1. Fund Development Committee Board Report JANUARY 2014

2. Foundations and Corporations 2013-2014 GOAL: $604,900 CONFIRMED: $528,600 STILL TO RAISE: $76,300  Halfway through the year, we are 87% toward our goal.  CalCASA secured 100% of its renewal funding, with increases from 2 funders.  Though we are making good progress toward our goal, this last sum will be the hardest to raise, as it will mostly have to come from new funders.  CalCASA has widely researched and identified strong matches, and will be sending out LOIs to those foundations and corporations in the first quarter of this year.

3. Board Giving 2013-2014 GOAL: $40,000 CONFIRMED: $53,300 RECEIVED: $42,700 STILL TO RAISE: $0  WHAT AN AMAZING BOARD. We have exceed our 2013-2014 goal, and have a surplus of $13,300.  We all should feel proud of this accomplishment!  Please make sure to fulfill your pledge, if you have not already done so.

4. Events 72013-2014 GOAL: $60,000 CONFIRMED: $31,700 ($23,000 board) RECEIVED: $6,300 STILL TO RAISE: $28,300  We are on track to meet our event goals, especially thanks to the generosity of the board in sponsoring the event.  You can help CalCASA meet and even exceed these goals by inviting those in your network to join us at Lifting Hearts. Please encourage potential guests to buy their tickets early.  It is important that we aim to exceed this goal to meet our overall budget goals, especially regarding individual donors.

5. Individual Donors 2013-2014 GOAL*: $69,000 RECEIVED: $24,988 STILL TO RAISE: $44,012 New Donors (goal: 50 new donors, $40,000)  This fiscal year, CalCASA has brought on 15 new individual donors who collectively have given $9,428. The events have brought in an additional 9 new donors, for 24 new donors total. Recurrent Donors (goal: 33 recurrent donors, $21,500)  9 recurrent donors renewed their gifts this year, totaling $10,580. Cultivation  Building our individual donor pool requires us not only to recruit new donors (e.g. through events), but also to cultivate them. *2013-2014 goal above includes workplace giving line-items, totaling $7500. CalCASA has received $10,593 in workplace giving, $5293 of which is from new donors; $5,000 from a recurrent donor – both included in totals above.

6. Discussion  Donor cultivation – strategies for board participation  Event follow-up – planning and support  Helpful tools  Q & A