GSHFH Resource Development Plan

Resource Development Plan

TABLE OF CONTENTS

1 |GSHFH 2015 – 2017 Resource Development Plan

Mission, Vision……3 Values…..4 Belief statements…..4 Terminology…..4 Summary of Funding Requirements……5 Unrestricted Giving Targets…..5 Campaign Year(s) include:

Events ……7-13 Trails for Nails…..7-8 Fall Feastival…..9-10 Gift Wrap…11 Men Can Cook…..12-13

House Sponsorships…..14-19 87 Massachusetts Avenue …..15 120 Northampton Street…..16 237 Quincy Street…..17 479 Allen Street…..18 Bristol Street…..19

Annual Appeals…..20-24 Carpenter Club…..21 York Mayo Society.....22 Foundation Soceity…..23 Rocking Chair Society..…24

Administrative/Operations Efforts…..25 Addendum.....26

ADDENDUMB A: Acknowledgement Letters Matrix ADDENDUM B: Donor Recognition Matrix.....22 ADDENDUM C: Appeal Calendar…..23

OVERVIEW

The 2015-2017 Resource Development plan is founded solely in the affiliate’s three-year “30 In 3” Strategic Plan to serve 30 families in three years from July 1, 2014 to June 30, 2017.


MISSION

Greater Springfield Habitat for Humanity (GSHFH) is a housing ministry dedicated to strengthening communities by empowering low-income families to change their lives and the lives of future generations through homeownership and home preservation opportunities. This is accomplished by working in partnership with diverse people, from all walks of life, to build simple, decent, affordable housing.

Habitat’s mission to provide homeownership opportunities to low-income families is unique, as it requires partner families to work alongside the community that is reaching out to help them. Each Habitat partner family provides “sweat equity” or physical labor toward the construction of their own home, other Habitat family homes and special projects. Partner families provide between 300-500 hours of sweat equity and participate in educational programs designed to help them achieve successful homeownership.

VISION

The organization’s vision is to serve 30 families in three years from July 1, 2014 – June 30, 2017, actively engage with more towns in Hampden County and open a ReStore home improvement center.

▪ Actively pursue opportunities throughout all of Hampden County▪ Serve 30 families: ▫ Seven (7) families – new house construction and zero percent interest mortgages ▫ Three (3) families – critical repair projects and zero percent interest loans ▫ Twenty (20) families – home preservation projects and zero percent interest loans▪ Open one (1) ReStore home improvement and donation center to sell new and gently used furniture, home accessories, building materials, and appliances to the public at a fraction of the retail price.

VALUES

Home, Hope, and Community


BELIEF STATEMENT

The need for simple, decent, affordable housing is great in Hampden County, Massachusetts. While there are certainly areas in Hampden County that are wonderful places to live and grow, there are also places where our neighbors are struggling, in need of a hand up – not a hand out.

TERMINOLOGY

Note: These definitions are utilized for referring to any GSHFH fundraising items.

Campaign: Refers to the year that all GSHFH appeals are set within. For instance, all of the appeals that will be implemented in the upcoming fiscal year will fall under the Campaign Year 2015-16.

Event: Refers to GSHFH events that happen during the fiscal year.

Program: Refers to one of our specific giving programs to which friends of the affiliate may contribute on a one-time or recurring basis. These programs target a specific demographic and provide specific acknowledgement.

Appeal: A short-term fundraising approach with a specific objective that asks certain demographics for a specific request, such as a direct mailing.

Elements: Parts of a specific appeal that target more specific audiences or have a specific communication method.

Effort Audience

Asks Time Frame

Specific Beginning/E

nd

Example

Campaign

Broad Multiple One Year YesEach appeal is

incorporated into the campaign year.

Event Limited One Short Yes Fall FeastivalProgram Limited Many Long No Carpenters ClubAppeal Limited One Short Yes Fall Appeal

Element Specific One Short Yes Direct Mailing

SUMMARIZED FUNDING REQUIRMENTS

FY20157/1/2014 - 6/30/2015

FY20167/1/2015 - 6/30/2016

FY20177/1/2016 - 6/30/2017

FUNDING INCOME:


Events Income $ 75,000 $ 81,000 $ 81,000Unrestricted Giving (see below) $110,000House Sponsorships (2 homes) $350,000 House Preservation $ 25,000Total Income $615,000

