The fundraising team sets and executes strategy to bring income to the ASF in support of our mission of providing software for the public good within board-approved budgets.
Public Information About Fundraising
Helpful links for volunteers and interested Members:
This collection of links should help get you oriented in the world of fundraising at the ASF.
Additionally, the fundraising team also meets monthly for roughly 90 minutes on a Skype call to cover action items, calendar review and general planning. The agenda for the meeting is posted on Gsuite prior to the meeting. Unfortunately, the meeting day/time is not a regularly reoccuring meeting, so to receive an invite, please contact fundraising@ and the next meeting can be forwarded to you. At the end of the call each month, we set the date and time for the next meeting.
- VP Fundraising - public, private (src) - Overview, goals, name(s) and resolution creating role. Appointed by President
- VP Sponsor Relations - public, private (src) - Overview, goals, name(s) and resolution creating role. Appointed by VP Fundraising.
- VP Marketing and Publicity - public, private (src) - Very common touch point both in and out of fundraising
- Accounting - public, private (src) - Handles invoicing and payments with sponsors
- Monthly Reports (src) - Fundraising reports to the President in monthly board reports:
- Team listing - Fundraising committee of individuals in LDAP
- General Documents - Restricted access. Stored on Google GSuite. Documents intended to share publicly with prospective sponsors.
- Sensitive Documents - Restricted access. Stored on Google GSuite. Various documents containing highly confidential information.
- Master Tracking List - Stored in 'Sensitive Documents' area. Master tracking list of sponsors and key information (renewals, contacts, invoicing, dates)
- This site src, ticket - Overview of our Fundraising activities
- fundraising@ - Day to day operations of fundraising including renewals, planning, coordination, notes from meetings, general purpose comms with sponsors
- operations@ - Budget and overal coordination under president's purview
- fundraising-private@ - Highly restricted accesses. Sensitive conversations with sponsors. Anything containing personally identifiable information. Archive and subscription accessible only through ezmlm commands
A number of questions come up during regular interactions with sponsors and volunteers. This section is a living list of common questions and answers as well as documentation around various policies
What is the runbook/lifecycle of sponsorship?
There are several phases to a sponsorship relationship. The recent touchpoints for each sponsor as well as any information needed is tracked in the Master Tracking List. All activities in the tasks below are noted in the tracking sheet.
- Identification/searching - Typically done by the whole fundraising team. This phase of the relationship is spent seeking out potential sponsors and establishing initial contact.
- Courtship - Handled by VP Fundraising, VP Sponsor Relations and often involving VP Marketing and Publicity. This is the most attention-intensive phase of the sponsorship lifecycle. Starting after the initial contact with the potential sponsor, they are presented with information about how/why a sponsorship is right for them and ultimately concludes with a decision to or not to sponsor the ASF. Regular email and synchronous communication occurs: everything from tedius scheduling meetings to in-person conversations with high-level leadership at the sponsor's organization.
- Ongoing relationship - This phase starts after a decision is made whether to or not to sponsor the ASF
- Sponsored (full policy) - Handled by VP Fundraising, VP Sponsor Relations, Accounting and often involving VP Marketing and Publicity. After the terms (level, recurrence, etc) are agreed to:
- Accounting invoices the sponsor and receives payment. VP Sponsor Relations sends a "Thanks" message to the sponsor. VP Fundraising ensures the 'Thanks page' is updated to reflect the sponsor's level of sponsorship
- Thereafter, VP Sponsor Relations checks in with the sponsor providing operational updates and thanking them for their ongoing support quarterly. Semi-anually retention asks are made and anually we provide a report and information for a year-end gathering.
- Upon renewal time, the cycle repeats returning to the decision point in "ongoing relationship"
- Non-Sponsored - Handled by VP Fundraising and VP Sponsor Relations. For various reasons, the decision is made to decline further (or new) sponsorship with the ASF. During an appropriate interval of time (gathered during conversation with the sponsor), further contact with the potential sponsor is made to refresh the relationship and to gague interest in establishing an ongoing sponsored relationshp. Further communications with the potential sponsor is terminated upon their request.
- Offboarding - Handled by VP Fundraising and VP Sponsor Relations. When the decision is made by the sponsor to end a sponsored relationship, VP Fundraising removes the sponsor's note on the Thanks page (at the appropriate time). VP Sponsor Relations or VP Fundraising reaches out to the sponsor to thank them again for their sponsorship and performs an "exit interview" seeking information if there is any way we could have handled the relationship better. At this point, the relationship enters the "Ongoing, unsponsored relationship" phase.
Who can sponsor the ASF?
Please download the fundraising policy - Who Can Sponsor The Apache Software Foundation document for full details. In short, this particular policy exists to ensure that Sponsors truly are interested in furthering the Open Source, public good mission of the ASF (and not self-serving means such as SEO).
What is Sponsor+?
The goal of Sponsor+ is to offer Gold or Platinum sponsorship on the website and at all our events for the year at a reduced package price. This is not a new program nor is it new level of recognition.
The motivation behind Sponsor+ is to look at the Foundation's needs holistically throughout the year with a desire to reduce the amount of fundraising needed for individual events.
How do I gain access to Google GSuite?
This access can be granted to any ASF Member. Please send an email indicating you would like access to email@example.com and the access will be granted as quickly as possible. An account login with <yourid>@gsuite.cloud.apache.org will be created and an activation link will be sent to your @apache.org email address. This link must be used within 48 hours before it expires.
If you have the access and are ready to add someone, navigate to the folder you would like to grant access to and click the "+ Add Members" button and follow the on-screen prompts.
What is targeted sponsorship?
Please download the fundraising policy. The goal of targeted sponsorships is to provide sponsors a means to directly support a specific area of the foundation. This can be anything from particular infrastructure services all the way to hosting a hackathon during a public event. The program is designed to provide recognition for those that support areas of the foundation through non-monetary contributions.
What are the important documents I should know?
All of them, of course! But... here's a quick, curated list:
Any tips for effective use of GSuite?
Sure! Once you obtain an account, you can do the following to "live" out of GSuite for your @apache.org address
- Login to id.apache.org and forward your email to >id<@gsuite.cloud.apache.org
- On Gmail, go your settings->Accounts
- Set the "send mail" option to use your @apache.org account with the outbound server information Infra has published
- Make this send mail as the default account
- Under "When replying to a message:" Check the option to always reply from default address
Are there specific fundraising policies I should know about?
Because we are interfacing with external entities in a sensitive area of operations (financial and PII data), it is important to interact with (potential) sponsors in an official propensity. This is most commonly done by ensuring outbound emails contain a signature with your title at the ASF and relationship to the fundraising team. Synchronous conversations should also be held under the same pretense. While this is not vital to protect the ASF or the sponsor, it does provide you (as a volunteer individual) protections in the highly unlikely event that something goes goes wrong (see: piercing the corporate veil).
How do I edit this site?
Just clone this repo and modify pages under content/pages. It is important to note that each .md file must have a Title and Slug tag at the top to publish to the right location. When composing in markdown, it's important to noate that this site is powered by the ???? markdown parser - be sure to use compatible markdown! Commits to this repo will automatically be published to the site.
What is the process to appoint VP Sponsor Relations?
See the private org chart page for V.P. Sponsor Relations