Annual Fund Strategic Plan
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Master Plan 2012-2013 Month Event Category Initiator/Path January Email Note to All Donors 1,2,3 Treasurer/OM February Newsletter Camp Scholarship Appeal 1,2,3 1,2,3 DD/OM Secretary/OM March Donor Dinner 1,2,3 Secretary/OM April Financial Update 1,2,3 Treasurer/OM May Online Newsletter Golf Tournament Written Thanks 1,2,3 1,2,3,4 1,2 Secretary/OM VC/Golf Chair TDS Chair/OM June Begin Next Ask Meetings 1 TDSC/PC Fundraising Strategy “Who are the least number of donors you can meet with to raised the largest amount of your budget ” Annual Plan Key Principles • Implement a 60-40 strategy with your donors for your annual fund (versus 90-10 for Capital Campaigns) • Development Team works with the Tier 1 and 2 • Four personal contacts with all donors each year (but only one time to ask for money) • Ask for Annual Pledges once per year..
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