for impact’s presentation tool engagement tool kit...

All information Copyright © 2011 For Impact | The Suddes Group forimpact.org

For Impact | THE SUDDES GROUP

www.forimpact.org 614-352-2505

For Impact’s

presentation tooL ‘Kit’

THE MICROLENDING MARKETPLACE...

to MATCH LENDERS & BORROWERS...

addressing a $260 Billion MARKET GAP.

GlobeFunder

Story

MicroFinance

Story

Market (Demand)

Story

Dec ‘06

Mar ‘06

Investors

BorrowersMicro-Entrepreneurs

MFIMicroFinance Institutions

(Small Banks)

NGO NFPO NGO NFPO

No Access Globally

Developed World

U

ndeveloped World

No Access

$800 Billion US Market

Grameen-Yunus-Nobel

30 Year Old Market Sector

$20 Billion Loaned ex-US

100 Million Loans: 60-90% WOMEN

Borrowers

95% Payback

500 MILLION Micro-Entrepreneurs

$260 BILLION Capital demand

Growing at 15-30% annually

*No existing scalable

distribution model

20+ MFI Partners

Initial Demand: 20,000 Borrowers

10,000+ MFIs;

200 Largest Funded Fully

Market Driven

Interest Rates

(10%-40%)

How We Make Money

Borrower: Transaction Fee

Lender: Broker Fee

GlobeFunder: The Float

30%-80%

Interest Rates

on Loans Today

US Regulated Microfinance Institution

Online Global Lending Marketplace

and Social Network

$US

$US

$In

tl.

$Int

l.

Jul ‘06

Nov ‘06Mar ‘07

Apr ‘07

May ‘07

Jun ‘07

Business

Development

Technology

Development/

Market Analysis

GlobeFunder

Incorporated

Beta Platform

Launched

Fundraising

Begins

Market Development

India begins

US Legal Regulations

Filings Commenced

(KPMG, Pillsbury)

Office Opened

ND Business Plan

2nd Place

(234 Teams)

Development of

Platform Begins

Partners CSC,

Nexaweb, eDominate

& Elevation

Jul ‘07Internet Market

Campaign Explode

(ePrize)

Oct ‘07Platform

Launch in US

Dec ‘07Platform Launch

in India

A LEGACY SOCIETY

• Minimum $200,000 Planned Gift

• Use LEGACY/PLANNED GIFTS to reach

ENDOWMENT GOALS!

$15M

EXAMPLE EXAMPLE

$5M$2M$3M

$25M

$125M$50M

$5M$20M

$200M

PRESIDENT’S

CIRCLE

TOM

OR

RO

W

FO

RE

VE

R

TOD

AY

GOAL

EXAMPLE

PRIORITIESCAMPAIGN INITIATIVE

STUDENTS

FACULTY CAMPUS

3102033

300300300

1,000± Q.P.

3 x 3 x 3 = 300 Q.P. Days Weeks

Top 1,000

Qualified Prospects

33 Lead Investments 1 at $

2 at $

4 at $

8 at $

18 at $

33

LIFETIME RELATIONSHIPS/PARTICIPATION

• Alumni Office focuses on LIFETIME RELATIONSHIPS.

• ALUMNI OFFICE and DEVELOPMENT OFFICE focus

on PARTICIPATION.

• DEVELOPMENT FOCUS on one MEMBERSHIP/

LEADERSHIP SOCIETY at $1,000.

IDEAS

• HOLISTIC APPROACH

• Use of VOLUNTEERS

• Use of STUDENT CALL CENTERS

• Increased PARTICIPATION will GUARANTEE increased GIVING

• Not about “give what you can”/"every little bit helps”

• All about a COMMENSURATE INVESTMENT.

(Capacity, Relationship, etc.)

