fund development budget & bsc discussions

2011 Fund Development Budgets& BSC Review

Green Light - Approved

Yellow Light - Pending

Red Light Declined

Fund Development & Events

Campaigns

The March Drive Campaign

2010 ActualActual Gross: $87,108.00Actual Expenses: $7,120.35Actual Net: $80,292

LY YTD (2009) Net: $67,884.00

2010 Net Budget $65,100.00

Net Variance: (-15,192.00)

2011 Budget ProjectionBudget Gross: $81,000Budget Expenses: $15,552.00Budget Net: $65,448.00

Other Campaigns(year round)

Service Club & Associations Campaign

Actuals 2010: $1775.00Budget 2010: $1500.00Variance: (-275.00)

Individual/Corporate CampaignsActuals 2010 $1913.00/$0.00Budget 2010 $2500.00/ $0.00Determined by Branch Office

In Honor/In Memorium DonationsDetermined by Branch Office


Please contact our office for more information on events

Annual Pasta & Pizza Fest

Actual 2010 Gross: $ 10,765.35Actual 2010 Expenses: $ 2,237.19Actual 2010 Net: $ 8528.00

Budget Net 2010: 7520.00

Variance: (- $1008.16)

Budget Projections

Budget 2011 Gross: $11,000.00Budget 2011 Expenses: $ 3480.00Budget 2011 Net: $7520.00

Notes:

Wednesday, MAY 11th, 2011 – Location: TBD

Committee Development:

Priority: High

Increase projected with potential venue

suppliers



Beach Jam Volleyball Tournament

Actual 2010 Gross: $ 9,599.78Actual 2010 Expenses: $ 388.21Actual 2010 Net: $ 9211.57

Budget Net 2010: $3875.00

Variance: (- $5336.00)

Budget Projections

Budget 2011 Gross: $4,400.00Budget 2011 Expenses: $ 400.00Budget 2011 Net: $4000.00

Notes:

Saturday, June 18th, 2011 – Location: TBD

Committee Development:

Priority: High

RBC Engagement

Venue



Festival Epicure

Actual 2010 Gross: $ 0.00Actual 2010 Expenses: $ 0.00Actual 2010 Net: $ 0.00

Budget Net 2010: $ 13,485.00

Variance: ($ 13,485.00)

Budget Projections

Budget 2011 Gross: $0.00Budget 2011 Expenses: $ 0.00Budget 2011 Net: $0.00

Notes:

July, 9,10,11

Resource ROI

Less events (more resource focus)

Community Awareness



Hub International Annual Golf Classic

Actual 2010 Gross: $ 32,829.00Actual 2010 Expenses: $ 12,990.81Actual 2010 Net: $ 19,838.19

Budget Net 2010: $ 18,950.00

Variance: ($-888.19)

Budget Projections

Budget 2011 Gross: $34,000.00Budget 2011 Expenses: $ 14,000.00Budget 2011 Net: $20,000.00

Notes:

Date TBD

Essex Golf & Country

Committee: Moderate/Strong

Possible expense increase:

Venue

Signs

Other Suppliers



Give The Gift of Life Walk

Actual 2010 Gross: $ 30,133.00Actual 2010 Expenses: $ 3,739.65Actual 2010 Net: $ 26,393.35

Budget Net 2010: $ 10,000.00

Variance: ($- 16,393.35)

Budget Projections

Budget 2011 Gross: $15,000.00Budget 2011 Expenses: 2,000.00Budget 2011 Net: $13,000.00

Notes:

Sunday, September 18th, 2011

Colasanti’s Tropical Gardens

Committee: Strong

Minor logistical issues



Uncork for the Cure

Actual 2010 Gross: $ 000Actual 2010 Expenses: $ 0.00Actual 2010 Net: $ 0.00

Budget Net 2010: $ 8500.00

Variance: ($8500.00)

Budget Projections

Budget 2011 Gross: $0.00Budget 2011 Expenses: 0.00Budget 2011 Net: $0.00

Notes:

Submitted in budget with

Caveat that this event was still under review at time of budget and may not be inclusive of calendar year.



Third Party Events

Actual 2010 Gross: $ 10,000Actual 2010 Expenses: $ 0.00Actual 2010 Net: $ 10,000.00

Budget Net 2010: $ 5000.00

Variance: ($-5000.00)

Budget Projections

Budget 2011 Gross: $5000.00Budget 2011 Expenses: 0.00Budget 2011 Net: $5000.00

Notes:

Continue to look at new sources of revenue that require little or no commitment from our organization.

