Retreat Preview: Development Strategy – Creating Long-Term Sustainability Phil Ritter, March 1, 2018

MMHPI Development Plan Supports MMHPI Strategic Priorities Tied to MMHPI Financial Plan Reviewed Bi-Annually by Board Development Committee Roadmap for MMHPI Board and Staff Development Activities

2018 Development Plan Update 2018 Development Plan Priorities Board Engagement Development Messaging Back Office Process Individual / Family Major Gifts

2018 Development Plan Update: Progress to Date Retained Bob Corder and Karen Waller Hired Full-Time Senior Director of Development Development Team Integration: MMHPI External Affairs and Administration Development Workshop in January 2018 Development Committee Meeting in February 2018 Hiring Major Gifts Officer in Houston

MMHPI Overall Revenue 2015: Core Capacity Grants: $5,000,000 Targeted Grants: $2,400,000 SOW Contracts: $600,000 Hackett: $0 Endowment: $0 TOTAL: $8,000,000 2016: Core Capacity Grants: $4,200,000 Targeted Grants: $7,300,000 SOW Contracts: $700,000 TOTAL: $12,200,000 2017: Core Capacity Grants: $5,950,000 Targeted Grants: $3,700,000 SOW Contracts: $650,000 Hackett: $300,000 TOTAL: $10,600,000 2018 (Budget): Core Capacity Grants: $5,700,000 Targeted Grants: $6,900,000 SOW Contracts: $1,000,000 Hackett: $4,250,000 Endowment: $3,750,000 TOTAL: $21,600,000

Development Messaging: Conversation Starters Improving mental health care is possible and it's happening Changing policy is the key, and you (donor) can play a big part in that Everyone deserves access Collaboration produces results Research and data drive change

Next Steps - Priorities Building reputation, brand, and influence Harvey response The Hackett Center Collaborative design Children opportunities Dallas Texas Tech University Mental Health Institute Lubbock, Amarillo, Abilene, Permian Basin West Texas Funder cohesion Children Faith-based San Antonio Austin, El Paso, East Texas, Rio Grande Valley, Corpus Build Momentum

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