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Premium member Presentation Transcript How to Get Inside the Mind (and Wallet) of the Philanthropist: How to Get Inside the Mind (and Wallet) of the Philanthropist Ray Ruddy GERARD HEALTH FOUNDATIONHow to Get Inside the Mind(and Wallet) of the Philanthropist: How to Get Inside the Mind (and Wallet) of the PhilanthropistIntroduction: Introduction Present principles of philanthropyIntroduction: Introduction Present principles of philanthropy Punctuate it with examples from Pro-Life Abstinence HIV/AIDS Prevention (Read "A" and "B")Two Major Questions Are Asked Of Me: Two Major Questions Are Asked Of Me How do I meet people who give big bucks?Two Major Questions Are Asked Of Me: Two Major Questions Are Asked Of Me How do I meet people who give big bucks? Once I meet (know) them, how do I attract them to give Big $$ to my cause?Should Be Three Questions, So I Am Going to Insert It As #2: Should Be Three Questions, So I Am Going to Insert It As #2 How do I meet people who give big bucks? How do I get to know them? Once I meet (know) them, how do I attract them to give $$ to my cause?1. How Do I Meet Them?: 1. How Do I Meet Them? Friends/Acquaintances1. How Do I Meet Them?: 1. How Do I Meet Them? Friends/Acquaintances Political Meetings1. How Do I Meet Them?: 1. How Do I Meet Them? Friends/Acquaintances Political Meetings Local Businesses (Rotary Club)1. How Do I Meet Them?: 1. How Do I Meet Them? Friends/Acquaintances Political Meetings Local Businesses (Rotary Club) Secure a Personality (i.e., Patricia Heeton)1. How Do I Meet Them?: 1. How Do I Meet Them? Friends/Acquaintances Political Meetings Local Businesses (Rotary Club) Secure a Personality (i.e., Patricia Heeton) Board of Directors1. How Do I Meet Them?: 1. How Do I Meet Them? Friends/Acquaintances Political Meetings Local Businesses (Rotary Club) Secure a Personality (i.e., Patricia Heeton) Board of Directors Advisory Board1. How Do I Meet Them?: 1. How Do I Meet Them? Friends/Acquaintances Political Meetings Local Businesses (Rotary Club) Secure a Personality (i.e., Patricia Heeton) Board of Directors Advisory Board State 501(c)(3) Filings2. Once I Meet Them, How Do I Get to Know Them?: 2. Once I Meet Them, How Do I Get to Know Them? Internet2. Once I Meet Them, How Do I Get to Know Them?: 2. Once I Meet Them, How Do I Get to Know Them? Internet Company SEC Filings2. Once I Meet Them, How Do I Get to Know Them?: 2. Once I Meet Them, How Do I Get to Know Them? Internet Company SEC Filings Company Annual Reports2. Once I Meet Them, How Do I Get to Know Them?: 2. Once I Meet Them, How Do I Get to Know Them? Internet Company SEC Filings Company Annual Reports Charity Rating Agencies2. Once I Meet Them, How Do I Get to Know Them?: 2. Once I Meet Them, How Do I Get to Know Them? Internet Company SEC Filings Company Annual Reports Charity Rating Agencies Annual 501(c)(3) FilingsPhilanthropists Come in 57 Flavors: Philanthropists Come in 57 Flavors3. And Once I Get to Know Them, How do I Attract Them?: 3. And Once I Get to Know Them, How do I Attract Them? Have them sit in on one of your abstinence programs.3. And Once I Get to Know Them, How do I Attract Them?: 3. And Once I Get to Know Them, How do I Attract Them? Have them sit in on one of your abstinence programs. Understand the type of philanthropist they are and what they are trying to accomplish.3. And Once I Get to Know Them, How do I Attract Them?: 3. And Once I Get to Know Them, How do I Attract Them? Have Them Sit In On One of Your Abstinence Programs. Understand the type of philanthropist they are and what they are trying to accomplish. - And for that, you need to understand the Principles of Philanthropy.Principles of Philanthropy: Principles of PhilanthropyInitial Questions: Initial Questions After you reviewed all 501(c)(3) filings and any state filings? What are your overall objectives?Initial Questions: Initial Questions After you reviewed all 501(c)(3) filings and any state filings? What are your overall objectives? What are you looking to accomplish?Initial Questions: Initial Questions After you reviewed all 501(c)(3) filings and any state filings? What are your overall objectives? What are you looking to accomplish? What areas do you work in/fund?Initial Questions: