1. Development Plan FY 2005-2006

2. Plan Overview - 7 Components Individual Donor Development Corporate Giving Events Foundation Grants Government/Research Grants Planned Giving Visibility/PR

3. The annual fund comprises (XX) of Persad Center’s budget. Our goal for FY 2005-2006 is (XX) with gifts of (XX) or more accounting for 70-75% of dollars raised. –A successful campaign will be determined by: Strong leadership Clear expectations of board members and volunteer solicitors Increased donor communication and gift recognition Growth in donations and contributor base Securing 75% of gifts by December 2005 Individual Donor Development: The Annual Campaign

4. Strong Leadership –Development Committee Manages annual campaign –Determines Annual Campaign Chairs (who co-manage campaign) –Helps plan Annual Campaign Kick-Off –Meets monthly –Board President Solicits board members for gifts –Board Members Ask for gifts Recruit volunteer solicitors –Executive Director Asks for gifts Helps enlists volunteer solicitors –Volunteer Solicitors Attend fundraising training session Make gifts to Persad 24 volunteers solicit eight prospects for gifts –Ad hoc advisors Provide tactical advice to all solicitors

5. Individual Donor Development: The Annual Campaign Clear Expectations –Betty/Leslie sit down with each board member/volunteer solicitor and let them know what’s expected of them for the year. Set specific goals for increasing gift amounts and identifying new prospects Meet with solicitor “team leaders” to discuss progress Provide resources to ensure success –Strong organizational message to inspire giving –“Job descriptions” for development committee members, team leaders and volunteer solicitors –Model for individual cultivation –Development committee “coach” –Ad hoc advisors, as needed –Annual fund brochures and other materials

6. Individual Donor Development: The Annual Campaign Increased donor communication and gift recognition –Develop communication plan for each prospect –Expedite thank you letter process 2 day turnaround –Personal phone calls to new contributors and high-level donors Leslie serves as point person for notification of follow-up –Any amount under $250 gets call from Leslie –Any amount over $250 gets letter from Betty –Any amount over $1000 gets letter from Betty and call from Board President or Development Committee Chair –Periodic “no-ask” communication with donors E-mail updates Organizational/programmatic update letters about agency, tied to funding imperative

7. Individual Donor Development: The Annual Campaign Growth in donations and contributor base –Increase prospecting and donor research Identify opportunities for growth within existing donor base –Develop donor profiles to guide gift requests –Encourage participation in matching gift programs Identify new donor prospects –Develop house party model »Host at least five fundraising house parties for annual campaign »Each party generates (XX) or more –Leverage development presence at community events

8. Corporate Giving Cultivate corporate donor base to help meet underwriting goal of (XX): –(XX) for AFA/AFC –(XX) for Family Festival –(XX) for Symposium Series –Research corporate philanthropy Ask current corporate contributors to increase gifts Approach lapsed corporate contributors Recruit 10 new companies as corporate contributors –Underwriting programs –Underwriting events –Purchasing AFA/AFC ticket packages –Develop relationships with corporate Affinity groups (ex. Bayer, Mellon, UPMC, Ernst & Young) Betty/Leslie develop mini-presentations for Affinity groups to recruit new individual supporters –Develop corporate specific development materials –Development committee leadership Identify potential corporate donors –Leverage house party model –Professional and social contacts

9. Events Special events raise (XX) for Persad’s income (not including underwriting). The goal for FY 2005-2006 is to raise an additional (XX) –Art for AIDS/Art for Change –Glass sale –Other fundraising event with financial goal of (XX) TBD

10. Events Art for AIDS/Art for Change –Meet financial goal of (XX) Solicit strong volunteer leadership through organizing committee Secure event underwriting earlier Maintain and expand volunteer base Cultivate more small business in-kind gifts

11. Events Glass Sale –Meet financial goal of (XX) Determine feasibility of creating gift baskets Create “plate with a purpose” Conduct focused invitation mailing for event Make sale more of an event with additional activities –Guest glass blowers –Children’s activity table Other tasks TBD

12. Events Develop new fundraising event –Development Committee leadership –Possible collaboration with other cultural organization “Lavender Screen Series” movie nights at Pittsburgh Filmmakers Lecture series

13. Foundation Grants The goal for FY 2005-2006 is to raise at least (XX) in new foundation support. –Identify new funding sources Operating grants Program-specific grants –Identify program objectives for the year –Research and apply for national grants

14. Government/Research Grants Government/research grants provide ?% of Persad’s income. The goal for FY 2005-2006 is to increase government support by ?%. –Build partnerships with government leaders –Continue CRHSO involvement –Evaluate use of lobbying or government affairs consultants

15. Planned Giving Develop planned giving program for the agency. –Re-energize existing planned giving committee Review Pittsburgh Foundation materials Organize wills program –Recruit lawyers to volunteer for wills planning presentation –Collect names of individuals who have included Persad in their wills »Recruit individuals who have included Persad in their wills to offer personal testimonials at wills planning presentation Incorporate planned giving language into existing solicitation and advertising materials –Annual Fund brochure –Newsletter ads

16. Visibility/PR Cultivate year-round media exposure to raise profile of the organization and build donor base, foundation and corporate relationships. –Develop agency media plan –Increase agency communication with donors –Plan for event and issue related exposure –Plan for GLBT and larger community exposure Board Visibility Committee leads –Increase media relationships –Increase communication through website –Distribute quarterly newsletter Determine cost of producing and mailing newsletter –Create community events calendar Plan for purchased ads that tie into key events –Have presence at local events Stonewall Democrats conference Senior Games Pittsburgh International Lesbian and Gay Film Festival

17. Plan Responsibilities