The Ohio Compassion Capital Project Training Manual

  Fund Development    Maintaining diversified funding streams is integral to the success of non‐profit organizations. This  information highlights effective fundraising techniques to expand your organization’s knowledge of  and propensity toward developing and sustaining diversified funding.     

Fundraising for F d i i f Nonprofit Organizations

The “Basics” f fundraising Th “B i ” of f d i i
All good fundraising starts with a “Case Statement” Most fundraising at nonprofits includes some combination of
Grants Gifts from Individuals Events

4% 12 4% of all giving to nonprofits . usually given in response to a Request For Proposals (RFP) Some grant applications are not submitted in response t an RFP.Grants G t Grants are support from private or governmental entities. you may respond to to RFP dt information have located about a foundation or a corporation s corporation’s giving history and goals Corporate and Foundation giving represents 12.

Gifts f Gift from Individuals I di id l Individuals give 87. meaning that they are the most flexible dollars that you can raise. .6% of all philanthropic dollars Individual gifts are usually “unrestricted”.

but can raise awareness of your organization Events sometimes take years to turn a “profit” (and so can place you at-risk financially) .Event Fundraising E tF d i i Events are the most staff (or volunteer) intensive of all of the fundraising methods Events can not only raise money for your organization.

focus also on the opportunity that you are giving your d donor t make an impact in th i community to k i t i their it .Developing a C D l i Case St t Statement t A case statement is used to help to “tell the story” of your organization A case statement is typically 1-3 pages and tells why your organization should be supported Don’t just focus on the needs in your community.

Components of a Case Statement The need statement The mission statement and explanation of how you are striving to fulfill your mission The opportunity for the donor to impact their community .

Reaching I di id l D R hi Individual Donors Mailings (appeals. connections need to be made Donors must be thanked often and in a timely fashion Donors will not typically increase their giving unless they are asked to do so . . newsletters) Individual donors need to be cultivated. relationships need to be built.

and allow for archiving of materials related to donors Purchased software usually also requires an ongoing contract for updates and support . provide a t t id template for fundraising l t f f d i i events.Donor T ki D Tracking Dozens of database options exist-from free to very expensive Most start with a simple excel or access database to track gifts and giving history Purchased software can produce sophisticated reports.

Donor T ki ( D Tracking (continued) ti d) You can use paper files to track donor history and correspondence y p Most importantly. get donor information correct!! .

Individual donor solicitation I di id l d li it ti It is important that you are personally passionate about the mission of the organization Don’t ask the first time you meet with someone Ask for something specific (the next time) People have a more difficult time saying “no” in a face-to-face setting Meeting with donors on a regular basis will help you to build awareness of your organization .

Activity-Donor S li it ti A ti it D Solicitation Break into groups of three (donor. observer) ) Practice telling the story of your organization and asking for support Observer should give feedback to solicitor You have 15 minutes Y h i t . solicitor.

Event Fundraising E tF d i i Raise dollars (unrestricted) to support your organization Build B ild your d t b database to use for future fundraising Build awareness of your organization in the community Build “connections” with your existing ith i ti donors and volunteers .

Klein (1994) Checklist for Event Fundraising How appropriate is the event for your organization? How will th event reflect on th i H ill the t fl t the image of your f organization? How much volunteer time will be needed? How much front money will be needed? How repeatable is the event? How does the event fit into your overall fundraising p g plan? .

Events-other considerations E t th id ti Staff or volunteer time is considerable Having a committee to take “ownership” of the event is important Board and staff leadership must understand that there is a risk of losing $ on an event Sponsorships are an important component of an event budget Develop a process to monitor progress/aid accountability .

Corporations. or Government entities Most RFP’s (requests for proposals) have very specific guidelines for submission Letters of support from other organizations are often required .Grants and Proposal Development Proposals are submitted to request (or apply for) a grant Grants can be given by Foundations.

Basic Components of a Proposal Executive summary (one page) Introduction Organizational history/qualifications Scope of the need S f th d Program description/staff qualifications Evaluation Budget .

