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Development

Departmental Goals/Objectives

The function of the development department is to raise the funds needed to move disaster- impacted families off of the client waiting list and into the construction phase as soon as possible. In the broadest sense, this is accomplished by communicating the organization’s needs to those individuals or entities best suited to meet those needs.

Themes/Values

  • Donors will help when a clear need is presented, and when the solution the recovery organization provides is tied to address that need.
  • While it can be difficult to ask others for donations, the need and passion for the work can usually help to rise above the discomfort.
  • Everyone working for the organization should be a fundraiser.
  • Never assume that a potential donor will decline your request. After a terrible disaster, you will be surprised at the generosity surrounding your community’s event.

Responsibilites/Tactics

  • Set fundraising strategy for the organization, work with the executive director and the organization’s board of directors to execute strategy and meet funding goals
  • Identify and approach sources/entities (government, businesses/corporations, foundations, individuals/volunteers) capable of providing the funds to meet organizational needs
  • Manage all external communications, e.g., fundraising campaigns, newsletters, letters, social media and blast emails to current and potential donors, etc.

Common Barriers and Stumbling Blocks

Raising funds can be one of the most difficult aspects of a newly developed Disaster Recovery Organization.

Below are some tips to help breed success:
  • Create talking points that are easily understood and shareable by all members of the organization. Present a clear need and use personal stories.
  • Develop marketing and written materials that help tell the story for the community. Click here to see sample SBP documents.
  • Utilize the organizations Board of Directors to connect with community leaders when seeking sources for funding.
  • Utilize foundation center and grant databases to help identify national foundations and potential corporate partners.
  • Maintain a grant calendar to stay organized and keep funding needs as a top priority. Click here for sample grant calendar.
  • Continuously highlight client needs and emotional impact. Use social media to keep donors up to date on current needs and successes.

Media Relations

Introduction

Building an effective media relations program will help you effectively tell your story and get your objective out to a target audience that will absorb the information and follow up with volunteers and donations.

Purpose and Mission

The purpose of a solid media plan is to establish specific guidelines for speaking and dealing with the media. The ability to use the media for public acknowledgement will increase donations, other funding and volunteers.

Media Relations Plan

A basic media relations plan will consist of three key players – The Sender (your organization); The Transmitter (the media); and the Audience (grantors, donors and volunteers). It’s imperative you build solid relationships with the local media as soon as possible.

To start your plan you need to answer the following questions

  • Who is the audience you want to appeal to?
  • How do you plan to reach this audience?
  • What is the lasting impression you want to leave?
  • What methods are available at little to no cost to the organization?
  • How do you appeal to the audience and engage with them?

You must develop talking points and soundbites that will allow you to easily relay your message to the audience, this should be a part of your media plan. Anyone who may speak to the media should be well versed in these talking points. The plan must be straight forward and simple, so it can be easily communicated to volunteers as well as staff.

Talking Points

A talking point is a short sentence, maybe 10 words, that quickly explains the most important part of your message. When creating talking points, you need three statements that you can replicate over and over in your message to explain the theme of your story, what problem exists and how you plan to solve it. Within your talking points you should also have short phrases (underlined below) that say more than what the actual words in the phrase are. A good way to organize your talking points is chronologically:

  • On May 22 our town was devastated by an F5 tornado that destroyed homes and lives. Many citizens were left homeless with no ability to rebuild their property. We want to bring everyone home and make our town whole again.

These statements open up the reader or listener to want to learn more, they must captivate and intrigue them. These points will then be repeated throughout the remainder of your speech or press release. The key is to not directly repeat them but plug them in subtly so that the point continues to get across while not sounding robotic.

Press Releases

Press releases can be an excellent source of free media engagement. A press release appeals to reporters/editors because they are very busy and need facts fast. When prepping your media release, prepare your message points ahead of time so you can use them while writing the release.

