External Affairs Development / Fundraising Plan 2013—2014 · Annual Report of Giving. Alumni,...

FVSU Fundraising Plan 2013-2014 Legend: New Existing Deleted Page 1

Revised 8/19/2013

External Affairs

Development / Fundraising Plan 2013—2014

Goal $288,423,000

Regular and Special Gifts Program: $266,500,000 Major Gifts Program: $1,820,000 Ultimate Gifts Program: $ 100,000 Additional Resources: $20,003,000


Revised 8/19/2013

1. Regular and Special Gifts Program - Gifts made repeatedly by donors at regular intervals and gifts generally of a larger amount

made to the same cause in response to a special need or appeal by a donor who makes regular gifts.

Regular and Special Gifts Program

Time Frame

Case/ Funding Area

Marketing Vehicle Target Audience Financial Goal

Financial Outcome

Person/ Area Responsible

5 Year Plan Stewardship Initiative

Annual Fund Drive

July 2013- June 2014

Area of Greatest Need

Direct Mail/Phone-a-thon RuffaloCody Text-TO-GIVE Phone-a-thon follow-up (April, October and December)

Alumni, Friends, Parents, Board members (and former), Faculty and Staff (and former), students 10,000 contacts

$20,000

($350 per donor)

Clara Braswell/ Career and Alumni Services Alecia Johnson/ Development

Alumni Chapters July 2013-June 2014

General Scholarships/ Area of Greatest Need

Mail/Phone Alumni Chapter Members/Friends of the University 48 chapters

$50,000

Clara Braswell/ Career and Alumni Services

Bench Initiative July 2012-June 2012

General Scholarships

eMail, flyers Alumni Chapter, letters, newspaper

Students, Alumni, Friends, Parents, Faculty and Staff (retired and emeriti)

$1,000 1 Bench

Alecia Johnson

Bow Tie Initiative

Wildcat Bow-Ties

(Tier 1 Tie: Wildcat Pride)

September 2013– June 2014

Auxiliary Services

Mass Communication/ FVSU website Social Media Alumni e-Newsletter AASCU Chronicle of H.E.


$25 each

Wholesale

$40 each Retail

($15 Net)

Aadrian/ Dawsey Auxiliary & Support Services Follet/ Bookstore Athletic Event Vending

N/A


Revised 8/19/2013

United Nations Day/Global Village Roll

Out/ Homecoming

(Tier 2 Tie Set: Business in the Valley)

President’s Investiture (Creative) Black Tie

Event (Tier 3 Tie Set: Formal in the Valley)

October 2-26, 2013

Spring 2014

Athletics President’s Discretionary Fund.

Local Corporate Support Mass Com FVSU Website Social Media Alumni e-newsletter Flyer AASCU Chronicle of H.E Local Corporate Support Lane Packing Huffington Post Mass Communications FVSU website, social Media, Game Day Programs, Alumni e-newsletter, Investiture newsletter, Flyer, Annual Report of Giving.

Alumni, Friends, Foundation Board members, Faculty and Staff (retired and emeriti) National Alumni Association members, Friends, Foundation Board members, Faculty and Staff, Attendees of the President’s Reception.

400@$40

($6,000 Net)

$50 each

Wholesale

$90 each Retail

($40 Net)

200@$250

each =$40,000

($200 Net)

$75 each Wholesale

$150 each

Retail

($75 profit margin)

100@$500 = $42,500

($425 Net)

Willie Williams/ Student Affairs and Athletics Melody L. Carter/External Affairs, FVSU Foundation, Inc.

usiness in the Valley Bow-tie set with a gift of $250 to support Athletics Note: To replace the 800 club. Formal in the Valley Bow-Tie Set with a gift of $500 to support PDF.


Revised 8/19/2013

Total Bow-tie $88,500

Centennial Monument Bricks Initiative

October-December

2012

Delivery date:

December 2012


eMail, flyers Alumni Chapter letters and newspaper

Alumni, friends, students, parents, board members, faculty and staff.

