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AAARRRGGGHHHH! I’LL NEVER GET EVERYTHING DONE!. Emily S. Fisher, CFRE Rana D. Spurlock. How to efficiently manage a Foundation/Development Office. Strategic Plan SWOT Analysis Goals Objectives Responsible Parties. - PowerPoint PPT Presentation
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AAARRRGGGHHHH!
I’LL NEVER GET EVERYTHING DONE!
Emily S. Fisher, CFRERana D. Spurlock
HOW TO EFFICIENTLY MANAGE A FOUNDATION/DEVELOPMENT OFFICE
Strategic Plan SWOT Analysis Goals Objectives Responsible Parties
The Plan will result in an annual organization plan complete with timeline and addresses a complete development program, including: Annual Appeal Major Gifts Planned Giving Special Events Federal, State and private grants Individuals, Trusts/Estates and Businesses
WHICH ONE ARE YOU?
WE LIKE ACCESSORIES, BUT THIS IS RIDICULOUS!
TEAMWORK IS ESSENTIAL!
CONSULTANTS ARE THE SMALL DEVELOPMENT
OFFICE’S BEST FRIENDS!
Sometimes you just have to let loose and have fun!
RULES FOR YOUR ANNUAL PLANNING
SESSION:Go off siteBe casual!Everyone is free to talk and give
opinionsTake frequent breaks and change
locationsReview the plan monthly and make
any necessary adjustments
ANTI-STRESS KIT
BANGHEADHERE
SWOT ANALYSIS(STRENGTHS, WEAKNESSES,OPPORTUNITIES & THREATS)
StrengthsCombined knowledge & experienceAFP & CRD MembershipsCommunity ContactsMaintaining & improving a good databaseStrong & active Foundation boardDefined Foundation goalsSpecial events & sponsorshipsTitle III grant recipient
WeaknessesNo budget for Development OfficeCollege & Foundation not viewed as
separate entitiesLack of financial support from College
employeesNo devoted grant writerEconomy – difficult to get gifts and grants
GOALS, OBJECTIVES & ACTION PLANS
GOAL - Promote and enhance communication and stewardship as it pertains to targeted constituents (alumni/donors).Objective #1 – Refine alumni list for the purpose of targeted marketing and solicitation.
Action #1 – Continue to make contact through email. (RDS)Action #2 – Distribute a survey to
alumni via email, using Survey Monkey. (RDS)
Action #3 – If appropriate, solicit targeted segments. (ESF, RDS)
Objective #2 – Market the Foundation and College as it pertains to future solicitation.Action #1 – Monthly e-blasts to educate constituents about current events (Foundation, College and fundraising). (RDS, ESF, IT)Action #2 – Hold a “Thank You Note Luncheon” four times per year with Foundation board members. (ESF, RDS, Foundation Board)Action #3 – Create a President’s Circle with special acknowledgements such as special seating at graduation and special gifts. (ESF)Action #4 – Produce a Foundation Annual Report. (ESF, RDS)Action #5 – Keep the Foundation’s web pages up to date. (RDS)
Objective #3 – Steward donors for the purpose of retention.Action #1 – Give small holiday gifts to donors of $1,000 or more and send holiday cards to all donors under $1,000. (ESF, RDS)Action #2 – Follow the Foundation’s policies and procedures for gift acceptance and acknowledgement. (ESF, RDS, Foundation President, Board members)Action #3 – Send pins to President’s Circle members. (ESF)Action #4 – Conduct a Foundation board retreat in the fall of the year. (ESF, RDS)Action #5 – Hold an annual scholarship breakfast each fall for scholarship recipients and donors. (ESF, RDS)
TIMELINE(SEE HANDOUTS FOR FULL PLAN & TIMELINE)
January 2012 Submit February InWheeling ad Meet with HR to discuss employee appeal (ESF will schedule) Contact Harris Connect to discuss how to get cell phone
numbers for Text2Give (Rana) Contact Text2Give for more information (Emily) Call Hole-N-Run for info on logo golf balls Meet with Student Activities to discuss possible Steak Fry
(ESF will schedule) Complete 2011 financial report Work on Annual Report with Progressity Have annual Foundation Office goal/action plan meeting Attend weekly Rotary meetings (Rana) Attend King’s Daughter board president lunch (Rana)
OUR ACCOMPLISHMENTSSpecial Events
Annual Golf OutingScholarship BreakfastAnnual “Friends of the College” DinnerBoard RetreatRobert’s Rules of Order WorkshopBooze, Cruise, You’ll Lose mock crash
eventWeirton building campaign kick-off
breakfastDecember Yuletide LuncheonAnnual Foundation Fundraiser
Community InvolvementWheeling Lions Club President (ESF)Ohio County Rotary Club (RDS)King’s Daughters Child Care Center Board
(RDS)AFP & CRD Memberships (ESF, RDS)Members of Green Wheeling Initiative (ESF,
RDS)Leadership WV Board Member (ESF)AFP Board Member (ESF)Catholic Neighborhood Center Board (ESF)Wheeling Central Task Force (ESF)United Way Allocation Committee (RDS)Gabriel Project Advisory Board (RDS)
2007 2008 2009 2010 20110.00
200,000.00
400,000.00
600,000.00
800,000.00
1,000,000.00
1,200,000.00
1,400,000.00
1,600,000.00
1,800,000.00
258,014.38
1,128,864.28
1,398,281.00 1,478,540.06
1,588,274.91
Total Donations 2007 - 2011
2008-2009 2009-2010 2010-20110
2
4
6
8
10
12
Number of Donors by Fiscal Year
2008-2009 2009-2010 2010-20110
50
100
150
200
250
300
50
195
174
NEW DONORS BY FISCAL YEAR
2008-2009 2009-2010 2010-20110%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
0.57
0.654000000000001
0.792
Foundation Board Member Participation 2009 - 2011 (by Fiscal Year)