MARY CARMEN PERRAULT (DOYLE)DEVELOPMENT PORTFOLIO

WVDO-PSU PROFESSIONAL CERTIFICATE IN NONPROFIT FUNDRAISING

MARY CARMEN PERRAULT (DOYLE)DEVELOPMENT PORTFOLIO

DIRECT MAIL PIECE

EnvelopeLight blue, hand addressed with segmented hand written note and live specialty stampLYBNT: We missed you last year!Cusp Major Donors ($500­$1000 last year):Major Donors (1000+):

Remit EnvelopeText on envelope with our logo, information for credit card transactions (including option forrecurring monthly payments), and how to make payments online.

MARY CARMEN PERRAULT (DOYLE)DEVELOPMENT PORTFOLIO

DIRECT MAIL PIECE (CONTINUED)November 18, 2013

Dear Amy,

Let me tell you about Heather, a single mom at Portland Homeless Family Solutions who isgetting ready to move out of shelter and into her new apartment. Heather came into shelterwith her seven year old daughter, Constance, and a newborn baby girl, Eva. Since cominginto shelter, Heather has been working hard at creating a new life for her family. The firstthing she did upon entering shelter was to enroll Constance in a cooking after schoolclass—wanting to break the cycle and see her daughter learn a skill that her own parentsnever imparted on her. Having a stable place to come home to after school made thatextra­curricular possible. Heather has also been hard at work taking Rent Well tenanteducation courses offered by PHFS staff, so that landlords want to rent to her. Now that shehas been accepted into an apartment, she is ready to throw herself a house warming party.At PHFS, we celebrate this kind of house warming­ Because of the support of PHFS,Heather can end the cycle of homelessness for Constance and Eva, and create awelcoming home for their family. Shelter creates a home when families don't have one oftheir own, but it also makes possible every promise of what home means. It is the promiseof security, of seeing dreams come true, of kids bringing friends over.Last year, we helped over 50 families move into permanent homes of their own. Byaccessing resources like Life Lab classes, Rent Well Tenant Education classes, andrelationships with staff and volunteers, families are more likely to retain their housing andend the cycle of homelessness for their families. We rely on your support to provide somuch more than shelter to families. With a contribution of $1500*, you will support a familyfor their entire stay in shelter, including Life Lab and Rent Well Classes, housing supportservices, and move­in support for when they are approved for an apartment of their own.With your help, we look forward to helping more families like Heather's to have a housewarming of their own this year!

Sincerely,

Kurt Briggs­UngererProgram DirectorPortland Homeless Family Solutions

PS—Since I drafted this letter, Heather has moved into her home and is happy to reportthat her family is thriving!

*Segmented according to next highest giving level:$500 to provide life skills classes$100 to provide move in support

DIRECT MAIL PIECE (CONTINUED)

MARY CARMEN PERRAULT (DOYLE)DEVELOPMENT PORTFOLIO

December 1, 2013

Amy Varga123 Penelope WayPortland, OR 97000

Dear Amy,

We just celebrated the housewarming of two more PHFS families! Our hearts are sowarmed at your generosity. With temperatures dropping, it has meant so much to us thatwe have such a wonderful network of partners who help us keep families warm and off theirstreets, and able to move into their own homes. We look forward to sending you a reportalong with more stories of families you have helped house. In the mean time, if you haveany questions, please don't hesitate to call. You can reach me at (503) 915­8306 orbrandi@pdxhfs.org

Gratefully,

Brandi TuckExecutive DirectorPortland Homeless Family Solutions

MARY CARMEN PERRAULT (DOYLE)DEVELOPMENT PORTFOLIO

ENGAGING NON-TRADITIONAL DONORS

One largely untapped resource for engaging a more diverse donor base exists within aprogram that currently partners with Portland Homeless Family Solutions. The VillageSupport Network, let by partner organization New City Initiative, teams small groups fromlocal faith communities with families that have stayed in shelter at PHFS. These smallgroups provide 6 months of support to families after they leave shelter by connecting themwith neighborhood resources, funds for kids activities like sports and camps, and otherresources that would strengthen family bonds with the new neighborhoods they are movinginto.Because so many of our families move into the more diverse neighborhoods of north andeast Portland, by working with New City Initiative to recruit Village Support Network teamsfrom community groups in those neighborhoods, we will have a larger pool of diversesupporters to engage with.PHFS should create a engagement strategy to cultivate them and encourage them tobecome donors, using the following multi­channel format:

∙ Hand written thank you letters showing our appreciation for their commitment toPHFS families

∙ Invitation (electronic) to connect­ sign up for newsletter, “like” us on facebook, and alink to our most recent special appeal video, that includes a personal report on howthe family they worked with is doing

∙ Special direct mail piece that shows the story of a family like the one they workedwith, that communicates that with their help, we can get more families like the onethey know into permanent housing

∙ Regular donor communication as per our current donor retention strategy.This recognizes their work as volunteers, engages them with our broader mission, andhopefully moves them into becoming regular supporters. The front end focus would have tobe on our partnership with New City Initiative to make sure we are making inroads in thediverse communities that our families will end up living in.