Establish a “$10K” ‘MEMBERSHIP’ GROUP

• $10,000 Minimum Investment

• Funds Innovative Projects within ANNUAL OPERATIONS

EDUCATION FUNDING MODEL

KT10.3.07a

LEGACY SOCIETY

LIFETIME RELATIONSHIPS

PARTICIPATION

PRIORITIESCAMPAIGN DRAFTPURPOSE

TRANSFORMING COLUMBUS:INSPIRING THE ENTREPRENEURS OF THE FUTURE

PRIORITIES

PLAN1,000 Day EXPANSION Plan2008-2011

Programs Urban Schools Initiative (Incremental)$1.0 MPlaces JA World (Incremental)$3.0 MPeople Deliver on Model (Incremental)$1.0 M (Incremental)$5.0 M

Experiential Learning

Schools

Business

JA BUSINESS MODEL

DREAMS

ATTITUDE

FINANCIAL

APTITUDE

LIFE

ENTREPREN

EURIA

L

SKILLS

Kids

Role Models

Junior Achievement

JA World

Junior Achievement

Entrepreneurs

Education

Kid’s WorldReal World

(Staff and Role Models)

*Current Operating Budget of $1.0 M/yr

PARTNERS

SPONSORS

MEMBERS

JACO PRIORITIES

100,000 Kids annually by 2011

The Urban Schools Initiative

‘JA Biz Town’ from 10,000 to 30,000 Kids!

C E N T R A L O H I O

SKILLS

TRANSFORMATION

PROJECTS

OPERATIONS

IMPACT

ACCELERATE

GROW

Engagement Tool Kit

www.forimpact.org | 614.352.2505fi_egagementtoolkit_020311


We change communities by providing the opportunity for every student to go to college.

To provide the finest liberal arts eduction in the country.

Ending Homelessness.

We help girls navigate the roadmap of life.

Restoring our community by transforming education.

Changing the lives of the visually impaired worldwide.

We spotlight issues that explore the Church in the World.

Transforming the aging experience.

Solving community homelessness in North San Diego County one family at a time.

Breaking the circle of poverty by changing the system.

Transforming culture through a classical Christian education.

Building a Monastery.

Transforming Columbus: Inspiring the entrepreneurs of the future.

Strong Healthy Kids, Strong Healthy Families, Strong Healthy Communities.

We provide the opportunity for disadvantaged women and children to transform their lives.

PURPOSE TRIGGER LIST

CASE FOR SUPPORT

pURpoSE TRIGGER lIST

2


PURPOSE/MESSAGE BUILDING PROCESS - ONE EXAMPLE

Setting GoalsFinancial Literacy

Citizenship

AspirationsRole Model

Budgeting

ToolsOpportunity

ImpactSelf Esteem

Dreams

Life Skills Attitude

Entrepreneurial Skills

NetworkingMarketing

Vision

HopeSelf-Confidence

Leadership

Passion

Education

Free Enterprise

Career Development

Education

Business

Kids

EntrepreneurshipDreams (Big Idea)

Attitude

Financial Literacy (Tactical)

DREAMS

ATTITUDE

FINANCIALLITERACY

LIFE

ENTREPREN

EURIA

L

SKILLS

SKIL

LS

CASE FOR SUPPORT

CASE FoR SUppoRT

3


pRIoRITIES TRIGGER lIST

4

Training

Services

Disaster Relief

Homes/Shelter

Education

Counseling & Support

Catholic Education

Catholic Charities

Ecclesiastical Ministry

Students

Faculty

Campus

Prevention Access

Crisis Response

Housing/Transition

Community

Curriculum

Program Delivery Experts

Youth Services

Career Development

Community Engagement

Homes,

Education

Healthy Families

PRIORITIES TRIGGER LIST

Impact Kids

Grow Biztown

Accelerate Urban Schools Initiative

Advise

Scholarships

Financial Literacy Programs

Editorial Expansion

Special Web Initiatives

Marketing & Outreach

Educational Experience

Student Life

Financial Stability

Meals

Home

Health & Wellness Programs

Career Planning

Coaching

Supervisor Training

Students

Teachers

Learning Experience,

R&D

Publishing

Delivery & Training

People

Programs

Places

Students

Teachers

Campus

Research Education

Service

Family

Community

Earth

Homes

Care

Support

Research Education

Advocacy

Kids

Programs

Places

CASE FOR SUPPORT


PLAN (Funding)“What do you want from me?”“How will you make this [project/goal] happen?”

Set a Goal: “How much do you need?”

•Howmuchdoyouneed?

•Overwhattime?