Executive summary E ti Should typically only be one page or less Should be a good summary of each aspect of g y p the proposal The executive summary sets the tone for how organized you are. and how well you have thought through th outcomes that you are trying to th h the t th t t i t achieve . how compelling the case for support is.

and who you will be reaching .Introduction I t d ti Typically only a paragraph or two Lays out what you are requesting for requesting. what.

Organizational History/Qualifications Describe the history of your organization Describe important stakeholders in the genesis and ongoing support of your organization Highlight qualifications/successes of your organization .

Scope of Need S fN d This section spells-out the need for your service in the community Use statistics and community needs assessment data Describe how many people in your community need the services that you are providing and are not receiving those services .

Program Description/Staff Qualifications The “heart” of your proposal (spend the most time on this section) Describe what you will do (program objectives). using what resources. how you will do it. and where you will provide th services h ill id the i Describe the unique qualifications that your staff or volunteers h l t have t provide th to id these services i .

Evaluation E l ti Describe how you will evaluate the effectiveness of your p g y program/service Use defined. measurable outcomes. set in time Keep it simple. but make sure that you track your outcomes!! .

independentsector. others leave it to you to submit your budget Make sure that your budget is realistic and that it adds realistic.html .Budget B d t Some have detailed budget requirements.org/programs/research/vol unteer_time. up!! Include other sources of funding and in-kind donations (including l t (i l di volunteer ti ) d time) devoted t program t d to Volunteer time value can be calculated by using the following Web site: http://www.

have a conversation with your finance person Make sure that your budget “matches” what you say in your proposal .Budget basics B d tb i Budget typically also should have a budget narrative Always consider staff salary increases (COLA’s). occupancy and overhead As part of the planning for the proposal.

Developing a f d i i plan D l i fundraising l Assess your readiness for fundraising (can your board support fundraising?) Determine whether you can identify a committee or advisory group to help with fundraising Determine the needs of your organization and develop the strategies to meet those needs Determine the external climate for fundraising .

publications) .Locating Resources for Fundraising Information Web-based resources on foundations (searches) Government funding sources Develop a file of solicitation letters that y p you have responded to Talk to your p y peers in y your community y Association of Fundraising Professionals ( (conferences.p ) .

Include the organization's most recent audited financial statement. You will receive mail notification that your proposal has been received within two weeks of its receipt in our office. • • • The project budget should include anticipated expenses. .Foundation Guidelines for Proposal Submission Major Community Foundation (Example 1) Deadlines • • • • December 30 (for consideration at March Trustee meeting) March 30 (for consideration at June Trustee meeting) June 30 (for consideration at September Trustee meeting) September 30 (for consideration at December Trustee meeting) Proposals are due the next business day if a deadline falls on a weekend. It also should include the name of a contact person with phone and/or email information. Organizational Background • • • • History Mission Types of programs offered Constituencies served Project Description • • • • • • Justification of need Specific goals and objectives Activities planned to meet goals and objectives Project time line Qualifications of key personnel Evaluation plan Budget Information Proposals should include a project budget as well as an organizational budget. What to include in your proposal Each proposal should include a one-page cover letter describing the project and the amount of funds being requested. including information about other sources approached for funding. The organizational budget should include the current year budget as well as the proposed budget for project year(s) showing both income and expenses. including details about how Foundation funds would be used. and anticipated income.

Supporting Documents • • • • List of current trustees Letters of support Readily available printed material about organization such as annual reports or brochures IRS letter confirming Internal Revenue Code 501(c)(3) status and classification as a public charity or information confirming status as a governmental unit or agency 2 .

