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LET GIRLS LEAD (LGL)
FUND DEVELOPMENT PLAN
2014-16 CAMPAIGN
GOAL: to raise $2,178,420 in within two
years (FY15 & FY16) to support the annual
operations and program needs of LGL
OBJECTIVES:
 to raise restricted and unrestricted funds
on a recurring basis for LGL;
 to increase awareness and support of
LGL;
 to increase Board and volunteer
involvement in fund raising;
 to strengthen relationships with existing
and prospective donors (corporations,
foundations and individuals)
 to expand the donor base;
BACKGROUND:
 Let Girls Lead has developed and
maintained a diverse funding base
throughout its five year history which
includes corporation, foundation and
government support.
 LGL maintains a donor base of
approximately XX institutional, XX
corporate and XX individual donors and
will expand each category of donor 100%
over the next 2 years.
 All operating funds must be secured
through private fundraising and
government grants.
Fundraising
 LGL has raised more than $XX million in
contributions from individuals;
foundations, corporations and
government grant sources since 2009.
 LGL staff and stakeholders execute an
annual fund development plan that
reaches out to individual, foundation,
corporate and government supporters.
 Last year’s successful annual fund
program raised approximately $4M.
 In addition to the annual fund, LGL
receives support from government
funding.
 LGL is committed to building on the
momentum of its fundraising successes
and addressing critical funding needs for
FY15 & FY16.
ANNUAL FUND PHASES & GOALS:
Phase (Source) Goal
Angels & Special
Stakeholders $50,000
HNW Individuals $75,000
Program Fees $165,000
Corporations $220,000
Foundations $1,175,000
Sponsorships $198,420
Government $60,000
Special Events $235,000
TOTAL $2,178,420
LEADERSHIP:
Staff and stakeholders will work with the
Fund Development staff to provide
leadership for this effort including
participation in letter campaigns, phone calls,
personal solicitations and cultivation events.
As the Annual Fund grows, small committees
may be recruited for each phase. The Senior
Manager of External Relations will oversee all
facets of the Annual Fund including
recruitment of volunteers, prospect
development, participation in letter
campaigns and proposal writing, phone calls,
personal solicitations, cultivation events, and
managing the correspondence and record-
keeping associated with the annual fund
campaign.
TIME FRAME: October 1, 2014 – September
30, 2016
Page 1 of 3
Angels or Special Stakeholders Phase
GOAL: $ 50,000 and most significantly, 100%
participation
LEADERSHIP: Carlos and Denise
PROCESS:
 Hold kick-off at October 2014 stakeholder
meeting(s)
 Personal meetings with each funder or
stakeholder group member, emphasizing
participation as well as generous gifts
through a personal pledge and personal
fund development plan for the give/get
commitment, with the ED and SMEX
immediately following the kick-off
 Make personal solicitation/follow-up
phone calls following solicitation
letter
 Send acknowledgement letters and
ensure appropriate recognition is
given in printed materials
 Track pledge payments as necessary
PROSPECTS:
 All stakeholder group members
(Committee of 100)
High-Net-Worth Individual Phase
GOAL: $ 75,000
LEADERSHIP: Carlos and Emily
PROCESS:
 Develop and segment individual prospect
list (develop a donor pyramid)
 Prioritize top prospects
 Select and assign prospects
 Send an Annual Fund solicitation
letter and coordinate personal
solicitations to prospects and donors
 Send invitations to all special events
 Schedule and implement personal and
group cultivation meetings or events (i.e.
coffees, tours of the office/site, lunches
with students, opportunities to sit in on
classes, etc).
 Send acknowledgement letters and
ensure appropriate recognition is
given in printed materials
 Track pledge payments as necessary
PROSPECTS:
 Current and past individual supporters
and prospects
 New prospect cultivation
 Committee of 100
 Past LGL Alumnae
Corporate Phase
GOAL: $165,000
LEADERSHIP: Carlos/Denise/Emily
PROCESS:
 Research corporations that support
educational and girls programming
institutions and develop prospect list
 Prioritize top prospects and develop
timeline based on giving potential and
published deadlines
 Develop specific strategy for submission
and follow-up; assign prospects based on
connections and relationships, working
with key stakeholders and others
 Schedule cultivation appointments and
events (i.e., tours/demonstrations, lunch
with participants, etc.) with
representatives prior to submitting
requests
 Send proposals and request letters
 Make follow-up phone calls
 Send acknowledgement letters and
ensure appropriate recognition is
given in printed materials
 Manage end of grant cycle reporting
 Track pledge payments as necessary
PROSPECTS:
 Current and past corporate donors
 New corporations identified by
volunteers and staff that support
education and annual operating/ girls
programming initiatives (Youth
Development, OST, etc.)
