The FOS Campaign

1. The FOS Campaign

2. Elements of a Successful FOS Campaign • FOLLOW THE PLAN • Steering Committee • Volunteer Recruitment • Prospect Education • Kick off Meeting • Conducting a Report meeting • Victory Celebration • Follow-up

3. What Is the Plan? Councils can use the annual enrollment program to build a funding constituency on a continuing basis. The largest source of income for most local councils is Friends of Scouting (“FOS”).

4. Councils with a well-developed FOS programreap many benefits beyond the income. • An awareness and understanding of the council and its program • A broad base for support of program resources • New prospects as well as current donors • A measure of independence in program and operation • An annual opportunity to tell the council’s story • An opportunity for a donor to gain personal satisfaction • A vehicle for growth, providing strength in working together for a common cause • A source of human resources for programs as volunteers become more involved in the council’s needs. • An opportunity for personal commitment

5. To be successful, the annual enrollment must have three elements: 1. Determining prospective donors’ interest in Scouting 2. Analyzing prospect’s financial ability to contribute 3. Determining who is the right person to make the solicitation

6. Key Elements for Success * Adequate preparation. Fund-raising is about 90 percent research and preparation. * Recruit the best chairperson, someone who is influential and has a financial commitment to Scouting. * Secure an active steering committee to direct the campaign. * Recruit and use an effective prospect and evaluation committee. * Develop and adhere to a sound plan. * Select quality leadership. * Determine and cultivate potential prospects for major gifts. * Have precise campaign controls and discipline. * Make a commitment to achieve goals on time. * Analyze leadership and giving levels in preparation for next year’s enrollment. * Establish a victory celebration date prior to the campaign. * Follow the plan.

7. Timing of Campaigns • Council enrollment December–January • District enrollment January • Community enrollment February • Family enrollment • September/October –Troops • February/March – Packs

8. Levels of Membership • The following levels of recognition have been established: • Founder member: $50,000 • Pacesetter member: $25,000 • Distinguished member: $10,000 • Benefactor member: $5,000 • Sponsor member: $2,500 • Guardian member: $1,000 • Honor member: $750 • Patron member: $500 • Leadership member: $250 • Century member: $100

9. Trends in successful fund-raising include: * Active steering committee * Increased upper-level giving * Involvement of top community leadership * Trying to increase the potential giving (not just business as usual) * Shorter campaign time * On-time goal achievement and victory celebrations

10. The Steering Committee * Key council leaders/top business leaders * Committed to Scouting * Positive attitudes

11. Purposes of the committee meetingsinclude: * Review status of the campaign * Determine action items for the next meeting to ensure successful on-time completion * Make assignments

12. The degree of any campaign’s success depends upon: * Top leadership * Prospecting and evaluation—determining who has the ability and an interest to give * The right person making personal solicitation * Campaign controls/executive direction

13. The Job of the Steering Committee • Principal Responsibilities * Select key leadership * Enroll personally in the upper level of membership * Actively participate in the prospect and evaluation process * Accept responsibility in enrolling other upper-level memberships

14. First Steering Committee Meeting (Should be held in September) Presiding: _________________________, Enrollment chairman Attending:Council president, vice president—finance, council finance committee chairman, council divisions enrollment chairman, district campaigns chairman, key council finance leaders, Scout executive, and director of finance

15. Recruiting the District or Venturing Membership Chairman • The first and most important item is recruiting the district or Venturing division FOS chairman. The district chairman should personally participate in recruiting others as well.

16. Prospecting for Donors • Good FOS campaign prospects must have an interest in Scouting. They must also have the financial abilityto give if the rightperson makes the solicitation.

17. Sources of good prospects include: * Members of the executive board * Council employees * Council, district, and unit volunteers * Families of youth members * Former members * People with a strong interest in Scouting * Past givers

18. Sample Gift Range Table • Gift Range # of Gifts Needed • $50,000 Founder 1 • $25,000 Pacesetter 1 • $10,000 Distinguished 2 • $5,000 Benefactor 3 • $2,500 Sponsor 6 • $1,000 Guardian 10 • $750 Honor 21 • $500 Patron 40

19. Other key elements for Success • Kick off Meeting • Report Meeting • Victory Celebration • Follow-up

20. Running a Campaign The FOS plan used by the Boy Scouts of America is based on years of experience in council funding. Its design includes principles that ensure success if followed carefully, such as: * Although people give to organizations, they give more if the right person asks. This is called linkage. * People can give only what they have, so search for people with the ability to give. * People give most when they are involved. Look for people with an interest in Scouting.