Small Family Foundation (Example 2) Application Procedure If a potential applicant’s proposal aligns with the Foundation’s Grant Guidelines. IRS Determination Letter The Foundation awards grants four times each year in February. Amount of request 4. If the Foundation determines that the proposal falls within its interest areas. Description of organization 3. Project budget 4. Evaluation procedures 6. August. deadlines for the submission of complete proposals are as follows: Meeting February May August November Deadline December 1 March 1 June 1 September 1 3 . the organization should contact the Foundation or submit a one-page preliminary letter of inquiry briefly describing the organization and the project. The full proposal should contain the following information: 1. the organization will be notified that it may submit a full proposal. Financial statements (2 years) 2. Budget for current fiscal year 3. Support from other foundations and/or corporations The following attachments should be included: 1. May. and November when the Board of Trustees meets to review proposals. Timetable of project 7. Description of project 2. Need for the project 5. Board list 5. Beginning in 2004.

2. What is the purpose of the project? Define the need. Are there plans to partner with other organizations to implement this project? If so. The Foundation will be unable to consider proposals that do not follow these directions: • • • • • • • • Double space Use 12 point type Use standard 8. How will the need be addressed? Please state clearly who will do what.. What about the experience of the organization makes success possible. and results? Please indicate the estimated time line to reach each one. does the organization have a history of working with the defined population. objectively verifiable results? In other words. Who are the individuals most responsible for the day-to-day management of the project and what are their qualifications? What percentage of staff time will be spent on this project? Please provide resumes in attachments. including three (3) complete sets of all requested attachments Do not use staples. please prepare your application addressing the following questions. What will the project accomplish if successful? What are the goals? What will be the visible. What challenges to success are anticipated from both the internal and external environments? 6. 8.e. implementation.5 by 11 inch paper Use one side of the paper only Use no more than 10 pages for the proposal.Medium-Sized Community Foundation (Example 3) Your assistance is important to the Foundation in giving your application the consideration it deserves. of implementing this or similar programs. tangible. i. what are the short term and long term deliverables? 4. and of accessing outside support and expertise if necessary? 7. binders or notebooks Most importantly. when. start-up. 5. exclusive of the one-page abstract. to whom. and why? 3. 1. please identify those organizations and their qualifications specific to this project and describe 4 . budget and budget narrative Number pages Include one (1) original and two (2) complete copies of your submission. where. What are the most important benchmarks of the project from start to finish: planning. What is the purpose of the project? Define the need. labeling each question as you go.

e-mail address. If requesting a multi-year grant. and December. Please also provide a budget narrative that includes an explanation for each line item for which Foundation support is requested. Most recent list of contributors. You can download a copy of the standard Project Budget format here. The Board of Trustees of the Foundation meets on a quarterly basis to consider grant requests. June. please provide a separate budget for each year. Most recent audited financial statements. Please provide a project budget using the format provided here. These meetings occur in March. amount requested for specified time period. Please provide letters of support verifying the partners’ commitment to participate in the project. project title. including foundation grants (grantor and amount) and names of major individual contributors. if appropriate). Cover sheet that includes the name of the organization.the proposed relationship. application date. Proof of most recent IRS 501(c)(3) tax-exempt status. September. please identify these foundations and the amount of each request. Current Annual Report. October 1. If the request is for consultant(s). • • • • • • • • Cover letter signed by the applicant’s board chair and chief executive officer (and project director. proposals will be due on the first working day following the actual deadline. title. 5 . How will success of the project be measured? How will progress be measured toward achievement of target goals and benchmarks? How will impact of the project be measured? 10. please provide a copy of the consulting agreement. contact person. address. April 1. If project funding is being requested from other foundations. fax number. phone number. July 1. When deadlines occur on a weekend or holiday. This form must be included with your application. 9. Resumes of individuals listed in question 7 of your proposal to the Foundation. Board list with business affiliations. Application deadlines are: January 1.