Your press release should be structured as follows:
Headline: The headline should be succinct, to the point, bold and may be best written after the press release is complete. It’s imperative you ensure your grammar is accurate especially in the headline.

Body: You need to write the body of the release exactly as you would like to see it in print, most likely the editor who reviews it will simply copy as is. Since they will not have time to write up a completely different release.

  • Start off with the date and city of origin, also known as a dateline.
  • The first paragraph, also known as the lead, must grab your audience quickly. It should be short and to the point.
  • The remainder of the first few paragraphs must expand on the opening sentence. This should only be another two or three sentences.
  • Absolutely no jargon, keep it simple.

Just the facts! Keep it to the event, people involved, etc. but factual information only.

Conclusion: This section needs to include information on your organization including: name, address, contact information, website, Facebook and Twitter handle.

Social Media

Introduction

Why use social media? Put simply, because it works. According to Forbes magazine, and “The Pew Internet and American Life Project”, more than half of Americans own a smart phone, this puts them in touch with the world and social media all day, every day. Social media has quickly become an avenue that allows groups to reach a larger base of contributors than ever before. A properly established, nurtured and interactive social media program can bring in additional funding through donations and more volunteers for the rebuild project.

Purpose and Mission

Social media should be used to expand the donor and volunteer base of your organization. The purpose of a properly run social media plan is to allow your organization to deepen its relationships and engage with more people across the country and even throughout the world. While this possibility didn’t exist years ago, venues like Twitter and Facebook can allow a nonprofit organization to better facilitate, collaborate and crowd source. Visibility can be rapidly increased through interactive social conversations.

Social Media Venues

Bitly
Bitly.com is a site that allows you to shorten a weblink to post in a Twitter or Facebook feed. The system allows you to track and analyze the use of the links and improve social media traffic.

Bufferapp.com
Bufferapp.com is another scheduling device for your twitter feeds. The app allows you to post information throughout the day to your social media sites without having to be in each account or be in the account throughout the day.

Craigslist
Craigslist is an online network that features free advertisements with dedication sections to almost any subject.

Easily Do
An app which allows you to sort through and respond to email, tweets, Facebook posts, etc. without having to access the accounts individually.

Facebook
Online social networks where users register, create a profile and build a network of friends. Facebook has more than 1 billion followers and active users.

Flickr
A method to share and organize photos, photos can be posted to Twitter or Facebook.

Foursquare
Foursquare is an app that allows users to check in at various locations, and it provides recommendations on other places you may want to visit. One can build a platform within Foursquare to act as a personal social service.

Google+
A social networking site similar to Facebook.

Hootsuite
A website that allows you to control and update multiple social media sites, such as Twitter, Facebook, etc. at one time. Hootsuite is free for up to five social profiles, the price starts at around $9 a month beyond that. The site allows for scheduling messages to be posted at various times, when the user may not be able to access the system to post.

Instagram
Method used to share pictures and videos. They can be linked to Facebook, Twitter, Tumblr and a variety of other media.

LinkedIn
LinkedIn is a social networking site that is focused on professional networking.

MySpace
A formerly popular social media site similar to Facebook, but with a bigger focus on music.

Pinterest
Pinterest acts as a bulletin board where individuals can post things they are interested via a picture. The Pinterest member views a photo and they can like it or post it to their board, which allows their followers to view it as well.

Pump.io
A micro blog site similar to Twitter.

Tout
An app that allows you to share video (up to 15 seconds) via Twitter, Facebook, or Linkedin.

Tumblr
Tumblr is a method of short-form blogging that allows for the posting of text, images, videos, etc.

Twitter
Twitter defines itself as a real-time network that connects you to the latest stories, ideas, opinions and news. It provides access to the voices and information surrounding your interests.

Twuffer
A scheduler that allows you to set up tweets for set dates and time.

Vine
A program that allows you to share a short, six second or less, video on Twitter.

WordPress
This is an online content management system that started as a host for blogging.

