Midterm exam

Midterm exam

1. Cour 1 : Canadian Philanthropy

   • People give...
     • All giving is individual
   • To People...
     • Donors make investments to people they trust and based on the relationship with the askes
   • To Help People..
     • Institutions don't have need people do. Donors make investments
   • Nurturing relationships
     • Donors
     • Volunteers
     • Institutional Staff
     • Benefeciaries/ Stakeholders
     • Community
   • Types of fundraising
     • Special Events
     • Groups, guilds and support organisations
     • Membership/ Associations
   • Donor Pyramid
     • Estate or planned giving
       • Important donations
       • Bequest (will)
       • Planned gifts
     • Major giving
       • Donor Growth
       • Corporations/Foundations
     • Annual Giving
       • Donor contact
       • Modest amount
   • Split Receipting
     • At least 25% of the Fair market Value

2. Cour 2: Communicating the Case for Support

   • Mission
     • Reasons of being of the organism
     • Statement of values
     • The Question ''WHY?''
   • Goals
     • The Question ''What?''
     • How to reach it in the future?
   • Objectives
     • The Question ''How?''
     • Realistic and achievable
     • with precise numbers
   • Power of narrative
     • The tipping point
       • Point de basculement psychologique
       • The law of the few
         • Maven
         • Salesman
   • Power of context
     • Most people underestimate the power of context in judging others behaviors
     • Having boundaries and not able to pass more information after a certain limit
   • The ''Stickiness factor''
     • Simplicity
     • Unexpectedness
     • Concreteness
     • Credibility
     • Emotions
     • Stories
   • The story Triad
     • Sparking action: encourage ppl to change
     • Communicating who you are: Get ppl to trust you
     • Branding: Brand promise
     • Transmitting values: Explain values of the brand
     • Fostering collaboration: Based on a group concern and goals
     • Taming the grapevine: Calm a rumor
     • Sharing knowledge: problem solving knowledge
     • Leading ppl into the future: explain a future concern and vision
     • PEOPLE-TENSION-RESOLUTION
   • Positionning: Branding
     • Getting the prospect to see you as the only reasonable solution
     • Branding= Gets their heart
     • Positionning Statement
       • What makes your brand unique
       • Support: contribution to the brand awareness
       • What is your promise
       • Brand character: qualities that characterize the brand

3. Cour 3 et 4 : Motivating donors to support the cause

   • Motivation
     • Imbalance between the current and desired state
   • Levels of Donors involvement
     • Level 1: Board/ management/ Major donors
     • Level 2: Volunteers / Staff/ General donors
     • Level 3: General population
     • Level 4: Former donors/ Family/ Past clients
   • Rule of thumb : L-A-I
     • Linkage
     • Ability
     • Interest
   • The 7 faces of philanthropy
     • Dynast
     • Devout
     • Socialite
     • Communitarian
       • Business contacts
     • Altruist
     • Investor
     • Repayers
       • Was constituent first
   • Case for support
     • How funding needs are identified
     • How funding needs are presented
   • Elements of a fundraising plan
     • Who are the prospects ?
       • What is their relationship with the cause ?