21. Types of Campaigns • Board Campaign • Division and District Campaign • Community Campaign • Family Enrollment • Vendors Campaign

22. Division and District Campaign It is very important for the council divisions campaign chairman to understand that membership division chairmen should agree to enroll at their membership level or higher

23. Division Membership Chairman must: * Attend planning meetings. * Understand the importance of a successful enrollment as a source of council income. * Understand the relationship of the annual enrollment to the United Way. * Know the organization plan of council memberships, district memberships, community memberships, and family enrollment memberships. * Understand the levels of membership (council and district). * Enroll at membership level of his or her division or higher. * Know the division goal and the number of prospects needed, and select prospects with the help of the steering committee and others. * Know the number of enrollment leaders and enrollers needed in division to enroll prospects. * Know time involvement needed for success. * Agree to follow calendar and the plan.

24. Fundamentals to success are: 1. Listing where luncheon or dinner will be held. 2. Recruiting hosts who will invite friends to attend a fund-raising event. 3. The host pre-enrolls on the level of those invited. 4. The council story is presented by a volunteer who can impress the guests with knowledge and dedication to Scouting and/or by an outstanding Eagle Scout who can tell what Scouting means to him. 5. Securing pledges at the meeting. 6. Securing sponsors for expenses.

25. COMMUNITY CAMPAIGN Leadership Dinners The leadership dinner is a quick, effective method of securing membership at all levels of enrollment, including upper-level members.

26. Family Enrollment Family enrollment is organized to encourage all parents or guardians of Tiger Cubs, Cub Scouts, Boy Scouts, Venturers, and unit volunteers to enroll. This is a voluntary enrollment and must not be a condition of membership in Scouting.

27. There are basically three presentation methods used to enroll family members: * Person-to-person contact * Directly ask for gifts * Allow for a donor upgrade Involve people in the process

28. What the Council Does for the Unit 1. Handle registrations, Boys' Life subscriptions, and special requests to the national office and other organizations. 2. Maintain a supply of literature, insignia, forms, certificates, etc., needed by the leader to carry out the units program. 3. Keep records of advancement, membership, training, etc., necessary for unit operation. 4. Produce frequent newsletters to keep leaders informed of latest local and national Scouting events. 5. Produce notices, minutes, agendas, etc., for district and council committees that develop programs for leader and unit support. 6. Handle phone calls and visitors for information related to unit operation and Scouting procedures. 7. Provide forms, applications, scoreboards, certificates, and literature helpful in unit program. 8. Produce district and council calendars and schedules, programs, kits, and special aids to assist leaders and their committees. 9. Make reservations for films, equipment, long-term camping, short-term camps, camporees, jamborees, high-adventure bases, training courses, meetings, Cub Scout leader pow wows, Venturing activities, annual council and district meetings, and unit leader events.

29. Matching Gifts—An Excellent Potential Corporate matching gift programs are a great, untapped resource. More than 1,000 national corporations match their employees' gifts to nonprofit organizations. Many of them match employees' gifts to higher education, but recent trends show corporate philanthropy includes numerous community-serving organizations. www.fsd.org research portal and click gift matching

30. Vendors Campaign • Invitation to Solicitors • (Print letter on council president’s business stationery) • Vendors Campaign Breakfast

31. Campaign Tools • FOS brochures • Job descriptions • Council finance committee • Steering committee • Calendar of events • FOS organizational charts: Council, Divisions, and Districts • Agendas

32. FOS Brochures • Sample brochures from councils around the country are avialable to view and discover ideals for your FOS campaign. • The National office provide an collection of brochure templates to assist your efforts to develop brochures to help your campaign.