•“FrameIt”

•PerPerson

•FortheProject?

•FortheVision?

Make a Simple Plan (Examples): “How Will You Get There?”

•FundingPyramid

•SimpleFundingPlan:10AngelInvestors@$100Keach(for$1M)

•OneBenefactor...(ToUnderwritetheProject)

Engage in Dialogue Around the Funding Plan: “What do you want from me?”

•ToUnderwritetheProject

•PartoftheVision(UseFundingPyramid)

$5 Million

1@$1M2@$500K4@$250K10@$100K20@$50K

CASE FOR SUPPORT

CASE FOR SUPPORTCASE FoR SUppoRT

5


PURPOSE

THE VISION: TO TRANSFORM COLUMBUS INSPIRING THE ENTREPRENEURS OF THE FUTURE

PRIORITIES

PLAN

‘10- ’11

ENTREPRENEURIAL INSTITUTE

• Community Hub

• Biz Incubation

• Entrepreneurial Academies

FUNDING

• SCHOOL SPONSORSHIPS

• BIZTOWN SPONSORSHIPS

• ENTREPRENEURIAL INSTITUTE

JA Presentation Tool 6.15.09

C E N T R A L O H I O

Education Business

DREAMS

ATTITUDE

FINANCIALLITERACY

LIFE

ENTREPREN

EURIA

L

SKILLS

Junior AchievementEntrepreneursKids

SKIL

LS

JACO PRIORITIES

100,000 Kids annually by 2011

The Urban Schools Initiative

‘JA Biz Town’ from 10,000 to 30,000 Kids!

CURRENT IMPACT

34,000 Students. 17 Counties.

2,000 Volunteers. 600 Classrooms.

10,000 Students to ‘JA Biz Town’ Annually.

IMPACT

ACCELERATE

GROW

19521919 2012+

‘08- ’09

ENGAGEMENT Tool EXAMplES

6

All information Copyright © 2011 For Impact | The Suddes Group forimpact.orgCopyright © 2001–2009 For Impact | The Suddes Group www.forimpact.org 6

The Abbey of New ClairvauxSacred Stones Project: Building a Monastery

Secular Community

MonasticCommunity

Spirituality

Community

PlaceVina, CA

One-of-a-Kind Project

anno Domini

529 Rule of Saint Benedict Is Written

1098 Beginning of Cistercian tradition - Citeaux, France

1115 St. Bernard Establishes Abbey in Clairvaux, France

1190- Santa Maria de Ovila monastery is Built - Trillo, Spain1220

1848 Founding of Gethsemani monastery - Kentucky

1931 William Randolph Hearst purchases Ovila Chapter House; ships stones to California

1955 28 monks from Gethsemani arrive in Vina and found Abbey of New Clairvaux

1955 Father Thomas sees the Sacred Stones in Golden Gate Park - A vision is born

1994 Fine Arts Museums of San Francisco awards Sacred Stones to the Abbey of New Clairvaux

2003 Restoration of 800-year-old Chapter House begins…

History

• the Chapter House will showcase the only example of original Cistercian Gothic architecture in North America.

• The Chapter House will be the oldest structure west of the Mississippi.

Funding TimelineChapter House Phase

Original Construction

Abbey of Santa Maria de Ovila

Trillo, Spain

1190-1220

Benefactor:

King Alphonso VIII

Purchase & Transportation

San FranciscoCalifornia

Benefactor:

William Randolph Hearst

Benefactors

Patrons

1190 A.D. Present Next 1000 Years

Restoration& Reconstruction

Abbey of New ClairvauxVina, California

LeadershipBenefactors

$7.7 Million

1931 2003+

St. Bernard Society

Church

Cloister

ArchivalLibrary

ChapterHouse

MonasticEnclosure

Entrance Plaza

Chapter House

DRAFT


7


Chr

isti

an B

roth

ers Yakim

a Valley

• Faith in the Presence of God

• Concern for the Poor

• Respect for all Persons

• Quality Education

• Inclusive Community

Enter to Learn...Leave to Serve

2009 – 2010200 Students

20% At or Below the Federal Poverty Line

Enrollment

Visi

on 1

64

8 Vision 19

94

Campus VisionPhased Approach

Science Hall

Student Center

Library

Classroom Building

Performing Arts

Admin

$3.2M

$4.5M

$1.9M

$1.7M

$3.3M

$1.1M

*10% to project gifts for previous real estate expenses

Academic... Social... Spiritual...

