2004 Sample Development Plan/Timeline
Goal: $84,450
- Foundations: $ 50,000
- Individuals: $ 15,000
- Auction: $ 15,000
- Event underwriting/sponsor: $ 5,000
- Grant carryover: $ 6,450
- Other: $ 3,000
TOTAL Income: $84,450
The information in this plan covers foundations, patrons and members. For this year the plan for the Auction is handled separately by contractors , including securing the underwriting. Together those sources are budgeted for income of $xx.
Foundations, Special Grants and Contracts
Wish list: we need an additional grant of $20,000 for organizational development/membership building.
This plan anticipates expenditures on development activities of no more than $1,500, which was budgeted in the expense side of the FY2004 budget. Any additional expenditures must be raised (for example through a special organizational development grant).
FY 2004 GOALS FOR PATRONS AND MEMBERS
Patrons (Goal: $35,000) A patron donor is someone who contributes a total of $500 or more in one calendar year.
Year Amount Raised # of Donors Ave Gift
2002 $7,000 20 $350
2003 $9,000 20 $450
2004 GOAL: $10,000 25 $400
Goal: Five new patron donors this year.
- Through personal contact: house parties, lunches, coffee, in-office briefings.
Goal: Recapture three lapsed patron donors.
- Through personal contact: house parties, lunches, etc.
- Invite lapsed patrons to at least three nice events this year (personal invitation)
Goal: Patron cultivation
- Make sure that every patron receives an invitation to at lease one event this year
Members (Goal: $ 5,000)
Year Amount Raised # of Donors Ave Gift
2001 $3,000 100 30
2002 $3,000 105 29
2003 $3,900 115 34
GOAL:
2004 $ 5,000 125 40
Goal: Concentrate of regaining lapsed members and upgrading existing members
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- analyze and possibly increase the number of renewal letters sent (we send three now, sometimes only two)
- analyze and possibly change the message in the renewal letter
- consider calling recently-lapsed members
- hold an event for recently-lapsed members
- offer an incentive for re-joining
- add capability to make on-line donations
Goal: Gain new members through events and occasional letter campaigns
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- mail to the Hightower names
- events, tabling, presentations, board, web.
MONTHLY SCHEDULE OF TASKS FOR PATRON AND MEMBER FUNDRAISING
Initials are the staff or board member responsible for ensuring that the task is completed
January 2004
- go through database and realistically look at donors who would renew (lots of Auction and GOE free members in there who have not responded with cash donations) DB, DW
- Send out prospective mailing (or try email) to list of people who attended Hightower100 people if 8 respond, that’s 8 new members =$280 average gift of $35. DB CW
- Schedule house parties for the year (if possible). CW
February
- Send lapsed member letter. Offer incentive? CW, DB
- Quarterly update to patrons MP
March
- 19 – annual Auction DB point person
- spring renewals DB and MP
- spring appeal mailed to fall renewal members
- Make all new auction contributors member
April
- Send member packet to new members from the auction
May
- Potential member house party at a board member’s house.
- Speaking Event TC
June
- Mail special personal update from Mike to patrons
- Send spring appeal to all members
July
- River celebration event
August
- Mail September renewal letter (1st)
September
- Fall appeal mailed to spring renewal members
- Potential member house party at board member’s house
- Mail renewal letter (2nd)
October
- Potential member house party at board member’s house
- Draft year-end appeal
- Mail special personal update from Executive Director or Board President to patrons
- Mail renewal letter (3rd)
- Get onto the UU Church charities list
November
- Mail year end appeal
December
- Lorinda Knight event (or another holiday event)
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