33. Steering Committee This committee should have five to eight members, and be composed of the district chairman, key board members, key Scouters, and wealthy influential/power structure community leaders.

34. Steering Committee Purpose The steering committee's purpose is to give guidance and assistance to the council campaign and service area chairman in recruiting a district campaign chairman. When the district campaign chairman is recruited, the steering committee will assist him in recruiting the community and division chairmen.

35. The Council FOS Chairman Job Description • The prospective chairman must: * Believe that a successful campaign is essential for the council to reach its objectives * Be able to devote time needed for meetings, planning, and leadership * Possess outstanding ability as a leader * Have proven organizing ability * Be willing to follow a plan * Be representative of top leadership * Have ability to recruit and stimulate leaders * Have financial ability to enroll in top-level membership division

36. Community Enrollment Chairman • Job Description Build an organization and see that a prospect list is built that meets the community objectives. 1. Attend the meetings called by the district FOS membership chairman as needed. 2. Build prospects list with help of community leaders and district executive. 3. Recruit and inform majors, captains, or enrollers. 4. Appoint an audit chairman for the community. 5. Give help and suggestions to the majors and captains in recruiting their assigned personnel. 6. Schedule the specific date of the community kick off meetings during week of enrollment and conduct the meetings. See that report meetings are held as scheduled in community enrollment. 7. Follow up with each major or captain to see that the enrollment is completed on time and the goal is reached. 8. Complete the community enrollment by___________________. 9. Organize cleanup. 10. Complete final audit.

37. Master Calendar The master calendar is the guide to a smooth-functioning enrollment. It is: * The basis for a work schedule by executive staff * A guide for recruiting deadlines * A timetable for meetings * A schedule for office work * A schedule for preparation of promotion and enrollment material * A calendar of records management * A calendar of kick off dates, report meetings, and cleanup

38. Friends of Scouting CouncilOrganizational Chart • Council Steering Committee • Council FOS Chairman • Scout Executive • Council Divisions Campaign Chairman • Audit Control • District Campaigns Chairman • Field Director • District Steering Committee • District FOS Chairman • District Executive • District Enrollment Chairman • Community Enrollment Chairman • Family Enrollment Chairman

39. Steering Committee Meeting Agenda I. Welcome — Introductions II. Scouting Program — Purpose, Aims, Structure, and Record (use local facts) III. Scouting Needs — Fair Share and Friends of Scouting Goal IV. Job of the Steering Committee: A. Aid service area chairman in the recruitment of district campaign chairmen B. Aid district campaign chairmen in the recruitment of divisional chairmen V. Review the type of person to recruit for campaign chairman VI. Campaign Leadership A. Type of person to look for as chairman B. Discuss potential persons for leadership of district campaign C. Decide on number of 1, 2, and 3 choices for campaign chairman D. Determine who will compose the recruiting team (three members) E. Set date and time to recruit chairman VII. Other Business VIII. Adjourn

40. Friends of ScoutingDistrict Prospects and Evaluation Meeting I. Welcome Express thanks for those willing to help evaluate the prospects for the FOS campaign II. Why the Campaign? A. Council Finance Needs B. District Fair Share C. Community Share III. Purpose of Meeting Importance of a good prospect list IV. Types of Campaign Gifts* (Use only those used in your district) A. Large Gifts—$1,000+ B. Patron — $500 to $999 C. Leadership — $250 to $499 D. Century — $100 to $249

41. Prospect and Evaluation Procedure A. Evaluate the prospects according to their financial ability to give if they were properly sold on Scouting. B. Upgrade from the General and Leadership Division into one of the larger gifts divisions. Examine Large Gifts Division closely, and determine if any prospects need to be moved down. C. Add new prospects from the list below:

42. Add new prospects from the list below: 1. "New People List" 2. Associates of P & E Committee 3. Telephone book (a must for non-United Way communities) 4. Civic club rosters 5. Banks — board of directors 6. Industrial plants management list 7. Country club rosters 8. New businesses 9. Chamber of commerce lists 10. College and university alumni 11. Any other source list

