Fundraising Guidelines

Your club or conference committee needs to secure donations to support their events.

Staff members Amy Hornstein and Julia Rosof can help your craft a fundraising strategy and advise you on best practices.

Here are some resources and templates to get started:

Develop Your Fundraising Plan

  1. Be sure your entire group is clear on your “pitch.” Clarify dates, location, and themes of event.
  2. Develop a budget for your event. Start with a previous year’s budget and adjust as needed to reflect how much you anticipate raising. Remember, you do not have to repeat what was done in the past. Your event can be smaller or larger or completely revamped. Sample budget
  3. Prepare a list of companies you want to target for sponsorship. Be strategic about your targets. You will have much more success if you can answer the question, “Why is this specific company a good match for my event?” The answer may be that you already have contacts at the company, or that the industry is a match for your event. Also ask yourself “Why is this specific level of donation appropriate?” It may be that your event offers the company special access to students for a higher level of sponsorship. A lesser amount may be more appropriate if you have a smaller event and need in-kind support. For instance a beverage company could make in-kind donations to a Consumption Function.
  4. Identify contacts at the companies you have targeted. Use your personal networks, Haas colleagues, CareerNet, alumni listed on @Cal, and former work colleagues. Sample target list
  5. Submit your target list of companies, including all contacts you can identify, to Corporate Relations. Corporate Relations will review your list and circulate it other departments at Haas that may be able to identify more contacts and make recommendations.
  6. Develop a customized pitch for each target. Sample Sponsorship Menu

Solicit Donations

  1. Make initial contact with the companies you are soliciting by email. Sample email
  2. Within one to three business days, follow up with a voicemail. Consider leaving the message during non-standard business hours. Be enthusiastic. Sample voicemail message
  3. Prepare the next phone call and anticipate potential obstacles ahead of time and prepare a response.
  4. Follow up your email and phone call with another phone call during standard business hours.
  5. Be ready with a drafted email listing all the pertinent details to send while you are on the phone with your prospect.
  6. Be sure to solicit the donation on the phone as opposed to scheduling a meeting.
  7. Once a firm agrees to sponsor, review all of the steps needed to obtain payment promptly.
  8. Send the company an invoice. Sample invoice
  9. Once the sponsorship is confirmed, complete the Check Processing Form

After the Event

  1. Stewardship is important. Write thank you notes to each of your sponsors, speakers, and in-kind donors.
  2. Capture your fundraising insights in a debrief report following your event. Pass it along to future club leadership.

The MBA Program Office holds the right to access the finances of the student organizations it oversees to verify appropriate management of club and conference monies, and audits the books of two to four student groups each semester.

Contacts for processing sponsorships

Amy Hornstein, Director, Student Affairs, 510-642-1408
Julia Rosof, Associate Director, Student Affairs, 510-642-0856

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