Annual Fund

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Experience in Resource Development
Annual Fund Capital Campaign Endowment
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Annual Fund

• Build Constituency
• Build Annual Fund Activity

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Annual Fund Cont.

• Build Constituency
• Patients
• Organizations
• Internal employees
• Past and present board members
• Current and past donors
• Vendors

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Annual Fund Cont.

• Build Annual Fund Activity
• Direct Mail
• Personal Solicitation
• Electronic

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Capital Campaign

• Prioritize Needs
• ConductFeasibility Study
• Quiet Phase of Campaign
• Public Phase
• Wrap-up and Celebration

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Capital Campaign Cont.

• Prioritize Needs
• Which capital need
• Dollar amounts
• Timeline

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Capital Campaign Cont.

• Conduct Feasibility Study
• Determine leadership
• Ascertain dollar amount
• Constituents feelings aboutthe institution
• Donors thoughts about thepotential project

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Capital Campaign Cont.

• Quiet Phase of Campaign
• Committees are formed
• Case Statement is prepared
• Additional materials are prepared
• Large gifts are solicited
• Determine dollar amount to be askedof
  individuals
• Public Relations, advertisingand marketing

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Capital Campaign Cont.

• Public Phase
• Announce goal
• Establish committees
• Public Relations, advertising and marketing

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Capital Campaign Cont.

• Wrap-up and Celebration
• Create event
• Recognize donors
• Talk about the future

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Endowment

• Instruments Used
• Marketing/Advertising Techniques
• Form of Gifts
• Types of Endowments

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Endowment Cont.

• Instruments Used
• Wills
• Gift Annuities
• Trusts
• Charitable Remainder,Unitrust, Annuity Trust
• Other trusts

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Endowment Cont.

• Marketing/AdvertisingTechniques
• Specialize direct mail
• Planned giving seminar
• Personal consultation

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Endowment Cont.

• Forms of Gifts
• Cash
• Securities
• Real Estate
• Life Insurance
• 401Ks
• IRAs

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Endowment Cont.

• Types of Endowments
• Donor directed
• Board directed

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Gift Recognition

• Annual Fund
• Capital Campaign
• Endowment

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Gift Recognition Cont.

• Annual Fund
• Annual giving levels
• Consecutive years of giving
• Lifetime giving levels

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Gift Recognition Cont.

• Capital Campaign
• Naming Opportunities

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Gift Recognition Cont.

• Endowment
• "Heritage" clubs
• Naming opportunities

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Systems

• Hardware
• Software
• Information Input/Output

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Systems Cont.

• Hardware
• Laptop
• Office based

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Systems Cont.

• Software
• In-house
• On-line

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Systems Cont.

• Information Input/Output
• Gift records
• Reports
• Communication
• Recognition
• Volunteer information
• Donor information

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Your Team forResource Development
www.ahnemann.net