Wisconsin Naturopathic
Physicians Association
Fundraising Education Day
October 2007
Fundraising Challenge
Long-Range Needs
The answer to the challenge of the longrange nature of our funding need is:
Relationship
Relationship Establishes:
1. Belief in our organization
2. Open communication
3. Passion
Donors will give because:
1. It makes them feel good
2. They are passionate about the
cause
Requires Relationship
Methods to Develop Relationship
1.
2.
3.
4.
5.
Corporate Case
Events
Recognition
Demonstration of Mission
Repetition of Contact
Corporate Case
Goals
• 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.
2.
3.
4.
5.
Corporate Case
Events
Recognition
Demonstration of Mission
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.
2.
3.
4.
5.
Corporate Case
Events
Recognition
Demonstration of Mission
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.
2.
3.
4.
5.
Corporate Case
Events
Recognition
Demonstration of Mission
Repetition of Contact
Repetition of Contact
Issue #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. Corporate
2. Individual
3. Member
Corporate Donor Spec Sheet
1.
2.
3.
4.
5.
6.
7.
Executives
Board / Officers
Financials / Net Worth
Mission / Vision of organization
Relationships
Target Market
Recent Events affecting the
organization
8. Correspondence with us – Progress
Identifies the corporate Passion - Which Builds
Report
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 Brainstorm
The solution to our stated challenge of repeatedly
‘Asking’ from the same pockets. Identify other
Corporations with which we have
Relationships andHealth
shared
Mission.
CSA state organization
Food stores
Ginseng growers
Cooperatives
Organic farmers
Compounding Pharmacies
Gluten-free beer company
(Milw)
TREK bikes (Whitewater)
Organic Valley Farms (SW
WI)
Montessori schools
WI Green built homes
assoc. (Mad)
Kettle Foods (Beloit)
Green Autos (Janesville,
Mad)
Silent Sports Magazine
DNR
Individual Donor Brainstorm
Benefit: Licensure = Access to ND as primary care
provider
with full scope of practice
1.
2.
3.
4.
5.
6.
7.
Give them recognition
Life changing experiences with ND
Med
Employee participation
Dinner party – come tell your story
“VIP” top 5 patient program
Be upfront that will be ‘Asking’
Most important testimonial:
My insurance doesn’t cover anything anymore
so I’m going to pay for what I want.
Build Relationship
Member Contributors
1. Active in association business
2. 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
Timeline
Corporate 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