Fund RaisingFund Raisingforfor

Civil Air Patrol UnitsCivil Air Patrol Units

Dr. Skip DotherowDr. Skip Dotherow

Executive Director, CAP FoundationExecutive Director, CAP Foundation

Whose job is it?Whose job is it?

Everyone can do it!Everyone can do it!

Squadron fund raising in Squadron fund raising in 20162016

First things first!First things first!

There are rules and then there are There are rules and then there are REGULATIONS.REGULATIONS.

Our Regulation is CAP 173-4 (it has Our Regulation is CAP 173-4 (it has been revised)been revised)

From there, we have certain rules From there, we have certain rules that we follow to insure we do it that we follow to insure we do it right. When in doubt, call me.right. When in doubt, call me.

CAP Regulation 173-4CAP Regulation 173-4

CAP is recognized by the IRS as a 501 c 3, non profit organization.CAP is recognized by the IRS as a 501 c 3, non profit organization. Each subordinate unit is considered a non profit under the CAP NHQ EINEach subordinate unit is considered a non profit under the CAP NHQ EIN.. No Air Force Involvement- Wear of the AF style uniform in fund raising No Air Force Involvement- Wear of the AF style uniform in fund raising

activities is limited to CADETS.activities is limited to CADETS. Donations of Property-Donations of Property- Property donated valued in excess of $5000 may not be disposed of within Property donated valued in excess of $5000 may not be disposed of within

2 years of receipt without written permission of NHQ CAP/COO. (IRS 2 years of receipt without written permission of NHQ CAP/COO. (IRS issues)issues)

Donors Receipt- gifts of $250.00 or largerDonors Receipt- gifts of $250.00 or larger IRS Form 8283- may be requested by donorIRS Form 8283- may be requested by donor Wing Commander is responsible for maintaining control of all CAP fund Wing Commander is responsible for maintaining control of all CAP fund

raising activities organized within their wings.raising activities organized within their wings.

Getting StartedGetting Started

Make a list of 10 friends Make a list of 10 friends Make a list of 10 people you Make a list of 10 people you would like to meet in your town.would like to meet in your town.

Before you try fund raising, you must be Before you try fund raising, you must be actively engaged in actively engaged in “FRIEND “FRIEND RAISING”.RAISING”.

Plan a time when you can invite some of Plan a time when you can invite some of your prospects out to an activity and your prospects out to an activity and see for themselves the type of work you see for themselves the type of work you are doing.are doing.

One of the greatest disappointments One of the greatest disappointments I face is when, after I tell them some I face is when, after I tell them some of the great things CAP does, is for of the great things CAP does, is for the audience to say “CAP is one of the audience to say “CAP is one of the best kept secrets around”.the best kept secrets around”.

Yes, I am asking you to “not keep a Yes, I am asking you to “not keep a secret”.secret”.

The squadron is where the “rubber The squadron is where the “rubber meets the road in Civil Air Patrol”.meets the road in Civil Air Patrol”.

Every week you hold a meeting.Every week you hold a meeting. Every meeting has a storyline.Every meeting has a storyline. All fund raising starts with a story.All fund raising starts with a story.

Can you tell me a story Can you tell me a story about this?about this?

Tell the CAP story:Tell the CAP story: One of the best things you can do is tell a friend about your One of the best things you can do is tell a friend about your

experiences with the Civil Air Patrol. When you come back experiences with the Civil Air Patrol. When you come back from a week long encampment, you have many stories and from a week long encampment, you have many stories and generally want to share them with friends. Why not use those generally want to share them with friends. Why not use those same stories to share with your local car dealer whom you are same stories to share with your local car dealer whom you are asking for a $500.00 gift to support a cadet activity so the asking for a $500.00 gift to support a cadet activity so the cadets will not have to come up with additional funds. cadets will not have to come up with additional funds. TELL TELL YOUR STORYYOUR STORY

Everyone likes to see what is going Everyone likes to see what is going on.on.

No matter what your unit activity is, No matter what your unit activity is, make sure you invite those who you make sure you invite those who you would like to ask for support from to would like to ask for support from to attend and become a part of the attend and become a part of the activity.activity.

Tie your story to the Long Range Plan Tie your story to the Long Range Plan of CAP.of CAP.

75 years of service 75 years of service to our great to our great nation, from coastal defense to cyber nation, from coastal defense to cyber patriot, CAP has been an patriot, CAP has been an integral part integral part of our nation’s defense infrastructureof our nation’s defense infrastructure..

Be sure to include what your unit has Be sure to include what your unit has done, for nation and most importantly, done, for nation and most importantly, the statethe state

Who is your audience?Who is your audience?

Remember when I said make a list of 10 Remember when I said make a list of 10 friends and 10 people you would like to friends and 10 people you would like to meet?meet?

In every town in America, there are In every town in America, there are groups of people who support the youth groups of people who support the youth programs at the high school, community programs at the high school, community college, YMCA’s and Boys and Girls college, YMCA’s and Boys and Girls Clubs.Clubs.