The ACT Team for young adults will serve approximately fifty (50) young adults. at any given time. Applicants can obtain detailed information about ACT Teams through a variety of sources.samhsa. 2004. or homelessness. recovery. December 1. opportunities for peer and mentoring relationships. the Workgroup has noted that the following need to be emphasized: multi-system coordination and collaboration. the Ohio Department of Mental Health. 2:00-3:30 p. reduce psychiatric hospitalizations for young adults.oh. The Cuyahoga County Community Mental Health Board (CCCMHB) has designated up to $400.gov. www. 5:00 p. for housing. The Workgroup has envisioned an ACT Team that will enable young adults leaving residential treatment to live in the community. 2005 January 12. the ACT Association. timely enrollment for entitlements. 2004 December 15.m. residential care. advocacy and support.” The CCCMHB 16-22 Workgroup has prioritized implementation of an ACT Team for young adults as one of the ways to better meet the needs of young adults with significant mental health needs. The ACT Team will comprehensively serve young adults. www. family and community supportive relationships. In its discussions about this ACT Team. www.com. and.000 in first year funding for the development and implementation of this ACT Team. and prevent young adults’ from becoming homeless. requiring adult system residential treatment.m.org. educational and vocational programming and employment. February 23. www. This model of service embraces resilience. who have serious emotional disturbance or severe mental disability and are at risk for out-of-community placement or who are returning to the community from a residential placement or hospital. or entering the justice system.actassociation. 2004 January 7. 2005 January 19. the Substance Abuse and Mental Health Services Administration (SAMHSA). attention to substance abuse issues. The ACT model is based on individualized needs assessment and a team response to provide whatever services and supports are necessary to enable individuals to live in the community with the greatest possible independence and highest possible quality of life. including subsidies. who are at highest risk of hospitalization. ages 16-22.CUYAHOGA COUNTY COMMUNITY MENTAL HEALTH BOARD REQUEST FOR PROPOSAL (RFP) ASSERTIVE COMMUNITY TREATMENT (ACT) TEAM FOR YOUNG ADULTS OVERVIEW OF THE PROJECT Funding allocated as a result of this RFP will be used to provide an Assertive Community Treatment (ACT) Team for young adults. December 17. including: NAMI (National Alliance for the Mentally Ill).state.us. 2005 IMPORTANT DATES Release of RFP Bidders’ Conference at the CCCMHB Deadline to Register as Applicant Deadline for Written Questions from Applicants Deadline for Written Responses to Applicants Deadline for Proposal Submission Contract Award 6 .nami. 2005. where Assertive Community Treatment is one of the “Evidence-Based Practices Implementation Resource Kits.mh. and a wraparound approach to service delivery.

Questions must be submitted by December 10. 2004. will be considered public information.CONTACT PERSON: Terri Oldham. OH 44113-3199. but withholding the information may be cause to reject the proposal. PREPARATION OF THE PROPOSAL: The proposal must clearly provide the applicant’s qualifications to deliver services requested in the RFP. No vendor will try to influence a CCCMHB employee or CCCMHB Governor to violate any procurement policies of the CCCMHB. by sending changes to all applicants who registered for the RFP. excluding the budget forms and any attachments. the RFP process will be canceled. REGISTRATION: To be included on the list of applicants who will receive written responses to any questions. in addition to e-mail. 2004.. VENDOR DISCLOSURES: The applicant must provide a disclosure of any pending or threatened court actions and/or claims against the applicant/vendor. 1400 West 25th Street. CONFLICT OF INTEREST: No vendor will promise or give any CCCMHB employee or CCCMHB Board of Governors’ member anything of value that could influence that employee or Governor in deciding on a contract award. or regular mail to the contact person by December 17. FALSE OR MISLEADING STATEMENTS: A proposal containing a false or misleading statement(s) may be rejected. funds are not available for the proposed services. 2:00-3:30 p. 2004. (fax) 216-861-5067. a statement by the applicant of intent to submit a proposal must be sent. and will be open for inspection. The applicant will be notified at the earliest possible time. The CCCMHB is not required to compensate the applicant for any expenses incurred as a result of the RFP process. WRITTEN QUESTIONS: Please submit written questions to the above contact person. during the RFP process. at the CCCMHB. or the Federal Procurement Regulations. This information may not cause rejection of the proposal. All registered applicants will receive written responses to any questions submitted. CCCMHB Children’s Project Administrator. Cleveland. BIDDERS’ CONFERENCE: December 15. These changes will be sent by fax or regular mail. 215. CHANGES TO THE RFP: The CCCMHB may make changes to this RFP no later than December 17. Clarifications and corrections will be sent to all applicants registered with the CCCMHB for this RFP. fax. AVAILABILITY OF FUNDS: Any allocation as a result of this RFP and all agency contracts are contingent on the availability of funds. (phone) 216-241-3400. 2005. The proposal must include all costs that relate to the proposal submitted. to be discussed at the Bidders’ Conference. Additional questions may be submitted through January 7. by e-mail. The applicant should respond to all RFP instructions and requirements. All proposals become the property of the CCCMHB. If. (e-mail) oldham@cccmhb. the applicant should notify the CCCMHB contact person in writing. 7 .m. The proposal shall be no longer than ten (10) pages.org. ext. If an applicant discovers any mistake or omission in the RFP. 3rd Floor. VENDOR EXAMINATION OF THE RFP: Applicants are expected to respond to all sections of the RFP. ELIGIBILITY TO RESPOND: The applicant/vendor must be a CCCMHB contract agency to respond to this RFP. 2004. the Ohio Revised Code. CCCMHB.

