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Title:

Annual Fund

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of individuals. Public Relations, advertising. and marketing. Capital Campaign Cont. Public Phase ... Marketing/Advertising Techniques. Form of Gifts. Types of ... – PowerPoint PPT presentation

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Title: Annual Fund


1
Experience in Resource Development
Annual Fund Capital Campaign Endowment
2
Annual Fund
  • Build Constituency
  • Build Annual Fund Activity

3
Annual Fund Cont.
  • Build Constituency
  • Patients
  • Organizations
  • Internal employees
  • Past and present board members
  • Current and past donors
  • Vendors

4
Annual Fund Cont.
  • Build Annual Fund Activity
  • Direct Mail
  • Personal Solicitation
  • Electronic

5
Capital Campaign
  • Prioritize Needs
  • Conduct Feasibility Study
  • Quiet Phase of Campaign
  • Public Phase
  • Wrap-up and Celebration

6
Capital Campaign Cont.
  • Prioritize Needs
  • Which capital need
  • Dollar amounts
  • Timeline

7
Capital Campaign Cont.
  • Conduct Feasibility Study
  • Determine leadership
  • Ascertain dollar amount
  • Constituents feelings about the institution
  • Donors thoughts about the potential project

8
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 asked of
    individuals
  • Public Relations, advertising and marketing

9
Capital Campaign Cont.
  • Public Phase
  • Announce goal
  • Establish committees
  • Public Relations, advertising and marketing

10
Capital Campaign Cont.
  • Wrap-up and Celebration
  • Create event
  • Recognize donors
  • Talk about the future

11
Endowment
  • Instruments Used
  • Marketing/Advertising Techniques
  • Form of Gifts
  • Types of Endowments

12
Endowment Cont.
  • Instruments Used
  • Wills
  • Gift Annuities
  • Trusts
  • Charitable Remainder, Unitrust, Annuity Trust
  • Other trusts

13
Endowment Cont.
  • Marketing/Advertising Techniques
  • Specialize direct mail
  • Planned giving seminar
  • Personal consultation

14
Endowment Cont.
  • Forms of Gifts
  • Cash
  • Securities
  • Real Estate
  • Life Insurance
  • 401Ks
  • IRAs

15
Endowment Cont.
  • Types of Endowments
  • Donor directed
  • Board directed

16
Gift Recognition
  • Annual Fund
  • Capital Campaign
  • Endowment

17
Gift Recognition Cont.
  • Annual Fund
  • Annual giving levels
  • Consecutive years of giving
  • Lifetime giving levels

18
Gift Recognition Cont.
  • Capital Campaign
  • Naming Opportunities

19
Gift Recognition Cont.
  • Endowment
  • "Heritage" clubs
  • Naming opportunities

20
Systems
  • Hardware
  • Software
  • Information Input/Output

21
Systems Cont.
  • Hardware
  • Laptop
  • Office based

22
Systems Cont.
  • Software
  • In-house
  • On-line

23
Systems Cont.
  • Information Input/Output
  • Gift records
  • Reports
  • Communication
  • Recognition
  • Volunteer information
  • Donor information

24
Your Team for Resource Development
www.ahnemann.net
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