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)