Resource Development

Where We’re Going – Business plan

• $383,117 was included in the FY14 Foundation budget to pay for operational expenses (i.e. transfer to College general fund).
• The business plan projects sustainable growth in the total dollars raised as a result of program implementation.

	FY12	FY’13	FY’13	FY’14	FY’15
	Actual	Projected	Actual	Projected	Projected
Revenue	$1,401,510	$1,250,000	$1,361,879	$1,764,335	$4,109,944*
Bequests	$4,500		$761,308
Total	$1,406,010	$1,250,000	$2,123,187	$1,764,335	$4,109,944*
Expenses	$372,783	$469,929	$466,706	$797,652	$1,188,894**

• The business plan illustrates a comprehensive campaign to begin in FY’15. Based on a $15M campaign goal, $4,109,944 is projected in gifts and commitments in FY’15 and 5,810,000 in FY’ 16. Expenses are also reflective of a campaign.

Where We’re Going – Business Plan

• Success!

1. Business plan adopted
2. Metrics in place
3. Staff performance on track

• In Progress

1. Hiring the Team
2. Increased utilization and cleanup of database
3. Face to Face Visits with donors, prospects
4. Cultivation and Stewardship

• Yet to be Done

1. Annual Giving position to be filled early in 2014
2. Alumni position delayed proposed for FY15
3. Solicitation

• Challenges

1. Marketing and Communications
2. Clear Priorities
3. Development of donor pipeline

Where We’re Going- Case for Support

• Success!

1. Executive Committee reviewed outline
2. Beta testing campaign ideas during select donor visits
3. Foundation Board retreat to review priorities and look ahead

• In Progress

1. Refine needs and opportunities
2. Develop funding formulas

• Yet to be Done

1. Finalize case
2. Test it

• Challenges

1. Feedback we’ve heard, that much of the work above will help to overcome:

• Some donors feel as though we have been   “ nickel and diming”/too many asks
• Some donors feel that we do not have clear priorities for charitable gifts
• Related to above comments, some donors wonder where to give? Or to what?
• Because of frequent requests, some donors lose track of “how much have I given?”

 Where We’re Going – Major Gifts

Major gifts work remains a top priority for our board and staff. This work is where we will see the most gains. We must become more intentional with regard to staff time and donor engagement. As we work with donors, we will set targeted gift level “ asks” and help to define what a major gift is for donors. To be successful, we continue to develop the necessary infrastructure for this work which includes database systems, an annual giving society and appropriate donor recognition, and a dedicated staff and volunteer team!

• Success!

1. Major Gifts Committee:  
2. Prospect Identification /Review
3. Major and Planned Gift strategy work
4. Staffing: Director of Development ( as of July 22): Anthony Rupard
5. Raiser’s Edge Metrics Implementation: # visits, calls, targeted asks/gift levels

• In Progress

1. Portfolio Development ( Jenneman, Nelson, Rupard, Teahen)
2. 50-75 prospects in each portfolio
3. Gift tables:  Placing donors at targeted gift levels to protect major gifts feasibility
4. Annual Giving Society/ Presidents Club
5. Donor recognition ( Annual giving, Major and Planned Gift donors)

• Yet to be Done

1. Reaching Goals! (By June 30)
2. Targeted number of face to face solicitations!
3. Major Gift Prospect Identification, Qualification
4. Major Gift Proposals;  Creating and presenting to donors

• Challenges

1. Case for support to aid in major gift solicitation
2. Small pipeline of major donor prospects

Where We’re Going- Events

Lobdells, NMC Open, Taster’s Guild, Fellows, AF Kickoff, Outstanding Alumni, etc.

• Success!

1. RD has taken ownership of all donor related/ fundraising events
2. More planful execution- invite lists, stewardship of guests, etc.
3. NMC Scholarship Open – 2013 success and reaching higher for 2014!

• In Progress

1. Gift tables: setting event sponsorship goals based on feasibility
2. Identified sponsorship potential for Taster’s Guild Auction; using gift table to project revenue:

1 @ 5,000

4 @ 2,500

10 @ 1,000

• Yet to be Done

1. Maximize full fund raising potential of events
2. Incorporate events into annual giving society rhythm

• Challenges

1. Scheduling events
2. Board and Community being asked to high volume of
3. Commitment of staff time

Where We’re Going- Annual Fund

• Success!

