Council Leadership Team

Size: px
Start display at page:

Download "Council Leadership Team"

Transcription

1 Council Leadership Team Wayman Britt, President Kevin Nichols, Scout Executive ext. 201 Matt Hogg, Program and STEM Director ext. 217 Keith Hopkins, Campaign Consultant Hopkins Fundraising Consulting Steering Committee David Dams Chris Edgar Jon Goad Bruce Young Resources: Campaign Coordination Team Sarah Hotchkiss, Campaign Director ext. 207 Jenny Driesenga, Campagin Specialist ext. 210

2 Campaign Cabinet Friday Meeting Schedule December 4/12:00 January 8/12:00 February 12/12:00 March 4/12:00 April 15/12:00 May 20/12:00 June 17/12:00 August 19/12:00

3 Campaign Schedule August/September: Begin development of marketing materials o Campaign theme o Campaign brochure o Letterhead o Envelopes o Pledge cards o Thank you note cards o Mailing labels o DVD (optional) Recruitment of Campaign Chairs (2-3) Leadership meeting (with Chairs) Recruitment of Campaign Cabinet (25-30) Recruitment of Honorary Chairs Finalize Campaign Project Plan and Budget Board Solicitation Chair Solicitation Staff Solicitation Invitation letter for the 1 st Campaign Cabinet meeting/follow- up calls Development of Campaign Binders October/November/December: Initial Campaign Cabinet Meeting (Education) Presentation materials for Initial Cabinet Meeting Prepare for solicitation of the Cabinet (development of letter/assignments) Development of Prospect List (identification/segmentation) Assignment of Major Gift Calls Second Campaign Cabinet Meeting (Prospecting) Distribution of Campaign Print/Video Materials Solicitation of Cabinet Distribution of Prospect List/Assignment of Key Prospects Finalize Assignments/Verify Request Amounts

4 January/February: Third Cabinet Meeting (Training) Submit Grant Applications to Foundations Development of Training Materials Assignment Lists Distributed Mailings of Door Opener Letters and Solicitation Packets to Prospective Donors Initial Donor Calls (by Cabinet Members/Staff) March/April: Fourth and Fifth Cabinet Meeting (Volunteer Reporting) Gifts/Pledges to Date Report Volunteer Reporting on Assigned Calls Planning for Public Announcement of the Campaign Ongoing Solicitation Efforts Planning for the Public Announcement of the Campaign May/June: Sixth and Seventh Cabinet Meeting (Volunteer Reports/Public Announcement) Reassignment of Missed Prospects Assignment of New Prospects Volunteer Reports Public Announcement (typically at 70 to 80% of goal) Media Efforts Planning for Direct Mail Solicitation Summer, 2016: Eighth (and Possibly Ninth) Cabinet Meeting Presentations to Community Groups Complete Solicitation Efforts Plan Celebratory Event (for Cabinet volunteers) Initiate Plan to Begin Construction Effort (dependent of receipt of gifts/pledges)

5 Campaign Cabinet Member Job Description 1. Participate in the development and implementation of the campaign plan to secure philanthropic support for the Boy Scouts. 2. Attend monthly Campaign Cabinet meetings (typically 8 to 10). 3. Provide input regarding campaign marketing materials. 4. Participate (where appropriate) in identification/evaluation sessions of key donor prospects. 5. Participate (where appropriate) in the cultivation and/or solicitation of key donor prospects. 6. Focus constituent and community attention on the needs of the Boy Scouts and its campaign. 7. Provide a personal endorsement of the campaign effort in your spheres of influence. 8. Make a philanthropic gift to the campaign commensurate with financial ability.

EXECUTIVE BOARD SELF-ASSESSMENT TOOL An Internal Focus on How Executive Boards Can Build Fiscally Sound Councils

EXECUTIVE BOARD SELF-ASSESSMENT TOOL An Internal Focus on How Executive Boards Can Build Fiscally Sound Councils EXECUTIVE BOARD SELF-ASSESSMENT TOOL An Internal Focus on How Executive Boards Can Build Fiscally Sound Councils TRAINED STAFF/ VOLUNTEERS STRONG Good Governance is necessary to ensure that the councils

More information

FIT FOUNDATION BOARD OF DIRECTORS Roles and Responsibilities

FIT FOUNDATION BOARD OF DIRECTORS Roles and Responsibilities Overall Board Lead Participate Invest Develop a vision and clear mission for the Foundation; Articulate guiding values of the Foundation; Establish major strategic goals; Outline strategies for achieving