the Committee may request additional information from the applicant. 3. in the RFP Committee’s opinion and at the RFP Committee’s discretion. Criteria for the Preliminary and Final Reviews b. as well as. only. Final Proposal Review. Preliminary Proposal Review. written responses by applicants to clarifying questions posed by the RFP Committee. ACCEPTANCE AND REJECTION OF PROPOSALS: The CCCMHB reserves the right to reject any or all proposals. 4. Strength and stability of the applicant to provide the requested services c. however. b. The proposals will be reviewed. and CCCMHB information related to applicants’ history and experience in providing similar services. e. Ability to meet project time lines 8 . A Review Evaluation Rating Form shall be tailored specifically for this RFP. During the review. Any and all unsigned proposals will be rejected. The proposal must be received at the CCCMHB no later than 5:00 p. The signature must indicate the title or position the individual holds in the vendor’s organization. Once opened at the CCCMHB. If an applicant mails the proposal. The CCCMHB staff and the CCCMHB Chief Executive Officer will make a recommendation to the CCCMHB Board of Governors.. January 19.m. A proposal that does not pass the Preliminary Proposal Review will be filed as rejected. The number of evaluation points for each section will vary according to the value assigned for that particular aspect of the proposal. Faxes will not be accepted. DELIVERY OF PROPOSALS: An applicant must mail or deliver one signed original proposal and five (5) duplicates of the entire written proposal to the CCCMHB contact person at the CCCMHB no later than 5:00 p. Overall responsiveness and completeness of the proposal. The preliminary review will determine that the proposal meets the minimum requirements and mandatory conditions specified in the RFP. c. the proposals cannot be changed. The RFP Committee’s evaluation will include.m. that the proposal meets or exceeds RFP specifications e. The proposal is signed by the authorized vendor/applicant representative. including: 1. and rated by the CCCMHB RFP Committee. The required number of copies is submitted. A proposal that passes the Preliminary Proposal Review will be considered a valid proposal and will move to the final review. a.VENDOR REPRESENTATIVE’S SIGNATURE: The proposal must be signed by an individual who is authorized to contractually bind the vendor/applicant. EVALUATION AND AWARD OF CONTRACT: The review process will be conducted in two parts: A. d. The CCCMHB Board of Governors’ decision shall be final. B. evaluated. 2005 (deadline for the proposals). Proposals received after the deadline will not be considered. UPS. The RFP Committee may request information from sources other than the written proposal to evaluate an applicant’s programs. 2. 2.. All information requests and applicant responses must be in writing. the applicant should use certified or registered mail. The applicant must have registered for the RFP. The RFP Committee will review and evaluate each proposal in relation to the criteria in the RFP. Experience with a similar project/program of comparable size and scope d. 2005. January 19. Scope of the project f. A receipt will be issued for each proposal received. request information or respond to inquiries for purposes of clarification. or Federal Express with return receipt requested. The CCCMHB may. Other sources of information may include oral presentations by applicants. but will not be limited to a. The RFP Committee will be composed of CCCMHB staff and other designated individuals. All valid proposals will be subjected to the following: 1. Applicants must carefully review their proposals.