Unrestricted Giving

FY20157/1/2014 - 6/30/2015

FY20167/1/2015 - 6/30/2016

FY20177/1/2016 - 6/30/2017

FUNDING INCOME:Matching Gifts $ 5,300Board Giving $ 20,000Individual Giving $ 54,200Corporation(s) $ 21,000Faith Community $ 6,350Civic Organizations $ 3,150Total Income $110,000

EVENTS

Events are implemented on a regular fiscal year basis. This plan implements the following events [in order of Fiscal Year]:


Trail For Nails Fall Feastival Gift Wrap Men Can Cook

EVENTS INCOMEEvent 2016 2017

Trails For Nails $ 5,000 $ 5,000Fall Feastival $59,000 $59,000

Gift Wrap $7,000 $7,000Men Can Cook $ 10,000 $ 10,000

Totals $81,000 $81,000

Gift Acknowledgement Gift acknowledgement sent to all (paid) event participants, vendors &/or

sponsors by Community Outreach Manager Personalized thank you note sent to all vendors, sponsors & volunteers by

corresponding event Committee Members Social media shout-outs to vendors & sponsors Website listing of vendors & sponsors

Trails For Nails

OverviewEvent: Saturday, September 12, 2015, Stanley Park, Westfield, Mass.

Total Monetary Goal: $5,000


Target Prospects: May to September

Presenting Sponsor

1 @ $5,000

Gold Sponsor3 @ $1,000

Silver Sponsor5 @ $500

Bronze SponsorUnlimited @

$100PeoplesBank

Freedom Credit Union

Total Total Total Total$5,000 $3,000 $2,500 $1,000

Target Audience(s): Families (parents & children); Runners, Walkers, Mountain Bikers

Walkers@ $10

Runners@ $20

BicyclistsBicyclists @

$30

Run & Ride@ $40

Other/Virtual

@ avg. $1050 100 20 10 25

Total Total Total Total Total$500 $2,000 $600 $400 $250

Timeframe: June to November

General Description/Theme/Considerations: Trails For Nails (TFN) has developed a program to encourage fitness and philanthropy through fun, with an aim of bringing families closer together while supporting our mission of providing homeownership opportunities to low-income families. Whether a runner or a cyclist, this event is geared to parents and children alike who can enjoy healthy family time in the outdoors while making a difference for others by supporting Greater Springfield Habitat for Humanity.

For Mountain Bikers: a 10-mile mountain bike ride that will feature two 5 mile loops, which can be ridden solo or as a two-person team

For Runners: a 5k (3.2 miles) run or walk

For Families: family friendly games, food, and fun during the other activities [potato sack races, egg relays, elephant walks, and more


Internal Tracking: TFN15

Elements

Initial Planning Committee Site Visit Committee Marketing

Social Media Print Advertising Brochure Web

CTE & GSHFH Staff

Sponsors Committee Vendors Committee Registrants Vie EventBrite Entertainment TBD Day Of Operations

Setup Breakdown Registration

Committee & GSHFH Staff

Fall Feastival

OverviewEvent: Thursday, November 5, 2015, Springfield Country Club, Springfield, MA


Target Prospects:


Gold1 @ $5,000

Silver1 @ $2,500

Bronze5 @ $1,000

Tickets300 @ $75

Babson Capital PeoplesBankn/a n/an/a n/an/a n/an/a n/a

Total Total Total Total$5,000 $2,500 $5,000 $22,500

Target Audience(s):

Timeframe: Past attendees, vendor guests, young professionals, business & community contats

General Description/Theme/Considerations: GSHFH presents its annual signature fall event, which annually attracts approximately 350 guests who are treated to samplings of delicious food provided by some of Hampden County’s best restaurants as well as a live and silent auction.

Internal Tracking: FF15

Elements


Social & Electronic Media

Print Advertising Flyer(s) Save the Date

Postcard Web

GSHFH Staff

Sponsors Committee Vendors/Restaurants Committee Raffles/Auction Committee Ticket Sales

Via EventBrite In Office At ReStore

Board, Committee, GSHFH Staff

Day Of Operations Setup Breakdown



Registration Entertainment TBD

Gift Wrap

OverviewEvent: Weekend following Thanksgiving through Christmas Eve, Eastfield Mall, Springfield, MA


Target Audience(s): Mall holiday shoppers

Timeframe: End of November through Christmas Eve


General Description/Theme/Considerations: GSHFH provides an opportunity for mall/holiday shoppers to have their gifts wrapped by volunteers for a donation. Donation amounts vary based on corresponding sizes of gift boxes/bags/packages.

