Development Plan FY 2005-2006

1. Development Plan FY 2005-2006

2. Plan Overview - 7 Components • Individual Donor Development • Corporate Giving • Events • Foundation Grants • Government/Research Grants • Planned Giving • Visibility/PR

3. Individual Donor Development:The Annual Campaign • The annual fund comprises (XX) of Persad Center’s budget. Our goal for FY 2005-2006 is (XX) with gifts of (XX) or more accounting for 70-75% of dollars raised. • A successful campaign will be determined by: • Strong leadership • Clear expectations of board members and volunteer solicitors • Increased donor communication and gift recognition • Growth in donations and contributor base • Securing 75% of gifts by December 2005

4. Individual Donor Development:The Annual Campaign • Strong Leadership • Development Committee • Manages annual campaign • Determines Annual Campaign Chairs (who co-manage campaign) • Helps plan Annual Campaign Kick-Off • Meets monthly • Board President • Solicits board members for gifts • Board Members • Ask for gifts • Recruit volunteer solicitors • Executive Director • Asks for gifts • Helps enlists volunteer solicitors • Volunteer Solicitors • Attend fundraising training session • Make gifts to Persad • 24 volunteers solicit eight prospects for gifts • Ad hoc advisors • Provide tactical advice to all solicitors

5. Individual Donor Development:The Annual Campaign • Clear Expectations • Betty/Leslie sit down with each board member/volunteer solicitor and let them know what’s expected of them for the year. • Set specific goals for increasing gift amounts and identifying new prospects • Meet with solicitor “team leaders” to discuss progress • Provide resources to ensure success • Strong organizational message to inspire giving • “Job descriptions” for development committee members, team leaders and volunteer solicitors • Model for individual cultivation • Development committee “coach” • Ad hoc advisors, as needed • Annual fund brochures and other materials

6. Individual Donor Development:The Annual Campaign • Increased donor communication and gift recognition • Develop communication plan for each prospect • Expedite thank you letter process • 2 day turnaround • Personal phone calls to new contributors and high-level donors • Leslie serves as point person for notification of follow-up • Any amount under $250 gets call from Leslie • Any amount over $250 gets letter from Betty • Any amount over $1000 gets letter from Betty and call from Board President or Development Committee Chair • Periodic “no-ask” communication with donors • E-mail updates • Organizational/programmatic update letters about agency, tied to funding imperative

7. Individual Donor Development:The Annual Campaign • Growth in donations and contributor base • Increase prospecting and donor research • Identify opportunities for growth within existing donor base • Develop donor profiles to guide gift requests • Encourage participation in matching gift programs • Identify new donor prospects • Develop house party model • Host at least five fundraising house parties for annual campaign • Each party generates (XX) or more • Leverage development presence at community events

8. Corporate Giving • Cultivate corporate donor base to help meet underwriting goal of (XX): • (XX) for AFA/AFC • (XX) for Family Festival • (XX) for Symposium Series • Research corporate philanthropy • Ask current corporate contributors to increase gifts • Approach lapsed corporate contributors • Recruit 10 new companies as corporate contributors • Underwriting programs • Underwriting events • Purchasing AFA/AFC ticket packages • Develop relationships with corporate Affinity groups (ex. Bayer, Mellon, UPMC, Ernst & Young) • Betty/Leslie develop mini-presentations for Affinity groups to recruit new individual supporters • Develop corporate specific development materials • Development committee leadership • Identify potential corporate donors • Leverage house party model • Professional and social contacts

9. Events • Special events raise (XX) for Persad’s income (not including underwriting). The goal for FY 2005-2006 is to raise an additional (XX) • Art for AIDS/Art for Change • Glass sale • Other fundraising event with financial goal of (XX) TBD

10. Events • Art for AIDS/Art for Change • Meet financial goal of (XX) • Solicit strong volunteer leadership through organizing committee • Secure event underwriting earlier • Maintain and expand volunteer base • Cultivate more small business in-kind gifts

11. Events • Glass Sale • Meet financial goal of (XX) • Determine feasibility of creating gift baskets • Create “plate with a purpose” • Conduct focused invitation mailing for event • Make sale more of an event with additional activities • Guest glass blowers • Children’s activity table • Other tasks TBD

12. Events • Develop new fundraising event • Development Committee leadership • Possible collaboration with other cultural organization • “Lavender Screen Series” movie nights at Pittsburgh Filmmakers • Lecture series

13. Foundation Grants • The goal for FY 2005-2006 is to raise at least (XX) in new foundation support. • Identify new funding sources • Operating grants • Program-specific grants • Identify program objectives for the year • Research and apply for national grants

14. Government/Research Grants • Government/research grants provide ?% of Persad’s income. The goal for FY 2005-2006 is to increase government support by ?%. • Build partnerships with government leaders • Continue CRHSO involvement • Evaluate use of lobbying or government affairs consultants

15. Planned Giving • Develop planned giving program for the agency. • Re-energize existing planned giving committee • Review Pittsburgh Foundation materials • Organize wills program • Recruit lawyers to volunteer for wills planning presentation • Collect names of individuals who have included Persad in their wills • Recruit individuals who have included Persad in their wills to offer personal testimonials at wills planning presentation • Incorporate planned giving language into existing solicitation and advertising materials • Annual Fund brochure • Newsletter ads

16. Visibility/PR • Cultivate year-round media exposure to raise profile of the organization and build donor base, foundation and corporate relationships. • Develop agency media plan • Increase agency communication with donors • Plan for event and issue related exposure • Plan for GLBT and larger community exposure • Board Visibility Committee leads • Increase media relationships • Increase communication through website • Distribute quarterly newsletter • Determine cost of producing and mailing newsletter • Create community events calendar • Plan for purchased ads that tie into key events • Have presence at local events • Stonewall Democrats conference • Senior Games • Pittsburgh International Lesbian and Gay Film Festival

17. Plan Responsibilities