YouTube
A popular method by which one can share video clips.

Technology

Blogging: A method of discussion published on the Internet, made up of posts by one or multiple bloggers. A blog may be about one specific topic or it may be updated daily to cover a range of various thoughts on the part of the writer.

Branding: A method of advertising by design that promotes your company and leaves a specific image or concept in the consumer’s mind.

Crowdsourcing: The practice of obtaining needed services, ideas, or content by soliciting contributions from a large group of people, and especially from an online community, rather than traditional employees or suppliers (Merriam-Webster Dictionary).

Hashtags: Hashtags (#) are used to group messages, they provide an easy method to search for messages, groups, events, etc. They are a form of a metadata tag.

Metadata or metatags: A method used to tag specific information within your statement or picture. You can tag information in blogs, photos, events, etc.

Microblogging: A smaller, condensed form of blogging.

Tagging: You can tag a person or a subject in a post, tagging simply means you adding a label to the item or photo.

Tweets: Small messages less than 140 characters long, quick blurbs or sound bites.

Twestival: Also known as “Twitter Festival”, allows for the use of social media to develop and organize off-line events, this can be a great method to raise funds or set up in-person fundraisers, etc. for your organization. twestival.com/faq

Viral: Something that quickly becomes popular through sharing via social media sites.

Getting Started

Once you have established an email address for your group, you can set up a Facebook page, Twitter page and a Hootsuite account. You can add any other accounts that you feel would be helpful such as a Instagram, Vine and Google+.

Post as soon as possible, tweets are limited to 140 characters, but you can link your tweets to posts on your Facebook page. If you do this you will want quick soundbites to be in those first 140 characters. You can use a bitly to share and track links to articles and your website as well.

It’s important to remember that social media is today’s form of word of mouth. Prior to social media, people learned about everything via the news or their friends. In today’s connected world, social media has become the platform for spreading information about what people encounter.

Make sure your social media is an active, interactive, conversation between your group and the followers you have. The social media design should provide an experience to everyone. Update with notes regarding the status of various client homes, this will allow your volunteers to see the conclusion of homes they worked on and see families return as part of their hard work.

Ensure you focus on building your community and your volunteers and donors will be key in this aspect. You should talk to all of them about liking your page on Facebook and following your group on Twitter for updated information and more volunteer or donation options.

Social media can also be used to seek out and find new clients as well as post job openings. Take every opportunity to tweet data regarding your organization and events that are going on. Statistics on how many people have been brought home, or how many are still without a home can also be valuable information to provide to your followers.

Timing is imperative when using social media. Be sure to schedule posts for the weekend and always follow up on comments whether they are positive or negative. Use pictures and video as often as possible.

Hashtags(#) allow you to broaden your qualified audience by emphasizing key words in your comments.

Criticism must be responded to via the social networking medium that it’s posted on. This does not mean you should get into a public argument with the individual, but you do need to let everyone know you are attempting to address the issue. Simply deleting the complaint from your page or feed gives the appearance of censorship or stifling the opinions of others. Responding to the complaint demonstrates you are willing to accept and want as much feedback as possible.

Should you post your response publicly, be sure that the response is well written and poised, you do not want to come off sounding defensive. Try to remain focused on the originator and attempt to seek a remedy via that person first and foremost.

When there are news items or other recovery posts and articles that relate to your group, always post those or re-tweet them via your social media venue.

Grow your social media following organically, meaning that you obtain followers, they retweet what you have to say and more people start to follow and retweet your posts. The cycle will continue and these followers will be more loyal to your cause as a result.

Focus on your community and make sure the content you are posting is profound and inspiring, so your viewers and followers have the desire to share the information and pass it on to others with the same interests.

You have to be real, be humble, while also being profound and heartfelt so you can have others tell your story for you.

