fund development made easy
TRANSCRIPT
7/31/2019 Fund Development Made Easy
http://slidepdf.com/reader/full/fund-development-made-easy 1/11
Fund Development for Smart PeoplePresented by: Yvonne Orr, YORR Consulting Group
www.yorrconsulting.com
7/31/2019 Fund Development Made Easy
http://slidepdf.com/reader/full/fund-development-made-easy 2/11
Agenda: Board Development for Smart People
Board Outreach for Agency Outcomes
Fundraising beyond Public Fund Sources: What's out there?
Building a fund development team using what you already have.
Visioning TCA: Chasing Opportunities vs.Chasing Dollars
Purpose and Objectives
7/31/2019 Fund Development Made Easy
http://slidepdf.com/reader/full/fund-development-made-easy 3/11
This fundraising session will help you feel more atease with this daunting duty by discussing topicssuch as:
the truth about fundraising
sources of support & competition
principles and motivations of giving
the fundraising cycle
board’s role in fundraising staff’s role in fundraising
individual member’s role in fundraising
Purpose and Objectives
7/31/2019 Fund Development Made Easy
http://slidepdf.com/reader/full/fund-development-made-easy 4/11
The Board Role in Fundraising
7/31/2019 Fund Development Made Easy
http://slidepdf.com/reader/full/fund-development-made-easy 5/11
The Board Role in Fundraising
7/31/2019 Fund Development Made Easy
http://slidepdf.com/reader/full/fund-development-made-easy 6/11
Taking the Elevator to Opportunity Organization History Established in 1970 as a privately owned clinic, TCA Health, provides a rangeof primary health care services, preventive health screenings, health education,and social services. We serve an urban population in the far south-sideChicago communities of Riverdale, Pullman, West Pullman, Roseland, and the bordering Cook County suburban communities of Blue Island, Calumet Park,Dolton, Harvey, Markham, and Riverdale Township.
Since 1991, we have been a Federally Qualified Health Center (FQHC). Today,sitting adjacent to the Altgeld-Murry Homes Development at Ellis Avenue and130th Street, the 23,300 square-foot clinic provides quality health care to morethan 8,500 patients a year. We offer services in family medicine, internalmedicine, dental, pediatrics, obstetrics & gynecology, employment services,
licensed clinical social worker, School Based Health Center, Healthy Start,nutritional counseling, breast feeding counseling, immunizations and WIC.
7/31/2019 Fund Development Made Easy
http://slidepdf.com/reader/full/fund-development-made-easy 7/11
Use fast facts to highlight what you want that person to know about TCA Health.
Ride the elevator…what are you saying?
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
7/31/2019 Fund Development Made Easy
http://slidepdf.com/reader/full/fund-development-made-easy 8/11
YOU
Friends Businesses
Everyone
Else
Colleagues Networks
The Board Role in Fundraising
7/31/2019 Fund Development Made Easy
http://slidepdf.com/reader/full/fund-development-made-easy 9/11
Board Roles and Responsibilities
Governance – formal, legal responsibilities
Compliance Officer
Guardian of the Mission
Manager
Policymaker
Support – volunteer responsibilities
Ambassador
Fundraiser
In-house consultant
Volunteer staff
Roles and Responsibilities
7/31/2019 Fund Development Made Easy
http://slidepdf.com/reader/full/fund-development-made-easy 10/11
Proposal writing is something that requires planning, forethought and
research before you actually sit down to write a proposal. After all,you don’t want to spend all that time writing a proposal only to find
out that something is wrong with it and you don’t have time to rewrite
it before the deadline.
What is the maximum amount of funding you provide? – Visit your
funder’s website or give them a phone call and find out how muchmoney they normally grant.
What types of programs or work do you fund? – Every foundation
or funding body has their areas of interest. As a grant writer it is
your job to find out what that is. It will help you to mold your
proposal to the type of work they support. When is the deadline for submission of proposals? – This is
crucial, especially if it is your first time applying for a grant with this
funder.
Making the Ask: Proposals
7/31/2019 Fund Development Made Easy
http://slidepdf.com/reader/full/fund-development-made-easy 11/11
How many proposal submission deadlines do you have per year?
– In case you can’t make this deadline, there may be another a
few months later that might be an easier deadline for you to meet.
What do you think of my idea? – Don’t be afraid to ask a funder
what they think. They are always more than willing to provide youwith feedback. They will tell you if your idea won’t work for them.
This is important to know before you put all the time and effort into
writing a proposal.
Is there a particular format that you like submission proposals to
follow? –
Often funders have a template or guide as to how theywant your proposal submitted. But there are still some out there
that don’t have a template, so be prepared for that too, even
though it is rare.
Making the Ask: Proposals