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Inglis	
  (Philadelphia,	
  PA)	
  
http://www.inglis.org/	
  
	
  
Main	
  Programs:	
  
Community	
  Support	
  Services	
  
Care	
  Management	
  
Employment	
  Services	
  
Day	
  Program	
  
Nursing	
  Home	
  
Rehabilitation	
  Services	
  
Community	
  Computing	
  Program	
  
Social	
  Enrichment	
  Program	
  
Adapted	
  Technology	
  Program	
  
MS	
  Center	
  of	
  Excellence	
  
	
  
Fundraising	
  Events:	
  
Annual	
  Inglis	
  Golf	
  Outing	
  
Past	
  major	
  sponsors:	
  Reliant	
  Senior	
  Care,	
  Airgas,	
  The	
  Addis	
  Group,	
  McKesson.	
  Last	
  year,	
  $11,700	
  
net	
  income	
  
“Awards	
  for	
  Continuing	
  Excellence”	
  Directors’	
  Roundtable	
  
Provides	
  education,	
  networking,	
  and	
  opportunities	
  for	
  future	
  collaborations/partnerships.	
  Guest	
  
speaker	
  to	
  speak	
  on	
  issues	
  of	
  public	
  transportation	
  for	
  people	
  with	
  disability	
  
Art	
  Show	
  hosted	
  by	
  Bryn	
  Mawr	
  Presbyterian	
  
Proceeds	
  from	
  artwork	
  go	
  to	
  artists	
  and	
  the	
  host	
  church.	
  Piano	
  recital	
  following	
  art	
  show	
  
Annual	
  Keen	
  Games	
  
Sponsored	
  by	
  Wells	
  Fargo.	
  Residents,	
  staff,	
  volunteers,	
  and	
  family	
  compete	
  in	
  games	
  like	
  slalom,	
  
home	
  run	
  derby,	
  bowling,	
  golf,	
  chess,	
  Poker,	
  computer	
  games	
  and	
  Scrabble.	
  More	
  than	
  130	
  
volunteers	
  in	
  2013,	
  100	
  in	
  2014	
  
	
  
Funding	
  Sources	
  
Residential	
  service	
  revenue:	
  68.7%	
  
Sale	
  of	
  assets:	
  14.4%	
  
PA	
  nursing	
  home	
  assessment:	
  8.4%	
  
Investment	
  income:	
  4.3%	
  
Gifts,	
  contributions,	
  non-­‐Government	
  grants:	
  2.3%	
  
Other	
  program	
  services:	
  1.2%	
  
Other	
  misc.	
  revenue:	
  .4%	
  
Fundraising:	
  .3%	
  
Major	
  corporate	
  donors:	
  Capital	
  One,	
  Hess	
  Foundation,	
  Reliant	
  Senior	
  Care,	
  All	
  4	
  Inc.,	
  Bayada	
  Home	
  
HealthCare,	
  Bryn	
  Mawr	
  Trust,	
  Deloitte,	
  Code	
  Elevator,	
  Duane	
  Morris,	
  EHD	
  Insurance,	
  Flatiron	
  
Building	
  Co,	
  Halfpenny	
  Management	
  Co,	
  Mobilex,	
  Omnicare	
  Pharmacy	
  Services,	
  ParenteBeard,	
  PDS,	
  
Skanska,	
  US	
  Foods	
  
	
  
	
  
Social	
  Media/Website	
  
Ø Incredible	
  website,	
  very	
  organized,	
  clean,	
  continually	
  updated	
  
Ø Very	
  light	
  Facebook	
  usage,	
  only	
  sporadic	
  posts	
  about	
  big	
  news	
  (5-­‐10	
  per	
  year)	
  
Ø Previously	
  active	
  Twitter	
  account,	
  not	
  recently.	
  Full	
  of	
  articles	
  on	
  new	
  technology	
  for	
  people	
  
with	
  disabilities	
  
· “Meet	
  Nicole,	
  Program	
  Manager”	
  with	
  photo	
  
· “#Inglis	
  is	
  renewing	
  relationships	
  with	
  friends	
  and	
  volunteer	
  alumni.	
  We’d	
  love	
  to	
  
hear	
  from	
  you!	
  (link)”	
  
· Throwback	
  Thursday	
  with	
  photos	
  of	
  Inglis	
  early	
  on	
  
· Inspiring	
  quotes	
  from	
  consumers:	
  “If	
  it	
  can	
  be	
  done,	
  I	
  can	
  do	
  it!	
  This	
  attitude	
  has	
  
taken	
  Dawn	
  far”	
  
