1. Finance Plan $$$

2. Finance PlanYour financial plan should consist of four parts: Summary List fundraising programs Narrative a detailed description of each program Calendar event dates, literature drops and deadlines Job Descriptions should be written for each member of fundraising team 3. Finance Committee Appoint a Finance Committee that will be responsible for planning and orchestrating a successful fundraising plan. The head of your Finance Committee should be: an individual with a high profile in the community Organized has the ability to implement the finance plan and solicit donors. 4. Why People GiveAccess - Challengers dont have itIdeology Strong believers in conservativeprinciples or fearful of liberal agendaPeer Influence People who know and like you 5. How do I get donors to giveme money? ASK THEM! Regardless of how the request is made, remember to convey three things to all donors: Urgency: A donation is needed as soon as possible Specificity: Outline how the Committee spends its money. It is important to demonstrate that the committee has its spending priorities in place Electability: Tell them why you can win if you have the proper funding 6. Donor GroupsOne Size Does Not Fit All Friends and Family Ideologues Major Donors Direct Mail Donors Clubs/Committees PACs 7. Where Do I Find PotentialDonors?Friends and Family The Rolodex Strategy:Groups where you will have the most success: Family, colleagues and friends Business Associates Social Clubs Country Clubs Church Vendors (if applicable) College Alumni Lists 8. Where Do I Find Potential Donors?Ideologues Previous donors to Republican candidates, PACs, and causesNote: Committees can legally obtain lists of donors to Massachusettsstate candidates and committees at the Office of Campaign andPolitical Financewww.state.ma.us/ocpf Professional Organization Member lists (AMA, Chambers, NFIB, NRA) Petition Signers (Tax Rollback, Marriage Amendment, Local Petitions) VoterVault! 9. Major Donors Important part of your effort to raise capital Recruited through personal solicitation of: Town Committee Chairman Finance Chairman Local Republican elected officials 10. Major Donors Establish levels of club Target individuals to be new membership: major donors. Local business owners Active Members$50 Silver Elephants$100 Major donors to Republican Golden Elephants$500candidates Diamond Elephants $1,000 Current donors who couldmove up to a higher level Try to find some connection between a member of the FinanceCommittee and the prospective major donor Set up a meeting where you outline the campaigns goals and plan forattaining them Demonstrate the impact their contribution will make on the campaignspolitical operations 11. Successful Solicitation of Major Donors: Sell Yourself! Be optimistic, sincere and excited about the campaign An investment in a better future based on his/her values & ideals Be Flexible. Close the deal when you sense the person is ready Look at the situation from the potential donors point of view Communicate on their level Tell them how the money will be used Ask for names of other people who might be interested in involvement 12. Major Donors Make these donors a part of your campaign Keep them informed of your progress and activities Solicit their input throughout the campaign These donors can help you expand your rolodex network 13. Fundraising Letters Who Should be Mailed? List of local active donors compiled by the Committee Acquired lists Registered Republicans in your community Targeted groups use VoterVault for this Who Should Sign It? Candidate Local Republican elected official Content Why are you running? What is planned for the coming election cycle? Urgent PS:Watch your spelling/grammar! 14. Events Special events Raise money Increase awareness Build excitement Establish a realistic target figure to be raised (after expenses) and work backward from there. Secure a speaker for your event Where possible, look to utilize donated space and resources. 15. Groups and PACsSolicit Donations From: Town Committees Like Minded Political Action Committees (PACS) i.e.NFIB, NRA, GOAL, CLT Approach these groups as you would Major Donors 16. DO NOT: Over-sympathize with your prospect. Never begin with, I know its a lot to ask, but Leave without a firm commitment or a check in hand. 17. Campaign Finance Rules The Massachusetts Office of Campaign & Political Finance (OCPF) is the body that regulates your committees financial activities. They exist to assist Party committees, PACs, and candidates in adhering to the finance laws that the legislature enacts. Resources are readily available for you to stay in compliance with campaign finance laws. Visit their website at: www.state.ma.us/ocpf for more details. 18. Some Quick Points: Government employees may neither solicit donations, nor may their name ever appear on an invitation for a fundraising event - not even if donations are merely suggested. A donor may contribute up to $500 to a local candidate committee You must report the name and address of every contributor whose annual contributions are more then $50. You must report the employer & occupation for every contributor whose annual contributions are more then $200.