Third Party Events

Balanced Scorecard Initiatives 2011

Balanced Scorecard Initiatives 2011Development of Fund Development Portfolio/Discussion Session Initiative:

Please review the following and provide any feedback, questions or concerns. I would be interested in assistance by a key volunteer or volunteer(s) to assist in helping develop the following.

The basis of the Fund Development Portfolio is to assist staff and other volunteers in developing a strategic fund development plan over a two year cycle that addresses fund development budgets,

efficiencies, resources and engagement in major areas that affect our fundraising. (I.e. campaigns, special events, 3rd party events, grants and other major gifts.)

Key Volunteer(s) will assist in developing the followingFacilitate a group orientation and discussion on fundraising relating to our local chapter.

Where have we been?Where are we now?

Where do we need to be? How do we currently fundraise? Are we expending resources in the best way possible to get the

maximum return on investment?What tools do we need to be better fundraisers?

Why do we fundraise? What is our case for support?What fundraising initiatives will we budget over a two year cycle? When? Where?

Developing Project Management relative to the Balance Scorecard?How do we measure success?

Balanced Scorecard Initiatives 2011Development of Community Awareness Portfolio/Discussion Session Initiative


The basis of the Community Awareness Portfolio is to assist staff and other volunteers in developing a strategic fund development plan over a two year cycle that addresses community engagement in areas

of public speaking engagements, organ donation awareness, health fairs, symposium development, ambassador program, advocacy issues, and supplemental program development.

Key Volunteer(s) will assist in developing the followingFacilitate a group orientation and discussion on community awareness relating to our local chapter.

Who are our beneficiaries and stakeholders?Where are we now?

What goals should we set for the future? How do we currently communicate our vision, mission, information, case for support?

What tools/resources do we need to better communicate with the community?What community awareness initiatives will we implement over a two year cycle? When? Where?

Developing Project Management relative to the Balance Scorecard?How do we measure success?


Development of Volunteer Development Portfolio/Discussion Session Initiative


The basis of the Volunteer Development Portfolio is to assist staff and other volunteers in developing a strategic Volunteer Development Plan over a two year cycle that addresses volunteer engagement and

recruitment, training and orientation, succession planning, tracking, evaluation and outcomesKey Volunteer(s) will assist in developing the following

Facilitate a group orientation and discussion on volunteer development Who are our volunteers?

Where are we now with volunteer development?What goals should we set for the future?

What tools/resources do we need to accomplish volunteer development in our region?Developing Project Management relative to the Balance Scorecard?

How do we measure success?

Balanced Scorecard Initiatives 2011Donor Development Initiative

We are looking at developing an effective method for a face to face campaign. I will be actively seeking the support of a key volunteer(s) to assist in developing a strategy for this

initiative. Based on the 80/20 principle sometimes we expend a tremendous amount of resources on a minimal return on investment (certain events). If we could reverse this

process and spend less time on logistically driven initiatives and focus on gift development with a larger return we could begin to free up more resources for community

awareness/program initiatives. Our thinking has been short term and more transactional in terms of giving and we need to move some of our existing donors from incentive based

decisions to give, to value based decisions. We do have tools and resources at our disposal and now we need to develop a comprehensive strategy as to how we will use them.


The World Kidney Day “You Plus Two” Membership Luncheon” proposal was brought to my attention after a discussion with Elizabeth and Brian and will loosely be borrowed from a campaign used out west. The concept of this initiative is simple and effective. The goal is to double even triple our current membership (approx. 50 members). Let members, volunteers, individuals know that they are extraordinary individuals because they have the power to transform the face of kidney disease and organ donation awareness right here in our local communities by recruiting two people to become members.

World Kidney Day

“You Plus Two”

Membership Luncheon

Thursday, March 10 – 2011 World Kidney Day

Time: 11:30a.m to 1:00pm

Location: Venue, Windsor, Ontario

Theme: Protect Your Kidneys Save Your Heart

Keynote Speaker: TBD

Members Only Luncheon inviting long time members and new members to a membership

only exclusive luncheon to address kidney health related topics . Individual membership

to The Kidney Foundation of Canada is just $10.00 .

fund development budget & bsc discussions

Documents