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

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)

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 1950-90: Volunteer driven 1991-2000: Executive Director 2001-04: Director of Development 2014-2016: No Staff

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

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

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 emails (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

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 emails 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)

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

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

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.

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