Speaking Engagement to the Ohio Credit Union League in regards to the Scholarship Fundraising Program

1. Fundraising, Donor Relations
and Connections
Four Fundraising Steps
6.9.10

2. Statistics
• Total giving to charitable organizations was
$307.65 billion in 2008.
• As in previous years, the majority of that giving
came from individuals -$229.3 billion (75%).
• Giving by bequest was $22.6 billion, foundations
gave $41.2 billion, & corporations donated $14.5
billion.
• Religious organizations received the most support-
$106.9 billion. The next largest sector was
education with $40.9 billion.
All data property of Giving USA 2008, the Annual Report on
Philanthropy, published by the AAFRC Trust for Philanthropy.

3. Individual Statistics
• 89% of households give
• Average annual contribution $1,620
• Electronic gifts up 50%. Highest giving months June and December
with December quadrupling compared to prior months.
• 86% of individuals said they are most motivated to give by the notion
of "meeting critical needs"
• 83% of individuals said "giving back to society" is motivational
• 80% of individuals said they are most likely to make contributions to
educational organizations, with religious (72%) and health
organizations (70%) following in popularity.

5. Donor Relations +
Connection = Fundraising
• Rethink Fundraising
• Not about the event
• More about relationships
• More about the connection to the cause

6. Ripples in the Water
Community
Members
Employees
Board
Cause

7. Step 1: Cultivation
• Be Strategic
• Research
• Reach Out
• Build Relationship

8. Step 2: Connection
• Emotional Connection
• Engagement
• Face to Cause
• Key Messaging

9. Step 3: Stewardship
• Prompt Thank You
• Let Donor Know Where Their
Money Went And How They
Helped
• Monthly Touches
• Stewardship calendar

10. Step 4: Retention
• Create Awareness
• Personally Connect to
Cause
• Grow Loyalty

11. Creating A Virtuous Cycle

12. Event Fundraising Rules
• Want greatest return on investment
• Not too time intensive
• Donors are savvy and want more money to go to cause
• Keep expenses down

13. Fundraising Ideas
• Cultivation Event
• Board and employees
• Include members
• Scrip Program: www.scrip.com
• Paper Graduation Cap Sale
• Web/Social Media
• Good Search/Good Shop
• Chipin
• Facebook
• Include Community
• Cause Marketing
• Partner with Schools

14. Successful Fundraising
• Rethink Fundraising
• Build Relationships
• Create Connections
• Engage Community