Mission

A Holistic Learning Environment

Operations:

Tuition

Fundraising

Christian Brothers

Earned Income

$975K

$350K

$425K

$50K

FutureLegacy Society/Planned Giving Membership @ $200,000+

Every Membership funds one student in perpetuity*

TuitionCommunity

Earned Income

Hop Ranch $50K / Year Equivalent to $1M Annuity6+ Students / year

Foundation Fund a Student - $9000 Shamrock Circle - $1000 Broad Participation Cost / Student = $9500/Student

Full Tuition = $6500 + 200 (Registration Fee)

1 1 24 8

16

$1,000,000$750,000$500,000$250,000$100,000

@@@@@

Student Center Current Phase

$1.8M

Revenue: $1.8M

• Academic Excellence!

• College Prep - 90% go on to post secondary education

• Small class sizes - focus on the individual

• Safe/secure learning environment

• 100% participation in campus ministry and activities to serve the poor

• Extraordinary science opportunities

• 90% participation in athletics and performing arts

*

=====

$1,000,000$750,000

$1,000,000$1,000,000

$800,000$4,550,000

FundingCampusPlan_120409

8




Copyright © 2001–2009 For Impact | The Suddes Group www.forimpact.org �

ProgramsEducation 2005-06 Impact

Programs

Permanent Housing Annual Impact

12 Units 12 Women

19 Children

We provide the opportunityfor disadvantaged women and childrento Transform their Lives.

2006 - 15th Anniversary 287 Lora Avenue | Youngstown, OH 44504-1714 | P- 330-744-3147 | F - 330-744-3991www.beatitudehouseonline.org | [email protected]

Obstacles to permanent housing

No Driver’s LicenseNo High School Diploma/GEDNo Savings Utility DebtOther DebtsNo CarDomestic ViolencePhysical Health ProblemsMental Health ProblemsChild with DisabilityNo Health Insurance

1000-Day Priorities

Cornerstone Society

Health

Homes

Education

Legacy Society

Homes$2.7 M

Affording Dignity Breaking the Cycle Strengthening the Community

2006

IMPA

CT

1990 1995 2000

Time line

Funding Plan

Health & WellnessFamily EnrichmentDomestic Violence Counseling

Workplace SkillsLife SkillsGED/College Access

Education$1.4 M

HealthyFamilies$1.4 M

Youngstown - 12 Units

21 Women

61 Children

5 Unit Expansion$1.2 M

Warren - 7 Units

17 Women

41 Children

Transitional Housing Annual Impact90% of those who complete the housing program

never return to homelessness.

$22/Day ($8030/Year) per person

provides a home for an individual, including

counseling, case management and child advocacy.

Potter’s WheelFounded

Sr. Margaret Scheetz decides to help Homeless women and Children

First Buildingat 1515, 1st Families

287 Lora Obtained

Beatitude presence requested in Warren

Child AdvocacyProgram Added

A House of BlessingWarren location

Permanent SupportiveHousing Opens

# Level1 $ 1,000,0002 $ 500,0003 $ 250,0005 $ 100,00010 $ 50,00015 $ 25,00025 $10,000

177 Women and 46 Children impacted.100 women had major accomplishments in education.22 women obtained a high school diploma or a GED.63 attended a post-secondary education program.13 completed a post-secondary education program.

Beatitude House served 421 women and children in 2006.

DraFt

9

Family House


Copyright © 2001–2009 For Impact | The Suddes Group www.forimpact.org �

THE MICROFINANCE LENDING ENGINE...to MATCH LENDERS & BORROWERS... addressing a $40 Billion MARKET GAP.

