Annual Fund

Capital Campaign

Endowment

Experience in Resource Development

Annual Fund Build Constituency

Build Annual Fund Activity

Annual Fund Cont. Build Constituency

1. Patients

2. Organizations

3. Internal employees

4. Past and present board members

5. Current and past donors

6. Vendors

Annual Fund Cont. Build Annual Fund Activity

1. Direct Mail

2. Personal Solicitation

3. Electronic

Capital Campaign Prioritize Needs

ConductFeasibility Study

Quiet Phase of Campaign

Public Phase

Wrap-up and Celebration

Capital Campaign Cont. Prioritize Needs

1. Which capital need

2. Dollar amounts

3. Timeline

Capital Campaign Cont. Conduct Feasibility Study

1. Determine leadership

2. Ascertain dollar amount

3. Constituents feelings aboutthe institution

4. Donors thoughts about thepotential project

Capital Campaign Cont. Quiet Phase of Campaign

1. Committees are formed

2. Case Statement is prepared

3. Additional materials are prepared

4. Large gifts are solicited

5. Determine dollar amount to be askedof individuals

6. Public Relations, advertisingand marketing

Capital Campaign Cont. Public Phase

1. Announce goal

2. Establish committees

3. Public Relations, advertising and marketing

Capital Campaign Cont. Wrap-up and Celebration

1. Create event

2. Recognize donors

3. Talk about the future

Endowment Instruments Used

Marketing/Advertising Techniques

Form of Gifts

Types of Endowments

Endowment Cont. Instruments Used

1. Wills

2. Gift Annuities

3. Trusts

a. Charitable Remainder,Unitrust, Annuity Trust

b. Other trusts

Endowment Cont. Marketing/Advertising

Techniques

1. Specialize direct mail

2. Planned giving seminar

3. Personal consultation

Endowment Cont. Forms of Gifts

1. Cash

2. Securities

3. Real Estate

4. Life Insurance

5. 401Ks

6. IRAs

Endowment Cont. Types of Endowments

1. Donor directed

2. Board directed

Gift Recognition Annual Fund

Capital Campaign

Endowment

Gift Recognition Cont. Annual Fund

1. Annual giving levels

2. Consecutive years of giving

3. Lifetime giving levels

Gift Recognition Cont. Capital Campaign

1. Naming Opportunities

Gift Recognition Cont. Endowment

1. "Heritage" clubs

2. Naming opportunities

Hardware

Software

Information – Input/Output

Systems

Systems Cont. Hardware

1. Laptop

2. Office based

Systems Cont. Software

1. In-house

2. On-line

Systems Cont. Information –

Input/Output

1. Gift records

2. Reports

3. Communication

4. Recognition

5. Volunteer information

6. Donor information

Your Team forResource Development

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