MARY CARMEN PERRAULT (DOYLE)DEVELOPMENT PORTFOLIO

PERSONAL PHILANTHROPY REFLECTION

I love being a hostess. I love creating a welcoming space, and inviting others into that

space. This is why my development career began (as I hear so many people’s have) with a

drive to be an event planner. Curating events allowed me to create a space where I could

play the role of hostess. As I get deeper into the many facets of development work, I’m

finding that being in development allows me to be the hostess in so many different ways,

and I love it. I get to welcome people into this good cause I am working with, and invite

them to partner and participate. The quote from the very first class in this course,

“Philanthropy is the gentle art of teaching the joy of giving” (Henry A Rosso), has truly stuck

with me and informed how I approach my work.

At the same time that I am discovering this connection with this field I stumbled into (again,

like so many others), I am finding myself being stretched. I haven’t practiced my creative

writing skills in five years, so that which used to be natural, has become rusty. I’m finding

out some surprising things about myself I would not have guessed: I love managing a

database and memorizing as many details as I can about each donor, but find it much

more challenging to draft an appeal letter. I love strategizing fundraising events and

coordinating the day of, but am having to keep myself to a high standard of accountability

to make sure all the in between work gets taken care of.

I’m very thankful for the insights this course has given me. I am excited about conquering

the things that are challenging to me, and continuing to evolve in this budding career. I’m

also inspired to examine how I personally give, and have been having conversations with

my husband about how we can give as a family, and how we can use our small business as

a platform for philanthropy.

MARY CARMEN PERRAULT (DOYLE)DEVELOPMENT PORTFOLIO

RESOURCE PLAYBOOK

Board of Directors Board Contracts ­ Nonprofit Resource Ctr

Includes “Statement of Agreement” and “Commitment Agreement” as well as traditionalcontracts.

Board Member Contract­ CompassPoint Board Roles In Volunteer­led Org'ns Kim Klein­Bd of Dir pdf.url

This is an extensive journal publication (34 pages) that goes in depth about engagingboard members in the fundraising process.

NAO­Board Governance faq.urlSimple to answers to some very basic board quesions.

OR AG Nonprofit Board Guide.urlPublication from the Attorney General of Oregon written for board members tounderstand their role and responsibilities in the organization. Ethics, Policy, PrivacyEthics, Donor Rights­ AFPIncludes discussion on values, and a tool to assess ethical performanceFundraising ethicsCommunicating to donors how to evaluate ethics in a nonprofitCharity Navigator­rating accountabilityHow charity navigator evaluates transparency and accountability in nonprofits

Crowdfunding; Social Media24 tools for fundraising with social mediaCrowdrise­nonprofit crowdsourcingJustGiving.urlmicrogiving.urlThe Permanent Disruption of Social MediaDonate.lyCauses­Campaigning PlatformKickstarter Metrics& Measuring OutcomesMetrics and NPs­sources.urlThe Overhead Myth­letter to donorsOutcomes Toolbox | Robert M. Penna, Ph.D.Outcomes Management ­Small NPsUsing Outcomes to Measure NPSuccessEvaluation of Outcomes | NCN

MARY CARMEN PERRAULT (DOYLE)DEVELOPMENT PORTFOLIO

RESOURCE PLAYBOOK (CONTINUED)Basic Guide to Outcomes­Based Evaluation for Nonprofit Organizations with Very LimitedResources Prospect Research& ManagementAPRA : Definition of Prospect ResearchFive Steps of Proposal Writing – Step #1: Know Your DonorProspect management | FR'g Nerd Nontraditional Donors­GenYNextGenGiving.Tipsheet.pdf.urlMillennial Impact­HuffPost Philanthropy&Devel ResourcesBlue Avocado.urlCASE (Educ'n NP).urlCharity Navigator.urlChronicle of Philanthropy.urlDirect Mktg Assn.urlPenelope Burk­ Cygnus.urlPhilanthropy ­ News ­ NYT.urlPhilanthropy Works.urlStanford Social Innovation Review.urlSupportingAdvancement.com.urlThe Fundraising Authority.urlVeritus Group — Richard Perry.urlPortland Business JournalWild Woman FundraisingKen Burnett’s websiteSharpe Group White PapersSusan Howlett | Strengthening NPsMatching Gifts | HEP DataMVDP Oregon blogMVDP­homeThe NonProfit Times Major Gifts10 Ideas For Major Gift AsksPassionate Giving Blog7 Reasons MGOs Don’t Know How To Talk To Their Donors–A Series on writingProposals Planned Giving

MARY CARMEN PERRAULT (DOYLE)DEVELOPMENT PORTFOLIO

RESOURCE PLAYBOOK (CONTINUED)

