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   Chapter 46. Planning for Long-Term Institutionalization >
         Section 11. Soliciting Contributions and In-kind Support >

Soliciting Contributions and In-kind Support

Tools & Checklists

Contributed by Rebecca Wolff

Edited by Kate Nagy

Tools

Tool 1: Worksheet for tracking in-kind donations
Tool 2: In-Kind Donor Prospect Profile

Checklist



Tools

Tool #1: Worksheet for tracking in-kind donations:

In-Kind Donations for the Month of:  ____________________

Donor

Donation

Dollar Value

Contact Person

Thank You Note Sent?

         
         
         
         
         
         
         
         
         
         
         

Example of Tool #1: Worksheet for tracking in-kind donations (a blank version of this form appears under the Tools heading for your use):

October 1997 In-Kind Donations

Donor

Donation

Dollar Value

Contact Person

Thank You Note Sent?

Cape Cod Community College

use of photocopier for June mailings

$24.00 (200 copies of 4-page mailing)

Ms. Roberta White

10/13/97 by Peter M.

Sam's Hardware

paint for new office space

$54.00 (3 cans of paint)

Samuel Gold

10/27/97 by Sarah D.

Jamahl Wilson

computer assistance (upgraded operating system, installed virus protection)

$100.00 (what 2 hours with a paid consultant would have cost

Jamahl Wilson

11/1/97 by Peter M.


 

Tool #2: In-Kind Donor Prospect Profile

Name of Organization: _______________________________________________________

Name of Project:  __________________________________________________________

Prospect Profile: ___________________________________________________________

Name: ___________________________________________________________________

Business:__________________________________________________________________

Title:  _____________________________   Phone: ________________________________

Relationship to Prospect:__________________________________________________________________

Known

Giving Patterns: ______________________________________________________________

Areas of

Possible Interest: _____________________________________________________________

Suggested

Donation:  __________________________________________________________________

Suggested

Person to Ask: ______________________________________________________


Checklist

Here you'll find a checklist summarizing the section's main points.
How to solicit in-kind support

Before you begin

__Discuss your non-cash resource needs.

__Think about soliciting in-kind support in order to replace your dollar spending.

Planning to Solicit In-Kind Support

__Plan how you will approach members of your community and ask for non-cash resources.

__Balance how much time and money you will spend with potential loss or gain of resources or good will. If your risks are too great, revise your plan to solicit less.

__Think positively and creatively!

__Complete an in-kind donor prospect profile before you make your pitch to potential donors to be better prepared and focused.

__Set clear goals for your group's campaign.

While Soliciting

__Regularly discuss your progress in building resources

__Keep track of your successes and failures, and measure your progress.

After Soliciting

__When you receive an in-kind donation, put a dollar value on it!

__Make sure one person in your group is responsible for tracking in-kind donations each month and writing thank you notes to your donors.

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