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Community Relations Development - Kelly > Exam 1 > Flashcards

Exam 1 Flashcards

1
Q

The Shield is:

A
  • Absolutely unalterable (you cannot change or edit it)
  • Always presented as one unit
  • Consistent in exact color
  • Upright at all times
  • Accompanied by the registry trademark
  • Pubic recognizes the shield above everything else (outward facing)
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2
Q

The Crest is:

A
  • Internal (inward facing)

* Ecclesiastical only

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3
Q

The Brand:

A
  • Everyone in TSA must be committed to the brand, share same desire. Just the officer is not enough. This is what we want our brand to be.
  • Everyone has a stake at protecting it
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4
Q

What hurts the brand?

A

o Messy-Thrift store or the corps, landscaping
o Treatment of people
o Turn people away
o Availability- corps closed throughout the week
o Involved in the community

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5
Q

National Brand Vs. International Brand

A
  • National- no control over but impacted by

* International- benefit from, but pay a price for

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6
Q

Largest source of private funding for nonprofits?

A
  • Corporations
  • Foundations
  • Individuals
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7
Q

What is a foundation?

A
  • A Foundation is an entity that supports charitable activities by making grants to unrelated organizations or institutions or individuals for scientific, educational, cultural, religious, or other charitable purposes.
  • The source of their funds could be an individual, a family or a corporation.
  • Must pay out at least 5% of their endowment on grants or charitable activities
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8
Q

Types of foundations

A
  • Independent foundations
  • Corporate foundations
  • Community foundation
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9
Q

Structure of a private foundation

A

• o (from the top) Board of trustees -> Executive direction -> Investment/Administration/Grantmaking

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10
Q

TSA grant Application Process

A
  • Work with development at DHQ to find and research funders
  • Prepare letter of inquiry and/or proposal
  • Submit proposal to DHQ for review and approval
  • Submission of proposal to foundation & award notification
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11
Q

How to research a foundation/evaluate its focus and priorities, and determine which funders to approach

A

• Understand what motivates the funder and how to tailor your application to their interests.
o You want to present your work so that the foundation understands how you can help them achieve their goals and serve their designated communities.
• Explore if there is there an opportunity to build a relationship with the funder before you submit a proposal.
o Warm: Is there someone in your circle (e.g. board of adviser, community partner) who can provide an introduction?
o Cold: Is there contact information on the website?
• Track the application deadlines so you have enough time to prepare the application.

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12
Q

How to Evaluate a funder

A
  • Do the foundation’s stated priorities match your work?
  • Do they fund organizations in your geographic area?
  • Do your clients match the population the foundation wants to serve?
  • What are the application deadlines? Do you have enough time to complete the application?
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13
Q

How to determine amount to request

A
  • Does the grant program state the request amount or range for grant requests?
  • Research Foundation’s history of awards to determine typical gift
  • size for the funder.
  • Have they funded your program before? Is there room to increase the size of your next grant request?
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14
Q

What is a grant?

A

an investment, and funders want to see a return on their investment in the form of impact and change for the people they help. Funders want strong, evidence-based proposals that are client-centered and follow best practices in the field.

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15
Q

When they evaluate a grant proposal, they consider the following questions.

A
  • Does your request fit with our work and priorities?
  • Can you clearly define the problem you want to solve? Why should the funder care about this problem?
  • What are trying to achieve, and what is your strategy/plan for making this happen? Do you have a well design program plan with a realistic budget?
  • How will you know you are successful? How will you evaluate the program and measure outcomes?
  • Why are you the best organization to do this work? Can you talk about mission, history, other programs & services, accomplishments, expertise of staff, resources or partners that you can bring to the project?
  • How will this project sustain itself in the long run?
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16
Q

Proposal Components

A
  • Know that when you go to the funder to request the funding for another term, they’ll want to know the good and the bad about what worked and didn’t work. They want the transparency. Provide a solution for things that did not go right.
  • When you get a grant you provide an interim report based off your grant application to see if you are meeting goals and how is spending. 3 months before it ends go back to the grant people and talk about a renewal grant and recap and see if we can get another grant. They do not know how it is going so we have to tell them and be transparent for both good and bad.
17
Q

Major gifts goals

A
  • Retain Donors
  • Engage them
  • Provide opportunities
18
Q

How to be prepared for major gifts

A

• Be ready (Have your TSA Story (your reasons for joining TSA) ready to share and why your committed to your ministry!)
• Share Stories (Have 2 client stories ready to share, showing how lives have been impacted.)
• Budget Needs (Structure your budget into Projects with a Price Tag.)
• Funding Priorities (What are your current needs?
Programs
Deficits
Renovations
Equipment)
• Volunteer Opps (How can people help in a meaningful way?
Think outside the box and look for ways that will cut costs for you.)
• Train Staff (Train your staff on how to work/talk with donors.
?’s to Ask
Info to collect.
Who to Notify.
Tours.)