Fundraising

One of the most essential, yet difficult aspects of the operation is fundraising. It’s a difficult aspect of a nonprofit organization, but vital to the recovery process, each home build project must be 100 percent funded prior to the initiation of the rebuild.

Purpose and Mission

This section describes the processes involved in fundraising. As the most essential part of the organization, one must have a full understanding of the fundraising process so that rebuilding efforts can be maximized.

Types of Fundraising

Online
Use the website and social media to obtain donations, conduct T-shirt sales, etc.

Volunteer
Use the short-term volunteers to fundraise prior to their time on your rebuilding site.

Grants
See the section dedicated to grants and grant writing.

In-kind
An in-kind donation is a donation of items in place of a fiduciary donation. This may include building materials, water or office supplies, among other things.

T-Shirt Sales

The volunteer department supervisor is responsible for maintaining the inventory of the shirts that are sold.

Volunteer department supervisor’s duties

  • Maintain a tracker with the inventory
  • Add/subtract shirts based on size and color as they are purchased or sold
  • Track the total number of each color and size purchased for future ordering predictions
  • Payment method should also be tracked.

Volunteer Fundraising

Volunteers are great fundraising resources. They often come from communities not affected by the disaster, which means they have connections in areas with resources to spare and people who want to help. They’re also committed to your rebuilding cause, since they’re willing to travel (be it 10 minutes or 10 hours), and likely take vacation to volunteer and help your community.

While the volunteers might be able to assist the rebuilding efforts, not everyone in their community may be able to. These fundraisers make the communities your volunteers come from feel more empowered, while also bringing in much-needed funds and equipment to your organization.

Coordinate with the volunteer department to determine the best time for volunteers to fundraise. It should be in the volunteer coordinators script around the 60-day engagement call. This allows groups to be certain they are coming, while also giving them enough time to organize a fundraising event.

Below are some documents to include in the volunteer fundraising packet:

  • A letter to volunteer group leaders explaining why they should fundraise and the importance of their volunteer efforts.
  • A list of fundraising ideas the group can use as inspiration for their own fundraising efforts. Visit the volunteer fundraising packet for a starting list.
  • A list of commonly needed construction items. (Coordinate with the construction department to ensure this list is accurate. Try to update this list to ensure you are meeting the needs of the construction department.)
  • A basic poster with a picture from the disaster area, your group’s logo and blank lines for event information. (See the volunteer fundraising packet). You can also include a QRCode (qrstuff.com helps you to customize the QRCode specific to your needs).
  • A ready-to-go presentation that can either run in the background, or be used as talking points.
  • The date of the event.
  • Natural disaster statistics to include:
    • The number of people affected
    • The number of homes affected
    • Some of the famous city landmarks that were damaged by the disaster o The number of people still in FEMA housing
  • Sample biographies of clients, it’s best if the bios are for clients the groups might work with while visiting. This can be difficult to coordinate, if it isn’t possible, make sure the groups understand the bios are only examples of client stories.
  • If you have before and after pictures of landmark places, include them.
  • Statistics of what you have accomplished.
    • The number of homes currently in progress
    • The number of homes completed
    • The number of volunteer hours/groups that have volunteered with you specifically
  • The history of your organization.
    • How soon after the disaster did you start?
    • Has your mission changed since the disaster?
  • A video clip from the day of the disaster, if available.

Tracking Volunteer Fundraising

It is imperative that you closely record and report on all funds that are raised by your volunteer groups. This can be done in a system like Salesforce or a similar data tracking program. You can also use a spreadsheet to record the data. The important thing is to ensure accurate and complete records of fundraising efforts.

Donors

Donor engagement is how your organization interacts with a donor before and after they make a donation. Engagement is imperative with your donors to ensure they feel acknowledged, appreciated and helpful. Do not over engage in a manner that appears to be pestering or hounding.

Pre-Donation

Donors come from varied backgrounds, beliefs and willingness to give.Some give without much effort, while others will want your organization to prove to them their money is going to a worthwhile organization. As discussed before, volunteers make amazing donors, since they are already physically and mentally invested in your organization.

