The University of Scranton Annual Fund - Fundlist



The University of Scranton Annual Giving Programs

2005 OPERATIONAL PLAN

|ACTION STEPS |MEASURABLE |ACCOUNTABILITY/ |SCHEDULE |RESOURCES |

| |OUTCOMES |ASSESSMENT | | |

|Establish cash and pledge goals for all phases of the |Goal established at $3,650,000 |Director of Annual Giving Programs |1/01/2005 |Existing Budget + |

|Annual Fund | | |12/31/2000 |$10,000 allocation for|

| |President’s Circle $2,850,000 |Assistant Director of Annual Giving | |Reunion Giving |

| |Phonathon |Assistant Director of Annual Giving for Reunion | |Position |

| |$480,000 |Gifts | | |

| |Reunion |Manager of Young Alumni Giving | | |

| |$300,000 | | | |

| |Parent Campaign $235,000 | | |Prospect Researcher |

| |University Employee $100,000 | | | |

| |Community Campaign | | | |

| |$135,000 | | | |

| |Young Alumni | | | |

| |$135,000 | | | |

| |Matching Gift $150,000 | | | |

| |Senior Class Gift | | | |

| |500 Donors | | | |

| | | | | |

| |Goal $2,850,000 (Increase $66,162) | | |AF Budget |

| |Goal of 1,025 Members (Increase 39) | | | |

| | | | |Prospect Researcher |

|President’s Circle Campaign | | | | |

|2005 (Major Donors) |Generate additional $66,162 for the Annual Fund, with|Director of Annual Giving |Calendar 2005 | |

| |a minimum membership increase of 39 new members from | | | |

| |existing donor base and new donors. |Assistant Director of Annual Giving | | |

|Develop new Giving | | | | |

|Society—1888 Club. | | | | |

|Four direct mailings-March, June, September, and | |Assistance from Major Gift Officers | | |

|mid-November | | | | |

|Phone Calls in early December | | | | |

|Goal of six visits per month | | | | |

|President’s Circle Recognition events in December and May| | | | |

|Divide top 300 prospects into geographic regions and meet| | | | |

|with MGO’s to discuss their solicitation strategy. | | | | |

|Utilize volunteers more effectively; recruit volunteers | | | | |

|to accompany development officers on visits. | | | | |

|Conduct Phonathon Campaigns |Generate $480,000 for |Manager of Young Alumni Giving Programs | 1-23-05 |Existing Budget |

|Alumni/Friends |The Annual Fund | |12-15-05 | |

|Direct Mail and year round | |Graduate Assistant | | |

|Phonathon Campaigns. | | | | |

| | | | | |

|Develop necessary campaign material. | | | | |

|Hire Grad. Assistant and initiate training sessions. | | | | |

|Recruit, hire and provide on-going training to student | | | | |

|callers to accomplish desired outcomes. (40-50) | | | | |

|Procure calling cards | | | | |

|Continue nightly incentives and goals | | | | |

|Work creatively (additional $1.00 per hour incentive) to| | | | |

|recruit students for intersession and summer phonathon. | | | | |

| | | | | |

| | | | | |

|Conduct Reunion Campaign | | | | |

| | | | | |

|Hire Assistant Director to develop Reunion Giving | | | | |

|Strategy. | | | | |

|Recruit Reunion Giving Chair in July | | | | |

|Develop class leadership pyramid | | | | |

|Friendly competition among classes for meaningful award | | | | |

|presentation. | | | | |

|Three letters to reunion class. Director’s letter, two | | | | |

|Class Giving Chair Letters. | |Asst. Director of Annual Fund for Reunion Giving | |Existing Budget |

|Follow-up in phonathon with calls promoting reunion and |Raise $300,000 for Annual Fund |(new position) |7/05-5/06 | |

