abhe annual meeting · email: [email protected] 27. title: dickerson-pllaning the annual...
TRANSCRIPT
1/28/20
1
ABHE ANNUAL MEETING
February 12-14, 2020Planning the Annual Calendar & Assigning Responsibilities
1
DEVELOPMENT FOUNDATION
2
1/28/20
2
• Mission
• Vision
• Core Values
• Donors do the good deeds
• Focus on personal attention
DEVELOPMENT FOUNDATION
3
• Synergy
• Tomato plants
• Staff• Budget
• Time
• Cooperation
CONCEPTS OF PLANNING
4
1/28/20
3
POSITIONING
5
• What position do you own?
• What position do you want to own?
• Who has the position you want?
POSITIONING
6
1/28/20
4
• Do you have enough resources/potential resources?• Can you “stick it out” – not flash and
dash• Constant review
POSITIONING
7
GETTING ORGANIZED
8
1/28/20
5
• Job descriptions• Training• Evaluation• Lines of Authority
• Budgeting – what is process to draft and approve development budget
GETTING ORGANIZED
9
• Income and Expenses – not the same each month• Immediate Goals and Long -Term
Goals for the year• Activity Goals, essential, but not
equal to funding
GETTING ORGANIZED
10
1/28/20
6
• Match your percentages to national averages
• What are your “numbers”
ENVIRONMENT
11
ROAD BLOCKS
12
1/28/20
7
• Not willing to do things differently• Process of building a development team• Use of technology – or over use of
technology• Use of volunteers
ROAD BLOCKS
13
SOURCES OF FUNDING14
1/28/20
8
• Churches• Individuals – various group numbers• Corporations/Businesses• Foundations• Bequests
What is the best area for the quickest growth?
SOURCES OF FUNDING
15
THINK GENERATIONAL
PUBLIC RELATIONS/COMMUNICATION
• Newsletter – hard copy/electronic• Website• Letters• Personal notes
• Phone calls• Facebook• Cultivation on
personal level
16
1/28/20
9
• Division of donors; non-donors; lapsed donors• Profiles of top 100 donors• Purge• Receipt turnaround
DATA MANAGEMENT
17
DO WHAT IS IMPORTANT NOT WHAT IS EASY
18
1/28/20
10
• Build support/prayer group
• Face-to-face solicitations
• Build “foundation funding” support
DO WHAT IS IMPORTANT, NOT WHAT IS EASY
19
• Churches
• Direct Mail
• Telemarking
• Social Media
• Special Events
WHERE TO SPEND REST OF TIME
20
1/28/20
11
RECORD KEEPING
21
• Reminds you of God’s blessing• Interpret results• Aids in projections• Comparisons – month to month;
quarter to quarter; year to year;project to project
RECORD KEEPING
22
1/28/20
12
ANNUAL CALENDAR
23
• Calendar or Fiscal Year• Have calendar for each month -
mark holidays, vacations, campus events
ANNUAL CALENDAR
24
1/28/20
13
• Start with top donor plan⚬ Individuals/Families Visitations –
Key Donor Management Plan⚬ Churches
• Special events – dinners, tournaments, telemarketing, Giving Tuesday• Fund-raising letters and various newsletters
ANNUAL CALENDAR
25
SOCIAL MEDIA
Alumni Funding
26
1/28/20
14
Clark DickersonDickerson, Bakker & AssociatesOffice Phone: 800-382-0094Clark’s Cell Phone: 303-886-4531Email: [email protected]
27