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AAARRRGGGHHHH! I’LL NEVER GET EVERYTHING DONE!

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.

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AAARRRGGGHHHH! I’LL NEVER GET EVERYTHING DONE!

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  1. AAARRRGGGHHHH! I’LL NEVER GET EVERYTHING DONE! Emily S. Fisher, CFRE Rana D. Spurlock

  2. 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

  3. Which one are you?

  4. We like accessories, but this is ridiculous!

  5. Teamwork is Essential!

  6. Consultants are the Small Development Office’s Best Friends!

  7. Sometimes you just have to let loose and have fun!

  8. Rules for your annual planning session: • Go off site • Be casual! • Everyone is free to talk and give opinions • Take frequent breaks and change locations • Review the plan monthly and make any necessary adjustments

  9. Anti-Stress Kit BANG HEAD HERE

  10. SWOT Analysis(strengths, Weaknesses,Opportunities & Threats) • Strengths • Combined knowledge & experience • AFP & CRD Memberships • Community Contacts • Maintaining & improving a good database • Strong & active Foundation board • Defined Foundation goals • Special events & sponsorships • Title III grant recipient

  11. Weaknesses • No budget for Development Office • College & Foundation not viewed as separate entities • Lack of financial support from College employees • No devoted grant writer • Economy – difficult to get gifts and grants

  12. 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)

  13. 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)

  14. 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)

  15. 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)

  16. Our Accomplishments • Special Events • Annual Golf Outing • Scholarship Breakfast • Annual “Friends of the College” Dinner • Board Retreat • Robert’s Rules of Order Workshop • Booze, Cruise, You’ll Lose mock crash event • Weirton building campaign kick-off breakfast • December Yuletide Luncheon • Annual Foundation Fundraiser

  17. Community Involvement • Wheeling 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)

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