Here is a sample of a letter that can be sent to volunteers that express interest in donating.

Post Donation

Check donations
Several things need to happen as soon as possible after a check donation is received.

  • A copy of the check needs to be made. The original should be given to the person in charge of finances. The copy of the check should go into the donations’ folder.
  • The donation should be immediately logged in Salesforce (See recording a donation).
  • Four tasks should be set for 1,3,6 and 12 months after the donation, to remind users to follow up with the donor (See Creating a Task in Salesforce).
  • Make sure the tasks are listed as “donor re-solicitation” or they won’t show up in your report).
  • An initial donor thank you letter or email should be sent out.
  • If sending an e-mail, use the “send email" button to send it, so it will be recorded automatically as sent. (To learn more see “Sending Donors E-Mails Via Salesforce” or “Creating a Template” if one does not already exist.)
  • If sending a letter, fill in the information and print the letter. Send it to the address provided on the check.
  • When all of this has been accomplished close the task set for one month out from initial donation.

Online donations
Online donations are slightly different than check donations. The donation information is already inside of Salesforce, but a contact still needs to be made. The donation and contact need to be linked and the tasks need to be set (see Salesforce instructions).

Post-Donation Follow Ups

At the initial donation entry, you should have set tasks to send out reminders to do follow-ups with donors. You can check which donations need followed up on each week by running a report. (See “creating a donation follow up report” in Salesforce.)

Here is a generic letter that can be used for your three, six, or tweleve month follow ups.

Three-Month Follow Up

Individual
This email keeps the donor engaged with your organization. Update the donor on what you accomplished in the months since they donated. Send them photos of the work completed on the house they worked on and update them on the client’s story. Encourage them to connect with you via social media, and sign up for your e-newsletter if you have one to send out.

Six-Month Follow Up

Individual
At six months you should send an email to follow up with the donor. It’s a good time to update them on any changes, how many homes you have finished, and any other updates you may have. This is a great time to invite them to see the progress first-hand and volunteer if they can.

Organization
This may be a church, school group, fraternity, or other social group. A three-month follow up with an organization is typically not as impactful as it’s with an individual. However, at six months you may reach them at a perfect time to fit in another donation for their annual budget. This is also a good time to bring up volunteering or returning to volunteer. Communicating with them every six months will keep them connected with your organization.

Twelve-Month Follow Up

Individual
12 months is an optimal time to ask for another donation, especially since you update and maintain contact with them throughout the year. People often make annual donations so the 12- month mark is a great time to connect with them again.

In-kind donations
In-kind donations are any donations other than money. In-kind donations can come from companies, groups, or individuals and can be extremely useful. In-kind donations are given for a variety of reasons, but often for either tax writeoffs or to make the volunteer process go further.

  • Individuals. Individuals often give in-kind donations of gift cards to home-improvement stores or tools needed by the organization. Often they will bring these items, or bring the money in order to purchase items at the site (This may depend on the level of recovery and disaster that has occurred in your area).
  • Groups. Groups often give in-kind donations for similar reasons as individuals. A volunteer group might hold a fundraiser and use the money left to purchase gift cards to home-improvement stores. Or feel they can make a bigger contribution donating items they might need during their week of volunteering.
  • Corporations. Corporations take a slightly different view of in-kind donations. They view the donation as part of their marketing ability. A restaurant might donate free food to volunteers in hopes they will return or recommend the restaurant to other volunteers. This marketing view of donating is important to keep in mind when approaching corporations for donations.

When approaching the idea of in-kind donations, you need to ensure you do a few things first. Make a list of items you need (tools, food supplies for an event, etc.) and note where you can obtain these items. For example if you need a hammer, it would likely come from a hardware store.

