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Funding For ‘Em

Funding For ‘Em. An Overview of Do’s & Don'ts Where’s My Money? Thinking BIG!. Do’s and Don’ts. Where’s My Money?. You don’t have any In the county Quicken account In a UT restricted account In the 4-H Foundation. Thinking BIG. Fundraising can be fun if you believe in the program;

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Funding For ‘Em

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  1. Funding For ‘Em • An Overview of Do’s & Don'ts • Where’s My Money? • Thinking BIG!

  2. Do’s and Don’ts

  3. Where’s My Money? • You don’t have any • In the county Quicken account • In a UT restricted account • In the 4-H Foundation

  4. Thinking BIG • Fundraising can be fun if you believe in the program; • If you are a donor to the program; • If you can be enthusiastic in telling others what is going on in 4-H • If being told “no” is not taken personally • If you remember you are making a positive difference in the lives of young people.

  5. Birth of a Major Gift Donor… Beyond bake sales and car washes!

  6. Birth of a Major Gift Donor… What is a “major” gift? • Ambiguous term • Significant amount • Planning • Commitment • Investment • Donors develop over time

  7. Birth of a Major Gift Donor… Exercise 1: Charitable donations…from whence do they come? (Rank the following by percent of total U.S. giving. Use the appropriate number of M & M’s for each ranking) _____ Foundations _____ Corporations _____ Bequests _____ Individuals

  8. Birth of a Major Gift Donor… Exercise 2: Charitable donations…for what purposes are they given? (Please record below how you would donate $1,000 of discretionary personal income among the following. Use 10 M & M’s – each one represents $100.) $_______ for Arts, Culture, Humanities $_______ for Public/Social Benefits $_______ for Environmental/Wildlife $_______ for International Affairs $_______ for Health $_______ for Religion $_______ for Education $_______ for Human Services

  9. Birth of a Major Gift Donor… • The Role of • Linkage • Interest • Ability The “LIA Principle”

  10. Birth of a Major Gift Donor…

  11. Birth of a Major Gift Donor… Exercise 3: Profile of an Annual Fund (Estimate how much of the total campaign each category of donor provides by placing 10 M & M’s on the graph – one equals 10 percent)

  12. Birth of a Major Gift Donor… Typically, major gifts comprise 60% or more of a campaign.

  13. Birth of a Major Gift Donor… • The “LIA Principle” – Step 2: Developing committed donors • Linkage • Involvement • Advocacy

  14. Birth of a Major Gift Donor… Developing committed donors: 1. Linkage

  15. Birth of a Major Gift Donor… Exercise 4: Maintaining the link – 1. Think of a friend or acquaintance. 2. Ask “What have I done to maintain or strengthen our relationship in the past 12 months?” 3. Place an M & M by each of the following you have done: _____Sent a card or letter _____ Made a phone call _____ Took them out/met them for coffee or a meal _____ Visited them at home or office _____ Entertained them at home or office _____ Attend a special event/sporting event with them _____ Invited them to attend a special event/sporting event with me _____ Other: ________________________________________________

  16. Birth of a Major Gift Donor… Developing committed donors: 2. Involvement

  17. Birth of a Major Gift Donor… Exercise 5: Involving prospects in the 4-H program Role play: • Divide into groups of 2 as instructed • Receive your role – either recruiter or donor prospect • Role play inviting a potential donor to attend or participate in the 4-H activity of your choice

  18. Birth of a Major Gift Donor… Developing committed donors: 3. Advocacy

  19. Birth of a Major Gift Donor… Exercise 6: Recruiting advocates for 4-H Role Play: • Divide into groups of 2 • Determine role – either recruiter or major gift prospect. • Role play making a phone call to invite a major gift prospect to a citizen’s committee meeting.

  20. Birth of a Major Gift Donor… Planting Seeds for Receiving a Planned Gift Planned Gift Tools: • Wills and bequests • Charitable gift annuities • Charitable remainder unitrusts • Charitable lead trusts • Retained life gifts

  21. Birth of a Major Gift Donor… Planting Seeds for Receiving a Planned Gift Benefits of Planned Giving to donor: • Significant tax advantages • Leave more to family members • Provide income for life • Peace of mind

  22. Birth of a Major Gift Donor… Planting Seeds for Receiving a Planned Gift How to get 4-H included in the estate plan: “I have some friends at the University who help families with their estate planning needs. I think they could really help you out.”

  23. Birth of a Major Gift Donor… Beyond bake sales and car washes!

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