Initial Questions After you reviewed all 501(c)(3) filings and any state filings? What are your overall objectives? What are you looking to accomplish? What areas do you work in/fund? What are your goals in each area?Initial Questions: Initial Questions After you reviewed all 501(c)(3) filings and any state filings? What are your overall objectives? What are you looking to accomplish? What areas do you work in/fund? What are your goals in each area? Do you have a plan for what you want to accomplish?Initial Questions: Initial Questions After you reviewed all 501(c)(3) filings and any state filings? What are your overall objectives? What are you looking to accomplish? What areas do you work in/fund? What are your goals in each area? Do you have a plan for what you want to accomplish? Do you issue RFPs?Initial Questions: Initial Questions After you reviewed all 501(c)(3) filings and any state filings? What are your overall objectives? What are you looking to accomplish? What areas do you work in/fund? What are your goals in each area? Do you have a plan for what you want to accomplish? Do you issue RFPs? Do you accept unsolicited proposals in your areas?Principles of Philanthropy: Principles of PhilanthropyBefore You Submit Proposal: Before You Submit Proposal Can I get an example of a good proposal?Before You Submit Proposal: Before You Submit Proposal Can I get an example of a good proposal? Length?Before You Submit Proposal: Before You Submit Proposal Can I get an example of a good proposal? Length? What do you want to see? Objectives Goals Scope Work Plan People Costs BenefitsBefore You Submit Proposal: Before You Submit Proposal Can I get an example of a good proposal? Length? What do you want to see? How do you want to review progress?Before You Submit Proposal: Before You Submit Proposal Can I get an example of a good proposal? Length? What do you want to see? How do you want to review progress? How do you want to be involved?Before You Submit Proposal: Before You Submit Proposal Can I get an example of a good proposal? Length? What do you want to see? How do you want to review progress? How do you want to be involved? How do you want to audit/review?Before You Submit Proposal: Before You Submit Proposal Can I get an example of a good proposal? Length? What do you want to see? How do you want to review progress? How do you want to be involved? How do you want to audit/review? Have you been pleased with groups you have funded? If Yes, why? If No, why not?On-Going Relationship With Philanthropists: On-Going Relationship With Philanthropists Do what you said you will do.On-Going Relationship With Philanthropists: On-Going Relationship With Philanthropists Do what you said you will do. Keep them informed. Successes first Progress secondOn-Going Relationship With Philanthropists: On-Going Relationship With Philanthropists Do what you said you will do. Keep them informed. Successes first Progress second Ask for more $$ only if your results/progress justifies it.On-Going Relationship With Philanthropists: On-Going Relationship With Philanthropists Do what you said you will do. Keep them informed. Successes first Progress second Ask for more $$ only if your results/ progress justifies it. Do not mistreat them – even if they do not fund your proposal!!!Summary: Summary How to meet.Summary: Summary How to meet. How to get to know.Summary: Summary How to meet. How to get to know. How to attract them to give Big $$ to your program: Have them sit in on an Abstinence Class Principles of PhilanthropySummary: Summary How to meet. How to get to know. How to attract them to give $$ to your program: Have them sit in on an Abstinence Class Principles of Philanthropy Perform.Summary: Summary How to meet. How to get to know. How to attract them to give $$ to your program: Have them sit in on an Abstinence Class Principles of Philanthropy Perform. Ask for more $$ only if you have earned that right. You do not have the permission to view this presentation. In order to view it, please contact the author of the presentation.
