Workshops

Post-Workshop Resources: Basic Principles of Fundraising

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Post-Workshop Resources for the eager fundraiser!In our workshop with fundraising expert Marcia Hovious we learned that people will support the organization (or charitable project) that loves them the most and reviewed: the keys to successful fundraisers, ideas for cultivation and stewardship, Moves management, Contact reports, and discussed other fundraising principles. To better help you in your pursuit of funds for your organization or project, I've gathered a batch of additional resources that may help you in your fundraising endeavors. Best of luck to you all!Have a workshop related question or didn't receive the presentation email? Contact angela@fresharts.org"ANATOMY OF AN ASK" by Prosper Fundraising StrategiesOne of the principal truths of fundraising is that if you do not ask for a gift, you will not receive one. In fact, studies have shown that the number one reason an individual does not give to an organization is because he or she has not been asked. And what is the most effective method of obtaining a major gift? Personal solicitation. A face‐to‐face ask is 10 times more effective than mail and 5 times more effective than a phone call. Personal solicitation is both an art and science. As with most things, experience is the best teacher. The more you actually solicit gifts, the more comfortable and effective you will become. As fundraising guru Jerold Panas says “You don’t have to be great to start but you have to start to be great.” Below are a few guidelines or best practices to follow to help you hone your skills. BEST PRACTICES:  • Know everything you can about your organization or project: mission, vision, values, future projects, strategic plans.  • Know your donor. Prior to the solicitation, arm yourself with as much information as possible about the donor. Read database notes and review paper files. Ask your CEO and board members what they know about the donor.  • In a perfect world, we would all have involved, active volunteer leaders to help with major gift fundraising ‐‐ thus, the old adage, “select the right person to ask the right person at the right time for the right amount in the right way for the right reason.” If you do not have active volunteer leaders, try not to let this philosophy get in your way. Sometimes the right person to ask is the person willing and able to do the job!  • Make sure to plan who will actually make the ask. Prior to the solicitation meeting, determine what role the volunteer will play and what role you will play.  • LISTEN. To be a good solicitor you need to be attentive, sensitive, thorough, thoughtful, responsive and respectful of the needs of the donor.  • Listen with a purpose, do not interrupt, provide feedback if appropriate.  • Be prepared for objections. Imagine the issues the donor might raise and come up with appropriate answers.  • If the donor is not receptive to the ask, gently probe for reasons. Is it the timing? Is the project not a good fit? Is it the amount of the ask? ANATOMY OF AN ASK:  1. Introduction/thanks for visit.  2. Small talk. Be cordial but respectful of the donor’s time.  3. Purpose of visit.  4. Case building.  5. How the individual can help.  6. How this action will achieve the mission.  7. THE ASK. Ask for a specific amount or range.  8. Be quiet. Let the donor absorb the information presented.  9. If the donor needs time to think it over, set a clear time to follow up.  10. Thank donor for his or her time.  11. After the meeting, debrief with staff. What worked? What did not?  12. Send a thank you note.  13. Send any material that was promised.  14. Follow up at agreed upon time. Original source:   http://www.prosperfundraising.com/pdf/anatomy_of_an_ask.pdfThe 4 Phases of an Effective Peer-to-Peer Campaignby Classy.orgMoney doesn't magically find its ways to the best causes; people make decisions about whether, and where, to give. This free E-Book gives a comprehensive guide to planning, launching, and implementing a wildly successful peer-to-peer fundraising campaign. WHAT YOU'LL LEARN • Why p2p is the fundraising method of the future • How to set yourself up to raise as much money online as possible • The qualities you need to break through fundraising plateaus • The secrets behind multi-million dollar online campaignsDownload the 40 page Guide HEREAnd check out their article "Tips for