$1,000 $2,500

10 Bricks 25 bricks

Alecia Johnson Development

Class Reunions



Direct Contact Alumni and Friends 50 year, 25 year, Class of the 1s,

$60,000

Clara Braswell/ Career and Alumni Services

Dean’s Imitative

Dreamers for Excellence Engagement Dreams Achieved

$20,000 and up

Dreams Come Alive $10,000 and up

Dream On $5,000

August 2013-

June 2016

Honors and Research

Mass Communications FVSU website, social Media, Game Day Programs, Alumni e-newsletter, Investiture newsletter, Flyer, Annual Report of Giving

National Alumni Association members, Friends, Foundation Board members, Faculty and Staff, Attendees of the President’s Reception

$2 million over 3 years

$100,000

by November

2013

Faculty and Staff Giving

August 2013

Open Designation Direct Contact/ HR Orientation

University Community 300 faculty and staff

$10,000

5% increase on new donors

Alecia Johnson / Development


Revised 8/19/2013

Matching Gifts Initiative November 2013-June

2014


Social media, FVSU website, email, telephone

Alumni, Friends, Students, Parents, Board members (and former), Faculty and Staff (and former)

$10,000

$20,000

Clara Braswell/ Career & Alumni Services Kristie Kenny/ Foundation Alecia Johnson/ Development

One Thousand Alumni for $1,000 ea. Director’s Initiative (and President’s Alumni Appeal Letter) New Donors

November 2012-June

1013

General Scholarships Area of Greatest Need

Letters Personal contacts

New population First-time donors $1,000

$80,000 (5%

increase in donors)

Alecia Johnson Development

Pre-Alumni Chapter Initiative

August 2012

May 2013

Band Support Student email (once per semester during refund period) Brochure mailer (Sept.-Feb.)

Current Students 200 Students

$500 C. Braswell Career & Alumni Servies

Thanksgiving Remembrance

November 2013

Special Gift Campus website Campus community $2,500 Alecia Johnson/ Development

TEXT 2 GIVE Monthly Text Challenge

October 2013

June 2014

General Scholarships/Area of Greatest Need

Social media, FVSU website, email, telephone, JumboTron

Alumni, Friends, Students, Parents, Board members (and former), Faculty and Staff (and former)

$4,000 C. Braswell/ Career & Alumni Services K. Kenny/Foundation A. Johnson/Developm’t

USDA Scholars Room and Board


Revised 8/19/2013

Vendor Service Contract July 2012 June 2012


eMail Direct mail

Alumni Friends

$5,000 (10%

increase in inquiries)

C. Braswell Career and Alumni Services

Athletics Willie Williams

TOTAL FINANCIAL GOAL: $266,500 TOTAL FINANCIAL OUTCOME: $


Revised 8/19/2013

2. Major Gifts Program—Generally, FVSU defines a major gift as receipt or a firm commitment of $5,000 or more. Corporate and Foundation gifts are normally much higher, $50,000 and above and typically endowed.

Major Gifts Program

Time Frame Case/ Funding Area/Stewardship

Marketing Vehicle

Target Audience Financial Goal

Financial Outcome


5 Year Plan Stewardship

Black History Month Scholarship Luncheon

August 2013-June 2014 Delivery Date: February 16, 2014

Endowed Scholarships/ General Scholarships

Special Event Ticket Sales, News, TV and Radio

Alumni, Friends, Students, Parents, Board members ( and former), Faculty and Staff ( and former) 100,000 contacts

$200,000

Letria Maxwell FVSU Foundation, Inc./

Camellia Scholarship Initiative

February 2012-April 2012

Endowment Scholarships General Scholarships

Letters, eMail, invitations


$10,000 Alecia Johnson Acknowledgement letter, Installation program document Annual Report of Giving Named Brick $250

Supplier Support

November 2012—June 2013

Self-Designation Personal Contact FVSU Vendors (Top 10 Suppliers)