More information

XII. PARISH DEVELOPMENT

XII. PARISH DEVELOPMENT 1 XII. PARISH DEVELOPMENT This chapter offers an introduction to Parish Development concepts that will strengthen ongoing financial support including increased offertory collections, stewardship, and planned

More information

THIRD PARTY FUNDRAISING GUIDELINES

THIRD PARTY FUNDRAISING GUIDELINES Thank you for choosing to Raise Funds for PAWS. If you wish to help raise funds or increase awareness of the rights and roles of Assistance Dog Teams by holding a Third Party Event with the proceeds being

More information

Second edition, Openness and Disclosure in Fundraising

Second edition, Openness and Disclosure in Fundraising Second edition, 2014 Openness and Disclosure in Fundraising Georgeann R. Luxion Luxion Consulting G.Luxion@LuxionConsulting.com 386-847-4490 www.luxionconsulting.com Certified in Nonprofit Board Education

More information

PLANNED GIVING: THE SECRET TO A SUCCESSFUL CAMPAIGN

PLANNED GIVING: THE SECRET TO A SUCCESSFUL CAMPAIGN PLANNED GIVING: THE SECRET TO A SUCCESSFUL CAMPAIGN Chesapeake Planned Giving Council March 29, 2017 Dr. Bruce Bigelow Dr. Carol Kolmerten WHERE DOES WEALTH LIE? 30-40% 15-20% 15-20% 15-20% 10-15% REAL

More information

Gift Policy. Responsible Officer. Vice-Chancellor Approved by

Gift Policy. Responsible Officer. Vice-Chancellor Approved by Gift Policy Responsible Officer Vice-Chancellor Approved by Council Approved and commenced August, 2012 Review by August, 2015 Relevant Legislation, Ordinance, Rule and/or Governance Level Principle Scholarships

More information

Budget Office BUDGET MANAGER MEETING AUGUST 21, 2018

Budget Office BUDGET MANAGER MEETING AUGUST 21, 2018 1 Budget Office Budget Office BUDGET MANAGER MEETING AUGUST 21, 2018 Agenda Introduction of New Staff Alumni Relations & Development Forecast Discussion/Feedback Banked Funds Review End of Year Close 3

More information

Plannual Giving Presentation 2/6/2015. Plannual Giving

Plannual Giving Presentation 2/6/2015. Plannual Giving Plannual Giving H O S T E D B Y : N A T H A N S T E L T E R, V P B U S I N E S S D E V E L O P M E N T T H E S T E L T E R C O M P A N Y P R E S E N T E D B Y : R A Y W A T T S, C F R E A S S O C I A T

More information

University Advancement

University Advancement University Advancement Vice Chancellor s Report Kenneth E. Sigmon, Jr. Vice Chancellor for University Advancement February 19, 2016 North Carolina Agricultural and Technical State University Agenda FY16

More information

Auction Job Descriptions Time Requirements: Kick Off Meeting : To Be Determined Monthly meetings in October February 2014 o Committees will set their own meeting agenda Biweekly meetings in February April

More information

Community Fundraiser Event Guidelines and Proposal Form

Community Fundraiser Event Guidelines and Proposal Form Community Fundraiser Event Guidelines and Proposal Form Students Against Destructive Decisions (SADD) thanks you for your interest in becoming a Community Fundraiser and hosting an independent third-party

More information

TRUST BOARD PART A REPORT FUNDRAISING STRATEGY

TRUST BOARD PART A REPORT FUNDRAISING STRATEGY TRUST BOARD PART A REPORT 2 May 2017 FUNDRAISING STRATEGY Purpose of the Report: (Strategic X / Mandatory ) The purpose of the report is to advise the Trust Board of the fundraising strategy devised by

More information

World Space Week Association Operating Plan

World Space Week Association Operating Plan World Space Week Association Operating Plan January 1, 2017 December 31, 2017 Page 2 Table of Contents 1 Introduction... 3 2 Mission, Strategy, and Goal... 4 2.1 Mission... 4 2.2 Strategy... 4 2.3 Goal...

More information

Frequently Asked Questions Proposal 3: Lifetime Membership Dues Initial Release: June 22, 2017 Additional Questions: September 20, 2017

Frequently Asked Questions Proposal 3: Lifetime Membership Dues Initial Release: June 22, 2017 Additional Questions: September 20, 2017 Frequently Asked Questions Proposal 3: Lifetime Membership Dues Initial Release: June 22, 2017 Additional Questions: September 20, 2017 What is the proposal to change lifetime membership dues? Currently,

More information

Annual Giving Overview

Annual Giving Overview Annual Giving Overview Annual Fund vs. Giving Annual Fund is an annual fundraising campaign that uses volunteer solicitors, as well as technical systems to raise unrestricted contributions. Annual Giving

More information

Mechanisms of Action. Three strategies to connect with your donors and inspire big gifts.

