Making the Case With High-Impact Proposals Development Communications & Marketing January 26, 2010 Topics Introduction Looks Matter A Simple Strategy Proposal Toolkit Highlights First Things First Resources Tools of the Craft Free-form! 2 Introduction “You and I are in the vision business.” 3 Introduction “If there is a common denominator in successful appeals, it is this: they always, always, focus on securing the well being of living things -– human, animal and ecological. Remember this one fact and your letters and proposals will home in on the well-spring of caring running deep in us all.” 4 A Simple Strategy Why Us? Why Now? Why You? 5 A Simple Strategy Why Us? It’s not what you do. It’s why. 6 A Simple Strategy Why Us? If we were to go away tomorrow, what would go away that’s of real value to the world? 7 A Simple Strategy Why Us? Spark the donor’s interest 8 A Simple Strategy Why Now? The Tao of Now 9 A Simple Strategy Why You? “The heart hath its reasons which reason knoweth not.” 10 A Simple Strategy Why You? A mental checklist: Donor-centric? Psychology-based? 11 First Things First Where to start: know your audience Gift basics + Donor passions = Perfect match 12 Tools of the Craft A I D A 13 Tools of the Craft Preparing the canvas Establish the need, tapping in to donor’s passion Explain how the organization is ideally suited to solve it Illustrate how the donor will be a valuable partner Pinpoint the gift’s ultimate impact to beneficiaries Burnish the donor’s charitable legacy 14 Tools of the Craft Painting the picture Cover letter Org’s qualifications Executive summary Stewardship Statement of need The ask Project description Conclusion 15 Tools of the Craft Painting the picture Writing by committee is hazardous to your health 16 Tools of the Craft Painting the picture Clarity Brevity Accuracy 17 Tools of the Craft “Just do it.” Nike corporate slogan 18 Tools of the Craft “While an occasional disinclination to exercise is exhibited by all age cohorts, the likelihood of positive health outcomes makes even mildly strenuous physical activity all the more imperative.” Nike corporate slogan rewritten by non-profit 19 Looks Matter Finishing touches Design for success 20 Looks Matter Bruin Scholars Initiative 21 Looks Matter Finishing touches Reader-friendly tools 22 Looks Matter Custom Proposal (before) 23 Looks Matter Custom Proposal (after) 24 Proposal Toolkit Highlights www.proposals.support.ucla.edu 25 Resources fdncenter.org factfinder.census.gov writing911.com CIA.gov/CIA/publications/factbook urbandictionary.com pewinternet.org: Internet infoplease.com Research: Pew Internet and American “Writing for a Good Cause: Life Project The Complete Guide to Benchmarking Analysis Crafting Proposals and Other Persuasive Pieces for Nonprofits”; J. and D. Barbato targetanalysis.com: Internet Giving “Differentiate or Die: Survival in Our Era of Killer Competition”; Jack Trout 26 Free-form What else? Questions? Answers? Challenges? Trouble shooting? 27 Thank you! Call: 310.794-2380 Write: cchaillie@support.ucla.edu Stop by: Wilshire Center, Suite 1000 28