$300,000 Edward Boston/ Pettigrew Center

IMAGE FVSU DRIVE Corporate, Foundation and Special Initiatives Giving

February 2009- June 2013

Endowment Challenge Fund Based on Donor Needs

Personal Contact Alumni, friends, foundation, corporation

$1,000,000 Letria Maxwell Foundatin


Revised 8/19/2013

Sponsorship Ad Initiative


Athletics Operations Brochure/ Personal Contact

Local Business Community $5,000

$200,000

Willie Williams Athletics

Club 800

July 2012- Oct. 31, 2012

$100,000

Ward Athletics

Lonnie Bartley Scholarship

Banquet

July 1, 2012- December 2012

$5,000

FVSU Day @ the Capitol / Spring Fundraiser

February 12, 2014

STEM Enrollment, Retention and Graduation

Mass Communications FVSU website, social Media, Game Day Programs, Alumni e-newsletter, Investiture newsletter, Flyer, Annual Report of Giving

National Alumni Association members, Friends, Foundation Board members, Faculty and Staff, Attendees of the President’s Reception

$50,000

TOTAL FINANCIAL GOAL: $ 860,000 TOTAL FINANCIAL OUTCOME: $


Revised 8/19/2013

3. Ultimate Gifts-These gifts are typically once in a lifetime commitments of considerable sums, often representing a significant portion of one’s net worth, typically in contemplation of and in conjunction with an estate plan. These gifts can be 100, 1,000 or even 10,000 times greater than an individual’s regular gifts.

Planned Giving Program

Time Frame Case/ Funding Area/ Stewardship

Marketing Vehicle

Target Audience

Financial Goal

Financial Outcome



Legacy Breakfast Wills and Bequest Initiative

July 2012-June 2013 Delivery Date: April 2012

Endowment/Challenge Fund and/or Based on Donor Needs

Targeted Direct Mail (class of 1970 and down)/ Personal visits/ Special Event Seminar/ brochures

Alumni, Board members (Emeriti) Faculty (Emeriti) and staff

$100,000

Leitra Maxwell/ Development

TOTAL FINANCIAL GOAL: $100,000 TOTAL FINANCIAL OUTCOME: $0


Revised 8/19/2013

4. Additional Resources-This includes grants, contracts and agreements secured via facility rentals, services rendered and etc. Initiatives to be added in detail by Person/Area Responsible below:

Pettigrew Center and Facility

Planning Program

Time Frame Case/ Funding Area/

Stewardship

Marketing Vehicle

Target Audience Financial Goal

Financial Outcome



Meetings, Conferences, Exhibits, Trade Shows, Concerts, Grants, Weddings, etc.

July 2012-June 2013

Self-Sustaining/ Income Generating Facilities

Personal Contact, Ticket Sales News and Radio, Flyers, Brochures

Campus and External Community

$150,000

3% increase

Edward Boston/ Pettigrew and Facilities Development



Revised 8/19/2013

Public Service Center Facility Planning Program

Time Frame

Case/Funding Area/

Stewardship

Marketing Vehicle

Target Audience

Financial Goal

Financial Outcome

Person/Area Responsible


USDA – Rural Entrepreneurial Outreach and Development Initiative Cooperative Agreement (REOD)

July 2012 June 2013

Self-Sustaining Publications, Workshops, Conferences, Campus Email, personal contact, radio, TV, newspaper, website

External Community

$105,000

Charles Jones/Public Service Center

USDA – Rural Business Opportunity Grant

July 2012 June 2013

Self-Sustaining Town Hall Meetings, Community Meetings, City/County Relations

External Community

$250,000 Charles Jones/Public Service Center

Lease Agreements - Entrepreneur Center (Evans bldg. business incubator)


Self-Sustaining FVSU Foundation, City/County Relations, Newspaper, Brochures, personal contact

External Community


Lease Agreement- 610 State University Dr.


Self-Sustaining FVSU Foundation External Community


Lease Agreement- 606 State University Dr.