Internal Tracking: GFWR

Elements

Confirm event details Eastfield Mall Marketing Office Procure supplies Paper (Vendors) & Bows/Ribbon Scheduling of volunteers GSHFH Volunteer Coordinator Set up of Gift Wrap Booth GSHFH Staff Marketing

Internal (Mall) External via social

& electronic media Print media

(newsletter, etc.)

GSHFH & Mall Marketing Office

Men Can Cook

OverviewEvent: Tuesday, May 3, 2016

Total monetary goal: $10,000

Presenting/Title

Sponsor1 @ $1,500

Dinner Sponsor

1 @ $1,000

Partner Sponsor

Multiple @ $500

Waiter Sponsor

Multiple @ $275

Placemat Ads

Multiple @ $150

Single Tables

PeoplesBank 9 tables of 8


(72) atn/a n/a $35/tixn/a n/an/a n/an/a n/a

Total Total Total Total Total Total$1,500 $1,000 $1,500

est./3$4,125 est./15

$750/est. 5

$2,520

Target Audience(s): Past attendees, young professionals, vendors, business & community contacts

Timeframe: January to May

General Description/Theme/Considerations:

Internal Tracking: MC16

Elements


Social & Electronic Media

Print Advertising Flyer(s) Save the Date

Postcard Web

GSHFH Staff

Sponsors Committee Vendors/Restaurants Committee Raffles/Auction Committee Ticket Sales

Via EventBrite In Office At ReStore

Board, Committee, GSHFH Staff

Day Of Operations Setup Breakdown Registration


Entertainment TBD


House Sponsorships

GSHFH will build 7 homes, provide critical repairs to 3 homes and perform external home preservation to 20 homes as follows:

Fiscal Year (July – June)

New Homes Critical Repairs ABWK

FY2015 Two One FourFY2016 Two One SixFY2017 Three One Ten

NEW HOMESPURPOSE 2015 2016 201787 Massachusetts Avenue $150,000

*Overfunded by


$5,000; Transfer to Northampton Street

120 Northampton Street $150,000*Unfunded: $64,000

237 Quincy Street $150,000 (NSP Funds)479 Allen Street $150,000 (COF)Bristol Street $150,000 TBD $150,000 TBD $150,000 TBD $150,000 TBD $150,000

Gift Acknowledgement Personalized thank you notes sent according to Donor Recognition Matrix

(See Addendum) by Community Outreach Manager, supplemented by additional donor stewardship, as needed by Executive Director and members of the Board of Directors

House Sponsorships: 87 Massachusetts Avenue

OverviewDescription: Two-story, three bedroom, 1 ½ bath – Simple. Decent. Affordable.


Gift Level # Gifts Needed

Total Prospects Needed

(4:1 ratio)

Gifts Recv’d

Gift Totals Balance of Prospects Needed

$150,000 1$150,000 4

$50,000 2$100,000 8 2 $100,000 (A)

$25,000 4$100,000 16 1 $30,000 (B)

$10,000 6$60,000 24 2 $20,000 (C)

$5,000 11$55,000 44 1 $5,000 (D)

$1,000 20$20,000 80


$500 10$5,000 40

misc 30$10,000 120

Gifts In-Kind TBD

$150,000 …

TOTALS 84$650,000 336 6 $155,000

(A) Represents $50,000 previous mortgage sales + $50,000 MassMutual Financial Group(B) The Beveridge Family Foundation(C) Babson Capital (Unrestricted Construction)(D) People’s United Community Foundation

Total Raised: $155,000 ($5,000 overage to 120 Northampton Street)

Family Selection: Niyibizi Family

Timeframe:

Internal Tracking: MassAve

Elements

House Sponsorships: 120 Northampton Street





(4:1 ratio)

Gifts Recv’d


$150,000 1$150,000 4

$50,000 2$100,000 8 1 $50,000 (A)

$25,000 4$100,000 16 1 $20,000 (B)

$10,000 6$60,000 24 1 $10,000 (C)

$5,000 11$55,000 44 1 $5,000 (D)

$1,000 20$20,000 80 1 $1,000 (E)

$500 10$5,000 40


misc 30$10,000 120

Gifts In-Kind TBD

$150,000 … TBD $TBD

TOTALS 84$650,000 336 $86,000

(A) MassMutual Financial Group(B) Babson Capital Mgt., LLC(C) HFHI(D) Overage from Massachusetts Avenue(E) First Niagara Bank

Total Raised: $86,000; Shortfall: $64,000

Family Selection: Lopez-Garcia Family

Timeframe:

Internal Tracking: 120NorthamptonST

Elements

House Sponsorships: 237 Quincy Street





(4:1 ratio)

