Advisory Board Presentation - The Bridge & Team Rosemary

Individual Giving B E S T B U D D I E S A D V I S O R Y B O A R D P R E S E N T AT I O N 1

I M P O R TA N C E O F

INDIVIDUAL GIVING ❑ Broaden and deepen support ❑ Organizational investment

❑ Improve donor retention rates

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WE NEED TO

DIVERSIFY REVENUE 2021 National State Development Goals Government Funds

State Fundraisers

$5,776,051 $9,143,047.86

25.5%

40.4%

Friendship Walks

$3,109,992 13.7%

Corporate Giving

Individual Giving

$490,439

Foundations

2.2%

$809,493.28 $3,301,372.48 14.6%

3.6% 3

T W O I M P O R TA N T

I N I T I AT I V E S

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Why Monthly ❑

Diverse & Sustainable Revenue

❑

Donor-Centered Fundraising

❑

A win-win for constituents and Best Buddies

❑

Building a foundation of support

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The Program

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What is it?

Bridging gaps so that

everyone is included.

A community of kind-hearted humans investing monthly so that every

person has a place in society and a life filled with opportunity.

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Social isolation is avoidable,

social belonging is essential.

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The Reason ❑ To belong is a basic human need and people with IDD often struggle to fit in. ❑ Donating monthly creates human experiences and sustainability for Best Buddies programs. ❑ Monthly donors can create a pathway from isolation to inclusion!

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Monthly Donor Benefits

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Over

200 MILLION

people have IDD

TOGETHER, we can build a bridge that connects all people with IDD to opportunities they deserve!

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Implementation

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Monthly Giving Website Lives on the BBI website and provides background on the program and why supporters should consider investing monthly.

www.bestbuddies.org/thebridge

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Donation Page This is the new general donation form on the BBI and state websites with an emphasis on monthly giving (there is a dropdown for states on the BBI form)

www.bestbuddies.org/thebridge-donate or www.bestbuddies.org/minnesota/donate

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Advisory Board Engagement ❑ Refer to Advisory Board Toolkit ❑ 100% participation ❑ Create prospect lists ❑ Recruit 5+ monthly donors each!

• E-mail friends!

• Post on Socials!

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Think of the possibilities for Best Buddies...

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Circle of Influence

ACTIVITIES (Gym, Sports Teams, Book Clubs, Place of Worship)

COMMUNITY

EMPLOYER

(Local Businesses, Neighborhood Associations, Civic Clubs, Chamber)

(Co-workers, vendors, clients, Competitors, Other Locations/Branches)

YOU PERSONAL VENDORS

SCHOOLS

\

(Dry Cleaner, Mechanic, Restaurants, Doctor, Salon, Insurance Agent, Real Estate Agent, Coffee Shop)

FAMILY & FRIENDS

(PTA, Teachers, Alumni, Greek Life, Children’s Parents)

(Parents, in-laws, Siblings, Aunts, Uncles, Cousins, Grandparents, Neighbors, Friends, Social Media Friends/Followers) 18

Questions?

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HISTORY OF TEAM ROSEMARY

❑ Rosemary’s Legacy ❑ Inception of giving society

PURPOSE OF TEAM ROSEMARY

❑ Standardized way across the country to recognize

individual donors who give an outright gift ❑ Helps to support donor cultivation ❑ This is a year-round effort, not just an event

W H AT I S A N O U T R I G H T

INDIVIDUAL GIFT? ❑ Not associated with a fundraising event ❑ From an individual, not a company ❑ Major gift of $1,000 or more

MEMBER BENEFITS ❑ Listing in Best Buddies State Signature Event program book ❑ Quarterly updates on the impact your gift is making ❑ Additional local experiences

CULTIVATION ❑ CREATE PROSPECT LIST FOR UPCOMING TEAM ROSEMARY YEAR ❑ ROSEMARY DAY (September 13, 2021) Informational about Rosemary (social media &

maybe state newsletter) ❑ ONE-TO-ONE ASKS Start with a small group and ask them to be your founding members ▪

Do you have any $500 donors you could ask to upgrade to $1,000?

❑ DONOR CULTIVATION EVENT

D O N O R C U LT I VAT I O N E V E N T ❑ Non-ticketed event (FREE to attend) ❑ Recruit the right host (to ensure the right attendees are in the room) ❑ Location ▪

A nice home

▪

New restaurant

▪

Off-beat location – something unique

INVITE LIST (Donor Cultivation Event)

❑ Advisory Board members & their spheres of influence ❑ Staff prospect list ❑ Host’s list

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MAKING THE ASK

(Donor Cultivation Event)

❑ Keep the speaking portion concise ❑ Incorporate the mission

❑ Provide brochures & pledge cards ❑ Provide a way to collect pledges ❑ Have other volunteer/event info available

P O S T- E V E N T ❑ Thank you notes to those who donated ❑ Thank you for attending notes to those who did not donate (include brochure & pledge card) ❑ Sorry we missed you letters to those who were invited by didn’t attend (include brochure & pledge card)

❑ Stay in touch with donors throughout the year ▪

Newsletters

▪

Event invitations

▪

Birthday/holiday cards

▪

Phone calls

Q&A Rosemary Kennedy 1918-2005 “The Saks man…thinks I’m the best looking of all the Kennedys!”

-Rosemary, 1940