the applicant’s proposal. CONTRACT DURATION: A contract will be written for a period of one (1) year. 9 . Proposal selection does not guarantee a contract for services will be awarded. the applicant must describe the contractual protection offered to ensure successful implementation of the project. the responsibilities of each party must be clearly described and assurance of performance must be provided. TYPE OF CONTRACT: The review and evaluation of proposals in response to this RFP may result in the issuance of a contract. The successful applicant’s proposal. Any other factors considered relevant by the RFP Committee and demonstrated by the proposal or investigation by the RFP Committee 3. Failure to accept these obligations may result in cancellation of the award. The final composite Review Evaluation Rating Form. Cost of the project/proposed services h. If the applicant proposes a different approach. the CCCMHB may award the contract to another applicant/vendor whose proposal meets the requirements of the RFP and any addenda. If the successful applicant/vendor fails to execute the contract. which includes the applicants’ rankings. will be maintained on file by the CCCMHB. 4. The period of time within which such an award of a contract may be made shall be within sixty (60) days of the notice of award. of the applicants/vendors. The applicant is normally responsible for the execution of the project/program and contract requirements. If the applicant proposes a multi -vendor or subcontract approach. applicants not selected will be notified. this RFP. 5. if a contract ensues. CONFIDENTIALITY AND SECURITY: Any applicant/vendor who has access to confidential information will be required to maintain the confidentiality of that information. The results of the review process will be a prioritized list. Written notification will be made to each vendor who submitted a proposal. and all other agreements that may be reached relevant to the project. from best to least best.g. TERMS AND CONDITIONS: The proposal and the commitments made in the selected proposal will be contractual obligations. PROPOSAL SELECTION: The CCCMHB will work with the applicant/vendor who was selected as the best bidder to finalize the details of the contract. Project evaluation plan i. and other applicable addenda will become part of the final contract and will not merge into the contract. Immediately following notification to the preferred applicant. The contract will incorporate the requirements of the RFP.

000 (including Medicaid match funds) for the applicant’s ACT Team for young adults for April 1. what will you provide and for whom? V. In summary. Staff Qualifications. Budget and Budget Narrative. VII. Target Population. What is the agency’s experience in working with young adults with serious emotional disturbances/severe mental disabilities? Familiarity of the applicant with the ACT Team model and how the applicant will apply the model for young adults. Evaluation. referral source. How does the applicant ensure the provision of culturally competent services? What will the applicant do to ensure that services offered through this program will be culturally competent? What are strengths and challenges particular to young adults and how will the ACT Team address these? Staffing Pattern. Time Line. what time line will the applicant use for developing and implementing ACT Team services? VIII. the capacity and expertise to provide an ACT Team for young adults? What staffing pattern will be used and why? What are the qualifications of key staff who will be involved in implementing the ACT Team? Is the applicant appropriately certified to provide the proposed services? Deliverables. and Agency Certifications. Why does the agency desire to develop an ACT Team for young adults? How will the proposed ACT Team meet the needs of the targeted young adults? How will the agency involve young adults and their families and collaborate with others in implementing the ACT Team? II. applicants must respond to each of the following elements: I. through March 31. 10 .ELEMENTS OF THE PROPOSAL To be considered for a contract award through this RFP. 2005. The budget narrative should describe all expenses. Clearly state project deliverables. VI.g. The budget must be presented in the UFMS format that includes support for the unit rates and the total amount requested. Does the agency have. documentation. Demonstration of the applicant’s ability to provide culturally competent services. particular needs) of the target population or the entire target population? Why? IV. Additional Considerations. and periodic reports required? How will the agency involve young adults and their families in the evaluation process? IX. including services specifically for young adults. Experience of the applicant in providing services to young adults.. Is there any additional information the applicant wants to provide for consideration? X. How will the agency evaluate the overall effectiveness of the program and the effectiveness for the individuals served? How will the agency maintain fidelity to the ACT Team model? What are the ACT Team designated outcomes and any additional outcomes the agency will address? Will the agency provide the data. or how will the agency obtain. 16-22-year-olds. will the applicant focus on a particular segment (e. Within the parameters of the funding allocation year and related to the deliverables. 2006. by age. III. Given the requirements specified in the preceding description. Include a budget for an allocation of up to $400.