GlobeFunder Story

Microfinance Story

Market (Demand) Story

Feb ‘07 Dec ‘07Feb ‘06 Beta Funding Plan16 Advisor - Investors$50,000 Investment ( 1 Unit)1% Equity / Ownership in GlobeFunder$800,000 Beta ‘Angel’ Funding

Start-Up

BetaScale

T h e O p p o r t u n i t y

Investors BorrowersMicro-Entrepreneurs

Investor Loans

Social Loans

MFIMicro-Finance Institution

NGO NFPO NGO NFPO

No AccessDeveloped World Undeveloped World

No Access

Grameen-Yunus-Nobel

25 Year: Legitimate Debt Sector

$10 Billion Loaned to Date

100 Million Loans: 60-90% WOMEN

97% Payback

500 MILLION Micro-Entrepreneurs

$50 BILLION Capital demand

Growing at 15-30% annually

*No existing scalable distribution model

Investment: $25,000 Cash+ 2 Years / Time / Effort

People - $250,000Legal - $250,000Technology - $300,000

GlobeFunder LiveMFI Partners In SystemLoans Fulfilled

BETA INVESTOR PORTAL

NEXT GENERATIONFINANCIAL PORTAL

Investment: $800,000 Investment: $6,000,000

6 Current MFI Partners(Kenya, Mexico, Armenia, Morocco)

Initial Demand: 3,000 Borrowers

(2 Weeks)

VISION: To create a global community of investors... helping micro-entrepreneurs.

10,000 MFIs;200 Do Bulk of Lending

$

Market Driven Interest Rates

GlobeFunder RevenueBorrower: Transaction FeeLender: Broker FeeGlobe Funder: The Float

DraFt

moDeL


10



11

� All information Copyright © 2000-2009 For Impact | The Suddes Group

The Community

“Whatever hurts my brother, hurts me.”

“STUDENTS”

“TEACHERS”“LEARNING

EXPERIENCE”

547 1857 1868 1972 2007 20121974

Purpose

Priorities

Plan

Inner City Young Men Rule of St. Benedict Transforming Lives

DRAFT v. 1.0

How you can help... NOW:

1. CHAMPION ...Our School

2. INVITE ...others to ENGAGE

3. INVEST ... with a COMMENSURATE COMMITMENT

LEADINVESTMENTS

LEGACY SOCIETY

“TOMORROW”

“FOREVER”

“TODAY”

$19 M

$35 M

$3.5 M

$3 MANNUAL OPERATIONS

PRIORITY INITIATIVES

• Tuition Aid • Residence Life • Counseling and Guidance

• Experiential Learning Trips • Learning Environment • Service & Outreach

• Core Learning Programs • Religion • Arts & Athletics

• Leadership • 95% of Graduates go to College

• Stability • Tradition

• Meet 100% of Financial Need • Demand Excellence

For Impact High School


LeadershipGifts

LeDucLeadership Society

Hatlen Society

CHanGinG tHe LiveS of tHe viSuaLLy impaireD worLDwiDe

we teaCH inDepenDenCetHrouGH inDepenDent LivinG

tranSforminG tHeLivinG SKiLLS Center

tuition (public)+

Community Support (private)+

franchise fees

funDinG moDeL

DRAFT13 August 08

whole Life Curriculum

independentapartment

Living

Students

1. HQ + independent living “Campus” $2.8 m $26.8 m

2. Bay area international model $300 K

3. franchise our model - Seed money $630 K

(internationaL)HatLen Center for tHe BLinD

DraFt


12


Cancer Prevention for Kids.

Physical Nutrition Tobacco Obesity

Bladder • •

Breast • • • •

Colon/Rectal • • • •

Esophageal •

Head & Neck •

Kidney • • •

Lung • •

Ovarian • •

Prostate • • • •

Stomach •

Uterine • • •

150K

50K

50K

100K $ 1,125 - Leadership Society

$ 5,000 - Visionary

$ 10,000 - Angel

$ 50,000 - Benefactor

“Half of all cancer deaths are caused by lifestyle choices like smoking, physical inactivity, and poor diet.” - American Cancer Society

Road of Life is the only organization in the US focused exclusively on cancer preventionfor kids.

Preventable Cancers

Other Chronic DiseasesType II DiabetesChildhood ObesityHeart Disease

AdultsChildren

Treatment

Detection

Prevention

Children

R&D

Publishing Delivery& Training

Web(Open Source)

Evaluation CurriculumDevelopment

CampsAfter

SchoolSchools

CurriculumAdvisory

Board

Opportunity

Vision 2015: Ability to impact every child in the nation.

