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Introduction to Fundraising and the Development Process

PRESENTED FOR THE TRUSTEE INSTITUTE FOR THE NEW JERSEY STATE LIBRARY. Introduction to Fundraising and the Development Process. Presented by: David R. Bixel, President Semple Bixel Associates, Inc. October 1, 2004. OVERVIEW OF PHILANTHROPY 2003 GIVING: $240.72 BILLION.

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Introduction to Fundraising and the Development Process

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  1. PRESENTED FOR THE TRUSTEE INSTITUTE FOR THE NEW JERSEY STATE LIBRARY Introduction to Fundraising and the Development Process • Presented by: • David R. Bixel, President • Semple Bixel Associates, Inc. • October 1, 2004

  2. OVERVIEW OF PHILANTHROPY2003 GIVING: $240.72 BILLION

  3. PUBLIC RELATIONSThe Foundation for Fund raising • Communication must precede fund raising. Potential donors must be aware of: • your mission and goals • how you plan to achieve your goals • benefits your organization provides to the community

  4. BUILDING A PUBLICRELATIONS PROGRAM • Determine your market for communication • Develop a plan for public relations • Determine channels of communication • Evaluate

  5. Components of the Development Process

  6. PROSPECT RESEARCH • Basic Principles: • System for research begins with determining internal and external constituents • Process is cumulative and on-going • Confidentiality, accuracy timeliness of data is critical • Prospect identification is every board member’s responsibility

  7. SPECIAL EVENTSFRIENDS OF THE LIBRARY GROUPS • Keys to Success: • Pros • Cons • Factors to Consider

  8. FUND-RAISING TECHNIQUESDIRECT MAIL MARKETING • Objectives: • Donor Acquisition • Donor Renewal • Donor Upgrades • Cultivation

  9. THE ANNUAL PLAN • Identify Sources of Potential Support • Evaluate Potential of Each Source • Determine Your Goal • Choose Solicitation Techniques • Develop Your Donor Strategies • Develop Your Annual Timeline • Set a Fundraising Budget

  10. Capital Campaign • Keys to Success: • Pros • Cons • Factors to Consider

  11. BOARD RESPONSIBILITIES IN FUND RAISING • Make personal commitment to organization and to development program • Give commensurate with ability • Provide leadership/time to fundraising • Develop a plan and set goals • Establish a fundraising committee of the board if needed

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