· Quick	
  facts	
  	
  
	
  
Notes	
  
Ø “Inglis	
  Holiday	
  wish	
  list”:	
  like	
  sponsorships	
  
· Technology,	
  sports	
  tickets	
  for	
  outings,	
  aquarium,	
  sky	
  panels,	
  materials	
  for	
  programs	
  
Ø Over	
  $116.7	
  million	
  in	
  endowment	
  funds,	
  $18.3	
  million	
  investment	
  gain	
  last	
  year	
  
Ø Impressive	
  branding	
  through	
  website,	
  social	
  media,	
  newsletter	
  
Newsletter	
  has	
  high	
  quality	
  photos	
  and	
  clean	
  formatting	
  
	
  
	
   	
  
Bancroft	
  (NJ,	
  Southeast	
  PA,	
  and	
  DE)	
  
www.bancroft.org	
  
	
  
Main	
  Related	
  Programs:	
  
Community	
  Employment	
  
Community	
  Living	
  
Bancroft	
  At	
  Home	
  (In-­‐Home	
  Respite)	
  
Campus	
  Living	
  
Senior	
  Residential	
  /	
  Day	
  Program	
  
Post-­‐Secondary	
  Prep	
  /	
  Transition	
  
Day	
  Programs
	
  
Fundraising	
  Events:	
  
Annual	
  Golf	
  Outing	
  
Major	
  sponsors:	
  George	
  E.	
  Warren	
  Corporation,	
  Sage	
  Refined	
  Products	
  Limited,	
  Dur-­‐A-­‐Flex,	
  Inc.,	
  
The	
  Graham	
  Co.,	
  Macquarie,	
  Elizabeth	
  Moran,	
  Noble	
  Americas,	
  Stewart	
  Business	
  Systems,	
  Sunoco.	
  
Raised	
  over	
  $146,000	
  in	
  2014	
  
Annual	
  Butterfly	
  Ball	
  
Sponsored	
  in	
  past	
  years	
  by	
  Stewart	
  Business	
  Systems	
  and	
  Costanza	
  Builders.	
  Raised	
  over	
  $450,000	
  
in	
  2014	
  and	
  over	
  $450,000	
  in	
  2013.	
  
Bike	
  for	
  Bancroft	
  
25	
  and	
  50	
  mile	
  courses	
  as	
  well	
  as	
  shorter	
  ones	
  for	
  families/consumers/kids.	
  Over	
  $119,000	
  raised,	
  
and	
  more	
  than	
  half	
  of	
  bikers	
  were	
  family	
  members	
  of	
  consumers.	
  More	
  than	
  60	
  volunteers.	
  
Sponsored	
  by	
  Kuzina	
  by	
  Sofia,	
  Circus	
  Time	
  Amusements,	
  Philadelphia	
  Energy	
  Solutions,	
  Adler’s	
  
Pharmacy,	
  and	
  the	
  Center	
  for	
  Family	
  Guidance.	
  
	
  
Funding	
  Sources	
  
Program	
  Revenue:	
  98.7%	
  
Donations:	
  1.2%	
  
Investments:	
  .004%	
  
	
  
Of	
  all	
  donations,	
  40%	
  are	
  from	
  special	
  events,	
  39%	
  are	
  individual	
  support,	
  16%	
  is	
  corporate	
  or	
  
organizational	
  support,	
  5%	
  is	
  other	
  
Major	
  Donors:	
  Wicks	
  Chapin,	
  Inc.,	
  The	
  Lebensfeld	
  Foundation,	
  The	
  Marcon	
  Foundation,	
  W.B.	
  Mason,	
  
Allerton	
  Foundation,	
  Stewart	
  Business	
  Systems,	
  TD	
  Charitable	
  Foundation,	
  The	
  Graham	
  Company,	
  
Archer	
  &	
  Greiner,	
  BBR	
  Partners	
  LLC,	
  Holman	
  Automotive	
  Group	
  Inc.,	
  Laird	
  Norton	
  Company	
  LLC,	
  
PricewaterhouseCoopers,	
  The	
  William	
  Rooke	
  Jr.	
  Memorial,	
  Autism	
  Speaks,	
  Comcast	
  Corporation	
  
	
  
Social	
  Media	
  
Ø Impressive	
  annual	
  report,	
  many	
  facts	
  and	
  figures	
  of	
  demographics	
  with	
  visuals	
  
