Wisconsin NaturopathicPhysicians Association

Fundraising Education DayOctober 2007

Fundraising Challenge

Long-Range NeedsThe answer to the challenge of the

long-range nature of our funding need is:

Relationship

Relationship Establishes:

1. Belief in our organization2. Open communication3. Passion

Donors will give because:

1. It makes them feel good2. They are passionate about

the cause

Requires Relationship

Methods to Develop Relationship

1. Corporate Case2. Events3. Recognition4. Demonstration of

Mission5. Repetition of Contact

Corporate CaseGoals

• Develop the rationale of why that organization should stand behind us with funding/support.

• Demonstrate why ND Med is necessary in our state. Identify the benefits which match the passions of that organization.

2-3 page printed media device presented to the potential donor during an in-person meeting preferably with 2 members. No ‘Ask’ at this meeting, strictly educational.

But then follow-up, again in-person, clarify questions.

Corporate Case Contents• Vision• Progress – where we’ve been, where we are & where

we’re going

• Benefits of supporting us – ie: licensure = access

• Licensure timeline• Pros & Cons – honestly state some of our

challenges

• Power/People Behind Effort• Testimonials – maybe with pictures

• Overall plan in 5 years – bigger than licensure

• How we plan to achieve it• Visually pleasing – bullets, space, phrases,

pictures, color

Methods to Develop Relationship

1. Corporate Case2. Events3. Recognition4. Demonstration of

Mission5. Repetition of Contact

Events ** Key to success = Attendance

**

1. Educational Events

• Possibly can tap into NPAC & INM

assistance

2. Friend-Raising

• Goal is increasing awareness * alerting to

benefits

Methods to Develop Relationship

1. Corporate Case2. Events3. Recognition4. Demonstration of

Mission5. Repetition of Contact

Recognition & Demonstration

How will we provide recognition?• Newsletter• Website

How will we demonstrate benefits?• Testimonials• Know & tell how much funding goes

toward our cause and how much to administration

• Employee wellness / cost containment• Family impacts• Shared referrals (ie: Burt’s Bees

products)

Methods to Develop Relationship

1. Corporate Case2. Events3. Recognition4. Demonstration of

Mission5. Repetition of Contact

Repetition of ContactIssue #1: If draw out our process too long, will lose

them.Solutions:

• Frequent contact – goal is 8 times/year.• Make sure contact brings value (ie: info about a

benefit)• Aim for only 1 ‘Ask’ out of those 8 contacts.

Issue #2: If only about licensure, will lose them after completing the licensure process.

Solutions:• Keep the focus on our Mission / our cause.• Maintain the expectation that this is a long-term

relationship.• Clear and updated Benefits to continuing the support.

Ideal Contributor

1. Corporate2. Individual3. Member

Corporate Donor Spec Sheet1. Executives2. Board / Officers3. Financials / Net Worth4. Mission / Vision of organization5. Relationships6. Target Market7. Recent Events affecting the

organization8. Correspondence with us – Progress

ReportIdentifies the corporate Passion - Which Builds Relationship

Corporate Donor Relationships

1. What’s their passion?2. What Boards do the

Executives/Officers serve on?3. Who else do they give to?4. Is there a theme?5. Does it match with our

mission?

Identifies the corporate Passion - Which Builds Relationship

Corporate Donor BrainstormThe solution to our stated challenge of repeatedly

‘Asking’ from the same pockets. Identify other Corporations with which we have Relationships

and shared Mission.

CSA state organization

Ginseng growers

Organic farmers

Gluten-free beer company (Milw)

Organic Valley Farms (SW WI)

Montessori schools

WI Green built homes assoc. (Mad)

AARP

Health Food stores

Cooperatives

Compounding Pharmacies

TREK bikes (Whitewater)

Kettle Foods (Beloit)

Green Autos (Janesville, Mad)

Silent Sports Magazine

DNR

Individual Donor Brainstorm

1. Give them recognition2. Life changing experiences with ND

Med3. Employee participation4. Dinner party – come tell your story5. “VIP” top 5 patient program6. Be upfront that will be ‘Asking’7. Most important testimonial:

My insurance doesn’t cover anything anymore so I’m going to pay for what I want.

Build Relationship

Benefit: Licensure = Access to ND as primary care provider

with full scope of practice

Member Contributors

1. Active in association business2. Are we putting our own money

where our mouth is?3. How is each member

demonstrating our mission? (practice, volunteer, committees, conscious parenting, living green)

4. How is association demonstrating our mission? (projects, educational tools, Access to Natural Medicine is the Mission)

Requires Relationship

Today’s Take Home Building Block Architect Timelin

eCorporate Case Draft Karen & Jill Dec 1,

07

Newsletter Draft Crystal & Shelly

Dec 1, 07

Individual Meeting – ITI

Aaron & Mihal Feb 07

Individual Meeting – SP

Jill & Holly Feb 07

Edit & Review of Newsletter & Corporate Case

All + Allison’s sister + Mihal’s brother

Dec 1, 07

Today’s Contributors

• Our thanks to Gary Smith, our esteemed facilitator, assisted by:

• Allison Becker, ND, LAc• Mihal Davis, ND, LAc• Jill Evenson, ND• Sara Fleming, ND• Nancy Gutknecht, ND• Aaron Henkel, ND• Holly Krook, ND• Karen Kunkler, ND• Crystal Urban, ND