|
|||||||||||||
|
Fund development |
|||||||||||||
|
Too often, fund development causes undue stress on an agency. Perhaps board and staff do not understand how fund development fits in with other operations. Sometimes you may not have enough donor prospects and don't know how to find more. Maybe you do not have adequate management systems to carry out fund development activities. Joyaux Associates helps reduce your stress by getting your organization ready for fund development. We approach your organization as one holistic system, using our expertise in organizational development to help you raise money. We have been especially successful working with organizations that have not yet reached their fundraising potential. How does Joyaux Associates approach fund development? First, we emphasize the four fundamental relationships which are critical to effective and productive fund development. These are:
All aspects of managing the not-for-profit depend upon developing a strong constituency, whether inside or outside your organization. A concerned and dedicated constituency provides leaders, advocates, new donors, increased gifts, and fundraising volunteers. Second, we customize our assistance to your organization. Consulting must be personalized to your resources, needs, and culture. Fund development must reflect your values and consider the current philanthropic environment. While there are common basic principles, counsel should not force your organization into a preconceived format. Third, we make sure that basic operations are solid before fund development begins. Effective fund development depends upon the rest of your institution’s operations. Fundraising efforts are rarely effective without basic operations being in place: a mission and products desired by the community; values shared by everyone; clear direction and measurable goals; an understanding of the needs and motivations of constituents; a communications strategy that speaks so that your constituents will understand; and, the leadership and management systems necessary to support fundraising activities. Productive fund development is carefully integrated into overall operations. The well-designed fund development program complements the rest of your organization's activities. Services
Representative Clients
|
Cases:
For our capital campaign assistance, we work as partners with the institution’s staff and volunteer leadership to produce a program which focuses on your distinct market advantage. Specifically, we help you:
Boys & Girls Club of Pawtucket "Change the way we do business, " said the Boys & Girls Club of Pawtucket when they hired Joyaux Associates. For years, the youth agency had relied on United Way allocations and investment earnings. Growth in service demand coupled with changes in the United Way required a new way of doing business. For 18 months, Simone worked closely with staff and volunteers, designing and helping to implement a comprehensive fund development program. The consultancy included such things as: staff and volunteer training; development of policies and procedures; writing and designing solicitation and communications materials; developing gifts management and reporting systems; designing an annual face-to-face solicitation campaign; crafting a communications plan to support fund development; working with accountant and staff to better communicate charitable contributions in audit and budgeting; designing a staffing configuration to support fund development. At the end of the consultancy, Simone helped the Club hire its first development officer.
Building/rebuilding a fund Frequently, philanthropic organizations hire Joyaux Associates to build a new development program or strengthen an existing operation. Dozens of these organizations want to learn the body of knowledge and best practice related to fund development. These organizations -- both big and small -- may be confined by limited staffing and inexperienced volunteers. Often, the executive director serves as the development officer. Joyaux Associates devises a fund development program that can be carried out with available resources. We help organizations identify their constituents, focusing on those who may be likely donor prospects. Special care is taken to help your organization understand who your constituents are and why they might wish to give. With this basic information in hand, the fund development process can begin. We help you choose the right solicitation strategies, based on the interests, readiness, and capacity of your constituents. We help develop communications and solicitation materials to reach your targeted constituents. Almost every organization needs to do some face-to-face solicitation. Joyaux Associates helps you recruit and train volunteers, ensuring that these individuals are comfortable before they go out seeking gifts. After the personal approach, mail requests are often appropriate. We tailor special appeals to match the needs of the particular constituent group. As fundraising proceeds, we help the board, committees, and staff monitor progress and solve any problems which arise. Clients have included the Boys & Girls Club of Pawtucket, Maine's HealthReach Network and Connecticut's Families in Crisis and Denison Pequotsepos Nature Center. Others include family service organizations in Pennsylvania, California and New Jersey, Rhode Island's American Lung Association, CETYS Universidad in Mexico, and many more. Sometimes, agencies begin capital campaigns before they are ready. Increasingly, donors and volunteers express concern about capital campaigns launched without adequate organizational preparation. Even sophisticated institutions need to ensure that they are ready. Issues critical to your success include: board and management readiness; marketing and constituency development; and agency-wide goal setting. The organizational development approach was essential to the success of the Norman Bird Sanctuary campaign to protect open space. $1.5 million was needed to secure and manage conservation easements on 35 acres of land. At campaign end, the Sanctuary had exceeded goal by 10%. Moreover, the capital campaign experience designed by Simone prepared the Sanctuary to move forward as a stronger organization. While the Sanctuary has a large membership base, it did not have extensive experience raising gifts. Simone helped develop the necessary resources for the campaign. First, we identified organizational issues which could affect fund development and strategies were devised to address these issues. Then we designed the overall campaign plan and provided management and problem-solving during implementation. Simone helped identify campaign workers and potential donors and planned a cultivation program to build relationships prior to solicitation. Joyaux wrote the case statement, secured the designer, and served as creative director to produce the solicitation brochure. Advocacy and lobbying assistance to secure government grants was provided. The consultant also developed gift processing systems. |
||||||||||||
Copyright © 2003 - 2005 Joyaux Associates, 10 Johnson Road, Foster, Rhode Island 02825 USA 401-397-2534
Web Site Design by
VRE, Inc., Remo Campopiano