1. Annual Fund Capital Campaign Endowment Experience in Resource Development

2. Annual Fund  Build Constituency  Build Annual Fund Activity

3. Annual Fund Cont.  Build Constituency 1.Patients 2.Organizations 3.Internal employees 4.Past and present board members 5.Current and past donors 6.Vendors

4. Annual Fund Cont.  Build Annual Fund Activity 1.Direct Mail 2.Personal Solicitation 3.Electronic

5. Capital Campaign  Prioritize Needs  Conduct Feasibility Study  Quiet Phase of Campaign  Public Phase  Wrap-up and Celebration

6. Capital Campaign Cont.  Prioritize Needs 1.Which capital need 2.Dollar amounts 3.Timeline

7. Capital Campaign Cont.  Conduct Feasibility Study 1.Determine leadership 2.Ascertain dollar amount 3.Constituents feelings about the institution 4.Donors thoughts about the potential project

8. Capital Campaign Cont.  Quiet Phase of Campaign 1.Committees are formed 2.Case Statement is prepared 3.Additional materials are prepared 4.Large gifts are solicited 5.Determine dollar amount to be asked of individuals 6.Public Relations, advertising and marketing

9. Capital Campaign Cont.  Public Phase 1.Announce goal 2.Establish committees 3.Public Relations, advertising and marketing

10. Capital Campaign Cont.  Wrap-up and Celebration 1.Create event 2.Recognize donors 3.Talk about the future

11. Endowment  Instruments Used  Marketing/Advertising Techniques  Form of Gifts  Types of Endowments

12. Endowment Cont.  Instruments Used 1.Wills 2.Gift Annuities 3.Trusts a.Charitable Remainder, Unitrust, Annuity Trust b.Other trusts

13. Endowment Cont.  Marketing/Advertising Techniques 1.Specialize direct mail 2.Planned giving seminar 3.Personal consultation

14. Endowment Cont.  Forms of Gifts 1.Cash 2.Securities 3.Real Estate 4.Life Insurance 5.401Ks 6.IRAs

15. Endowment Cont.  Types of Endowments 1.Donor directed 2.Board directed

16. Gift Recognition  Annual Fund  Capital Campaign  Endowment

17. Gift Recognition Cont.  Annual Fund 1.Annual giving levels 2.Consecutive years of giving 3.Lifetime giving levels

18. Gift Recognition Cont.  Capital Campaign 1.Naming Opportunities

19. Gift Recognition Cont.  Endowment 1."Heritage" clubs 2.Naming opportunities

20.  Hardware  Software  Information – Input/Output Systems

21. Systems Cont.  Hardware 1.Laptop 2.Office based

22. Systems Cont.  Software 1.In-house 2.On-line

23. Systems Cont.  Information – Input/Output 1.Gift records 2.Reports 3.Communication 4.Recognition 5.Volunteer information 6.Donor information

24. Your Team for Resource Development www.ahnemann.net