annual fund capital campaign endowment experience in resource development
TRANSCRIPT
Annual Fund
Capital Campaign
Endowment
Experience in Resource Development
Annual Fund Build Constituency
Build Annual Fund Activity
Annual Fund Cont. Build Constituency
1. Patients
2. Organizations
3. Internal employees
4. Past and present board members
5. Current and past donors
6. Vendors
Annual Fund Cont. Build Annual Fund Activity
1. Direct Mail
2. Personal Solicitation
3. Electronic
Capital Campaign Prioritize Needs
ConductFeasibility Study
Quiet Phase of Campaign
Public Phase
Wrap-up and Celebration
Capital Campaign Cont. Prioritize Needs
1. Which capital need
2. Dollar amounts
3. Timeline
Capital Campaign Cont. Conduct Feasibility Study
1. Determine leadership
2. Ascertain dollar amount
3. Constituents feelings aboutthe institution
4. Donors thoughts about thepotential project
Capital Campaign Cont. Quiet Phase of Campaign
1. Committees are formed
2. Case Statement is prepared
3. Additional materials are prepared
4. Large gifts are solicited
5. Determine dollar amount to be askedof individuals
6. Public Relations, advertisingand marketing
Capital Campaign Cont. Public Phase
1. Announce goal
2. Establish committees
3. Public Relations, advertising and marketing
Capital Campaign Cont. Wrap-up and Celebration
1. Create event
2. Recognize donors
3. Talk about the future
Endowment Instruments Used
Marketing/Advertising Techniques
Form of Gifts
Types of Endowments
Endowment Cont. Instruments Used
1. Wills
2. Gift Annuities
3. Trusts
a. Charitable Remainder,Unitrust, Annuity Trust
b. Other trusts
Endowment Cont. Marketing/Advertising
Techniques
1. Specialize direct mail
2. Planned giving seminar
3. Personal consultation
Endowment Cont. Forms of Gifts
1. Cash
2. Securities
3. Real Estate
4. Life Insurance
5. 401Ks
6. IRAs
Endowment Cont. Types of Endowments
1. Donor directed
2. Board directed
Gift Recognition Annual Fund
Capital Campaign
Endowment
Gift Recognition Cont. Annual Fund
1. Annual giving levels
2. Consecutive years of giving
3. Lifetime giving levels
Gift Recognition Cont. Capital Campaign
1. Naming Opportunities
Gift Recognition Cont. Endowment
1. "Heritage" clubs
2. Naming opportunities
Hardware
Software
Information – Input/Output
Systems
Systems Cont. Hardware
1. Laptop
2. Office based
Systems Cont. Software
1. In-house
2. On-line
Systems Cont. Information –
Input/Output
1. Gift records
2. Reports
3. Communication
4. Recognition
5. Volunteer information
6. Donor information
Your Team forResource Development
www.ahnemann.net