|class giving. | | | | |

| | |Class Liaisons | | |

| | | | | |

|Conduct Parents Campaign. | | | | |

| | | | | |

|Develop necessary campaign material. | | | | |

|Procure prospect database. | | | | |

|Personal visits to select parents | | | | |

|Discuss special project with Marty Langan | | | | |

|Follow-up phonathon calls from students. | | | | |

|Parent reception with Father Pilarz during freshman move | | | | |

|in. | | | | |

|Parent Luncheon during family weekend. | | | | |

|Intimate parent gathering in yield areas during | | | | |

|admissions sessions—sensitivity to Father’s scheduling. | | | | |

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|Conduct University Employee Family Campaign. | |Assistant Director of Annual Giving | |Existing Budget |

| |Generate $235,000 for the Annual Fund | | | |

|Recruit volunteer leadership. | | |2/01-12/02 | |

|Recruit and develop peer teams | | | | |

|Procure up-to-date University personnel list. | | | | |

|Prepare necessary Campaign promotional material—two | | | | |

|appeal letters, FLASH email blast, payroll insert. | | | | |

|Follow-up phone calls | | | | |

|Campaign Celebration for volunteer recognition. | | | | |

|New-employee welcome letter and gift. | | | | |

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|Conduct Community Campaign. | | | | |

| | | | | |

|Review database before the Kick-off in February to | | | | |

|determine which prospects will be solicited for larger | | | | |

|gifts. | | | | |

|Review and update the “SYBUNT” and “NON-DONOR” database, | | | | |

|using various sources such as the University vendor list,| | | | |

|newspaper, etc. | | | | |

|Recruit volunteers. | | | | |

|Enhance volunteer committee solicitation techniques by | | | | |

|conducting a workshop during kickoff. | | | | |

|Draft Marketing plan | |Assistant Director of Annual Giving | |Existing Budget |

|Send appeal letter and have volunteers follow-up with |Generate $100,000 for the Annual Fund | | | |

|visits or phone calls. | | | | |

|Plan recognition event and celebration of goal. | | |2/02-5/02 | |

| | | | | |

|Conduct Young Alumni Campaign | | | | |

| | | | | |

|Develop Young Alumni Marketing Strategy to promote Young | | | | |

|President’s Circle membership and benefits. | | | | |

|Cultivate relationships by making personal visits and | | | | |

|solicitations | | | | |

|Email solicitations to all Young Alumni July 1. | | | | |

| | | | | |

|Attend alumni events in areas of young alumni | | | | |

|concentration | | | | |

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| | | | | |

|New Matching Gift | | | | |

| | | | | |

|Implement HEP Matching Gift Strategy to secure MG dollars| | | | |

|and reverse downward trend in securing matching gifts | |Assistant Director of Annual Giving Programs | |Existing Budget |

|from constituents. |Generate $135,000 for the Annual Fund | | | |

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|Senior Class Gift. | | |1-2-2005 to 5-31-05 | |

| | | | | |

|Educate-educate-educate | | | | |

|Develop a working relationship with student leaders (SGA | | | | |

|President, Senior Class Officers, Orientation Leaders). | | | | |

|Establish a schedule for regular meetings with | | | | |

|appropriate representatives of Student Services/Volunteer| | | | |

|Services. | | | | |

|Explore various methods available to promote the reason | | | | |

|for and benefit of giving to Scranton after graduation. | | | | |

|Explore the development of a student-led advisory/working| | | | |

|committee for various phases of the Annual Giving Program| | | | |

|Design target marketing plan—2 appeal letters, emails, | | | | |

|FLASH, | | | | |

|Office attendance at Senior Salute. | | | | |

|Ask parents to purchase book plate. | | | | |

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| | |Manager of Young Alumni Giving | |Existing Budget |

| |Generate $135,000 in revenue | | | |

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| | | |1/2/05 | |

| | | |12/31/05 | |

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| | |Director of Annual Giving Programs | |Existing Budget |

| | | | |$2,500 Investment |

| |Generate $150,000 in matching gifts through |Director of Information Services | | |

| |aggressive processing. |Gift Processors | | |

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| | | |Every Day | |

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| | | | |Existing Budget |

| | |Manager of Young Alumni Giving Programs | | |

| | | | | |

| |Goal is participation in the Annual Fund. | | | |

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| |Increase awareness within the student community of | | | |

| |the importance of the Annual Fund. | | | |

| | | |9/02-5/15 | |

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