Successful Fundraising":   https://www.classy.org/fundraising-tips“7 Tips on Asking for Donations — It’s Intimidating, We Get It”by Marc Koenig | Nonprofithub.org |  2014When it comes to asking for donations, most of us head for the hills. We get it. It’s intimidating to ask other people to part with their hard earned cash. They might ask, “Why?” And we might not have a great answer. At its heart, fundraising is helping others connect an existing passion directly to your cause. We don’t convince donors. We help them realize that they already care. Once donors believe that your cause truly matters, giving almost becomes an afterthought. Of course they’ll give! The question simply becomes how much to ask for. But until then, you won’t have to sweat your fundraising ask if you follow the article's seven tips.READ THE FULL ARTICLE:   http://nonprofithub.org/fundraising/7-tips-on-asking-for-donations-its-intimidating-we-get-it/Moves Management Grid TemplateDOWNLOAD HEREThe 2016 Nonprofit Fundraising Strategic Plan GuideThe best fundraising strategic plan tells a complete, organized, and analytics-based story that your team can actually use to help your campaign be more successful. The 2016 Nonprofit Fundraising Strategic Plan Guide explores the fundraising planning process and breaks down each of the necessary elements that will allow you and your team to elevate your next campaign. (Bonus: some helpful examples and templates to put this into action now.)Just a heads-up: this is a long read. Link to the Guide is below.READ THE FULL GUIDE:   https://blog.everyaction.com/the-2016-nonprofit-fundraising-strategic-plan-guide"15 Fundraising Success Metrics to Start Tracking"By Bill Tedesco, CEO of DonorSearch | 2015Measuring your performance is a crucial step that nonprofits must take to succeed. There’s no better way of isolating and troubleshooting any ongoing problems. And worry not, there’s no shortage of methods of measuring performance. They’re called fundraising success metrics here, but they are also often referred to as key performance indicators (KPIs). These metrics are the analytical tools nonprofits need to continue raising more and more funds.The list of 15 has been split into four separate categories.  • general fundraising metrics • giving level metrics • engagement metrics • online performance metricsREAD THE FULL ARTICLE:   http://www.donorsearch.net/nonprofit-fundraising-metrics/    Guide to Annual Giving:     Prospects and Approaches     Identifying, cultivating and ranking annual giving prospects     Donor Search | 2015    Downloadable eight page guide:        https://gallery.mailchimp.com/923e92913151659dbcb2b2dd9/files/Annual_Giving_Whitepaper.pdf"Finding Your Funding Model" By Peter Kim, Gail Perreault, & William Foster |  2011Many nonprofit leaders seek reliable funding but are not sure how best to pursue it. Four guidelines provide a road map for leaders to identify and develop the right funding model for their organization.This article is a response to requests for the “how” of funding models—the basic principles through which organizations can understand and investigate their long-range funding options and then develop a realistic plan for choosing and implementing them. The principles are born out of research by Stanford Social Innovation Review as well as consulting experience with dozens of nonprofit clients that have sought pathways to growth and financial sustainability.READ THE FULL ARTICLE:   http://ssir.org/articles/entry/finding_your_funding_modelDevelopingFundraising Policiesand ProceduresBest Practices for Accountability and Transparencyby the Association of Fundraising ProfessionalsThis 80 page booklet offers samples of key fundraising policies and procedures that nonprofit organizations should consider adapting and using for their fundraising programs. DOWNLOAD HEREGiving USA 2016 InfographicGiving USA 2016: The Annual Report on Philanthropy©, is the longest running, most comprehensive report on philanthropy in America. The Report affirms 2015 as a steady and strong year in philanthropy. Giving rose 4.0% to $373.25 billion in 2015 contributions, a record high. Our infographic of this annual report provides insights for your organization — and just a bit of entertainment — to help cultivate your efforts of serving the common good.DOWNLOAD HERE
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Basic Business Skills for Visual Artists (Fresh Arts Presentation 2015)

