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.
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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
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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:
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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]:
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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
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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
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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
Total Monetary Goal: $59,000
Target Prospects:
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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
Initial Planning Committee Site Visit Committee Marketing
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
Committee & GSHFH Staff
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Registration Entertainment TBD
Gift Wrap
OverviewEvent: Weekend following Thanksgiving through Christmas Eve, Eastfield Mall, Springfield, MA
Total Monetary Goal: $7,000
Target Audience(s): Mall holiday shoppers
Timeframe: End of November through Christmas Eve
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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
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(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
Initial Planning Committee Site Visit Committee Marketing
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
Committee & GSHFH Staff
Entertainment TBD
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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
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$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.
Total monetary goal: $150,000
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
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$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
OverviewDescription: Two-story, three bedroom, 1 ½ bath – Simple. Decent. Affordable.
Total monetary goal: $150,000
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 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
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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
OverviewDescription: Two-story, three bedroom, 1 ½ bath – Simple. Decent. Affordable.
Total monetary goal: $150,000
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 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
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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
OverviewDescription: Two-story, three bedroom, 1 ½ bath – Simple. Decent. Affordable.
Total monetary goal: $150,000 [COMMUNITY OF FAITH BUILD]
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
$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 …
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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
Family Selection: TBD
Timeframe:
Internal Tracking: 479ALLEN
Elements
House Sponsorships: Bristol Street
OverviewDescription: Two-story, three bedroom, 1 ½ bath – Simple. Decent. Affordable.
Total monetary goal: $150,000
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
$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
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Total Raised: $0.00
Family Selection: TBD
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
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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
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Electronic & social media
York Mayo Society – Proposed
OverviewProgram: Annual Recurring Gift Society
Historic Evidence:
Total monetary goal: $XX,XXX
Target Audience: LYBUNTS/SYBUNTS – conversion into annual/recurring donors
Timeframe: Annual (On-going)
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
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Foundation Society
OverviewProgram: Leadership Giving ($1,987) Society
Historic Evidence:
Total monetary goal: $XX,XXX
Target Audience: Recurring annual fund donors with capacity to give at higher level(s)
Timeframe: Annual (On-going)
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
Elements Fall appeal Spring appeal Electronic & social media
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Rocking Chair Society
OverviewProgram: Legacy (Bequest/Planned Giving) Society
Historic Evidence:
Total monetary goal: $XX,XXX
Target Audience: Leadership donors with capacity to remember GSHFH through a bequest or other estate plan.
Timeframe: Annual (On-going)
General Description/Theme/Considerations: Promote the benefit of a legacy of helping additional families transform their lives
Internal Tracking: Legacy Society
Elements Fall appeal Spring appeal Electronic & social media
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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
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