P'ship For Philanthropic PlanningACGA­American Council on Gift AnnuitiesNW Planned Giving RoundtableCrescendo InteractivePlanned Giving Software OCF: Trusts & AnnuitiesOCF: Planned GivingAFP­Planned Giving Small Nonprofits Technical ResourcesTools for InfographicsNonprofit Tech for Good.urlNTEN­Donor Mngmt SystemsODN­pro bono prof'lsCiviCRM | Open source NP databaseRaiser’s Edge­guideLinkedIn Prof'l Vols Mktplace NP Fundraising BloggersNonprofit With Balls­Vu LeThe Charitable­Industrial Complex ­ NYT.urlHands­on Fundraising­Mary Cahalane#fundchatMichael Rosen Says...SSIR BlogFundraising Nerd Amanda Jarman

MARY CARMEN PERRAULT (DOYLE)DEVELOPMENT PORTFOLIO

TOP TEN THANK YOU PHRASES

1. You just made my day/week/month.

2. I was so excited when I opened your gift of...

3. My heart is so warmed at your (consistent/thoughtful/timely) generosity.

4. This sunshine must be sent just for you, because you gave so generously this week

5. Thank you, thank you, thank you.

6. Your support means so much to us right now.

7. I'm so thankful that you have chosen us in your giving

8. Once again, you have gone above and beyond with your support.

9. We are thrilled to have your support

10. I have so much gratitude for your support

MARY CARMEN PERRAULT (DOYLE)DEVELOPMENT PORTFOLIO

ANNUAL FUNDRAISING OPERATING PLAN

Fiscal Year _____

Unit:Name of DOD:Name of ADOD:Today’s Date:Approved:

Dean/Executive Director/Chair Signature

I. Top Goals for Fiscal Year(Succinctly list top 1 ­ 5 goals for your unit—no more than five—in the areas ofdiscovery/building a pool, cultivation, stewardship and bequests. Please prepare aone­page maximum mini­action plan for each. The goals should follow the S.M.A.R.T.description (specific, measurable, achievable, realistic, timetable).

1. 2. 3. 4. 5.Fundraising Metrics (all gifts noted are “new” gifts and not pledge payments or previouslytabulated planned gifts)

Prospects Target GoalProspect portfolio (aligns with thoseassigned as relationship manager)

80­150

ProposalsProposals solicited 25Dollar amount of proposals Depends upon

capacity$

Proposals funded 15Dollar amount of funded proposals Dollar goal for

major gifts

ContactsNumber of moves 150­200Number of face­to­face visits 100­120

Number of touches100

Number of qualifications/discovery calls30

Number of bequests closed 10

MARY CARMEN PERRAULT (DOYLE)DEVELOPMENT PORTFOLIO

ANNUAL FUNDRAISING OPERATING PLAN (CONTINUED)

II. Top Prospects for organization/development officer

Top 20 prospects with short­ and long­term strategies

Prospect Short­term strategy Long­term strategy1.2.3.4.5.6.7.8.9.10.11.12.13.14.15.16.17.18.19.20.

MARY CARMEN PERRAULT (DOYLE)DEVELOPMENT PORTFOLIO

ANNUAL FUNDRAISING OPERATING PLAN (CONTINUED)III. Events/Communications

A. Major Gift Cultivation/Stewardship Events (Include Volunteer Board/Committee Activityand regular activities to which you invite donors/prospects)

Date: Event/Activity: Audience: Lead PersonResponsible:

1.2.3.4.5.6.7.8.9.10.

B. Communication Plan for Cultivation/Stewardship Purposes

MailingDate:

Description: Audience:

Lead PersonResponsible:

1.2.3.

IV. Professional Development Goals(For each staff member, list your professional development goals.)

V. Budget

(Attach budget as an addendum, noting incremental changes.)

VI. Challenges/Obstacles to Success(List any concerns about your major gift fundraising efforts here. List how otherorganizational areas can be of further assistance to you in your development success,e.g. marketing, communications, executive director.)

MARY CARMEN PERRAULT (DOYLE)DEVELOPMENT PORTFOLIO

CULTIVATION EVENT

Target date: ___________________Place: _________________________Host(s): ________________________

[Each bulleted task should be assigned.]

6­8 weeks in advance:∙ Identify potential hosts and rank, secure∙ Identify potential guests∙ Put in event actions on Re7 for all potential guests∙ Get date on leadership calendar∙ Meet with host(s) and outline responsibilities of hosting/review evening logistics, talking

points4­6 weeks in advance

∙ Send invitations and emphasize expectation of RSVP∙ Do map and/or directions to venue

1­2 weeks in advance:∙ Make follow­up calls to guests who have not responded∙ Do briefing for leadership at least one weekend in advance∙ Brief leadership and host(s) if necessary

1 week in advance∙ Order gift/flowers as thank you to host∙ Do nametags/place cards∙ Finalize number of guests and menu with host

Day before∙ Make confirmation calls/e­mails to all guests

Day after∙ Do contact reports and next steps∙ Follow up on action items∙ Send personalized thank­you note from leadership