After you have your list, write a donation request. Your request will need language that specifically asks for the items you need, provides options of where they can be obtained (unless you are going directly to the source), it should include the reason for the donation and how it will further the cause. Be short and to the point in your request, but also be sure to include the following:

  • Background of your organization or event
  • Statistics on damage done to the area you serve
  • Statistics on recovery efforts done by your organization
  • Specifics on what you are requesting from them
  • Tax deductible information, it most commonly contained in a sentence like:
  • “The IRS recognizes ORGANIZATION as a 501(c)(3) corporation and all donations and sponsorships are 100 percent tax deductible. (EIN XX-XXXXX)”
  • Here is an example of a donation letter template

Once you complete your basic request letter, you will need to research the groups you are going to make the requests. They may have specific forms they require to fill out before the request is considered. Review the organizations and their requirements.

Be sure every request sent out is stored in Salesforce, and set up reminders to follow-up with the organization. Note the date it was sent in and schedule a follow-up with the company to ensure they have received it after one week. Once you have confirmed they have the request, schedule additional follow-ups based on your conversation with the organization (if they tell you a month, schedule the call for a month, etc.). Be sure to have the donation request in front of you any time you call in to check on it, and continue to check on its status until you receive an answer.

Once you have received or used the donation, be sure to send out a thank you card. Let them know about how they have helped the organization or how successful the event was.

Grants

Grants are awards of financial assistance from an agency to a recipient to carry out a public purpose of support or stimulation. Understanding basic grant submissions and having the ability to locate various opportunities will provide a large portion of the funds necessary to manage the business and hire staff.

Grants can be very difficult to obtain and require that the grantee locate the best sources, get accepted and be able to write an effective proposal. This is a job typically delegated to the development manager, as that should be the person in the organization with the best writing and communications skills.

Terms

Grants are non-repayable funds paid out by one party (grant makers), these may include:

Government: The government has many organizations that provide funding to support groups. FEMA and the AmeriCorps are among these types of organizations.

Corporations: Many corporations provide yearly donations and grants. It’s imperative you know the time of year and appropriate method to request the grant.

Foundations: A foundation is a nonprofit organization that donates funds to support other organizations.

Trusts: A trust is formed when property (in this case funding) is transferred by one party and held by another party for the benefit of a third, usually a nonprofit organization.

Types of Grants

  • Disaster relief funding
  • Corporate grants (bear in mind that corporate giving, regardless of the form, is closely tied to the corporation’s business interest and therefore is often designed to benefit employees, their families, or communities).
  • Company sponsored foundations. These can be private or public entities that maintain a legal separation from their parent company while still maintaining close ties. Typically they maintain a small endowment and rely on regular contributions from the parent company or subsidiaries to support their program. They must follow the appropriate laws governing private foundations or public charities to include public disclosure requirements.
  • Corporate-direct giving programs. These are not separate legal entities from the parent company and therefore are not subject to the laws governing exempt organizations, including public disclosure documents. There is no endowment, but often includes an employee matching gift and in-kind gifts as part of the grant making activities.
  • In-kind donations
  • Foundation grants

Resources

It’s important to be aware of the resources available to you, using these search sites will allow you to find as many resources for funding as possible. While some may require a fee, it’s well worth the money to search for potential grants in one location.

It’s also recommended that you search for foundations in your area as well as local corporations and visit them in person.

Free sources

  • Foundationcenter.org: The foundation centers foundation finder allows you to look up basic information on foundations.
  • Idilogic.com: Provides grant-searching software that you can download.
  • Grants.gov: You can review information regarding new federal grants.
  • Philanthropyjournal.org: A news source that provides information on foundations, fundraising trends and other nonprofit issues.
  • Guidestar.org: A free source with information on foundations, nonprofits and access to forms 990 and 990-PF.