com The Foundation Center (Cleveland): www.philanthropy.gmnetwork.gov 11 .com Council on Foundations: www.org Contributions Magazine: www.ohiograntmakers.org onPhilanthropy: www.gov Chronicle of Philanthropy: www.com Enterprise Foundation: www.enterprisefoundation.org US Government grants information: www.org Grantmakers for Effective Organizations: www.fbciohio.org Association of Fundraising Professionals: www.Resources for Fundraising information Governor’s Office of Faith-Based and Community Initiatives: www.onphilanthropy.grants.org Grants Managers Network: www.cof.contributionsmagazine.afpnet.geofunders.fdncenter.org Ohio Grantmakers Forum: www.

004 Actual as of 11/12/04 FINAL 990 0 278 650 1.91 x2412 232 140 88 180 0 0 0 5243.171 Total Gross Income 21.119 0 0 1000 0 0 0 0 29.666 1.785 Net Income 17.142 1125 0 291.35 650 1000 911.53 12 .000 510 252 391 232 0 88 115 160 0 0 4.500 90 300 650 1.000 Run Sponsor @$1000 0 Bronze @$250 0 SponsorAKilometer@100 300 Friends @$50 0 Registration/Donations 19.000 0 0 0 0 0 0 0 19698.698 14454.15 19.000 30.WALK/RUN FOR THE KIDS 2004 Expenses Run Management Run Bibs Run Awards Zoo Rental/Fees Zoo Entry Brochure Printing Mailing Services Postage (bulk mail) Advertising Walker Prizes Ranger Golf Cart Rental Banner Family Fair Exhibitor T-Shirts Total Expenses 2003 Actual Projected 2.36 270 x2412 355.500 500 252 500 232 250 88 180 100 0 0 6.62 x573 x573 Income Presenting Sponsor 0 Gold Sponsor @$1000 0 Silver Sponsor @500 1.