1. Re-engineered and deployed the new structure: From campaign to fund
2. Annual Fund committee
3. Communicating with donors, leaders to share the message
4. Video

• In Progress

1. Great progress in # donors and dollars to date!
2. Radio and TV promos
3. Hiring replacement for Annual Giving position

• Yet to be Done

1. Development student phonathon program (Spring 2014).
2. Continue to grow the program and pipeline

• Challenges

1. Database: who is alum, mail segments
2. Annual Giving Position vacant (Sept- Dec 2013)

Where We’re Going- Alumni

• Success!

1. Finding and telling stories!
2. Linkedln Alumni group
3. Increased awareness of systems needed and potential for growth

• In Progress

Monthly E-news

• Yet to be Done
• Proposal for NorWester to become Alumni Magazine is under consideration.
• Promote alumni successes- online, Record Eagle, etc. TBD

• Challenges

1. Database – who is alum & what kind
2. Dynamic info
3. Current contact info
4. Program development proposed in FY15
5. Alumni Mining
6. Alumni Relating

 Where We’re Going- Marketing

• Success!

1. Foundation Newsletter
2. Foundation Annual Report 2012 was first in over a decade
3. 1:1 story telling
4. Refine messages –clear, relevant, compelling

• In Progress

1. Twitter, Facebook, Linkedln
2. Monthly E-news
3.  “Grassroots” positioning
4. Web site improvements ongoing
5. Marketing plan development

• Yet to be Done

1. Convene committee
2. Increase capacity
3. Development strategic marketing plan
4. Exploring potential with Village Press

• Challenges

1. Back burner while we focus on fundraising priorities
2. Lack of internal capacity

 Where We’re Going- Infrastructure Database + Policy/ Procedure + Staffing

As mentioned above, the fundraising infrastructure of the organization is under development. Our work in this area must keep pace with the growth model laid out in the business plan.   Needs in this area include increased data on alumni, improved capture of information on individuals, and general database clean up along with improved systems to manage the “donor pipeline” and “moves management” process.

Where We’re Going- Infrastructure (Database)

• Success!

1. Effective Raisers Edge training programs
2. Improved use of events module
3. More effective tracking of appeals
4. Assigned solicitors and data entry re: fundraising proposals
5. Cross training on gift entry

• In Progress

1. Constituent codes
2. General clean ups
3. Funds/ Campaigns/ Appeals
4. Work with RESolutions, Tech

• Yet to be Done

1. Evaluate online giving/ Event/ E-news software
2. Alumni information/ connection to banner

• Challenges

Limited staff time on these projects to date 

Where We’re Going- Infrastructure (Policies & Procedures)

• Success!

1. Letters of Agreement for new endowment funds (in review)
2. Letters of Agreement for honor/ memorial gifts
3.  “Clean audit”
4. Process for external grant applications
5. Fund allocation process & fund clean up

• In progress

1. Review financial procedures
2. Staff training (new staff & new procedures)
3. Draft gift acceptance policy
4. More fund clean ups

• Yet to be Done

1. Process to adopt or accept fundraising goals
2. MOU

• Challenges

1. Time!
2. Ensure all new policies reflect best practices for NMC 

Where We’re Going- Infrastructure (Staffing)

• Success!

1. Strong New Team!
2. Amanda Gower as Office Assistant and Data Entry Clerk as of June 11, 2013
3. Craig Mulder as Database and Research Specialist
4. Anthony Rupard as Director of Development as of July 22, 2013
5. Carly McCall as Foundation Financial Assistant

• In Progress

1. Onboarding Financial Assistant
2. Annual Giving specialist coming early 2014

• Yet to be Done

1. Alumni position
2. Onboarding Annual Giving Specialist

• Challenges

1. Not yet up to full staffing levels.
2. New Team; transitions
3. Not all team members come with a fundraising background. To address this, we have begun to take advantage of internal learning opportunities and will continue to do more: Fundraising 101.