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Checklist prepared by Fresh Arts in conjunction with the "Business Skills for Visual Artists" workshop. -----Necessary Basics:-Make sure you have a website. Keep it updated.-Make sure you have an Artist Portfolio.-Make sure you have business cards and you have them with you at all times.-Keep a current contact list of everyone who has come to your shows, purchased your work, or expressed interest in your work. Include mailing address and emails.-Make sure you have high quality images of your work-Have a standard cover letter that you can modify-Have an updated bio, artist statement, and resume that includes: list of exhibitions, gallery representation-Check your email and phone messages regularly and respond promptly-Connect with people on Facebook and Twitter-Create a free artist profile on Fresharts.org and keep your info and artwork currentMore detailed checklist and full list of resources available in the attached Word Document.  Download it below! Workshop Powerpoint Basic Business Skills for Visual Artists from Fresh Arts Fresh Arts periodically presents professional development workshops throughout the year as an essential part of our programming.  If you would like information about future Fresh Arts Workshops, please subscribe to our Artist Resource Newsletter and follow us on Facebook and Twitter
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Evolving Your Career: Business Skills for Visual Artists (Spacetaker Presentation 2012)

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Spacetaker presentation led by Houston artist and businessman Taft McWhorter, -----This presentation offers artists tips on how to take their art career to the next level. Business Skills for Visual Artists 2012 from Fresh Arts
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Curatorial Toolkit

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Credit: The Museums & Galleries of NSWThis toolkit is designed primarily for emerging curators. Although written mainly for independent curators, a lot of this information is relevant for individuals working within an institution. The toolkit assumes the curator will be working primarily in the non-profit sector with public art galleries, museums and/or artist-run centres in Canada, although the information can also be relevant for contracts within the private sector and with institutions outside of Canada. Characteristics unique to working within the private sector, including with commercial galleries, are not contained in this document.

Get it in writing! Fresh Arts Contract Workshop 2014

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THE PRESENTATION FROM THE WORKSHOP DESCRIBED IS EMBEDDED BELOW. Get it in Writing!Understanding & Crafting Contracts with Emily Watts and attorney Erin RodgersMay 6, 2014(For artists, collectives, and nonprofits) *This workshop hosted at the Dance Source Houston Headquarters, The Barn (formerly Barnevelder).The Barn, 2201 Preston St, Houston, TX 77003Are you an artist lending your work to a business for exhibition? Are you a performing arts organization that hires independent artists to perform? Are you renting space for a performance and exhibition? In all these instances, contracts and/or letters of agreement help protect you and your work, as well as prevent misunderstandings and other problems.TOPICS TO BE COVERED INCLUDE:- Understanding basic contract language and common clauses (glossary of common legalese)- Defining correct parties- Terms and options- Intellectual property ownership- Work for hire- Liability- Consideration ( making a contract binding)- Breach and dispute- Cure options (how to remedy a breach of contract)- How do you know when you are breaking a contract- Combining contracts with Letters of Agreement (LOAs) and riders- Contract addendums and red-lining- Recourse upon broken contracts Fresh arts Get it in writing! Contract Workshop from Fresh Arts
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Writing a great grant 2014 (Individual Artists)

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THE PRESENTATION FROM THE WORKSHOP DESCRIBED IS EMBEDDED BELOW. Writing a Great Grant: An Overview for Individual ArtistsLed by: Jenni Rebecca Stephenson, Executive Director of Fresh Arts, with Christa Forster, author and 4-time winner of the Houston Arts Alliance Individual Artist GrantFor individual artists Wednesday, October 22 @ Fresh ArtsJoin Fresh Arts’ executive director Jenni Rebecca Stephenson and 4-time HAA Individual Artist Grant recipient and author, Christa Forster, for a two-hour in depth presentation on best practices when composing and applying for artist project grants. Additionally, Houston Arts Alliance Grants Manager Shannon Teasley will be present to answer any specific question related to the Individual Artist Grant.Our goal with this workshop is to help local artists develop and refine their grant writing skills and to highlight some important and attainable grants administered locally, such as the Houston Arts Alliance's Individual Artist Grant and the Idea Fund. Even if you do not plan to submit any proposals this fall, this overview will be a fantastic opportunity to develop your strategies for framing your work and honing your grant-writing skills.Representatives from both the Houston Arts Alliance and the Idea Fund will be on hand to answer questions about these grant opportunities. Writing a great grant 2014 (Individual Artists) from Fresh Arts
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Fresh Arts Fundamental HR/Employment Policies for Organizations 2014

