Fund Raising for Civil Air Patrol Units Dr. Skip Dotherow Executive Director, CAP Foundation Whose job is it? Everyone can do it! Squadron fund raising in 2016 First things first! There are rules and then there are REGULATIONS. Our Regulation is CAP 173-4 (it has been revised) From there, we have certain rules that we follow to insure we do it right. When in doubt, call me. CAP Regulation 173-4 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 EIN. No Air Force Involvement- Wear of the AF style uniform in fund raising activities is limited to CADETS. Donations of PropertyProperty donated valued in excess of $5000 may not be disposed of within 2 years of receipt without written permission of NHQ CAP/COO. (IRS issues) Donors Receipt- gifts of $250.00 or larger IRS Form 8283- may be requested by donor Wing Commander is responsible for maintaining control of all CAP fund raising activities organized within their wings. Getting Started Make a list of 10 friends Make a list of 10 people you would like to meet in your town. Before you try fund raising, you must be actively engaged in “FRIEND RAISING”. Plan a time when you can invite some of your prospects out to an activity and see for themselves the type of work you are doing. One of the greatest disappointments I face is when, after I tell them some of the great things CAP does, is for the audience to say “CAP is one of the best kept secrets around”. Yes, I am asking you to “not keep a secret”. The squadron is where the “rubber meets the road in Civil Air Patrol”. Every week you hold a meeting. Every meeting has a storyline. All fund raising starts with a story. Can you tell me a story about this? Tell the CAP story: One of the best things you can do is tell a friend about your experiences with the Civil Air Patrol. When you come back from a week long encampment, you have many stories and generally want to share them with friends. Why not use those 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 cadets will not have to come up with additional funds. TELL YOUR STORY Everyone likes to see what is going on. No matter what your unit activity is, make sure you invite those who you would like to ask for support from to attend and become a part of the activity. Tie your story to the Long Range Plan of CAP. 75 years of service to our great nation, from coastal defense to cyber patriot, CAP has been an integral part of our nation’s defense infrastructure. Be sure to include what your unit has done, for nation and most importantly, the state Who is your audience? Remember when I said make a list of 10 friends and 10 people you would like to meet? In every town in America, there are groups of people who support the youth programs at the high school, community college, YMCA’s and Boys and Girls Clubs. Take a look around, there are your new prospects! The Plan What are we asking for and who are we asking? Can we connect their support to a direct community benefit? Make sure we are asking for something the prospect can do. “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 Kansas. The costs to attend is $2000.00 each and for these 5, it puts the academy out of reach.” One of the most important principles of fund raising is to be specific in what you are asking the prospect to give to. Tell them why you are asking them to support this; “With additional funding we can offer a second cadet encampment at a cost that will allow us to have 10 more cadets/seniors participate than we otherwise will because the cost to attend will be too high for many of our members to attend.” Arm yourself with a good story. 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 community who do not know much if anything about your local 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 writing? Don’t be fooled Foundations gave $48.96 billion in 2013 (15%) Corporations gave $17.88 billion in 2013 (5%) Individuals gave $204.50 billion in 2013 (72%) Bequests for $27.73 billion in 2013 (8%) Total giving in 2013 was $335.17 billion Where should you spend your energy? Grants are not the easy answer. But they do have a place in you plan. Get to know the people who can make a grant to your unit. Most towns have a community foundation, a good source of funding support. Corporations are becoming increasingly focused about their giving, cutting back on small, scattered grant making in favor of long-term partnerships that align with their business and charitable interests. The National Headquarters works with most of the larger companies in various ways. Writing grants is not a hard thing to do, it just takes time to do the research on the company you are writing to. Your focus should be on Youth Activities and Leadership as key words. Getting Started “ This is a request to the officers of the Winchester foundation (or corporation) for consideration of a $2,500.00 grant to our unit to purchase the uniforms, flags, rifles to equip our honor guard. In reviewing this proposal, the officers of the foundation may wish to note the following points: Our cadet honor guard will be available to perform at city wide events. The following pages describe this project and the impact it will have on the lives of ___ young men and women who live in : Be sure to state the impact this will have on the lives of the cadets, the significance of CAP programs in building character and citizenship. Do not overlook the Combined Federal Campaign as a source of funding. Your local United Way is ultimately responsible for these campaign. Due to the nature of the CFC, the Friday seminar will be devoted to CFC grants. Capt. Jim Mathews will present this. 2015 NATIONAL CONFERENCE ... FOR TODAY AND TOMORROW Combined Federal Campaign: A How-To Guide & A Look At Important Changes for 2016 Capt. Jim Mathews, CAP NHQ CFC Teammate james.mathews@vawg.cap.gov CFC Facts These are from 2013, the last year for which complete data are available. CITIZENS SERVING COMMUNITIES Is CFC Right For Us? Depends on your locality It’s as easy (or as hard) as doing your taxes For most squadrons, even small amounts are meaningful: $1,301,896 was the average CFC total in 2013…what’s your share? Most Federal workers are naturally inclined to support the type of work CAP does in their communities; a natural fit! CITIZENS SERVING COMMUNITIES Important 2016 Changes! Number of local campaigns being consolidated to 40 from 147 Each local campaign will be organized by local federal employee volunteers, but handled by for-profit Outreach Coordinators Paper pledge cards will be phased out by 2020; online pledging being encouraged Universal giving means any fed can give to any charity in any jurisdiction CITIZENS SERVING COMMUNITIES Important 2016 Changes! A three-part fee will be charged to charities to participate…more details coming. From Office of Personnel Mgmt fact-sheet: All charities will pay a non-refundable application fee. Those that are approved may be charged an additional listing fee. These will help to recover the administrative costs that charities pay to participate in the CFC. Any additional costs will be covered through distribution fees, similar to the current process of deducting campaign costs from charity distributions. CITIZENS SERVING COMMUNITIES Key Application Documents Attachment D – IRS Form 990 “I certify an active and responsible governing body, whose members have no material conflict of interest and a majority of whom serves without compensation, directs the organization named in this application.” An IRS Form 990 that does not include a complete list of the officers, Board of Directors, trustees and key employees, and their compensation, if any, is incomplete and will result in a denial. Uncompensated members must have a -0in the compensation column. More than 50% must be uncompensated. REPEATING: Squadrons, this is your Finance Committee! None are being compensated! So this is an EASY requirement! Key Application Documents Attachment E – 25-word Statement A statement in 25 words or less that describes the organization’s program activities Do not repeat the organization’s name Special fonts, capitalization, quotations and underlining are not accepted Any statements over 25 words will be edited by the LFCC Thank you for the opportunity to talk a little bit about the raising of money for our units. Assignment: : make a list of 10 friends, 10 companies and go and tell your CAP story. Please feel free to contact me: Dr. James E. Dotherow Civil Air Patrol Foundation 105 S Hansell St Maxwell, AFB, AL 36112 334 953 7748 ext 225 Go forth and slay the dragon! Do not forget to check with your company’s payroll office to see if they have a corporate giving plan to match your volunteer hours.