An Annual Fund Plan Can Work Effectively If The Plan Is Effectively Worked

1
An Annual Fund Plan Can Work Effectively If
The Plan Is Effectively Worked!

• John W. Corfield
• President
• Corfield Consulting Services

2
Agenda

• Introduction
• Reasons for not working the plan
• What are the essentials of an effective annual
  fund plan?
• Implementation steps
• End results
• QA

3
Reasons for not working the plan

• No one to lead the effort
• The Board and Administration is divided
• Enthusiasm is missing
• Donor Base is either incomplete or not shared
• Who organizes the volunteers?
• Result Let the consultant do it.

4
What are the essentials for an annual fund plan?
5
What do you want to accomplish?

• Build or buy facilities?
• Raise teachers salaries?
• School project (i.e. new scoreboard)?
• Hire maintenance staff?

6
Who are you going to solicit?

• Who are the groups to be solicited and why?
  Prioritize them
• Parents your core constituency
• School Board a must if others are going to
  follow their lead
• Administration and staff sets a unified example
  of the importance of the campaign
• Alumni, Alumni Parents and Alumni Grandparents
• Local Businesses and Vendors
• Churches

7
Who are you going to solicit? (Cont.)

• Research, cultivate and solicit appropriate
  Foundations/Corporations remember
• Face to face meetings people give to people
• Ask Foundations for a specified amount for a
  specific need
• Propose to match their gift for a specific
  project
• Pick projects the Foundation can track
• Never leave out specifics that a Foundation
  requests
• Check out Metasofts Big Online

8
How are you going to solicit?

• Design appealing and interesting presentation
  materials (DVDs, tapes, brochures, etc.)
• Develop a good marketing and advertising strategy
  (materials, posters, radio ads, fliers for
  churches and businesses)
• Design effective appeals and mailing calendars
• Research the best fundraising events
• Design strategies to reach local businesses

9
How are you going to solicit? (Cont.)

• Enlist local committed alumni, alumni parents and
  grandparents
• Use Class Agents if possible design contests
  for highest attendance, highest percentage
  attendance, etc.
• Design projects that each class can donate to the
  school
• Develop an alumni quarterly newsletter
• Design homecoming events

10
How are you going to solicit? (Cont.)

• Design non-fundraising events that may yield
  donations anyway
• On-site visits
• Grandparents Day
• Create a Planned Giving Program
• Find a volunteer Planned Giving Financial Planner
  to set-up program including
• Bequests
• Trusts
• Endowment

11
Implementation of Your Plan

• Feasibility Study (outside consultant)
• Design a plan (outside or inside person or both)
• Board Development Leader to hold Development
  Department accountable (inside person)
• Develop enthusiastic and productive volunteers to
  train, motivate and lead
• Develop strategies that everyone can support and
  follow
• Execute the plan! Dont try to reinvent the wheel
• Be willing to work and work hard

12
End Results

• New prospects
• New Major and significant donors
• Alternative sources of funding
• Trouble spots

• Feasibility Study

• Plan develops Unity of Purpose and Spirit
• Projects are funded without raising tuition
• A solid donor base and development data base is
  established and ready to grow

13
Your Comments

• Comments From the Workshop
• Comments you offered at the workshop that I
  didnt remember
• Comments you have thought of since then

14
Questions?
15
(No Transcript)