE•WELCOME KEY TOOLS FOR FINANCIAL SUCCESSMontréal Networking Forum Paris, Thursday, April 7th, 2011

3. AGENDA

5. Government programs

6. Financing campaigns

7. Annual events

9. Strategy Development

11. financial and human

12. volunteers/ambassadors

13. “Case for support” rooted in Organization mission

14. Strong, committed leadership

15. Strong public image

18. Identification of strategic directions

19. 5-year mission and vision

20. Mobilise a leadership team

21. Identification of campaign projects

22. Methodology

23. Pilot project committee

24. Communication strategy(internal and external)

25. Case for supportStrategy Development

27. 5 to 7 experts in association financing andthe organization’s field of activity

28. Presentation of project and strategy

29. Qualitative interviews

30. Results

31. Campaign Projects Assessment

32. Assessment of ability to raise funds

33. Strategic recommendations for a fundraising campaignFeasibility Study

35. 100 to 120 prospects in order to get20 to 25 interviews

36. Target : actual and prospective partners – selection based on market research study

37. Prospect Research

38. Results

39. Financial Target

40. Network of potential partners

41. Some major partners are interestedFeasibility Study

44. Exhibition sales

45. Advertising

46. Sponsorship

48. A structured approach is essential to the success of promotional efforts made towards hundreds of companies and organizations throughout the world.

49. Solicitation on a continuous basis+ Enormous amount of follow-ups= A specialized team dedicated to reachingpredeterminedmonetary objectives

51. Committees

52. Program Overview

53. Invited Speakers

54. Attendance profile and demographics

55. Not-to-be-missed activities

56. Destination

57. General Information (Accommodation, travel info)

59. Identify new potential opportunities

61. Professional look and layout

62. Solid contents

63. Easy-to-get information

64. Great destination

66. General orientations: targets and history

67. Future and past events (comparatives)

68. Development of the sponsorship program

70. General orientations: targets and history

71. Future and past events (comparatives)

72. Development of the sponsorship program

74. Centralized information on a secured database

75. Sponsorship Marketing (mix marketing)

76. Participation in targeted events* for sales and promotion purposes

77. Sales of sponsorships, advertising and exhibit spaces (negotiations)

78. Administrative follow-up* Awareness Campaigns

79. THE SPONSORSHIP MARKETING TEAM

80. SALES AND MARKETING FLOW CHART FOR SPONSORSHIP, EXHIBITION AND ADVERTISING SALES

83. Establishment of teams (campaign office)

84. Recruitment of campaign committee:top priority partners

85. Establishment of campaign steering committee

86. Establish internal and external communication plans

87. Realization of solicitations

88. Development of partner loyaltyFeasibility Study Campaign March 2010

90. Forging Partnerships with International Corporate Funders

91. Partnership is the key word – The days of “simply writing cheques” are long gone!

92. Long-term relationship building – the quid pro quo

93. Timelines and agendas in alignment (partnership building takes time and dedication)

94. The Starting Point: Alignment of interests

95. What is your mandate?

96. Who targets similar/compatible activities?

98. High-level Compatibility – Identify companies by development sector (e.g., health, environment, education, etc.).

99. Geographic targeting – Identify regions where companies have subsidiaries.

100. Focused Compatibility – Identify specific types of projects supported by corporate subsidiaries.

102. Google is your best friend!

103. Who are the corporate partners of organizations in your field of service?

104. On-line newspaper searches - e.g., ABI

105. Business databases - e.g., Mergent

106. Few examples:

107. Microsoft in India for Education Program “Ilead”

109. CASES STUDIES INTERNATIONAL FINANCING

111. AEA INTERNATIONALSOLLICITATION STRATEGY Case for support (Project management) International sollicitation structure with agents within regions: Americas, Asia (India), Africa, Europe Specific strategy: different projects per region with centralized coordination Results: Over 3M€after the first 3 years

114. DATA SOURCES Mergent Business Database – identification of U.S. companies with subsidiaries in AEA regions; companies with annual revenues > $1bn. Forbes Global 2000 Fortune 500 Fund Finder Database (for fee service - trial subscription) Fundsnet Services On-line (free on-line service) SRA International Foundation List (free on-line service)

116. AGENCE INTERNATIONALE DE LA FRANCOPHONIE(FIRST STEPS) Pilot committee Case for support : Pilot projects Feasibility study Campaign office Campaign committees: Europe America Asia Africa

117. CASES STUDIESINTERNATIONAL CONGRESS

118. 8TH IBRO WORLD CONGRESS OF NEUROSCIENCE

119. 8TH IBRO WORLD CONGRESS OF NEUROSCIENCE

120. 8TH IBRO WORLD CONGRESS OF NEUROSCIENCE

121. 8TH IBRO WORLD CONGRESS OF NEUROSCIENCE

122. 8TH IBRO WORLD CONGRESS OF NEUROSCIENCE

123. ICOGRADA DESIGN WEEK BRISBANE 2010

124. ICOGRADA DESIGN WEEK BRISBANE 2010

125. ICOGRADA DESIGN WEEK BRISBANE 2010

126. IDF 2011 WORLD DIABETES CONGRESS

127. IDF 2011 WORLD DIABETES CONGRESS

128. IDF 2011 WORLD DIABETES CONGRESS

129. IDF 2011 WORLD DIABETES CONGRESS

130. IDF 2011 WORLD DIABETES CONGRESS

131. IDF 2011 WORLD DIABETES CONGRESS

132. IDF 2011 WORLD DIABETES CONGRESS

133. IDF 2011 WORLD DIABETES CONGRESS

134. 62ND INTERNATIONAL ASTRONAUTICAL CONGRESS

135. 62ND INTERNATIONAL ASTRONAUTICAL CONGRESS

136. 62ND INTERNATIONAL ASTRONAUTICAL CONGRESS

137. WORLD CANCER CONGRESS UICC 2012

138. 35TH IOSCO ANNUAL CONFERENCE

139. 35TH IOSCO ANNUAL CONFERENCE

140. 35TH IOSCO ANNUAL CONFERENCE

141. 13TH WORLD CONGRESS ON PAIN

142. 13TH WORLD CONGRESS ON PAIN

143. 13TH WORLD CONGRESS ON PAIN

144. 13TH WORLD CONGRESS ON PAIN

145. WORKSHOP

146. WORKSHOP

148. Take 10 minutes to complete the Partnership project definition guide

149. We will analyze 2 of the projects (comparatives)

151. Resources & Tools

152. Public Awareness

153. Sales Task Force

156. IDRC

157. Canadian Councils

158. USAID

159. EU - DFID – SIDA – DANIDA – SDC – Dutch Coop.

160. Multilateral Development Banks

161. UN Systems (UNHCR, UNDP, UNICEF etc)

162. World Bank

163. Foundations (Gates, Ford, Hewlett Packard, MasterCard,Frey Foundation & McCall McBain)

165. Charity Commission