Mechanisms of Action. Three strategies to connect with your donors and inspire big gifts. Mechanisms of Action Three strategies to connect with your donors and inspire big gifts. Presenter Eric B. Javier, Principal & Managing Director, CCS Fundraising June 13, 2018 1 Agenda 1. Current Trends

More information

Conflict of Interest Code of the LOS ANGELES COUNTY EMPLOYEES RETIREMENT ASSOCIATION (LACE RA)

Conflict of Interest Code of the LOS ANGELES COUNTY EMPLOYEES RETIREMENT ASSOCIATION (LACE RA) Conflict of Interest Code of the LOS ANGELES COUNTY EMPLOYEES RETIREMENT ASSOCIATION (LACE RA) Incorporation of FPPC Regulation 18730 (2 California Code of Regulations, Section 18730) by Reference The

More information

Effective Planning for Annual Giving Programs

Effective Planning for Annual Giving Programs RuffaloCODY Conference July 23 24, 2013 Denver, Colorado Effective Planning for Annual Giving Programs Presented by: Jennifer A. McDonough jmcdonough@bwf.com Bentz Whaley Flessner Bentz Whaley Flessner

More information

Conducting a Pre Capital Campaign Readiness Analysis

Conducting a Pre Capital Campaign Readiness Analysis Conducting a Pre Capital Campaign Readiness Analysis A useful and efficient step in the consideration of a capital campaign is a one-day council pre capital campaign readiness analysis. This initial consultation

More information

APPROVED BY BOARD OF TRUSTEES 5/28/09 WITH AMENDMENTS

APPROVED BY BOARD OF TRUSTEES 5/28/09 WITH AMENDMENTS I. INTRODUCTION FUNDRAISING POLICY APPROVED BY BOARD OF TRUSTEES 5/28/09 WITH AMENDMENTS Vermont College of Fine Arts (VCFA) and its Board of Trustees recognize the importance of charitable giving to the

More information

The 519 Church St. Community Centre. Board of Directors. Monday, December 13, Meeting # 3 ( )

The 519 Church St. Community Centre. Board of Directors. Monday, December 13, Meeting # 3 ( ) The 519 Church St. Community Centre Board of Directors Monday, December 13, 2010 Meeting # 3 (2010-2011) Board Members Present: Natasha Garda, Scott Bomhof, Pascal Dessureault, Tyler Fleming, Donald Middleton,

More information

Follow-up of the report of the Consultative Expert Working Group on Research and Development: Financing and Coordination

Follow-up of the report of the Consultative Expert Working Group on Research and Development: Financing and Coordination SIXTY-EIGHTH WORLD HEALTH ASSEMBLY A68/34 Provisional agenda item 17.4 10 April 2015 Follow-up of the report of the Consultative Expert Working Group on Research and Development: Financing and Coordination

More information

IM Enterprise. Quick Start

IM Enterprise. Quick Start IM Enterprise Quick Start Teresa Knechtel Page 1 2/28/2014 Prior to users being able to access and add data to the database certain Administrative functions need to be done ahead of time: Security Settings

More information

Fundraising Guidelines for Faculty, Staff and Campus Organizations

Fundraising Guidelines for Faculty, Staff and Campus Organizations Fundraising Guidelines for Faculty, Staff and Campus Organizations August 2006 A. Purposes 1. To distinguish between (a) fundraising efforts in which St. Norbert College (hereafter the College ) is an

More information

RESPONDING TO DONOR DEMAND-DIVERSIFYING YOUR FUND RAISING STRATEGIES. LSA 2018 CEO Academy Michelle L. Janssen, CFRE January 2018

RESPONDING TO DONOR DEMAND-DIVERSIFYING YOUR FUND RAISING STRATEGIES. LSA 2018 CEO Academy Michelle L. Janssen, CFRE January 2018 RESPONDING TO DONOR DEMAND-DIVERSIFYING YOUR FUND RAISING STRATEGIES LSA 2018 CEO Academy Michelle L. Janssen, CFRE January 2018 Agenda for the Session 2018 Landscape and Trends Fund Raising and Donors