2007 Funding Plan

Physical ActivityNutrition

Tobacco Prevention

10,000 Children in 2007

450KCampaign390K

Grants220KVISTA

E a r n e d I n c o m e

$1.2M

EducationNafisah Abdul-RahimRob LucasRyan JolleyBrad ToddAnne RodgersJenna HeuringBeth Shapiro, M. EdMandy Berlin, M. Ed.Carol FalkMike GrossJamie ColeJeffrey Ferezan MBAKate Lewicki M.EdMatt Youngner

DraFt


13


TO

MO

RR

OW

FO

RE

VE

R

TOD

AY

STUDENT LIFE

SUPPORT OUR FUNDING INITIATIVES

JOIN THE TOWER SOCIETY

JOIN THE PRESIDENT’S CIRCLE

INVEST IN THE ANNUAL FUND

IMMEDIATE PROJECTS • Rickey • Ross • Lilly • Summer Science

EDUCATIONALEXPERIENCE

FINANCIALSTABILITY

DRAFT

PARTICIPATION


OWU PT 15July08

LEGACY

“PRESIDENT’S CIRCLE”

ANNUAL FUND

TODAY. TOMORROW. FOREVER.

PLAN

PRIORITIES

How You Can Help: 1. CHAMPION... OWU.

2. INVITE... others to ENGAGE.

3. INVEST... with a COMMENSURATE COMMITMENT.

EXAMPLES: • Scholarship & Financial Aid

• Professorships

• Academic Programs

• Facilities

• Campus Improvement

PRIORITIES

PURPOSE

EDUCATING OUR STUDENTS FOR LEADERSHIP & SERVICE

NEW LEADERSHIP

THE MESSAGE: RIGOR. RELATIONSHIPS. REAL WORLD.

THE STORY:

POISED FOR GREATNESSLIBERAL ARTS TRADITION

(1842)

SampleUniversity


14


Transforming CulTure...

one sTudenT aT a Time

Legacy Society

$4 M

Well educated, articulate

young Men & Women

Resourcefulness

& Purpose

Moral integrity

christian character

prioriTy iniTiaTives

plan

purpose

ViSion 2010PRioRitieS

$15 M

oaKSeducation

fund$540 K

The meThod

classical teaching Methods

School culture

& Values

Heritage

trivium

tools

family

environment

Vision

christ-centered

Biblical Worldview

integration

Spiritual foundation

sTudenTs • Smaller classroom Size • tuition assistance • Recruitment & Retention

TeaChers • compensation & Benefits • Staff development • educational advancement

Campus • Permanent Home • Learning environment • growth & development

$600 K

1 @ $1.5m

2 @ $1.0m

4 @ $500K

12 @ $250K

15 @ $100K

$400 K

$14 m

DraFt


15


The VisionAspiration: To Provide the FINEST LIBERAL ARTS EDUCATION in the Country.

Drawing upon the adventurous spirit of the Rocky Mountain West, we challenge students, one course at a time, to develop those habits of intellect and imagination that will preparethem for learning and leadership throughout their lives.

COLORADO COLLEGE

A UNIQUEEXPERIENCE

LEARNING LOCATION LEADERSHIP

INVESTMENT IMPACT

NOWVISION

201020071874

The PrioritiesSTUDENTS

FACULTY CAMPUS

The PlanHow you can help... NOW:

• CHAMPION ...Colorado College

• INVITE ...others to ENGAGE

• INVEST ... with a COMMENSURATE COMMITMENT

TOMORROW

FOREVER

TODAY

LEADINVESTMENT

PRIORITYINITIATIVES

VISION 2010

LEGACY SOCIETY

PRESIDENTS CIRCLE

1874 SOCIETY

DRAFT


COLLEGE• 1874 •

COLLEGE

16


[DRAFT]

• Respect For Human Potential• Accept All Who Want to Attend• Focus on Outcomes vs. Input

University of ‘opportUnity’Any One. Any Time. Any Place.

Accessible. Affordable. Flexible.

