Presidents and Principals Meeting James S. Friend, Jr. Chief Development Officer October 21, 2014

Four Pillars of Development Focus Schools – Working with DIAs Individual Donors (Major Gifts) Foundations Public Funding (EITC/OSTC) Fundraising for Foundation/School System

Individuals $240.6 B Bequests$27.73 B Foundations$48.96 B Corporations$17.88 B Total Contributions: $ Billion

Total Contributions: $ Billion

Giving USA 2014 Report Contributions from individuals, corporations and foundations totaled $335-billion in 2013, a 3-percent increase over 2012 Donations by living Americans grew 2.7% Bequests grew 7.2% Foundations increased their giving 4.2 % Corporate giving dropped 3.2 %.

Giving USA 2014 Report "Giving USA" researchers revised their view on when giving might surpass its peak of $350-billion in Donations might reach this mark this year, or at least in 2015, three years sooner than researchers had previously expected. As the economy improves, now is the right time to woe donors.

To Be Successful You Must… 1.Increase the number of people giving. 2.Increase the amount people give. Here’s the Catch: In order to be successful you must do both!

Current Reporting CDO - Owns Development Across the system Monthly Reports – Tracking (Goal setting) Training (Presidents/Development staff) Managing the Raiser’s Edge Developing a talent pool and approving new Development staff Approving capital campaigns System-wide Fundraising

All letters will be personalized. All letters will have a personalized Ask Amount. Databases will be segmented A Major Donor Component will occur either as a small gathering or one on one asks. Online giving must be operational Websites and social media must be up to date There must be a follow up plan All schools: Year-round (fiscal) Annual Fund plan. Annual Fund Requirements

Development Update Monthly Reports Raiser’s Edge Implementation – Melissa Harris-Brown – Staffing Target Analytics Cardenio Consulting Monthly Training Giving Tuesday, December 2 nd

Development Committee Job Descriptions Performance Evaluations Monthly Reports