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THE PRESENTATION FROM THE WORKSHOP DESCRIBED IS EMBEDDED BELOW. Fundamental HR/Employment Policies for OrganizationsFor arts administrators of small to mid-sized nonprofitsMonday, June 2, from 4-6 p.m.@ Fresh Arts, 2101 Winter Street, #B11, Houston, TX 77007Presenters:Bob Lawson, Director of Administration & Education, Theatre Under the StarsElaine C. Becraft, Counsel, Labor & Employment, LyondellBasellNot sure who on your team should receive a 1099 or a W-2? Are you supposed to be paying unemployment taxes? Do you know the rules around interns? Join Bob Lawson, of Theatre Under the Stars, and employment lawyer, Elaine C. Becraft for a crash course in what you need to know and what you didn’t know you didn’t know. This is a great opportunity for administrators to have questions answered by an expert in the field and address some of the unique challenges we all face in keeping our small or mid-size organizations in compliance with HR standards.Topics include:- Basic distinctions between 1099/W2 employees, as well as exempt/non-exempt- How to avoid abusing interns- Basic options for offering benefits- Basic reporting for new hires- Unemployment taxes (when you need to worry about them)- The advantages and timing of outsourcing, rather than handling HR in house- Common questions re: employment law- Basic best practices for interviewing/hiring- Employee reviews + HR advocate on board of directors for smaller nonprofits (i.e. to provide an additional outlet for reporting HR problems)- The "Absolute Musts" of any employee handbook (great resources from ADP on this subject) Fresh Arts Fundamental HR/Employment Policies for Organizations 2014 from Fresh Arts
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Fresh Arts Development Finance and Operation Basics 2014

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THE PRESENTATION FROM THE WORKSHOP DESCRIBED IS EMBEDDED BELOW. Development Finance and Operation Basicsfor the Jack-of-All Arts Administrator(Gift Acceptance, Disclosure Rules & Basic Financial Reporting)For arts administrators of small to mid-sized nonprofitsWednesday, June 4th, 2014@ Fresh Arts, 2101 Winter Street, #B11, Houston, TX 77007PRESENTERS:Amy Lampi, Associate Director of Development, Alley TheatreJoanna Torok, Director of Advancement Operations, Houston Grand OperaAre you in charge of fundraising AND finance within a small organization? Do you struggle with creating a regular routine for acknowledging donations? Do you know how to present your financial position effectively to your board? Are you certain you’re in total compliance with the IRS when accepting gifts? Administrators can expect to walk away from this workshop better equipped to manage broad financial concerns along with a simple check-list of things to do each day to ensure you are staying in compliance.Topics will include: - Creating simple systems for fund development management and operations- Timing, rules, and language for donor receipts- Common mistakes in communicating the tax benefits of donations- How to determine Fair Market Value for special events, etc.- Basic financial reports- Forecasting revenues- Reconciling fundraising activities with greater financial goals Development finance & operation basics for nonprofits_Fresh Arts 2014 from Fresh Arts
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Funding Strategies for Independent Artists 2014

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THE PRESENTATION FROM THE WORKSHOP DESCRIBED IS EMBEDDED BELOW. Funding Strategies for Independent ArtistsMonday, April 21, 2014Art League Houston, Main Gallery1953 Montrose Blvd.Houston, TX 77006Fresh Arts’ Executive Director Jenni Rebecca Stephenson and professional composer and musician, Jerry Ochoa of Two Star Symphony, provide an overview of strategies and resources for individual artists seeking funds to support their professional art career.This workshop covered: identifying grant opportunities (including several key local opportunities), increasing accessibility to additional funding through fiscal sponsorship, and securing individual contributions and institutional support. The workshop will also provide tips for creating and managing successful crowd-funding campaigns and offer examples of how local artists have successfully raised money for their projects. (Specifics on grant-writing and crafting proposals are NOT covered in this workshop, but will be covered later in Fresh Arts’ workshop series.)This workshop applies to all types of individual artists including those in the visual, performing, filmmaking, literary, and multi-disciplinary fields. Funding strategies for individual artists 3.0 from Spacetaker
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Fractured Atlas & Indie GoGo: Fiscal Sponsorship and Crowd Funding

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On March 10, 2011, Dianne Debicella of Fractured Atlas and Danae Ringelmann from IndieGoGo shared this insightful presentation on fiscal sponsorship and crowd funding opportunities for artists. Hosted by Spacetaker.IndieGogo & Fractured Atlas Info Session at SpacetakerView more presentations from Spacetaker
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