Pay sources

  • Grantspace.org
  • Foundationcenter.org: For a fee you can subscribe to the foundation directory online, a comprehensive database of foundations, grants, corporate donors and public charities.
  • Bigdatabase.com: Big Online is a for-profit resource that provides online and telephonic assistance. You can also take classes through this website to learn more about grants and the grant process.
  • FoundationSearch.com: Foundation search America is a for-profit resource.
  • Grantstation.com: This source allows you to search a database of active grant makers, federal deadlines, online tutorials and webinars.

Research

While researching potential grants for the organization, be sure you have already gathered all of the information regarding your group to prevent you from going down a long road. Know that a foundation is going to be looking at groups that have the most effective and sustainable solutions, so ensure that you have data on the end result of your organization. Corporations who donate will often require you advertise for them by placing their logo on your website or somewhere else.

It’s also important to be aware of the following:

  • Causes the grant maker typically supports
  • Their average donation amount
  • The organizations they have donated the most to
  • What about the organizations receiving the most funds qualifies them
  • How will the grant maker benefit from the grant

Grant Applications

The application process for a grant involves the receipt of an invitation to write a full proposal. Submitting a partial proposal or sending a letter of interest accomplishes this. This preliminary document expresses the need and desire to fund your organization and allows the grant maker determine whether they are interested in allowing you to receive the funds to. A letter of interest or a partial proposal is between two and three pages long and includes the most important details of the project. The grant maker will state their criteria of writing the proposal in their general grant information.

Proposal Writing

Once the initial submission has been completed, you will have a deadline to complete the full grant proposal. Remember when working up the grant proposal, do not be specific on exactly where the money will go if possible. This will allow you to allocate the money to your general funds and use it on whatever projects or business costs you have. Write the proposal in terms that a colleague would understand, the grant writers will be knowledgeable of your topic and able to read it as such.

Organization is key, along with a strict adherence to the grant proposal requirements set forth by the grantor. Failure to adhere to their request or have an organized proposal, may result in the grant request being rejected without any consideration.

Ensure you write a succinct yet compelling proposal answering the who, what, when, where, why and how – along with any questions specifically addressed in the application. Review and allow others to critically review the proposal before submitting it. There are numerous resources available online that can assist you in basic grant proposals.

Client Biography

Introduction

Client biographies (client bios) are brief snippets of information regarding the client and their experience. The bio is essential to the volunteer experience and is also useful when seeking donations and funding. The bio includes a map to the location of their property and a photo of the client.

Purpose and Mission

The purpose of the client bio is multifaceted:

  • Funding – In order for a project to begin, it must be fully funded up front. The client bio is one method that can be used to provide a compelling story to others and encourage donations.
  • Relatability – Allows the volunteers to relate to the client. While many clients do visit the work sites weekly, not all of them can. The bio allows the volunteers to put a face to the name and know the background behind the person whose life they are helping. Additionally, should the client show up at the work site, it prevents them from having to rehash the story over and over.
  • Site supervisors – The site supervisor is at the client’s home every day. This bio is maintained in their site binder and provides them with initial background on the client. They can also use it to answer common questions from the volunteers when first starting a project.

Who Completes the Client Bio

Once selection is completed, the client service administrator completes the client bio and provides it to development for review and processing. The bio is then provided to volunteer services. This process relieves the client of the need to explain their story over and over again to members of your organization.

Who Receives the Client Bio

  • All volunteers
  • Media outlet
  • Site supervisor

Content to Avoid

When completing a client bio, it’s important to remember this information will be given out to members of the public and many people will see it.

Always remember to consider what information you would want readily available to strangers, and that it does not violate any agreement with the client.

Specifically the following items should never be entered into a bio:

  • Any data which could place the client in some type of danger
  • Banking or other financial information
  • Drug and/or alcohol abuse/addiction history
  • Health issues
  • Last names
  • Social security numbers

Content to Include

The client’s bio should include general information about the client, what is going to be done to their home and their story from the disaster.

