2. How to Rock Your One Man Band
Lessons from a Fraternity Foundation
Jay Anhorn, Chief Operating Officer
Alpha Chi Rho Educational Foundation
Gary DelPiano, President
Jennifer Pendleton, Vice President
Aly Sterling Philanthropy

3. Building Our Tour Discovering Talent (Taking Stock)
Tour Dates (Planning & Priorities)
Hitting the Road (Execution)
Building the Band (Leveraging Leadership)
Mic Check (Testing & Risk)
Tuning the Instruments
Playback (Assessment)

4. Discovering Talent Taking Stock
In order to know where you’re going, you need to know where you’ve been.
History of AXP Foundation Support Staff
: Volunteer driven
: Executive Director
: Director of Development
: No Staff

5. Tour Dates Planning & Priorities
With small bandwidth, you must understand what is most important
Developing our fundraising strategy
August 2016: Fraternity Strategic planning meeting - #GrowCrow
September 2016: Share plan with Foundation
October 2016: Summarize data and present to Board/Task Trustees
November/December 2016: Top donor visits
December 2016/January 2017: Develop marketing materials (#GrowCrow)
February 2017: Regional alumni clubs – partnership with Fraternity
May 2017: Hired two (2) summer interns

6. Tour Dates One-Man Priorities Calls with Network for Good coach
Webinars and Seminars
Calls with Board/Committee Members
Develop communications for visits, appeals, newsletters
Calls with TOP 100 Donors
Social media engagement
Donor Visits

7. Hitting the Road Execution
You must assess what you physically can and can’t do (capacity), you need to know your own strengths and weaknesses and build on that (leverage help and expertise where you don’t have it).
Third Party Support
Coaching for strategy and appeal letter review (Network for Good)
NICF Resources and Programs – Greek Retreat, Seminar
Digital and Print Communications (NPC Inc) – appeal letters, annual reports
Automated Thank you cards (SendOutCards, and other Alliance partners)
Automated Birthday Cards to annual donors
Scheduled s (Your Membership): donor and scholarship recipient spotlights
1st Team – writers for content and interviews for online quarterly newsletters
Facebook groups (regional clubs) and Facebook LIVE

8. Building the Band Leveraging Leadership
The board of directors oversees the organization in the case of no staff or one staff member, they have to expect they may be asked to do more.
Volunteer Infrastructure and Support
Monthly s to Board members
Weekly calls with Board President
Professional development exercises at Board meetings
Data transparency and explanations to Board for understanding and support
Volunteers for social media management (peer to peer)

9. Mic Check Testing & Risk New strategies
You have to stick your neck out to see what donors respond to.
New strategies
#GivingTuesday (11/29/2016)
RB Stewart “Day of Giving” Campaign (3/31/2017)
The Power of Purposeful visits
Clustering visits with the top 100 ($$$)
Tasking current or potential donors with short term tasks
Interviews & Capturing Stories

10. Tuning the Instruments
Continue to build the toolbox
Technology should play a huge role in the small shop.
The Next Frontier
Donor Management System Upgrade – helping maximize time
Identifying new donors: Wealth Screening and Social Influence scores
Recurring and multi-year giving strategies
Text messaging for younger donors
Peer to Peer fundraising
Event Ticketing
Volunteer Recruitment Portal for Committee Assignments
Web Site Re-Design
Hired two Foundation interns to update graduate information and collect stories via phone and social media

11. Playback Assess Ongoing Learning
Very important to build on success – continue to take stock in those successes, learn from failure and keep going!
Ongoing Learning
We have a year of data, visits, and fundraising results to see where we fall short and to identify where we go next. We realize it will take us a few years to fully realize our successes and failures.
We have new technology to help us with this and a peer network to help us expand our bandwidth.
What was needed is one forward-thinking President and risk taking to spend a little money to make money to move forward. It was a leap of faith with calculated risk.

12. Questions & Answers