Take a look around, there are your new Take a look around, there are your new prospects!prospects!

The PlanThe Plan

What are we What are we asking for and who asking for and who are we asking?are we asking?

Can we connect Can we connect their support to a their support to a direct community direct community benefit?benefit?

Make sure we are asking for Make sure we are asking for something the prospect can do.something the prospect can do.““We would like for you to consider making a gift of $10,000.00 to We would like for you to consider making a gift of $10,000.00 to support 5 cadets from our squadron to attend a flight academy in support 5 cadets from our squadron to attend a flight academy in Kansas. The costs to attend is $2000.00 each and for these 5, it puts Kansas. The costs to attend is $2000.00 each and for these 5, it puts the academy out of reach.”the academy out of reach.”

One of the most important principles of One of the most important principles of fund raising is to be specific in what you fund raising is to be specific in what you are asking the prospect to give to. Tell them are asking the prospect to give to. Tell them why you are asking them to support this; why you are asking them to support this; ““With additional funding we can offer a With additional funding we can offer a second cadet encampment at a cost that second cadet encampment at a cost that will allow us to have 10 more will allow us to have 10 more cadets/seniors participate than we cadets/seniors participate than we otherwise will because the cost to attend otherwise will because the cost to attend will be too high for many of our members to will be too high for many of our members to attend.”attend.”

Arm yourself with a good story.Arm yourself with a good story.If you recall, I said I do not like to hear people tell me what a well If you recall, I said I do not like to hear people tell me what a well kept secret CAP is…well, I will wager that there are people in your kept secret CAP is…well, I will wager that there are people in your community who do not know much if anything about your local community who do not know much if anything about your local squadron.. So….squadron.. So….

Is there a company in town known for their support of the Boys and Girls Club; is there an individual who was a CAP member but is no longer? Focus on Fit.

What about grant What about grant writing?writing?

Don’t be fooledDon’t be fooled

Foundations gave $48.96 billion in 2013 Foundations gave $48.96 billion in 2013 (15%)(15%)

Corporations gave $17.88 billion in 2013 (5%)Corporations gave $17.88 billion in 2013 (5%) Individuals gave $204.50 billion in 2013 Individuals gave $204.50 billion in 2013

(72%)(72%) Bequests for $27.73 billion in 2013 (8%)Bequests for $27.73 billion in 2013 (8%) Total giving in 2013 was $335.17 billionTotal giving in 2013 was $335.17 billion

Where should you spend your energy?Where should you spend your energy?

Grants are not the easy answer. But they do Grants are not the easy answer. But they do have a place in you plan.have a place in you plan.

Get to know the people who can Get to know the people who can make a grant to your unit.make a grant to your unit.

Most towns have a community Most towns have a community foundation, a good source of foundation, a good source of funding support.funding support.

Corporations are becoming increasingly Corporations are becoming increasingly focused about their giving, cutting back focused about their giving, cutting back on small, scattered grant making in favor on small, scattered grant making in favor of long-term partnerships that align with of long-term partnerships that align with their business and charitable interests. their business and charitable interests.

The National Headquarters works with The National Headquarters works with most of the larger companies in various most of the larger companies in various ways.ways.

Writing grants is not a hard thing to Writing grants is not a hard thing to do, it just takes time to do the do, it just takes time to do the research on the company you are research on the company you are writing to.writing to.

Your focus should be on Youth Your focus should be on Youth Activities and Leadership as key Activities and Leadership as key words.words.

Getting StartedGetting Started

“ “ This is a request to the officers of the This is a request to the officers of the Winchester foundation (or corporation) for Winchester foundation (or corporation) for consideration of a $2,500.00 grant to our consideration of a $2,500.00 grant to our unit to purchase the uniforms, flags, rifles unit to purchase the uniforms, flags, rifles to equip our honor guard.to equip our honor guard.

In reviewing this proposal, the officers of In reviewing this proposal, the officers of the foundation may wish to note the the foundation may wish to note the following points:following points:

Our cadet honor guard will be available to Our cadet honor guard will be available to perform at city wide events.perform at city wide events.

The following pages describe this The following pages describe this project and the impact it will have project and the impact it will have on the lives of ___ young men and on the lives of ___ young men and women who live in :women who live in :

Be sure to state the impact this will Be sure to state the impact this will have on the lives of the cadets, the have on the lives of the cadets, the significance of CAP programs in significance of CAP programs in building character and citizenshipbuilding character and citizenship..

Do not overlook the Combined Do not overlook the Combined Federal Campaign as a source of Federal Campaign as a source of funding.funding.

Your local United Way is ultimately Your local United Way is ultimately responsible for these campaign.responsible for these campaign.

Due to the nature of the CFC, the Due to the nature of the CFC, the Friday seminar will be devoted to Friday seminar will be devoted to CFC grants.CFC grants.

Capt. Jim Mathews will present this.Capt. Jim Mathews will present this.