19
Q

Donor Relations Director:

A

 Maintain a list of caseload & prospect major gift donors across an area.
 Grow the donor relationship to connect the donor to the Corps.
 An extension of your team.
 Raise money for Corps/Service Unit programs.
 A part of your service fee.

20
Q

Typical Donor Touchpoints by the DRD:

A

 Face to Face Visits, Phone Visits, Facetime calls, Conference Calls, Zoom Calls
 Drop By Visits – Christmas gift, Donut Day, Annual Report, no contact info
 Corps & Officer Visits with Donor
 Sends cards for Birthday, Anniversary, Easter, Christmas, Veteran’s Day, Funerals, etc.
 Events – In-Person & Virtual. Personally invite and attend with donor.
 Personal Notes – Donations, Visits, Thinking of you, Praying for You, etc.
 Sends personalized acknowledgment letters for any donation on assigned lists.

21
Q

Small Steps: Weekly and Monthly

A

1) Introduce yourself to the community.
2) Call the A-list of donors and introduce yourself, ask for a meeting.
3) Friday Five: call the top 5 donors each week to say thank you.
4) Set a goal to have two donors visit the Corps for a tour each month.
5) Write personal notes to donors who give a certain amount or give often.
6) Highlight fundraising at each Board meeting.
7) Join a civic group – Kiwanis, Rotary, etc.
8) Make drop by visits once a year to top tier donors to say thank you.

22
Q

Practical calling advice

A
  • A call is more efficient and more effective than an acknowledgment letter.
  • Leave a message!
  • A call from the officer is impressive.
  • Call between 10am – 5 pm.
  • Schedule time on your calendar each week.
  • Prepare: get your list, write a script.
  • Practice: say the script out loud several times.
  • Pray: mission, God’s work, you’re the messenger.
  • Smile!
  • Practice makes perfect!
  • Open ended questions
23
Q

Working with Advisory Boards

AT THE END OF THE DAY…

A
  • Get Up, Show Up, and Step Up!
  • “Seek justice, love mercy, and walk humbly with God.”
  • Build, cultivate, and sustain relationships.
24
Q

PURPOSE OF AN ADVISORY BOARD

A
  • Salvation Army Champion in the Community – advocate for you. Connections. Get money for you. Opening up doors for you since you have not been there.
  • Bridge to the Philanthropic & Business Community
  • Fund Development Sustainability & Diversification
25
Q

Advisory Board Expectations

A
  • A lot of slides on this, it’s the “I will”s contract that advisory board members sign when they agree to be a part of the board.
  • Also the “I Will” statements that you are the corps officer will agree too.
26
Q

Governing Vs. Advisory Boards

A 
•	Governing
o	Required for non-profit status
o	Held legally accountable
o	Governing authority
o	Ensures integrity
•	Advisory 
o	No governing authority
o	No legal responsibility
o	Provides advice and support
o	Advocates for program
27
Q

Volunteers are:

A
  • An invaluable resource
  • They connect community with ministry through advocacy and experience
  • They seek fulfillment in giving
  • They help prevent burnout
  • All about flexibility
  • Know your volunteers and build relationships
  • “a person who freely offers to take part in an enterprise or undertake a task.”
  • Audit your corps for people: FIND VOLUNTEERS.
  • Their time is money
  • Meet them. Learn from them. Evaluate them.
  • Read through your brief
  • Go through your safe
  • Audit your corps people and volunteers
28
Q

How to find volunteers

A

• Congregation is one, but also school sports teams, service clubs, facebooks groups, etc

29
Q

How to approach volunteers

A
  • Know your stats, know your needs
  • Be ready for conversation and questions
  • Ask them what areas they would like to serve in
  • Don’t be afraid to reassign or decline.
30
Q

Code of Conduct for Emergency Services Volunteers

A

o Document all volunteers must sign
o Includes release and waiver of liability
o Photo release
o Get this from DHQ.

31
Q

Troubleshooting

A
  • Boundaries: be flexible but not too flexible
  • Document issues and discuss immediately with volunteer
  • KeepSafe – brush up on it twice a year
  • Remember your representation
  • Do not water down expectations
32
Q

How to follow up with volunteers

A 
•	Long term volunteers
o	Annual brunch
o	Christmas gift w/card
o	Annual letter
•	Short term volunteers
o	Small gift\handwritten card
o	Social media post
•	Individual volunteers/small community groups
o	Hand written card
o	Small gift
•	Corporate volunteers/large community groups
o	Professional letter w/ photos
o	Framed group photo

Community Relations Development - Kelly (2 decks)

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