Gifts Recv’d


$150,000 1$150,000 4 1 $150,000

$50,000 2$100,000 8

$25,000 4$100,000 16

$10,000 6$60,000 24

$5,000 11$55,000 44

$1,000 20$20,000 80

$500 10$5,000 40

misc 30$10,000 120


Gifts In-Kind TBD

$150,000 …

TOTALS 84$650,000 336

(A) NSP Funds

Total Raised: $150,000

Family Selection: TBD

Timeframe:

Internal Tracking: 233Quincy

Elements

House Sponsorships: 479 Allen Street


Total monetary goal: $150,000 [COMMUNITY OF FAITH BUILD]



(4:1 ratio)

Gifts Recv’d


$150,000 1$150,000 4

$50,000 2$100,000 8

$25,000 4$100,000 16 3 (P) 3 COFs

$10,000 6$60,000 24

$5,000 11$55,000 44

$1,000 20$20,000 80

$500 10$5,000 40

misc 30$10,000 120

Gifts In-Kind TBD

$150,000 …


TOTALS 84$650,000 336

(P) Prospects: First Church of Christ (Longmeadow, MA); St. Andrew’s Episcopal Church; Sinai Temple with a goal of an ask from each of $20,000

Total Raised: $0.00


Timeframe:

Internal Tracking: 479ALLEN

Elements

House Sponsorships: Bristol Street





(4:1 ratio)

Gifts Recv’d


$150,000 1$150,000 4

$50,000 2$100,000 8

$25,000 4$100,000 16

$10,000 6$60,000 24

$5,000 11$55,000 44

$1,000 20$20,000 80

$500 10$5,000 40

misc 30$10,000 120

Gifts In-Kind TBD

$150,000 …

TOTALS 84$650,000 336


Total Raised: $0.00


Timeframe:

Internal Tracking: BRISTOLST

Elements

ANNUAL APPEALS

Annual appeals are implemented on a regular fiscal year basis.

This plan implements the following annual appeals:

Fall Appeal Spring Appeal Special Events Special Days

For a complete schedule, including elements, dollar/participation goals, timing, descriptions, communication methods, etc., refer to Addendum B.

Gift Acknowledgement Personalized thank you note sent to all donors according to the Gift

Recognition Matrix (See Addendum A)

DONOR PROGRAMS


Donor programs are implemented on a regular fiscal year basis.

This plan implements the following programs:

Carpenters Club [Monthly/Recurring Gift Program] York Mayo Society [Annual Recurring Gift Society] Foundation Society [Leadership Giving Society] Rocking Chair Society [Legacy Giving Society]

Carpenters Club

OverviewProgram: Monthly Recurring Gift Society

Historic Evidence:

Total monetary goal: $XX,XXX

Target Audience: LYBUNTS/SYBUNTS – conversion into monthly/recurring donors

Timeframe: Annual (On-going)

General Description/Theme/Considerations: Promote the ease of monthly/recurring gifts (particularly those made through credit card/online & payroll deduction.

Internal Tracking: Carpenters Club

Elements Fall appeal Spring appeal


Electronic & social media

York Mayo Society – Proposed

OverviewProgram: Annual Recurring Gift Society

Historic Evidence:


Target Audience: LYBUNTS/SYBUNTS – conversion into annual/recurring donors


General Description/Theme/Considerations: Promote the need for ongoing/recurring operational support to GSHFH

Internal Tracking: York Mayo Society

Elements Fall appeal Spring appeal Electronic & social media


Foundation Society

OverviewProgram: Leadership Giving ($1,987) Society

Historic Evidence:


Target Audience: Recurring annual fund donors with capacity to give at higher level(s)


General Description/Theme/Considerations: Promote the need for increased participation and support from annual leadership donors, and the power of helping to transform the lives of additional families.

Internal Tracking: 1987 Society



Rocking Chair Society

OverviewProgram: Legacy (Bequest/Planned Giving) Society

Historic Evidence:


Target Audience: Leadership donors with capacity to remember GSHFH through a bequest or other estate plan.


General Description/Theme/Considerations: Promote the benefit of a legacy of helping additional families transform their lives

Internal Tracking: Legacy Society



ADMINISTRATIVE/OPERATIONAL EFFORTSThe following are operational processes that are staff [Community Outreach Manager] driven:

Pledge/Gift entry, processing & acknowledgement (on-going) Corporate matching gift program (on-going) End of Year Tax letter (January 31 deadline) – with assistance from

Operations Manager


Documents

GSHFH Resource Development Plan