strategic fundraising and the ice bucket challenge · 2015-04-09 · ice bucket challenge why did...

24
Strategic Fundraising and the Ice Bucket Challenge MND Victoria’s approach to fundraising, engagement and the Ice Bucket Challenge

Upload: others

Post on 25-Jun-2020

0 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

Strategic Fundraising and the Ice Bucket Challenge

MND Victoria’s approach to fundraising, engagement and the Ice

Bucket Challenge

Page 2: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

MND Victoria: background 31 December 2014

• 384 people with MND registered

• 208 new, 133 deaths, worked with 540

• Three basic support services – complex case coordination (Regional Advisors), loan of disability aids and equipment, information and research

• Administration, volunteers and strategic fundraising

Page 3: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

Finances - year ended 30 June 2014

• Income - $4,724,574

from – government (25%), fundraising (75%)

• Expenditure - $4,337,211

on - Service delivery (53%), aids and equipment (25%), fundraising (8%), research (10%) and administration (4%)

• Bumped up by one very large bequest

• Usual income around $3 million

Page 4: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

Why fundraise?

• To support service delivery

• To ensure sustainability

• To create and deliver value-add support and services

• To support and encourage research

• To strengthen our ALS/MND community

• To generate awareness and hope

• To remain working until we are no longer needed

Page 5: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

Fundraising budget

• Budget for what you know and expect

• Use historical outcomes/influences

• Adjust budget to reflect “new expected” and “new known”

• Ice bucket challenge – more later

Page 6: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish
Page 7: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

Our strategy

• Multiple sources of income

• Minimal expenditure

• Coordinate, not do

• Support and guide

• Inform and report

• Nothing is too small

• Some things are too big

• Grasp opportunities and take advantage

Page 8: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

Multiple sources of income

Government – purchase services for clients

Donors and donor development

Philanthropy – Trusts and Foundations

Investments – interest and dividends

Special events – run by others

F-IRE

Merchandising

Page 9: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

Government

• May not be relevant to most other countries but important to us

• Government purchases services on behalf of people with disabilities

• Buy part of our complex case coordination, equipment and information

• Be aware of opportunities

• Core funding - contract

Page 10: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

Donors and Donor Development

• Ask for funds – twice per year

• Parallel telephone donor campaign

• 4 page “donor update” - Mar/April and Sept – how we spent money and a soft ask

• Regular giving by credit card – monthly pledge

• Bequest program – money in Wills

• Promote unsolicited donations – funeral gifts/in memory

Page 11: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

More Donors

Acquisition

• Hardest part of donor development? Getting a donor in the first place

• Everyone who gives is a potential future donor, pledge or bequest

• Consider specific donor acquisition via mail and phone - expensive

• Value every donor – they are future income when well managed

Page 12: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

You can’t have too many Donors

Strategy

Every person who gives

• is asked to give again

• receives the Donor Update

• is informed about leaving a bequest

• is told about our F-IRE program

• encouraged to extend their engagement

Second gift indicates commitment

Page 13: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

Philanthropy

Trusts and Foundations

• Project orientated

• Capacity building

• Direct investment – aids and equipment

Strategy

• Have projects and opportunities ready for discussion and presentation

• Not recurrent or core funding

Page 14: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

Investments

• Funds not immediately required must be invested

• Investment with a purpose

• Best returns within legal ability/capacity

• Consider establishing a Foundation – either external or internal

Page 15: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

Special Events Two types

• Public events – London Marathon, City to Bay, Walk Melbourne, ‘Round the Bay in a Day

• MND Events – to benefit our (your) organisation – F-IRE

Both have the same key attributes – run by others who hold the risk

Page 16: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

Special Events - Public • Promote – social media

• Generate interest in participation

• Remind people they help us by participating

• Easy fundraising using online tools/services

• Reward with clothing to wear – singlets for runners, t-shirts for walkers, cycle tops for riders – promote our cause!

• Recognise participation

Page 17: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

F-IRE • Run and managed by volunteers

• Range of low to medium cost

• “Drink ‘T’ for MND”, “Walk to d’feet MND”, “Melbourne to the Mallee”, “Open Garden”, “sausage sizzle”, etc

• Support with insurance, hints, event plans, collateral, social media

• Remember costs – collateral, credit card, on-line services – measure and recover

Page 18: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

Merchandise

• Double benefit of raising funds and awareness

• Wristbands, pins, flowers, cards, clothing, pens, dogs, celebration cards/calendars

• Don’t over invest – keep volumes low to match sales

• Close management of income and expenditure

Page 19: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

Support your fundraisers

• Encourage, but don’t take over their event

• Develop and share event guides to help show the way – eg Alliance walk guide

• Collateral, promotion, social media

• Protection by authorising event, insurance, donation tax benefits

• Payment support via on line or in office

• Above all we try to MAKE IT EASY

Page 20: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

Ice Bucket Challenge

Why did it work?

• It was easy, fun and a little bit crazy

• Phone to video and publish

• Communication easy via Twitter, YouTube and Facebook

• No control – do it yourself

• ALS/MND Associations promoted

• Celebrities joined the fun

Page 21: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

What did it achieve?

• Global fundraising of over $US163 million

• Over 1 Billion views on YouTube

• Significantly enhanced recognition of ALS/MND

• Huge number of new and repeat donors

• Critics created opportunity to continue to raise ALS/MND as a cause

Page 22: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

Challenges of IBC

• Investing the money

• Reporting back to donors on impact

• Managing residual benefits

• What to do next > capitalise on recognition > tell our story to donors > “thanks for the money but we still need more”

Page 23: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

What is MND Victoria doing

• Have already purchased $370,000 in assistive technology

• Emailed every donor telling them how the IBC went

• Emailed them our Donor Update

• Will participate in Alliance anniversary activity in August

• Will continue to inform, ask and report on what we are doing

Page 24: Strategic Fundraising and the Ice Bucket Challenge · 2015-04-09 · Ice Bucket Challenge Why did it work? • It was easy, fun and a little bit crazy • Phone to video and publish

Take Home Messages

• Develop a fundraising strategy

• Coordinate, don’t do

• Identify multiple options to generate income

• Every person is a potential donor

• Keep people informed about what you are doing

• People don’t give if they are not asked