Foundation Phase
Page 2 of 3
GOAL: $1,175,000
LEADERSHIP: Carlos (and Emily/Denise)
PROCESS:
 Research corporations and foundations
that support educational and girls
programming institutions and develop
prospect list
 Prioritize top prospects and develop
timeline based on giving potential and
published deadlines
 Develop specific strategy for submission
and follow-up; assign prospects based on
connections and relationships, working
with Key Stakeholders and others
 Schedule cultivation appointments and
events (i.e., tours of the center, lunch
with participants, etc.) with
representatives prior to submitting
requests
 Send proposals and request letters
 Make follow-up phone calls
 Send acknowledgement letters and
ensure appropriate recognition is
given in printed materials
 Manage end of grant cycle reporting
 Track pledge payments as necessary
PROSPECTS:
 Current and past foundation donors
 New foundations identified by volunteers
and staff that support education and
annual operating/ girls programming
initiatives
Special Events
GOAL: $ 235,000
LEADERSHIP: Carlos and TBD
PROCESS:
 Focus on cultivation events and “friend
raising”, bringing new, potentially
influential prospects into the LGL
community
 Emphasize collaborative efforts to keep
costs down and effectiveness up
 Expand Let Girls Lead event into evening
event to celebrate 6-7th birthday of
AGALI (now LGL)
 Oversee and coordinate leadership for
the LGL Golf Classic and Let Girls Lead
Gala or Event
EVENTS:
 Fundraising Events
 LGL Golf Classic
 LGL Dinner/6-7h
Birthday Party
 Friend raising Events
Phases for Government, Program
Fees/Monetize IP, Sponsorships and Special
Events will require further research and
requirements gathering that I hope our
conversations today will touch upon.
I’m particularly interested in exploring use of
social media and online marketing via Google
Grants and exploring feasibility of pursuing
government contracting for Youth Health,
Community Development, and Youth
Development program funds at districts or
other jurisdictions.
GOAL: $533,420
LEADERSHIP: Carlos (and Emily/Denise)
PROCESS:
 Conduct feasibility study on Youth Dev.
 Prioritize top prospects and develop
timeline
 Develop specific strategy for submission
and follow-up
 Schedule cultivation appointments and
events
 Send proposals and request letters
 Make follow-up phone calls
 Secure pledge/ commitment of support.
Page 3 of 3

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Let Girls Lead-FundDevelopmentPlan-2014-15_Camargo

  • 1. LET GIRLS LEAD (LGL) FUND DEVELOPMENT PLAN 2014-16 CAMPAIGN GOAL: to raise $2,178,420 in within two years (FY15 & FY16) to support the annual operations and program needs of LGL OBJECTIVES:  to raise restricted and unrestricted funds on a recurring basis for LGL;  to increase awareness and support of LGL;  to increase Board and volunteer involvement in fund raising;  to strengthen relationships with existing and prospective donors (corporations, foundations and individuals)  to expand the donor base; BACKGROUND:  Let Girls Lead has developed and maintained a diverse funding base throughout its five year history which includes corporation, foundation and government support.  LGL maintains a donor base of approximately XX institutional, XX corporate and XX individual donors and will expand each category of donor 100% over the next 2 years.  All operating funds must be secured through private fundraising and government grants. Fundraising  LGL has raised more than $XX million in contributions from individuals; foundations, corporations and government grant sources since 2009.  LGL staff and stakeholders execute an annual fund development plan that reaches out to individual, foundation, corporate and government supporters.  Last year’s successful annual fund program raised approximately $4M.  In addition to the annual fund, LGL receives support from government funding.  LGL is committed to building on the momentum of its fundraising successes and addressing critical funding needs for FY15 & FY16. ANNUAL FUND PHASES & GOALS: Phase (Source) Goal Angels & Special Stakeholders $50,000 HNW Individuals $75,000 Program Fees $165,000 Corporations $220,000 Foundations $1,175,000 Sponsorships $198,420 Government $60,000 Special Events $235,000 TOTAL $2,178,420 LEADERSHIP: Staff and stakeholders will work with the Fund Development staff to provide leadership for this effort including participation in letter campaigns, phone calls, personal solicitations and cultivation events. As the Annual Fund grows, small committees may be recruited for each phase. The Senior Manager of External Relations will oversee all facets of the Annual Fund including recruitment of volunteers, prospect development, participation in letter campaigns and proposal writing, phone calls, personal solicitations, cultivation events, and managing the correspondence and record- keeping associated with the annual fund campaign. TIME FRAME: October 1, 2014 – September 30, 2016 Page 1 of 3