Ø Active	
  Facebook,	
  1,900+	
  likes,	
  engaged	
  with	
  Autism	
  Speaks	
  posts,	
  other	
  related	
  ID	
  Facebook	
  
page	
  posts.	
  Similar	
  to	
  PEP’s	
  but	
  on	
  a	
  larger	
  scale	
  
Ø Active	
  Twitter,	
  up	
  to	
  4	
  posts	
  per	
  day,	
  many	
  related	
  articles	
  and	
  interest	
  pieces.	
  2,300+	
  
followers	
  
Recommendations	
  
	
  
Fundraising	
  Events:	
  
Ø PEP	
  Games	
  –	
  bowling,	
  Scrabble,	
  home	
  run	
  derby,	
  relay	
  races	
  
Ø Consumer	
  Art	
  Show	
  
Ø Summer	
  Fun	
  Festival	
  –	
  possibly	
  in	
  a	
  park	
  with	
  animals	
  to	
  pet,	
  fire	
  trucks	
  to	
  check	
  out,	
  kite	
  
flying,	
  ice	
  cream,	
  etc	
  
Ø Volunteer	
  canning	
  events	
  for	
  community	
  visibility	
  and	
  donations	
  –	
  have	
  volunteers	
  collect	
  
money	
  outside	
  supermarkets,	
  local	
  attractions,	
  Rita’s	
  on	
  a	
  hot	
  day,	
  etc.	
  Possible	
  partnership	
  
with	
  a	
  local	
  business	
  
Ø “Bike	
  for	
  PEP”	
  event	
  /	
  PEP	
  5k,	
  engage	
  consumers,	
  families,	
  Board	
  members,	
  any	
  high	
  profile	
  
contacts	
  and	
  community	
  members	
  
Social	
  Media:	
  
Ø “For	
  Businesses”	
  tab	
  on	
  website	
  to	
  make	
  easier	
  access	
  for	
  CIE/Voc	
  employers	
  
Ø Higher	
  quality	
  photos	
  on	
  website,	
  social	
  media.	
  More	
  individual	
  consumer	
  photos	
  
Ø “Email	
  signup”	
  tab	
  directly	
  on	
  Facebook	
  
Ø More	
  Twitter	
  activity	
  
· Articles	
  on	
  new	
  technology	
  for	
  people	
  with	
  ID’s	
  
· “Meet	
  Tiffany,	
  Program	
  Manager”	
  or	
  “Meet	
  Chris,	
  Service	
  Provider”	
  with	
  photo	
  
· “#PEPServices	
  is	
  renewing	
  relationships	
  with	
  friends	
  and	
  volunteer	
  alumni.	
  We’d	
  
love	
  to	
  hear	
  from	
  you!	
  (link)”	
  
· Throwback	
  Thursday	
  with	
  old	
  photos	
  of	
  PEP	
  +	
  consumers	
  
· Inspiring	
  quotes	
  from	
  consumers:	
  “If	
  it	
  can	
  be	
  done,	
  I	
  can	
  do	
  it!	
  This	
  attitude	
  has	
  
taken	
  Dawn	
  far”	
  
Ø #IWantToWork	
  campaign	
  
Ø Publicity	
  of	
  political	
  figures’	
  support.	
  Photos	
  of	
  them	
  with	
  consumers	
  
Ø Watch	
  Bancroft’s	
  Facebook	
  and	
  Twitter	
  activity	
  for	
  ideas/inspiration	
  
Other:	
  
Ø More	
  community	
  involvement	
  in	
  general	
  
· Possible	
  events:	
  canned	
  food	
  drive,	
  toy	
  drive,	
  winter	
  jacket	
  drive,	
  networking	
  event	
  
with	
  Board	
  members	
  and	
  big	
  name	
  contacts,	
  day	
  of	
  giving	
  back	
  to	
  PEP	
  (like	
  day	
  of	
  
planting	
  in	
  the	
  garden)	
  
Ø Model	
  marketing	
  campaign/strategies	
  after	
  Inglis’	
  website	
  and	
  branding	
  
Ø Annual	
  Report	
  detailing	
  exact	
  #	
  of	
  people	
  served,	
  #	
  of	
  service	
  hours/days	
  per	
  program,	
  etc	
  
· Replicate	
  Bancroft’s	
  annual	
  report	
  graphics:	
  
· http://www.bancroft.org/wp-­‐content/uploads/2015/01/Annual-­‐report-­‐crop.pdf	
  
Ø More	
  publicity	
  of	
  political	
  support	
  –	
  Kenyatta	
  Johnson	
  
Ø Holiday/birthday	
  wish	
  list	
  (possibly	
  in	
  PEPTalk)–	
  sponsorship	
  items	
  for	
  donors	
  