2015 NATIONAL CONFERENCE

... FOR TODAY AND TOMORROW

Combined Federal Combined Federal Campaign:Campaign:

A How-To GuideA How-To Guide & &

A Look At Important A Look At Important Changes for 2016Changes for 2016

Capt. Jim Mathews, CAPNHQ CFC Teammatejames.mathews@vawg.cap.gov

CFC FactsCFC Facts

CITIZENS SERVING COMMUNITIESCITIZENS SERVING COMMUNITIES

These are from 2013, the last year for which complete data are available.

Depends on your localityDepends on your locality

It’s as easy (or as hard) as doing your taxesIt’s as easy (or as hard) as doing your taxes

For most squadrons, even small amounts For most squadrons, even small amounts are meaningful: are meaningful: $1,301,896 was the $1,301,896 was the average CFC total in 2013…what’s your average CFC total in 2013…what’s your share?share?

Most Federal workers are naturally inclined Most Federal workers are naturally inclined to support the type of work CAP does in to support the type of work CAP does in their communities; a natural fit!their communities; a natural fit!

Is CFC Right For Us?Is CFC Right For Us?

CITIZENS SERVING COMMUNITIESCITIZENS SERVING COMMUNITIES

Number of local campaigns being Number of local campaigns being consolidated to 40 from 147consolidated to 40 from 147

Each local campaign will be organized by Each local campaign will be organized by local federal employee volunteers, but local federal employee volunteers, but handled by handled by for-profit Outreach for-profit Outreach CoordinatorsCoordinators

Paper pledge cards will be phased out by Paper pledge cards will be phased out by 2020; online pledging being encouraged2020; online pledging being encouraged

Universal giving means Universal giving means anyany fed can give to fed can give to anyany charity in charity in anyany jurisdiction jurisdiction

Important 2016 Changes!Important 2016 Changes!

CITIZENS SERVING COMMUNITIESCITIZENS SERVING COMMUNITIES

A three-part fee will be charged to charities A three-part fee will be charged to charities to participate…more details coming.to participate…more details coming.

From Office of Personnel Mgmt fact-sheet:From Office of Personnel Mgmt fact-sheet: All charities will pay a non-refundable application fee. Those All charities will pay a non-refundable application fee. Those

that are approved may be charged an additional listing fee. that are approved may be charged an additional listing fee. These will help to recover the administrative costs that charities These will help to recover the administrative costs that charities pay to participate in the CFC. Any additional costs will be pay to participate in the CFC. Any additional costs will be covered through distribution fees, similar to the current process covered through distribution fees, similar to the current process of deducting campaign costs from charity distributions.of deducting campaign costs from charity distributions.

Important 2016 Changes!Important 2016 Changes!

CITIZENS SERVING COMMUNITIESCITIZENS SERVING COMMUNITIES

Attachment D – IRS Form 990 Attachment D – IRS Form 990

““I certify an active and responsible governing I certify an active and responsible governing body, whose members have no material body, whose members have no material conflict of interest and a majority of whom conflict of interest and a majority of whom serves without compensation, directs the serves without compensation, directs the organization named in this application.” organization named in this application.” An IRS Form 990 that does not include a complete list of the officers, An IRS Form 990 that does not include a complete list of the officers, Board of Directors, trustees and key employees, and their Board of Directors, trustees and key employees, and their compensation, if any, is incomplete and will result in a denial. compensation, if any, is incomplete and will result in a denial. Uncompensated members must have a -0- in the compensation column. Uncompensated members must have a -0- in the compensation column. More than 50% must be uncompensated. More than 50% must be uncompensated. REPEATING: Squadrons, this is your Finance Committee! None are REPEATING: Squadrons, this is your Finance Committee! None are being compensated! So this is an EASY requirement!being compensated! So this is an EASY requirement!

Key Application DocumentsKey Application Documents

Attachment E – 25-word Statement Attachment E – 25-word Statement A statement in 25 words or less that describes the A statement in 25 words or less that describes the organization’s program activities organization’s program activities Do not repeat the organization’s name Do not repeat the organization’s name Special fonts, capitalization, quotations and underlining are Special fonts, capitalization, quotations and underlining are not accepted not accepted Any statements over 25 words will be edited by the LFCC Any statements over 25 words will be edited by the LFCC

Key Application DocumentsKey Application Documents

Thank you for the opportunity to Thank you for the opportunity to talk a little bit about the raising of talk a little bit about the raising of money for our units.money for our units.Assignment: : make a list of 10 friends, 10 companies and Assignment: : make a list of 10 friends, 10 companies and go and tell your CAP story. go and tell your CAP story.

Please feel free to contact me:Please feel free to contact me: Dr. James E. DotherowDr. James E. Dotherow Civil Air Patrol FoundationCivil Air Patrol Foundation 105 S Hansell St105 S Hansell St Maxwell, AFB, AL 36112Maxwell, AFB, AL 36112 334 953 7748 ext 225334 953 7748 ext 225

Go forth and slay the dragon!Go forth and slay the dragon!Do not forget to check with your company’s payroll office Do not forget to check with your company’s payroll office to see if they have a corporate giving plan to match your to see if they have a corporate giving plan to match your volunteer hoursvolunteer hours..