00 425.28 76.38 3939.00 Total Service Per Golfer $165.00 0.16 22.82 5.5 55530.00 6250.00 15000.00 Dinner 166 $28.000 7500 20.12 636.00) Alchohol Purchases/License** Golfer Shirts (140 x $23.60 1399.00 26421.67 3485.67 51852.00 1015.545.8 $140 1120 527.00 716.90 Sponsor Plaques x11 (partly in-kind) 25 x Volunteer T-Shirts $20 Brochures (In Kind Donation) Letterhead (In Kind Donation) Programs (In Kind Donation) Nametags Buy-A-Hole T Signs Banner Total Expenses Income Tournament Sponsor Platinum Sponsor Gold Sponsors Silver Sponsors Individual Golfers Mulligan’s Auction Wagering Other Donations Sponsor A Child Buy A Hole Raffle Additional Dinners Gross Income Net Income 7/29/2002 (x 25) $74.6 72 880 578.00 750.84 559.75) Soft Drinks (880 x $1.44 23.07) Total Service Per Sponsor Plaques (10 x 80/100) Volunteer Shirts (x 26) Brochures Letterhead Programs Nametags Buy a Hole Tee Signs Banner Hole in One Insurance Total Expenses Income 0 Tournament Sponsors 1 Platinum Sponsor 2 Gold Sponsors 6 Silver Sponsors 75 Individual Golfers (x$275) Extra Dinner (x$30) Mulligan’s Auction Wagering Donations Sponsor A Child Buy A Hole Raffle Alcohol Sales** Gross Income Net Income (101 Golfers) 11.000 $1.24 1756.20 Food & Beverage Gratuity Golfer Wind Shirts 141 $ 25.95 Hor D'Oeuvres 166 $7.51 $10.87 423.00 350.14 420.66 total 10761.984.500 $3.8 3229.00 78273.73) Pro Shop Certificates Pro Shop Raffle/Auction Total Golfing Fees Extra Lunches (4) Extra Hor D'Oeurves (14) Extra Dinners (14) Total Food Costs Snacks (96 x $.00 2811.90 50.00 Beer x160 $2. 2001) Red Tail* ( 101 x 114.00 1413.00 2800.00 Total Food Costs $48.4 40.89 0 109.18 227.00 Soft Drinks x658 $1.07 11.00 110.66 $50 $100 x4 x26 13 .00 9000.000 $7.00 923.91 3966.225 1133.00 0.31 12.Scramble for Kids 2002 Budget 2001 Budget FINAL (October 4.250 $275 (7 golfers) (12 golfers) (12 golfers) (10 golfers 10000.16 327.587.00 24476.02 390 552.73 1.00 140.00 0.30 297.5 32.775 480 625 2466 1215 5235 700 1500 974 560.38 2002 FINAL per person Expenses Golfing Fees* 136 $80 4Some Awards from Pro Shop ** Raffle Prizes from Pro Shop ** Total Golfing Fees $90 Coffee for Volunteers Lunch 160 $12.91 71.95 Snacks x356 $ 1.80 984.01 47.99 (6 golf) (8 golf) (12 golf) 0 7500 6.68 650.

EVENT: _________________________ DATE/TIME: _____________________ PROGRAM/ACTIVITY: _____________ DATE ITEM NEEDED PERSON RESPONSIBLE Projected Budget Completed Facilities Identification of Space Parking Table/Chairs & Layout Equipment (Projector/laptop etc.) PA System Caterers Guest Speakers/Presenters 14 .

000 to expand our after-school program. OUR MISSION Volunteers for Youth’s mission is to inspire youth to reach their full potential. desperately needs more volunteers. How you can help We are seeking funds for the following projects to improve the services we offer to the children in our community: • $20. Volunteers for Youth has provided positive role models to the youth of Orange County for the past 14 years. They need positive adult role models who can guide them. Outcome: All middle school children in Orange County will have an opportunity to spend time after school with positive adult role models from the community. and violence is part of everyday life. a member of the community supervising a teenager completing court-ordered community service. In 1995. Many of their “role models” are selling or using drugs. the number of children living in poverty rose 8. approximately 100 volunteers helped us make a difference in the lives of 165 children from all over Orange County.Sample Case Statement Volunteers for Youth The children are our future. We believe in a brighter future-but we need YOUR help. Because we lack the resources to recruit a sufficient number of volunteers. Outcome: No child in Orange County will have to wait more than one month for a volunteer. Can you help our children get discounts or passes to special events? Do you have the spare time to volunteer to make a difference in one child’s life? 15 .7% and the high school dropout rate rose 9. The organization was founded in 1982 by several members of our community. You can see the difference we make in Orange County: an adult spending the day at the library with a child. Most of the services we provide could not exist without the help of adult volunteers from the community. • $5. However.5%. According to the Children’s Index. in which an adult spends four hours a week with a young friend for one year. juvenile arrests rose 6. published by the Child Advocacy Institute. However. some children have to wait at least six months. our children are too often being left at home alone while their parents struggle to make ends meet. These are just some of the ways adults can make a difference in the lives of children. our one-on-one program. This must change. give them advice and teach them how to succeed in the modern world. college students spending their spare time every week working with middle school children after school.000 for the development of the position of recruitment and retention specialist. We must give our children a chance to grow up healthy and safe. Children in North Carolina fared worse this year than they did a year ago in many ways. We also appreciate in-kind donations. and others never get matched.5%.

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