· Exercise	
  equipment,	
  furniture,	
  art	
  supplies,	
  musical	
  instruments	
  

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Sample of Market Analysis

  • 1. Inglis  (Philadelphia,  PA)   http://www.inglis.org/     Main  Programs:   Community  Support  Services   Care  Management   Employment  Services   Day  Program   Nursing  Home   Rehabilitation  Services   Community  Computing  Program   Social  Enrichment  Program   Adapted  Technology  Program   MS  Center  of  Excellence     Fundraising  Events:   Annual  Inglis  Golf  Outing   Past  major  sponsors:  Reliant  Senior  Care,  Airgas,  The  Addis  Group,  McKesson.  Last  year,  $11,700   net  income   “Awards  for  Continuing  Excellence”  Directors’  Roundtable   Provides  education,  networking,  and  opportunities  for  future  collaborations/partnerships.  Guest   speaker  to  speak  on  issues  of  public  transportation  for  people  with  disability   Art  Show  hosted  by  Bryn  Mawr  Presbyterian   Proceeds  from  artwork  go  to  artists  and  the  host  church.  Piano  recital  following  art  show   Annual  Keen  Games   Sponsored  by  Wells  Fargo.  Residents,  staff,  volunteers,  and  family  compete  in  games  like  slalom,   home  run  derby,  bowling,  golf,  chess,  Poker,  computer  games  and  Scrabble.  More  than  130   volunteers  in  2013,  100  in  2014     Funding  Sources   Residential  service  revenue:  68.7%   Sale  of  assets:  14.4%   PA  nursing  home  assessment:  8.4%   Investment  income:  4.3%   Gifts,  contributions,  non-­‐Government  grants:  2.3%   Other  program  services:  1.2%   Other  misc.  revenue:  .4%   Fundraising:  .3%   Major  corporate  donors:  Capital  One,  Hess  Foundation,  Reliant  Senior  Care,  All  4  Inc.,  Bayada  Home   HealthCare,  Bryn  Mawr  Trust,  Deloitte,  Code  Elevator,  Duane  Morris,  EHD  Insurance,  Flatiron   Building  Co,  Halfpenny  Management  Co,  Mobilex,  Omnicare  Pharmacy  Services,  ParenteBeard,  PDS,   Skanska,  US  Foods      
  • 2. Social  Media/Website   Ø Incredible  website,  very  organized,  clean,  continually  updated   Ø Very  light  Facebook  usage,  only  sporadic  posts  about  big  news  (5-­‐10  per  year)   Ø Previously  active  Twitter  account,  not  recently.  Full  of  articles  on  new  technology  for  people   with  disabilities   · “Meet  Nicole,  Program  Manager”  with  photo   · “#Inglis  is  renewing  relationships  with  friends  and  volunteer  alumni.  We’d  love  to   hear  from  you!  (link)”   · Throwback  Thursday  with  photos  of  Inglis  early  on   · Inspiring  quotes  from  consumers:  “If  it  can  be  done,  I  can  do  it!  This  attitude  has   taken  Dawn  far”   · Quick  facts       Notes   Ø “Inglis  Holiday  wish  list”:  like  sponsorships   · Technology,  sports  tickets  for  outings,  aquarium,  sky  panels,  materials  for  programs   Ø Over  $116.7  million  in  endowment  funds,  $18.3  million  investment  gain  last  year   Ø Impressive  branding  through  website,  social  media,  newsletter   Newsletter  has  high  quality  photos  and  clean  formatting        
  • 3. Bancroft  (NJ,  Southeast  PA,  and  DE)   www.bancroft.org     Main  Related  Programs:   Community  Employment   Community  Living   Bancroft  At  Home  (In-­‐Home  Respite)   Campus  Living   Senior  Residential  /  Day  Program   Post-­‐Secondary  Prep  /  Transition   Day  Programs   Fundraising  Events:   Annual  Golf  Outing   Major  sponsors:  George  E.  Warren  Corporation,  Sage  Refined  Products  Limited,  Dur-­‐A-­‐Flex,  Inc.,   The  Graham  Co.,  Macquarie,  Elizabeth  Moran,  Noble  Americas,  Stewart  Business  Systems,  Sunoco.   Raised  over  $146,000  in  2014   Annual  Butterfly  Ball   Sponsored  in  past  years  by  Stewart  Business  Systems  and  Costanza  Builders.  Raised  over  $450,000   in  2014  and  over  $450,000  in  2013.   