AAARRRGGGHHHH! I’LL NEVER GET EVERYTHING DONE!

Emily S. Fisher, CFRE Rana D. Spurlock

H OW TO EFFICIENTLY MANAGE A F OUNDATION /D EVELOPMENT O FFICE  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

W

HICH ONE ARE YOU

?

W

E LIKE ACCESSORIES

,

BUT THIS IS RIDICULOUS

!

T

EAMWORK IS

E

SSENTIAL

!

C

ONSULTANTS ARE THE

S

MALL

D

EVELOPMENT

O

FFICE

’

S

B

EST

F

RIENDS

!

Sometimes you just have to let loose and have fun!

R

ULES 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

A

NTI

-S

TRESS

K

IT

BANG HEAD HERE

SWOT A NALYSIS ( STRENGTHS , W EAKNESSES , O PPORTUNITIES & T HREATS ) 

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



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

G OALS , O BJECTIVES & A CTION P LANS 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)

(S EE T

IMELINE

H ANDOUTS FOR F ULL P LAN & T IMELINE )            

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)

O

UR

A

CCOMPLISHMENTS



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



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)

Total Donations 2007 - 2011

1 800 000,00 1 600 000,00 1 400 000,00 1 200 000,00 1 000 000,00 800 000,00 600 000,00 400 000,00 200 000,00 0,00 258,014.38

2007

1,128,864.28

2008

1 398 281,00 1 478 540,06

2009 2010

1 588 274,91

2011

Number of Donors by Fiscal Year

150 100 50 0 350 300 250 200 124 2008-2009 298 2009-2010 309 2010-2011

150 100 50 0 300 250 200 50 2008-2009

NEW DONORS BY FISCAL YEAR

195 2009-2010 174 2010-2011

Foundation Board Member Participation 2009 - 2011 (by Fiscal Year)

100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0%

57% 2008-2009 65,4% 2009-2010 79,2% 2010-2011