Self-Sustaining FVSU Foundation External Community




Revised 8/19/2013

Office of Sponsored Programs Initiatives

Time Frame Case/ Funding

Area/ Stewardship

Marketing Vehicle Target Audience

Financial Goal

Financial Outcome



Grants and Contracts (to include Federal, state, local),

July 2012-June 2013

Self-Sustaining Department/ Increase Grants and Contracts

Campus Email, Flyers, Brochures, Newsletters

Faculty, Campus and External Community

$20 Million Annual

/ OSP

Grantsmanship Institute November 2012-

June 2013

Self-Sustaining

Campus Email, Flyers, Brochures, Newsletters

Faculty, Campus and External Community

$3,000 / OSP

TOTAL FINANCIAL GOAL: $ 20,003,000 TOTAL FINANCIAL OUTCOME: $


Revised 8/19/2013

Stewardship Program— To acknowledge gifts made payable to the FVSU Foundation, Inc. ♠ Presidents’ Club Levels: Founders’ Club Round or oval 14K Gold setting pin that has the year 1895, as well as FVSU Founders’ Hall Clock Tower logo and FVSU President’s Founders’ Club inscribed Gold Club The President’s Club pin we currently give—gold background outlined in blue and FVSU President’s Gold Club inscribed Blue Club The President’s Club pin we currently give –blue background outlined in gold and FVSU President’s Blue Club inscribed Wildcat Club The President’s Club pin we currently give—gold background outlined in blue with the Wildcat logo and FVSU President’s Wildcat Club inscribed

Stewardship

Initiative Timeframe Recognition

Levels Recognition

Vehicles Target Audience Financial

Goal Financial Outcome



♠ FVSU Presidents’ Club Pin

July 2012-June 2013 August 2012, October 2012, and December 2012

♠ President’s Club Levels: Founders’ Club $10,000-$99,999 and up; Gold Club $5,000-$9,999; Blue Club $2,500-$4,999; and Wildcat Club $1,000-$2,499.

FVSU Foundation, Inc. Annual Report of Giving; Acknowledgement letter; Lapel Pin

Alumni, Friends, Students, Parents, Board members ( and former), Faculty and Staff (and former)

N/A N/A Alecia Johnson Development/ Leitra Maxwell/ FVSU Foundation, Inc.

Black History Month Scholarship Luncheon Program Souvenir Booklet with Donor Acknowledgment

February 2012

Scholarship Sponsors Levels: Corporate $10,000 & above Diamond $7,500--$9,999 Platinum $5,000--$7,499 Gold $1,000—4,999 Silver, $500-$999

FVSU Foundation, Inc. Annual Report of Giving; Acknowledgement letter; Black History Month Scholarship Program Souvenir Booklet

Alumni, Friends, Students, Parents, Board members ( and former), Faculty and Staff (and former); Community members

N/A N/A Leitra Maxwell/ FVSU Foundation, Inc.


Revised 8/19/2013

Bronze, $250-$499

(Advertisements)

Camellia Scholarship Initiative/ Name Inscription

Named Brick, $250 FVSU Foundation, Inc. Annual Report of Giving; Acknowledgement letter; Installation Program Document

N/A N/A

Centennial Monument Bricks and Benches Initiative/Name Inscription

Named Brick, $250 FVSU Foundation, Inc. Annual Report of Giving; Acknowledgement letter; Installation Program Document

N/A N/A

Named Bench, $3,000

FVSU Foundation, Inc. Annual Report of Giving; Acknowledgement letter; Installation Program

N/A N/A


Revised 8/19/2013

Document FVSU Foundation, Inc. Annual Report of Giving/Donor Acknowledgement

Nov. 2012-June 30, 2013

$500 and up N/A N/A

President’s Football Section/ Foot Ball Game Tickets

$100,000 gift and up

N/A N/A

Big Check Presentation

July 1, 2012 – June 30, 2013

$10,000 and up N/A N/A

President’s Skybox By invitation of the President

N/A N/A

Club 800 July 2012- Oct. 31, 2013

N/A N/A

First Lady Tea at Noon

June 2013 N/A N/A

President’s Book N/A N/A Alumni (certificates)

N/A N/A

UTS Program N/A N/A Title III N/A N/A Youth Motivational Task Force

N/A N/A

Planned Giving July 1, 2012- June 30, 2013

N/A N/A

Legacy Breakfast N/A N/A Grantsmanship Institute

September 2013

N/A N/A

Clock our July 1, 2012- N/A N/A


Revised 8/19/2013

volunteer hours June 30, 2013

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External Affairs Development / Fundraising Plan 2013—2014 · Annual Report of Giving. Alumni,...

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