Specifically you should include the following:

  • Family in the area
  • First name
  • Full gut
  • General process for the client’s rebuild
  • Story from client’s point of view
  • Major repairs
  • Minor repairs
  • New build
  • Number of years in their home before the disaster
  • Occupation/employment before the disaster
  • Roof repair
  • Room gut
  • Setbacks they have encountered during the rebuild
  • Staff will be responsible to include only appropriate information in this section, as the client may provide data that should not be placed in the bio
  • The clients current employment
  • The clients current living situation
  • The client’s disaster story
  • Their disaster experience
  • What does the home mean to the client

Example of a Client Bio

Option 1
Client A bought his/her home on ______ street in ____. He/She has always love the area and worked as a _______ for _______ until the day of (the event). Client A was _______ when the ______ struck.

He/She _______ and found a safe place to stay in the immediate aftermath. Client A was only partially covered by his/her insurance and hired a contractor to complete the minimal but necessary work on the home. The contractor required full payment up front and never completed any work on the home.

Client A moved in with relatives and has been residing there since, after being turned down for assistance from ____. Client A’s home requires a full rebuild due to the extent of damages suffered after the storm. Client A is excited to move back into the home that they have lived in for so long, this will give him/her a sense of closure and relief to be back in his/her own home again.

Option 2
Lived in ____: Client A has lived in _____ their entire life.

Occupation: Client A works at a family owned business in town, _____, which has been around since ____.

Relatives: Client A’s family mostly lives and works in ______, this includes parents, sisters, brother and cousins. He/She lives with his/her ___ and ___ children.

Project type: _______ (Major/Minor) repairs.

Currently living: Client A and family are currently living ______.

Setbacks in rebuilding: Enter the clients story of their rebuild here, this may include contractor issues, fraud, lack of insurance, etc.

Event experience: Tell the story of their experience during the event. Event should be replaced with the type of event, i.e. Tornado experience, Hurricane experience, etc.

Goals/hopes for the future: What plans does the client have past the rebuild of their home and life.

Reverse side The reverse side of the document can be tailored based on the group you have coming in. Often the reverse side has a map and directions. However, if you have a large group coming in, you may want to include some facts about the group (this example is displayed below).

Financial Donors

Here are two examples of bios printed out for a corporate sponsor in New Orleans.

Staffing

When an organization is getting off the ground, fundraising responsibilities generally fall to the executive director, founders, volunteers and anyone willing to help spread the word and bring in donations.

Development coordinator: The development coordinator is responsible for locating, researching and setting up fundraising opportunities. They will develop fundraising packets, maintain donor engagement, monitor and maintain social media sites and the website. Additionally they will assist the development director in setting up and locating both television and print media opportunities.

Development director: The development director is responsible for all media relations, social media, the group website, fundraising and donation collection. As the budgets permit, it is important to bring on a development director, who works with the executive director/CEO to create the fundraising strategy that positions the organization for financial success. The development director is a key hire since this is optimally a position that (a) pays for itself, and (b) allows the executive director to focus on partnership development and longer-term planning and program development.

No one expects a newly formed disaster recovery operation to have a fully staffed development department. It’s helpful if the following roles are filled, whether they are filled by one person or a team depends on the resources available.

  • Primary point of contact. This individual will have the most situational knowledge and can clearly communicate the organization’s needs to funders, partners, media, etc.
  • Fundraising strategist. Understands organizational needs, such as costs required with meeting goals. This person will know the client needs and is able to identify a diverse pool of funds and develops a strategy to secure those funds.
  • Nuts and bolts person. Conducts research, sets meetings, maintains communication with stakeholders via emails/newsletters/social media and ensures donor follow-up is thoughtful and timely.

Processes and Tools

Digital campaigns (see Chapter 4 for social media examples)

  • Media relations guide (within Chapter 4)
  • Social media guide (within Chapter 4)

Direct donor mailings

Events

Membership campaigns

Proposals

Salesforce: Keeping track of donor contact information and donation history

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