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Specific Bequest: A gift of assets such as home, land, money, shares, art (with tax benefits), or cars.

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Specific Bequest: A gift of assets such as home, land, money, shares,

art (with tax benefits), or cars.

Residual Bequest: After providing for family and friends and paying all

debts, the remainder of your Estate can be left to Guide Dogs.

Proportional Bequest: Where the nominated gift is a percentage of the

Estate (e.g. 25%).

Alternative Bequest: In the unlikely event that your beneficiaries don't

survive you, you may wish to leave your Estate to Guide Dogs.

If you choose to leave a gift in your Will to Guide Dogs our bequest wording may be useful for you, your solicitor or trustee company. Please contact our Planned Giving team on (02) 9412 9300 for our "Form of Bequest" and please remember to use our full legal

name: Guide Dogs NSW/ACT.

Types of Bequests

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Even in your annual

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www.ourcommunity.com.au/giving

• Younger donors

• Double the amount of other donations (average $125) • Attracting donors to the hub as well as the organisations • Adding to the data base

• Another source of marketing for donations

“supported by Westpac”

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Community events should be fun and if the aim is

to make money, make sure that they make money.

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Idea Planning Setup

Feasibility Implementation Closure

E

V

E

N

T

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Aim in dollars

• Revenue • Costs

• Expenditure

• Increasing profit

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• You need to weigh up how mch return you get from your events not just on "profit” but also against your effort.

• e.g. (50 people *40 hours input each = 2000hrs * $15=$30,000)

Depending on your return volunteers will be doing this

calculation in their mind and evaluating the rate on return

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• If your events are for celebrating aim for break even – if not plan for them to make money

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Business as a Collection Point Volunteering

In-kind Donations

Pro-bono or Discounted Services Sponsorship

Skills and Knowledge Mentoring

Sharing/Donation of premises and other Infrastructure Employment/Work Experience

Community Involvement Programs Monetary Donations

Scholarships & Awards

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• Projects and achievements • Improved Morale

• Increased knowledge and skills • Profile and Influence

• Depending on your organisation there is an opportunity to develop alternative paths

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How do you identify targets?

Know them, do your homework. - use the web

- find out names – be personal!

What is the Approach?

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• What’s the ‘business case’? • Team up with other partners • Broad benefits are attractive • Sharing the learnings

• Who else will benefit?

• Don’t just rely on the business • What else can you offer?

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• Values match

• Building capacity so you don’t need us • Benefitting as many people as possible • Employee involvement • Skills transfer • Evidence of a real partnership, not a sponsorship • We LOVE metrics!

What Alcoa is Looking For

Alcoa needs a social licence To operate – most big

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“It’s all about bucks kid the rest is conversation” Gordon Gecko, Wall Street.

Don’t begin the relationship by asking for money

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Are you still going to be there in one year’s time? Trust me????

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• Why should I help you in preference to someone else (competition)?

• Know what and how others are doing • What can you offer?

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• Relationships are your

bread and butter – use your strengths

• What else can you offer? – Profile

– Networking

– Third party endorsement – Reputation

• Media and profile

– Basic media etiquette. – Joint award submissions – Local media is great

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Hot Tip 5

Demonstrate your capacity to deliver what you say you will do – particularly with money

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• Let’s do lunch

Take time to invest in the relationship – build partners (not donors)

If you think you haven’t got the resources – DON’T START

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I’ll do lunch (but I won’t sleep with you)

• Don’t burn the partnership out

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• A thank you letter • Invitations

• Letters of thanks from your clients

• A picture to frame and put in business reception (logo) – think Eddie McGuire

• Testimonials

• Send the newsletter

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• Document the partnership – Who is doing what,

– when

– for how much

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• Don’t send in applications like these

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• What are your values?

• What does your organisation need/want? • Who could help?

• How could they help? • Why would they help?

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Would your group want to be seen partnering with: • Fast food? • Alcohol? • Gambling? • Local Government? • An environmental group?

It is important therefore to set some ground rules upfront with your community.

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A puff too far 3 July 2007

As smokers across England wistfully lit up in pubs for the last time on Saturday night, one group of punters were smarting at a snub from one of the UK’s largest charities.

Regulars at The Wheatsheaf pub in Didcot, Oxfordshire, decided to hold a ‘smokeathon’ in their local to mark the final hours before the government’s new anti-smoking legislation came into force on 1 July. And they wanted to rattle a tin for Cancer Research UK.

But the charity did not look kindly on their methods and said it would refuse to accept the money raised at the event.

In a statement the charity said: “Given the immense danger to health and life which tobacco causes, Cancer Research UK, consistent with its main charitable objectives, opposes the promotion and use of tobacco in all its forms, and wishes to do everything it can to avoid links, whether direct or indirect, with the tobacco industry.

“We would not therefore endorse smoking as a way of fundraising and would be unable to accept funds we knew had been raised in this way.”

The Wheatsheaf’s landlady, Christine Mooring, said: “I’m not quite sure how a charity can turn down donations. I can understand why they wouldn’t want it – it’s quite hypocritical – but I can’t get my head round why they would turn down money.”

Mooring, a smoker herself who said she was “hopefully” planning to quit now that the new legislation had come in and she couldn’t light up on the job, said the smokeathon had been a success. Although there was no competition to see who could smoke the most in a night, there were 52 raffle prizes up for grabs that helped the pub raise £225.

Mooring said the pub would instead donate the money to the premature baby unit at Oxford Hospital.

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• Identify your potential partner(s) • Set up a brief meeting

• Discuss what you have in common • Broach concept of partnership

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• Key contact • Plan ahead

• Meet regularly

• Whole partnership concept

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Marketing the message

Positioning the sponsor

corporates; government – federal, state and local... and large NGO’s who want to take their programs to the local level

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Make a list of all marketing vehicles

HOW?

Newsletter (email, advertising, promotion)

Templates (grants, sponsors, events)

Lobbying (business, councils, politicians)

Media – radio, press, council, websites

Memberships – build numbers

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A key response is to get your message across to more people… • people interested in your community (what about

those who have left – temporarily, permanent)

people interested in your issues (not just locals)

people who belong/belonged (members, friends,

past members)

companies who sell to your community (not just

products – what about professional or trade services) • politicians who represent your community (to inform

and gain support)

the media (again not just local – radio, press)

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• Does the product/activity have to ‘fit’ the community group?

• Is there a market where the issues of equity can be addressed?

• Should the business be a separate entity? • Are there ethical issues?

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Triple C Catering – Claymore

http://www.bensoc.org.au/uploads/documents/community-renewal-through-cooperativeendevours-Apr2003.pdf

Roadhouse Kaniva

http://www.coopdevelopment.org.au/kaniyacoop.html

Brisbane Examples

Nundah Community Enterprise Co-operative - Parks and village maintenance, a café and catering FoodConnect - Organic food distribution direct from farm to city networks

Sweet Freedom - Creating and selling music CD’s from diverse communities BlackStar - Coffee cart and fair trade coffee roastery

Sustainable Gardening Services - Gardening and landscaping

Caboulture Community Work Co-operative - Car washing, lawn mowing, gardening and cleaning Ethical Property Maintenance - Environmental pest maintenance

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• When will the business break even? • Will the real costs be covered?

• How much surplus will be reinvested in the business?

• Is there a business?

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The Community Funding Centre

References

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