(First Engagement: November 2008 through January 2009)
Scope of Work: Development Office Readiness Assessment
Review of current Development Office to identify capacities required to mount a proposed capital campaign
Deliverables
Final Report to Executive Director and Board assessed and made recommendations on:
- Systems: donor database, gift processing, acknowledgments, office policies and procedures, gift acceptance policies, relationship management systems
- Programs: annual giving, donor relations, major gifts, corporate, foundation, stewardship
- Donor prospects: current and prospective pools
- Communications: publications, reports, proposals, boilerplate, quality of written materials
- Volunteer structure: current board, committees, potential for recruiting and training a volunteer fundraising committee
- Plans: Annual operating plans and goals for development office
- Organizational Factors: vision, mission, strategic plan, history, public image, program impact
- Commitment: leaders’ attitudes toward fundraising and understanding of time, costs and resources required for a capital campaign, availability of resources in the budget, board enthusiasm for the capital project
- Environment: competition, market projections, economic context, political factors, governmental factors
(Second Engagement: March 2009 through February 2010)
Scope of Work: Implement Year I Recommendations for Capital Campaign Readiness
Actions
- Culture of Philanthropy: Help senior staff, the Board, and other stakeholders understand the resource development process and its significance for this faith-based organization
- Commitment of Resources: Help define and secure a dependable level of resources for the Development Office, and by help recruit, train, and evaluate staff
- Systems: Help build internal systems and work processes
- Volunteers: Help enlarge volunteer involvement and philanthropic reach
- Programs: Help launch a church-based campaign and assist with other annual giving activity
Deliverables
- Plans: Detailed work plans, with deliverables
- Resources: Prepared Development Office budget and staffing plan. Recruited grant writer and event planner
- Programs: Developed concepts for Anniversary Dinner as silent launch to capital campaign, and protocols for and annual giving campaign
- Volunteers: Developed prospect list for Capital Development Committee based on Anniversary Honorary Committee
- Policies and Procedures Manual: Gift Processing, Gift Acceptance, Internal Fundraising, Stewardship
- Mentoring: Ongoing professional development with staff