Final Dev Presentation03 12 10

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Final Dev Presentation03 12 10

  1. 2. Development in the New Financial Landscape Pamela R. Seay Vice President for Advancement [email_address] Virginia Historical Society Richard S. V. Heiman Vice President for Operations [email_address] Virginia Historical Society
  2. 3. What we will cover today: <ul><li>Communication and coordination between the finance and development offices </li></ul><ul><li>For budgeting & planning </li></ul><ul><li>For administration of deferred gift instruments </li></ul><ul><li>For fundraising </li></ul><ul><li>Preparation for audit & 990 filing </li></ul><ul><li>For gift stewardship </li></ul>
  3. 4. What we will not cover <ul><li>Specific 990 questions </li></ul><ul><li>Fundraising techniques </li></ul><ul><li>Nonprofit accounting principles </li></ul>
  4. 5. It’s a team sport <ul><li>Board of Trustees </li></ul><ul><li>CEO </li></ul><ul><li>Board Development Committee </li></ul><ul><li>Board Finance Committee </li></ul><ul><li>Chief Financial Officer and staff </li></ul><ul><li>Chief Development Officer and staff </li></ul><ul><li>Programming Staff </li></ul>
  5. 7. BUDGETING AND PLANNING
  6. 8. Revenue Projections for Fundraising <ul><ul><li>Annual Fund </li></ul></ul><ul><ul><li>Membership </li></ul></ul><ul><ul><li>Grants </li></ul></ul><ul><ul><li>State and local appropriations </li></ul></ul>
  7. 9. Fundraising Expense Projections <ul><li>Salaries </li></ul><ul><li>Printing </li></ul><ul><li>Postage </li></ul><ul><li>Supplies </li></ul><ul><li>Direct mail </li></ul>
  8. 10. Reconciling bank deposits to development data base
  9. 14. Applying gifts to the correct category
  10. 17. Difference in the finance report and the development report
  11. 19. ADMINISTRATION OF DEFERRED GIFT INSTRUMENTS
  12. 20. Communicating a new gift
  13. 21. Charitable gift annuities
  14. 29. Bequests
  15. 31. Realizing a bequest
  16. 36. FUNDRAISING
  17. 37. Capital Campaign
  18. 39. Cultivation
  19. 40. Proposals Preparing the budget
  20. 42. Complicated budget
  21. 44. Plan of Work
  22. 47. Compliance Issues
  23. 48. Federal Grants State Grants Foundation Grants
  24. 49. Va state registration
  25. 51. Va registration requirements
  26. 53. AUDIT PREPARATION
  27. 54. Reports on pledge receivables
  28. 56. Confirmation Letters
  29. 58. GIFT STEWARDSHIP
  30. 59. Restricted fund communication to donors
  31. 61. Grant Traffic
  32. 63. Receipts and Acknowledgments
  33. 66. 990 PREPARATION
  34. 67. Summary <ul><li>It’s Team Work </li></ul>

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