Ruddy Ray Elliott Download Post to : URL : Related Presentations : Share Add to Flag Embed Email Send to Blogs and Networks Add to Channel Uploaded from authorPOINTLite Insert YouTube videos in PowerPont slides with aS Desktop Copy embed code: (To copy code, click on the text box) Embed: URL: Thumbnail: WordPress Embed Customize Embed The presentation is successfully added In Your Favorites. Views: 148 Category: Entertainment License: All Rights Reserved Like it (0) Dislike it (0) Added: December 30, 2007 This Presentation is Public Favorites: 0 Presentation Description No description available. Comments Posting comment... Premium member Presentation Transcript How to Get Inside the Mind (and Wallet) of the Philanthropist: How to Get Inside the Mind (and Wallet) of the Philanthropist Ray Ruddy GERARD HEALTH FOUNDATIONHow to Get Inside the Mind(and Wallet) of the Philanthropist: How to Get Inside the Mind (and Wallet) of the PhilanthropistIntroduction: Introduction Present principles of philanthropyIntroduction: Introduction Present principles of philanthropy Punctuate it with examples from Pro-Life Abstinence HIV/AIDS Prevention (Read "A" and "B")Two Major Questions Are Asked Of Me: Two Major Questions Are Asked Of Me How do I meet people who give big bucks?Two Major Questions Are Asked Of Me: Two Major Questions Are Asked Of Me How do I meet people who give big bucks? Once I meet (know) them, how do I attract them to give Big $$ to my cause?Should Be Three Questions, So I Am Going to Insert It As #2: Should Be Three Questions, So I Am Going to Insert It As #2 How do I meet people who give big bucks? How do I get to know them? Once I meet (know) them, how do I attract them to give $$ to my cause?1. How Do I Meet Them?: 1. How Do I Meet Them? Friends/Acquaintances1. How Do I Meet Them?: 1. How Do I Meet Them? Friends/Acquaintances Political Meetings1. How Do I Meet Them?: 1. How Do I Meet Them? Friends/Acquaintances Political Meetings Local Businesses (Rotary Club)1. How Do I Meet Them?: 1. How Do I Meet Them? Friends/Acquaintances Political Meetings Local Businesses (Rotary Club) Secure a Personality (i.e., Patricia Heeton)1. How Do I Meet Them?: 1. How Do I Meet Them? Friends/Acquaintances Political Meetings Local Businesses (Rotary Club) Secure a Personality (i.e., Patricia Heeton) Board of Directors1. How Do I Meet Them?: 1. How Do I Meet Them? Friends/Acquaintances Political Meetings Local Businesses (Rotary Club) Secure a Personality (i.e., Patricia Heeton) Board of Directors Advisory Board1. How Do I Meet Them?: 1. How Do I Meet Them? Friends/Acquaintances Political Meetings Local Businesses (Rotary Club) Secure a Personality (i.e., Patricia Heeton) Board of Directors Advisory Board State 501(c)(3) Filings2. Once I Meet Them, How Do I Get to Know Them?: 2. Once I Meet Them, How Do I Get to Know Them? Internet2. Once I Meet Them, How Do I Get to Know Them?: 2. Once I Meet Them, How Do I Get to Know Them? Internet Company SEC Filings2. Once I Meet Them, How Do I Get to Know Them?: 2. Once I Meet Them, How Do I Get to Know Them? Internet Company SEC Filings Company Annual Reports2. Once I Meet Them, How Do I Get to Know Them?: 2. Once I Meet Them, How Do I Get to Know Them? Internet Company SEC Filings Company Annual Reports Charity Rating Agencies2. Once I Meet Them, How Do I Get to Know Them?: 2. Once I Meet Them, How Do I Get to Know Them? Internet Company SEC Filings Company Annual Reports Charity Rating Agencies Annual 501(c)(3) FilingsPhilanthropists Come in 57 Flavors: Philanthropists Come in 57 Flavors3. And Once I Get to Know Them, How do I Attract Them?: 3. And Once I Get to Know Them, How do I Attract Them? Have them sit in on one of your abstinence programs.3. And Once I Get to Know Them, How do I Attract Them?: 3. And Once I Get to Know Them, How do I Attract Them? Have them sit in on one of your abstinence programs. Understand the type of philanthropist they are and what they are trying to accomplish.3. And Once I Get to Know Them, How do I Attract Them?: 3. And Once I Get to Know Them, How do I Attract Them? Have Them Sit In On One of Your Abstinence Programs. Understand the type of philanthropist they are and what they are trying to accomplish. - And for that, you need to understand the Principles of Philanthropy.Principles of Philanthropy: Principles of PhilanthropyInitial Questions: Initial Questions After you reviewed all 501(c)(3) filings and any state filings? What are your overall objectives?Initial Questions: Initial Questions