Bike  for  Bancroft   25  and  50  mile  courses  as  well  as  shorter  ones  for  families/consumers/kids.  Over  $119,000  raised,   and  more  than  half  of  bikers  were  family  members  of  consumers.  More  than  60  volunteers.   Sponsored  by  Kuzina  by  Sofia,  Circus  Time  Amusements,  Philadelphia  Energy  Solutions,  Adler’s   Pharmacy,  and  the  Center  for  Family  Guidance.     Funding  Sources   Program  Revenue:  98.7%   Donations:  1.2%   Investments:  .004%     Of  all  donations,  40%  are  from  special  events,  39%  are  individual  support,  16%  is  corporate  or   organizational  support,  5%  is  other   Major  Donors:  Wicks  Chapin,  Inc.,  The  Lebensfeld  Foundation,  The  Marcon  Foundation,  W.B.  Mason,   Allerton  Foundation,  Stewart  Business  Systems,  TD  Charitable  Foundation,  The  Graham  Company,   Archer  &  Greiner,  BBR  Partners  LLC,  Holman  Automotive  Group  Inc.,  Laird  Norton  Company  LLC,   PricewaterhouseCoopers,  The  William  Rooke  Jr.  Memorial,  Autism  Speaks,  Comcast  Corporation     Social  Media   Ø Impressive  annual  report,  many  facts  and  figures  of  demographics  with  visuals   Ø Active  Facebook,  1,900+  likes,  engaged  with  Autism  Speaks  posts,  other  related  ID  Facebook   page  posts.  Similar  to  PEP’s  but  on  a  larger  scale   Ø Active  Twitter,  up  to  4  posts  per  day,  many  related  articles  and  interest  pieces.  2,300+   followers  
  • 4. Recommendations     Fundraising  Events:   Ø PEP  Games  –  bowling,  Scrabble,  home  run  derby,  relay  races   Ø Consumer  Art  Show   Ø Summer  Fun  Festival  –  possibly  in  a  park  with  animals  to  pet,  fire  trucks  to  check  out,  kite   flying,  ice  cream,  etc   Ø Volunteer  canning  events  for  community  visibility  and  donations  –  have  volunteers  collect   money  outside  supermarkets,  local  attractions,  Rita’s  on  a  hot  day,  etc.  Possible  partnership   with  a  local  business   Ø “Bike  for  PEP”  event  /  PEP  5k,  engage  consumers,  families,  Board  members,  any  high  profile   contacts  and  community  members   Social  Media:   Ø “For  Businesses”  tab  on  website  to  make  easier  access  for  CIE/Voc  employers   Ø Higher  quality  photos  on  website,  social  media.  More  individual  consumer  photos   Ø “Email  signup”  tab  directly  on  Facebook   Ø More  Twitter  activity   · Articles  on  new  technology  for  people  with  ID’s   · “Meet  Tiffany,  Program  Manager”  or  “Meet  Chris,  Service  Provider”  with  photo   · “#PEPServices  is  renewing  relationships  with  friends  and  volunteer  alumni.  We’d   love  to  hear  from  you!  (link)”   · Throwback  Thursday  with  old  photos  of  PEP  +  consumers   · Inspiring  quotes  from  consumers:  “If  it  can  be  done,  I  can  do  it!  This  attitude  has   taken  Dawn  far”   Ø #IWantToWork  campaign   Ø Publicity  of  political  figures’  support.  Photos  of  them  with  consumers   Ø Watch  Bancroft’s  Facebook  and  Twitter  activity  for  ideas/inspiration   Other:   Ø More  community  involvement  in  general   · Possible  events:  canned  food  drive,  toy  drive,  winter  jacket  drive,  networking  event   with  Board  members  and  big  name  contacts,  day  of  giving  back  to  PEP  (like  day  of   planting  in  the  garden)   Ø Model  marketing  campaign/strategies  after  Inglis’  website  and  branding   Ø Annual  Report  detailing  exact  #  of  people  served,  #  of  service  hours/days  per  program,  etc   · Replicate  Bancroft’s  annual  report  graphics:   · http://www.bancroft.org/wp-­‐content/uploads/2015/01/Annual-­‐report-­‐crop.pdf   Ø More  publicity  of  political  support  –  Kenyatta  Johnson   Ø Holiday/birthday  wish  list  (possibly  in  PEPTalk)–  sponsorship  items  for  donors   · Exercise  equipment,  furniture,  art  supplies,  musical  instruments