  • 2. Angels or Special Stakeholders Phase GOAL: $ 50,000 and most significantly, 100% participation LEADERSHIP: Carlos and Denise PROCESS:  Hold kick-off at October 2014 stakeholder meeting(s)  Personal meetings with each funder or stakeholder group member, emphasizing participation as well as generous gifts through a personal pledge and personal fund development plan for the give/get commitment, with the ED and SMEX immediately following the kick-off  Make personal solicitation/follow-up phone calls following solicitation letter  Send acknowledgement letters and ensure appropriate recognition is given in printed materials  Track pledge payments as necessary PROSPECTS:  All stakeholder group members (Committee of 100) High-Net-Worth Individual Phase GOAL: $ 75,000 LEADERSHIP: Carlos and Emily PROCESS:  Develop and segment individual prospect list (develop a donor pyramid)  Prioritize top prospects  Select and assign prospects  Send an Annual Fund solicitation letter and coordinate personal solicitations to prospects and donors  Send invitations to all special events  Schedule and implement personal and group cultivation meetings or events (i.e. coffees, tours of the office/site, lunches with students, opportunities to sit in on classes, etc).  Send acknowledgement letters and ensure appropriate recognition is given in printed materials  Track pledge payments as necessary PROSPECTS:  Current and past individual supporters and prospects  New prospect cultivation  Committee of 100  Past LGL Alumnae Corporate Phase GOAL: $165,000 LEADERSHIP: Carlos/Denise/Emily PROCESS:  Research corporations that support educational and girls programming institutions and develop prospect list  Prioritize top prospects and develop timeline based on giving potential and published deadlines  Develop specific strategy for submission and follow-up; assign prospects based on connections and relationships, working with key stakeholders and others  Schedule cultivation appointments and events (i.e., tours/demonstrations, lunch with participants, etc.) with representatives prior to submitting requests  Send proposals and request letters  Make follow-up phone calls  Send acknowledgement letters and ensure appropriate recognition is given in printed materials  Manage end of grant cycle reporting  Track pledge payments as necessary PROSPECTS:  Current and past corporate donors  New corporations identified by volunteers and staff that support education and annual operating/ girls programming initiatives (Youth Development, OST, etc.) Foundation Phase Page 2 of 3
  • 3. GOAL: $1,175,000 LEADERSHIP: Carlos (and Emily/Denise) PROCESS:  Research corporations and foundations that support educational and girls programming institutions and develop prospect list  Prioritize top prospects and develop timeline based on giving potential and published deadlines  Develop specific strategy for submission and follow-up; assign prospects based on connections and relationships, working with Key Stakeholders and others  Schedule cultivation appointments and events (i.e., tours of the center, lunch with participants, etc.) with representatives prior to submitting requests  Send proposals and request letters  Make follow-up phone calls  Send acknowledgement letters and ensure appropriate recognition is given in printed materials  Manage end of grant cycle reporting  Track pledge payments as necessary PROSPECTS:  Current and past foundation donors  New foundations identified by volunteers and staff that support education and annual operating/ girls programming initiatives Special Events GOAL: $ 235,000 LEADERSHIP: Carlos and TBD PROCESS:  Focus on cultivation events and “friend raising”, bringing new, potentially influential prospects into the LGL community  Emphasize collaborative efforts to keep costs down and effectiveness up  Expand Let Girls Lead event into evening event to celebrate 6-7th birthday of AGALI (now LGL)  Oversee and coordinate leadership for the LGL Golf Classic and Let Girls Lead Gala or Event EVENTS:  Fundraising Events  LGL Golf Classic  LGL Dinner/6-7h Birthday Party  Friend raising Events Phases for Government, Program Fees/Monetize IP, Sponsorships and Special Events will require further research and requirements gathering that I hope our conversations today will touch upon. I’m particularly interested in exploring use of social media and online marketing via Google Grants and exploring feasibility of pursuing government contracting for Youth Health, Community Development, and Youth Development program funds at districts or other jurisdictions. GOAL: $533,420 LEADERSHIP: Carlos (and Emily/Denise) PROCESS:  Conduct feasibility study on Youth Dev.  Prioritize top prospects and develop timeline  Develop specific strategy for submission and follow-up  Schedule cultivation appointments and events  Send proposals and request letters  Make follow-up phone calls  Secure pledge/ commitment of support. Page 3 of 3