43. Support Materials • Staff planning conference • Checklist for District FOS Training Seminar • FOS Yellow Flag Penalties • The Laws of Fund-raising • Council Enrollment Manual • How Scouting Dollars Serve • Who Pays for Scouting? • MyBSA Reports • Key Prospect Cultivation • Cultivation Control Chart

44. Staff planning conference Purpose The purpose for scheduling and conducting an annual FOS campaign conference is threefold. 1. All professionals, whether we have been through 1 or 25 campaigns, should be refreshed and reminded of the essential components that cause a successful Friends of Scouting campaign to happen. 2. To have time to focus on this one subject that is paramount in a Scouting career. To learn from fellow pros, to team building, to discuss and leave no questions unanswered on the council budget and your role in doing your part. 3. Analyze last year's campaign from top to bottom while taking time to identify the best possible volunteer campaigners. To schedule all key FOS dates, and mentally prepare ourselves for a disciplined successful campaign.

45. Staff planning conference • Objectives 1. All professionals, as they leave the conference, have a renewed basic knowledge of Friends of Scouting's principles and basic steps in conducting the campaign. They should also understand the council budget and be able to fully explain their service area's fair share of that budget. 2. Realize the importance of maintaining discipline throughout the entire campaign. 3. Realize the total volunteer work force needed to conduct the Friends of Scouting campaign, and have in mind at least two prospects for each key leadership position needed. 4. Schedule each and every date and step in the campaign (from training seminars through report meetings), with each professional leaving the conference with a dedication to keep this schedule. 5. Know the necessity of Friends of Scouting, and realize that the way to achieve 100 percent on time is to FOLLOW THE PLAN. 6. Utilize trained dedicated volunteers and give them the professional support needed to make them successful.

46. Bring the Following Items to the Conference 1. List of potential division chairpersons (have two or three prospects per division with their businesses, addresses, and phone numbers). 2. Prospect and evaluation plans by community. Bring resources for new prospect. (newspapers, civic club rosters, unit rosters, country club lists). Note dates, times, and places in your calendar. 3. Be prepared to ask questions and discuss past FOS campaigns in your district. 4. Bring last year's posted master lists of all divisions in your last year's campaign. 5. List of prospective majors and captains for each division including name, name of business, and unit affiliation, and phone number for the following positions: A. 10 prospective majors (if general or special division) B. 15 prospective captains 6. List of 30 prospective workers for each division. That means if you have five divisions, you need 150 prospective workers' names, names of businesses, and phone numbers. (Remember, you cannot have too many workers.) 7. List of potential steering committee members from your district and date of steering committee meeting. 8. Names, addresses, and phone numbers of your top three districts' FOS chairmen prospects.

47. The Laws of Fund-Raising 1. People give to people, not organizations. 2. Recruiting the people for the campaign structure is imperative; the money raised is directly proportional to the people recruited. 3. The higher the level in the campaign structure that we fail to fill a position, the greater is the loss of contributions. 4. Few people make a gift without being asked and . . . no one makes an increase without being encouraged. 5. No one has ever been asked for too much money--many have been asked for too little. 6. Quite often, too much material and information about the organization clouds the decision to give . . . remember, they give to people, not to organizations. Therefore, the more complicated you make the campaign the less the results. 7. Recognition of the gift is best at the time the gift is made; without a thanks, the good feeling of giving decreases at an accelerated pace. 8. Paper only informs, people inspire . . . only people raise money.

48. Why People Give • First: They are asked • Second: They believe in the ideals of the organization and care • Third: Prestige and recognition • Fourth: Seek power and influence • Fifth: Peer pressure • Sixth: Tax consideration

49. Council Enrollment Manual • Annually, the council should prepare its own FOS manual for use by the executive staff. The manual should be reviewed in depth at the annual staff training and planning conference. • The clearly written manual should include: * Analysis of previous campaign giving by amount of gifts and levels * Next year’s budget * Campaign plan and calendar * Job descriptions for key campaign positions * Suggested meeting agendas * Specific guidelines for effective executive direction and campaign controls

50. Purpose of Friends of Scouting Friends of Scouting enrollment provides a means for enlisting the support of adults who have a specific interest in and relationship to Scouting so that they can help provide a quality program of Scouting for youth.