• Learners & Families

• Employers

• Community

toDAy’s

iMpACt

OUR UNIQUE BUSINESS MODEL

THE BEST OF

Social Sector

FRANKLIN UNIVERSITY

THE BEST OF

Private Sector

LEaRNER PROFILE

• 32: Average Age• 85% Working Full Time• 26% Ethnic Minorities• 55% Female• 3% International

* _ _% Online Credit Hours

teACHers spACes

LeArners

Main Campus• Regional

• National• International

• Virtual

[110309] cf

[DRAFT]

OppOrtunity Funds

Priorities

LeGACY

oPPortUNitY FUNDs

MeMorABLe eXPerieNCes

LiFetiMe reLAtioNsHiPs

TO

DaY

fo

rev

er T

OM

OR

ROW2X:

DoUBLe tHe NUMBer oF LeArNers BY 2015

DeveLopMent GrowtH

enroLLMent GrowtH&

sCALe & GroW

w PRIORITIES

w PURPOSE

w PLAN

to provide: HiGH QUALity... professionAL eDUCAtion... at a reAsonABLe Cost.... and a GreAt vALUe... to BroADest possiBLe GroUp of LeArners.


SCHOOL

SCHOOL

17



Copyright © 2001–2009 For Impact | The Suddes Group www.forimpact.org 15

Vision Cards

(Where The Money Goes)

We Do We do it We Do It

(DEVELOP) (To BUILD) (Through Our)

SPIRIT

MIND

BODY

Strong, Healthy KIDS

Strong, Healthy FAMILIES

Strong, Healthy COMMUNITIES

What... Why... How...

PEOPLE

PROGRAMS

PLACES



SPIRIT

MIND

BODY





PEOPLE

PROGRAMS

PLACES



SPIRIT

MIND

BODY





PEOPLE

PROGRAMS

PLACES


Cures

Smoke Free Kids

Clean Air

Save Lives

Prevent Disease

Improve Quality of Life

Research

Education

Advocacy

IMPACT: Global... National... In YOUR Community.

[LOGO]

[LOGO]

[LOGO]

18


A LEGACY SOCIETY

• Minimum $200,000 Planned Gift • Use LEGACY/PLANNED GIFTS to reach ENDOWMENT GOALS!

$15M

EXAMPLE EXAMPLE

$5M$2M$3M

$25M

$125M$50M

$5M$20M

$200M

PRESIDENT’SCIRCLE

TOM

OR

RO

W

FO

RE

VE

R

TOD

AY

GOAL

EXAMPLE

PRIORITIES CAMPAIGN INITIATIVE

STUDENTS

FACULTY CAMPUS

3102033

300300300

1,000± Q.P.

3 x 3 x 3 = 300 Q.P. Days Weeks

Top 1,000 Qualified Prospects

33 Lead Investments 1 at $ 2 at $ 4 at $ 8 at $ 18 at $ 33

LIFETIME RELATIONSHIPS/PARTICIPATION

• Alumni Office focuses on LIFETIME RELATIONSHIPS. • ALUMNI OFFICE and DEVELOPMENT OFFICE focus on PARTICIPATION. • DEVELOPMENT FOCUS on one MEMBERSHIP/ LEADERSHIP SOCIETY at $1,000.

IDEAS

• HOLISTIC APPROACH• Use of VOLUNTEERS• Use of STUDENT CALL CENTERS• Increased PARTICIPATION will GUARANTEE increased GIVING • Not about “give what you can”/"every little bit helps”• All about a COMMENSURATE INVESTMENT. (Capacity, Relationship, etc.)

Establish a “$10K” ‘MEMBERSHIP’ GROUP

• $10,000 Minimum Investment • Funds Innovative Projects within ANNUAL OPERATIONS

EDUCATION FUNDING MODEL

KT10.3.07a

LEGACY SOCIETY


PARTICIPATION

PRIORITIESCAMPAIGN

EXaMPLE FUndinG ModELENGAGEMENT Tool EXAMplES

19

All information Copyright © 2011 For Impact | The Suddes Group forimpact.orgAll information Copyright © 2010 For Impact | The Suddes Group forimpact.org

Roch

est

er

Con

tin

uu

m O

f C

are

Fu

nd

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[DRAFT

]


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