After you reviewed all 501(c)(3) filings and any state filings? What are your overall objectives? What are you looking to accomplish?Initial Questions: Initial Questions After you reviewed all 501(c)(3) filings and any state filings? What are your overall objectives? What are you looking to accomplish? What areas do you work in/fund?Initial Questions: Initial Questions After you reviewed all 501(c)(3) filings and any state filings? What are your overall objectives? What are you looking to accomplish? What areas do you work in/fund? What are your goals in each area?Initial Questions: Initial Questions After you reviewed all 501(c)(3) filings and any state filings? What are your overall objectives? What are you looking to accomplish? What areas do you work in/fund? What are your goals in each area? Do you have a plan for what you want to accomplish?Initial Questions: Initial Questions After you reviewed all 501(c)(3) filings and any state filings? What are your overall objectives? What are you looking to accomplish? What areas do you work in/fund? What are your goals in each area? Do you have a plan for what you want to accomplish? Do you issue RFPs?Initial Questions: Initial Questions After you reviewed all 501(c)(3) filings and any state filings? What are your overall objectives? What are you looking to accomplish? What areas do you work in/fund? What are your goals in each area? Do you have a plan for what you want to accomplish? Do you issue RFPs? Do you accept unsolicited proposals in your areas?Principles of Philanthropy: Principles of PhilanthropyBefore You Submit Proposal: Before You Submit Proposal Can I get an example of a good proposal?Before You Submit Proposal: Before You Submit Proposal Can I get an example of a good proposal? Length?Before You Submit Proposal: Before You Submit Proposal Can I get an example of a good proposal? Length? What do you want to see? Objectives Goals Scope Work Plan People Costs BenefitsBefore You Submit Proposal: Before You Submit Proposal Can I get an example of a good proposal? Length? What do you want to see? How do you want to review progress?Before You Submit Proposal: Before You Submit Proposal Can I get an example of a good proposal? Length? What do you want to see? How do you want to review progress? How do you want to be involved?Before You Submit Proposal: Before You Submit Proposal Can I get an example of a good proposal? Length? What do you want to see? How do you want to review progress? How do you want to be involved? How do you want to audit/review?Before You Submit Proposal: Before You Submit Proposal Can I get an example of a good proposal? Length? What do you want to see? How do you want to review progress? How do you want to be involved? How do you want to audit/review? Have you been pleased with groups you have funded? If Yes, why? If No, why not?On-Going Relationship With Philanthropists: On-Going Relationship With Philanthropists Do what you said you will do.On-Going Relationship With Philanthropists: On-Going Relationship With Philanthropists Do what you said you will do. Keep them informed. Successes first Progress secondOn-Going Relationship With Philanthropists: On-Going Relationship With Philanthropists Do what you said you will do. Keep them informed. Successes first Progress second Ask for more $$ only if your results/progress justifies it.On-Going Relationship With Philanthropists: On-Going Relationship With Philanthropists Do what you said you will do. Keep them informed. Successes first Progress second Ask for more $$ only if your results/ progress justifies it. Do not mistreat them – even if they do not fund your proposal!!!Summary: Summary How to meet.Summary: Summary How to meet. How to get to know.Summary: Summary How to meet. How to get to know. How to attract them to give Big $$ to your program: Have them sit in on an Abstinence Class Principles of PhilanthropySummary: Summary How to meet. How to get to know. How to attract them to give $$ to your program: Have them sit in on an Abstinence Class Principles of Philanthropy Perform.Summary: Summary How to meet. How to get to know. How to attract them to give $$ to your program: Have them sit in on an Abstinence Class Principles of Philanthropy Perform. Ask for more $$ only if you have earned that right.