Constituents Stakeholders User Constituents Member or Alumni Constituents

Constituents (Stakeholders) • User Constituents • Member or Alumni Constituents • Payer Constituents • Community Constituents • Those served by the charity, generally the focus of the mission • Those buying a product from the charity, regardless of whether or not they use the product themselves • Donor Constituents • Those who give money or products to the charity • Volunteer Constituents • Those who give their time by performing services for the charity • Board Members • Those who give their time by performing services in a formal management role for the charity • Family Constituents • Relatives and loved ones of user constituents served by the charity • People with a long-term interest in the charity due to past or on-going association • People and organizations in proximity to the charity • Sponsor Constituents • People and organizations that support the charity through purchase of advertising or naming rights • Employee Constituents • People employed by the charity • Government Constituents • Regulators and legislators involved in funding and legal framework specific to the areas concerning the charity • Foundation Constituents • Organizations that control and distribute wealth with the intention of supporting specific charitable intentions

Summary of Learning Friendraising Sales (Buy a shirt at the race) (Volunteer to work the race) Fundraising (Become a regular donor)

Grants • How is it defined? • Large donations given primarily by government or foundations that require a formal application process • What are the impacts? • Organizations that offer grants stay in one general area, such as cancer research or higher education • Could be government agencies or charitable organizations • Generally gives larger donations and for specific purposes • When is it used or not used? • Used: Strategic donations such as conducting major research, buildings, or develop new ways of teaching • Not Used: Covering day-to-day and smaller expenses • Example: The Hall Foundation (started by the Hallmark family) provides grants in six major areas. They include health (such as Children’s Mercy Hospital), the arts (include the KC Repertory Theatre), higher education, and so on.

Campaigns (in Not-for-Profit) • How is it defined? • Capital Fund Campaign • What are the impacts? • Annual Fund Campaign • An intense marketing effort to raise significant donations in a specific period of time • A marketing effort with multiple target audiences • Focuses on larger donors and smaller donors differently and at different times • Requires support of volunteers to carry the message • When is it used or not used? • Used: Periodically (such as annually) and in special cases • Not Used: When no major changes are expected and day-to-day needs are met • Example: UMKC has an annual fundraising campaign asking Alumni for donations • A campaign intended to raise a large sum in order to purchase or construct major assets • A campaign intended to raise a large enough sum each year in order to meet on-going expenses • Endowment Campaign • A campaign intended to raise a large sum in order to support something using the interest from the endowment • Event Campaign • A campaign intended to raise support by promoting and conducting an event

Major Giving Individual Giving • How is it defined? • Major Giving- Large donations generally from foundations, corporations, or very wealthy individuals and often in association with government • Individual Giving - Smaller donations from individuals • What are the impacts? • Major donors and individual donors receive very different messaging • Major donors could be government, other not-for-profits, or wealthy individuals • Fundraising functions as a mix of B-to-B and B-to-C • When is it used or not used? • Used: Developing interest in major giving generally precedes individual giving efforts • Not Used: Some organizations seek support from only one or the other • Example: Henry Bloch is a major giver to the Bloch School, and so is the State of Missouri. Once it was decided to proceed with the new Executive Hall, individual donors were approached for smaller gifts.

Silent Phase • How is it defined? • The period before a capital fund or endowment campaign is made public and support is generated among major givers • What are the impacts? • First working with major donors first to determine if substantial support can be found before beginning a campaign • Then working with board members and volunteers • The silent phase ends when the campaign is publicly announced • When is it used or not used? • Used: For any major campaign • Not Used: For planned campaigns • Example: Major donor support was already committed during the silent phase before a campaign to individual donors to complete the Bloch Executive Hall was announced.