BRIGHTER FUTURES: An Annual Campaign for Sojourner House at PathStone

WHY NOT EVENTS?

BENEFITS OF AN ANNUAL CAMPAIGN Opportunity to share impact in a more meaningful way More efficient than special events Deepen engagement of board and staff Builds year-round, donor-centered philanthropy program Develops a pipeline for major gifts and endowment/planned giving Connects our supporters directly to the cause Leadership development for board and staff

A YEAR-ROUND PROCESS Identify prospects Determine relationship Determine capable gift amount Engage volunteers Identification Intentional process of relationship building Engage prospect in conversation Discover interests and gain information Cultivation Engage volunteers as needed Share your Y story Don’t “sell” programs, explain impact Make the ask Solicitation Share how gift made a difference Engage donor in conversation Determine if another gift is possible Stewardship

KEY ELEMENTS FOR SUCCESS Compelling Case for Support Volunteer Driven; Staff Supported 100% Board Participation A Sustainable Plan – Implemented Year-Round Successfully Securing Major Gifts Year-Round Donor Stewardship and Communication Personal Solicitation; Focus on Building Relationships

KEY COMPONENTS OF AN ANNUAL CAMPAIGN Board Campaign Staff Campaign Major Gifts Campaign Community Campaign

THE BOARD CAMPAIGN Peer to peer, personal solicitation 100% participation is essential Board leads by example

THE STAFF CAMPAIGN Focus on 100% education Provide an opportunity to support the campaign Train staff to serve as ambassadors and work with volunteers

THE MAJOR GIFTS CAMPAIGN Focus on gifts of $1,000 or more Prospect research to determine passion and capacity Our Major Gifts Prospects: Current and past donors Event sponsors Board member networks/affiliations Establish giving levels and unique, donor-centered stewardship opportunities

MAJOR GIFTS – PROPOSED GIVING LEVELS Proposed giving levels: Founders Club: $1,982 or greater Chair’s Roundtable: $1,000-$1,981 Sojourner Society: $500-$999 Leadership Circle: $100-$499

SPONSORSHIP VS. CHARITABLE GIVING Donor-centered campaign Existing sponsors solicited personally Separate sponsorship program for those interested in marketing/advertising through Sojourner House Annual campaign includes charitable gifts 2015 sponsorship revenue: $29,000

THE COMMUNITY CAMPAIGN Focus on gifts of less than $1,000 Prospect research to determine passion and capacity Our Major Gifts Prospects: Current and past donors Event sponsors Board member networks/affiliations Potential peer-to-peer/online giving campaign Year-round stewardship plan for all donors

DEVELOPING THE CAMPAIGN PLAN Case for Support Organizational Structure & Leadership Calendar/Timeline Campaign Goal/Budget Training Plan (staff & volunteers) Campaign Strategies & Proven Practices Evaluation

OUR CASE FOR SUPPORT Focused on transitional housing program A very clear, concise statement that communicates… Who we are and why we exist Who we serve What community needs we address What makes us unique How contributions make a difference Ensure staff and volunteer buy-in and understanding

ORGANIZATIONAL STRUCTURE Campaign Chair Major Gifts Team Community Campaign Team Board Solicitation Team Financial Development Committee Community Campaigners Board Major Gifts Campaigners

STAFF ROLES IN THE ANNUAL CAMPAIGN Draft campaign plan/timeline Generate prospect lists Produce solicitation materials Record-keeping/campaign administration Train, support and motivate volunteers Assist in solicitation where appropriate

BOARD LEADERSHIP IS CRITICAL! Make a meaningful gift Share the opportunity with others Identify prospective donors/open the door Help cultivate and steward donor relationships

BOARD MEMBERS AS CAMPAIGNERS Assist in asking existing donor prospects Open the door and/or participate in asking new donor prospects Host a gathering of your friends/family and let us do the asking Set a personal goal and send a link to give online to your personal/social networks Organize an individual fundraising event

CAMPAIGN TIMELINE Board & Staff Campaign: September/October Major Gifts Campaign: November/December Community Campaign: January/February Other Key Events: Kickoff/Training – September Victory Celebration - February

CAMPAIGN GOAL: $40,000* Board/Staff Campaign: $18,000 Major Gifts Campaign: $15,000 Community Campaign: $7,000 *This number does not include any sponsors who choose to remain as sponsors of other events, but those dollars will count toward overall fundraising bottom line (just not in annual campaign)

QUESTIONS & THOUGHTS