Ann Lehman, Principal, Zimmerman Lehman Lesley Mansford, CEO, Razoo Lisa Hoffman, Nonprofit Consultant

1. Integrated Fundraising
Strategies
Moderator:
Darian Rodriguez Heyman
Panelists:
Kathy Bella, BBBS
Ann Lehman, Zimmerman Lehman
Lesley Mansford, Razoo

2. A Note on
Tin Cup Fundraising

3. Integrated Fundraising
Strategies
Kathy Bella, Big Brothers
Big Sisters of the Bay Area

4. www.zimmerman-lehman.com

5. Recruiting Job Description
PART OF JOB DESCRIPTION
www.zimmerman-lehman.com

6. Training the Board in
Fundraising
www.zimmerman-lehman.com

7. Highlight
Individual GiftsAn overview of giving in 2012
+
Total 2012 contributions: $316.23 billion
Total estimated
charitable givi
increased by 3.5 pe
to $316.23 billion, in
2012 contributions by source
(by percentage of the total)
Bequests
7%
Corporations
6%
+
Foundations
15%
Total charitable giving by
American individuals, foundations,
estates, and corporations rose for
the third consecutive year in 2012.
The single largest influence on
3.5%
Individuals
72%
3.9%
Giving by individ
is estimated to h
increased by 3.9 pe
this increase was the additional
$8.67 billion in gifts made by
individuals over 2011.
2012 contributions by recipient organization
www.zimmerman-lehman.com
(by percentage of the total)
Environment/
animals
Arts, culture,
3%
+
4.4%
Giving by founda
increased by an esti
4.4 percent.
Unallocated
2%
Gifts to individuals
1%
Giving by bequ

8. Foundations
www.zimmerman-lehman.com

9. Corporations
www.zimmerman-lehman.com
www.zimmerman-lehman.com

10. Government
Agencies
www.zimmerman-lehman.com

11. Direct Mail

12. Events
www.zimmerman-lehman.com

13. Earned Income
www.zimmerman-lehman.com

14. Why Don’t More
Nonprofits Write Grants?

15. Why Don’t More
Nonprofits Write Grants?
www.FoundationCenter.org

16. Never Submit
a Cold Grant

17. Never Submit
a Cold Grant
• Warm it Up:
– Secure an Invitation
– The Pasta Test
• Programs &
Positioning

18. Never Submit
a Cold Grant
– Dollar Amount
– Deadline
– Jedi Mind Trick

19. Crowdfunding
for
Causes

20. Why
Crowdfunding?
It’s
Easy
It’s
Efficient
It’s
Social
It
Increases
Your
Donor
Base
It’s
Here
to
Stay

21. How
to
Create
a
Successful
Online
Fundraiser
1) Plan
ahead
2) Set
a
realis8c
goal
3) Tell
a
compelling
story
4) Set
a
deadline
5)
Start
with
your
inner
circle
6)
Start!

22. Integrated Fundraising
Strategies
Moderator:
Darian Rodriguez Heyman
Panelists:
Kathy Bella, BBBS
Ann Lehman, Zimmerman Lehman
Lesley Mansford, Razoo