CHATHAMKENT HOSPICE FOUNDATION ChathamKent Hospice Foundation Education Session

CHATHAM-KENT HOSPICE FOUNDATION Chatham-Kent Hospice Foundation Education Session September 21, 2016 Supporting compassionate, end-of-life care in a home-like setting

CHATHAM-KENT HOSPICE FOUNDATION Supporting compassionate, end-of-life care in a home-like setting

CHATHAM-KENT HOSPICE FOUNDATION The Donor Pyramid Wills Major Gift Monthly Donors Regular Gifts First Gift Prospective Donors The Public # of people Supporting compassionate, end-of-life care in a home-like setting Time & $

CHATHAM-KENT HOSPICE FOUNDATION Supporting compassionate, end-of-life care in a home-like setting

CHATHAM-KENT HOSPICE FOUNDATION Our Mission: The Chatham-Kent Hospice Foundation secures contributions to support compassionate end-of-life experiences for clients of the Chatham-Kent Hospice. Our Vision: We will become a preferred charity in Chatham-Kent, providing financial sustainability for the Chatham-Kent Hospice through fundraising activities and the establishment of an endowment fund. Our Values: Excellence: We are committed to excellence in everything we do; to exceeding the expectations of our donors, volunteers and hospice partners. Collaboration: We are committed to collaborating with our internal and external stakeholders recognizing that we can achieve more by working together. Respect: We hold ourselves to the highest of ethical standards. We will respect privacy and confidentiality. We will use the strength of our differences, embracing each person's uniqueness to help achieve our mission. Accountability: Donors, volunteers and clients are at the centre of everything we do. We are accountable to our donors for the wise use and management of the resources they give to the foundation and transparent on how donor funds impact the hospice's mission. Engagement: Donors, volunteers and staff are all active members of the Chatham-Kent Hospice team and integral to the hospice's success. By involving these people in our work we will best contribute to achieving Chatham-Kent Hospice's mission and vision. Supporting compassionate, end-of-life care in a home-like setting

CHATHAM-KENT HOSPICE FOUNDATION Who is responsible for what? STAFF VOLUNTEERS Manage daily operations Ensure org’n stays financially sound Implement policy set by Board Set policies and ensure they are carried out Represent organization’s stakeholders Aid & support fundraising Supporting compassionate, end-of-life care in a home-like setting

CHATHAM-KENT HOSPICE FOUNDATION How You Know You Are a Success A Board Member’s Checklist □ Make your own gift. □ Obtain your corporation’s gift. □ Identify individual donors you can approach □ Identify corporation/foundation donors you can approach □ Attend donor cultivation events and meetings □ Search for people you know who can get involved or help on projects. □ Strive to remain knowledgeable about all activities □ Be available to work on projects □ Attend scheduled committee and Board meetings □ Support staff innovation and “risk taking” □ Challenge yourself and staff to be creative. □ Make thank you calls to donors. □ Be responsive to staff and volunteer generated suggestions. □ Be positive. □ Ask questions. Check 10 or less = Ask staff for assistance Check 10 or more = Thank You! You are a successful board member © Theodore R. Hart, ACFRE Supporting compassionate, end-of-life care in a home-like setting

CHATHAM-KENT HOSPICE FOUNDATION “Fundraising is a Team Sport” Board Members are Ambassadors: • Why do you volunteer? – Know your story and share it! Board Members are Connectors: • You bring your unique knowledge and skills to support the organization • Using your networks, you connect people with opportunities to make a difference Supporting compassionate, end-of-life care in a home-like setting

CHATHAM-KENT HOSPICE FOUNDATION Major Gifts – 5 Key Factors 1. Major Gifts are relative. • • Different for every organization Can change as organization evolves 2. Major Gifts should be substantial. • • Extraordinary for both donor and organization Typical definition = 100 times an average annual gift (i. e. $88 x 100 = $8, 800) 3. Major Gifts should be transformative. • Create opportunities than have a permanent impact 4. Major Gifts warrant one-on-one attention. • Result of a donor relationship that is created over time 5. Major Gifts depend on the maturity of the development history • Prospective leads being developed and nurtured (i. e. Donor Pyramid, Donor Lifecycle) Supporting compassionate, end-of-life care in a home-like setting

CHATHAM-KENT HOSPICE FOUNDATION Making the Ask Scheduling the Meeting: Arrange meetings in advance • phone call preferred • purpose is to get the meeting not the donation • “I’m calling to see if we can get together to talk about Chatham. Kent Hospice. Would you have some time this week? ” • Meet where prospect is most comfortable • Allow 30 minutes or more for an effective visit Supporting compassionate, end-of-life care in a home-like setting

CHATHAM-KENT HOSPICE FOUNDATION The Visit Plan a team visit (usually 2) • usually staff + volunteer • decide roles in advance Be friendly and sociable but keep to the purpose • • • talk about common interests to help everyone relax important to be a good listener (interests, concerns) do not rush the visit Talk about the cause, the need and the potential impact use promotional materials to keep conversation on track Supporting compassionate, end-of-life care in a home-like setting

CHATHAM-KENT HOSPICE FOUNDATION Requesting the Gift Determine the request amount in advance • Based on past donations, ability to give, interest in org’n • Know how the gift will impact the cause Decide in advance what team member will ask • Who is most comfortable? More experience? • You are not asking them to give YOU money but offering an opportunity to make a difference in their community • “We are here to ask you to consider a gift of $ _____” DO NOT SPEAK! • Let the prospect speak first Supporting compassionate, end-of-life care in a home-like setting

CHATHAM-KENT HOSPICE FOUNDATION If donor says YES! • • Say Thank You! Talk about donor recognition opportunities Complete the letter of intent Outline next steps/follow up If donor says NO or unsure: • Cause – do they understand/support what we’re trying to do? • Timing – is this a good time? Offer payment options, ask when a better time would be • Amount – Donor will often offer an amount • Needs time to consider – set up follow up meeting Supporting compassionate, end-of-life care in a home-like setting

CHATHAM-KENT HOSPICE FOUNDATION Definite NO: • Thank the prospect for their time and the opportunity to share information • Don’t take it personally • No often means, not now. You never know what might happen in the future Post Visit: • Thank donor in writing for their time • Provide feedback to office on donor visit • Share your experience so everyone can learn Supporting compassionate, end-of-life care in a home-like setting

CHATHAM-KENT HOSPICE FOUNDATION Questions? Supporting compassionate, end-of-life care in a home-like setting