This half day workshop covered institutional strategic planning, project planning leading to comprehensive campaign components, and planning for your fundraising office

1. Strategic Planning The Path to Fundraising Success WVDO Advanced Skills Workshop Tom Wilson October 21, 2008

6. 2007 Sources of Giving — $306 Billion Giving U.S.A. Bequests Foundations Individuals Corporations $127 Billion, 62% $39 Billion, 19% $23 Billion, 11% $16 Billion, 8% Sources of giving excluding giving to religion by individuals of $102 Billion

8. Total Giving through Good Times & Bad 1969–70 1973–75 1980-82 1990–91 2001 Inflation-adjusted dollars Current dollars $ in Billions 1967 2007 Recessions (light green)

13. “ All things are created twice . . . first, there’s a mental creation, and then a physical creation to all things. “ If you want to have a successful enterprise, you clearly define what you’re trying to accomplish. “ You carefully think through the product or service you want to provide in terms of your market target, then you organize all the elements: financial — research and development — operations marketing — personnel — facilities” Covey 7 Habits of Highly Effective People Habit #2 Begin with the End in Mind

25. Institutional Planning Mission Educate Students for a Life of Service Goal 1 Improve Learning Environments Goal 2 Upgrade Financial Vitality Goal 3 Improve Economic Diversity of the Student Body Goal 4 Engage with Community Goal 5 Create Continuous Learning Environment for Faculty & Staff

26. Institutional Planning Mission Educate Students for a Life of Service Goal 1 Improve Learning Environments Goal 2 Upgrade Financial Vitality Objective 1 New Library by 2013 Objective 2 Faculty Time Freed 10% to allow more time for Students

27. Mission Educate Students for a Lifetime of Service Goal 1 Improve Learning Environments Objective 1 New Library by 2013 Strategy 1 Architectural Design & Cost Estimate Strategy 2 City or County Partnership Strategy 4 Capital Campaign Strategy 3 Single Donor to Fund

28. Mission Educate Students for a Lifetime of Service Goal 1 Improve Learning Environments Objective 1 New Library by 2013 Strategy 1 Architectural Design & Cost Estimate Tactic 1 Visit New Libraries at other campuses Tactic 2 Interview Librarians, Students, Faculty Tactic 3 RFP for Library Architects Tactic 4 Form Architect Search Committee Involve Donors

39. Endowment Benchmarking for Healthcare 2005 Assets as Reported in Chronicle of Philanthropy June 2006

49. Building Campaigns Project Planning Model Ideally, add 10% to 25% more for an operating endowment

57. Endowment Naming Opportunities to Create Tangible Projects

68. Comprehensive Campaigns The Triple Ask 1) Confirm continuation of annual giving 2) Request capital funding over 5 years for buildings and/or endowment 3) Consider a planned estate gift to leave a legacy

75. What Is the Distribution of Gifts You Receive? Gifts of $1,000,000 or more $500,000 to $9,999,999 $250,000 to $499,999 $100,000 to $199,999 $50,000 to $99,999 $25,000 to $49,999 $10,000 to $24,999 $5,000 to $9,999 $1,000 to $4,999 Up to $1,000

76. Sound Strategies by Gift Level

80. Time Management Matrix Covey IV Trivia, busy work, some mail, some phone calls, time wasters, pleasant activities III Interruptions, some calls, some mail, some reports. some meetings, pressing matters, popular activities Not Important II Prevention, Relationship building, new opportunities, planning, recreation I Crises, Pressing Problems, Deadline-driven projects Important Non Urgent Urgent

81. Time Management Matrix Covey IV Trivia, busy work, some mail, some phone calls, time wasters, pleasant activities III Interruptions, some calls, some mail, some reports. some meetings, pressing matters, popular activities Not Important II Prevention, Relationship building, new opportunities, planning , recreation I Crises, Pressing Problems, Deadline-driven projects Important Non Urgent Urgent

82. Time Tracking Professional development Institutional misc. Fundraising office misc. Debriefing calls Preparing for calls Face-to-face donor contact Sun Sat Fri Thu Wed Tue Mon

84. Contact Reporting Sheet for ________ Week of ____/__ 8) 7) 6) 5) 4) 3) 2) 1) Contact Report Filed Contact Date Prospect Name

94. Board Assessment Matrix

100. Strategic Planning The Path to Fundraising Success [email_address] (503) 789-4366 www.MajorGiftsGuru.com