More information

REVENUE VIEW TABLE OF CONTENTS

REVENUE VIEW TABLE OF CONTENTS REVENUE VIEW TABLE OF CONTENTS Revenue View... 3 Revenue Functional Area... 3 Search for a Revenue Record... 4 The Revenue Record... 5 Recognition Defaults... 7 Revenue Tab... 8 Revenue History... 8 Recognition

More information

Making Sense of Metrics

Making Sense of Metrics Making Sense of Metrics CCS 3 1 Learning Objectives Understand the basic definitions of key fundraisingrelated metrics Investigate why metrics matter Share advice and best practices in the use of metrics

More information

Agenda. GCF/B.08/01/Rev.01 * 14 October Meeting of the Board October 2014 Bridgetown, Barbados Agenda item 2

Agenda. GCF/B.08/01/Rev.01 * 14 October Meeting of the Board October 2014 Bridgetown, Barbados Agenda item 2 Agenda * 14 October 2014 Meeting of the Board 14-17 October 2014 Bridgetown, Barbados Agenda item 2 * The provisional agenda as contained in document GCF/B.08/01 was adopted without amendment. Page 1 Agenda

More information

BEFORE THE PUBLIC UTILITY COMMISSION OF OREGON UM 1897

BEFORE THE PUBLIC UTILITY COMMISSION OF OREGON UM 1897 BEFORE THE PUBLIC UTILITY COMMISSION OF OREGON UM 1897 In the Matter of the Application of Hydro ) One Limited (acting through its indirect ) HYDRO ONE LIMITED S subsidiary Olympus Equity LLC) for an )

More information

Reaching the Top of the Pyramid Achieving Balanced Fundraising Success

Reaching the Top of the Pyramid Achieving Balanced Fundraising Success Survey of Attendees Achieving Balanced Fundraising Success Michael R. Morse II, MS, CHA Vice President, Organizational Advancement Haven Hospice mrmorse@havenhospice.org / 352.379.6226 Background/job responsibilities

More information

ACCOUNTS PAYABLE AND PAYMENTS

ACCOUNTS PAYABLE AND PAYMENTS ACCOUNTS PAYABLE AND PAYMENTS Executive Director will: Receive vendor invoices and requests for reimbursement. Prepare a Request for Payment form for each payment request, to which will be attached any

More information

Wealth with Responsibility Study/2000

Wealth with Responsibility Study/2000 Wealth with Responsibility Study/2000 Introduction The 2000 Study on Wealth with Responsibility (WWR) was conducted solely for Deutsche Bank Private Banking by researchers at the Boston College Social

More information

Trends in Business Political Action Committees Election Cycle

Trends in Business Political Action Committees Election Cycle Trends in Business Political Action Committees 2011-2012 Election Cycle About the Authors Trey Richardson is Managing Partner of Sagac Public Affairs, a national company providing communication, research,

More information

Association of Black Foundation Executives, Inc.

Association of Black Foundation Executives, Inc. Association of Black Foundation Executives, Inc. Financial Statements Independent Auditors Report Board of Directors Association of Black Foundation Executives, Inc. We have audited the accompanying financial

More information

TOMORROW'S PROMISE THE COMPREHENSIVE CAPITAL CAMPAIGN FOR FLORIDA A&M UNIVERSITY

TOMORROW'S PROMISE THE COMPREHENSIVE CAPITAL CAMPAIGN FOR FLORIDA A&M UNIVERSITY F A M U D I V I S I O N O F U N I V E R S I T Y A D V A N C E M E N T TOMORROW'S PROMISE THE COMPREHENSIVE CAPITAL CAMPAIGN FOR FLORIDA A&M UNIVERSITY 1 C O M P R E H E N S I V E C A P I T A L C A M P

More information

Accounting, Counting & Recognition Beyond the Annual Fund

Accounting, Counting & Recognition Beyond the Annual Fund Accounting, Counting & Recognition Beyond the Annual Fund April 11, 2019 Marie Ruzek Senior Philanthropic Specialist, Wells Fargo Philanthropic Services Athena Mihas Vice President, Finance, Greater Twin

More information

Florida State University Blackbaud CRM User Guide Prospect Management Addendum Prepared by Pamela Spencer January 2015

Florida State University Blackbaud CRM User Guide Prospect Management Addendum Prepared by Pamela Spencer January 2015 Blackbaud CRM User Guide Prepared by Pamela Spencer January 2015 Blackbaud CRM User Guide Table of Contents 1 Prospect Tab of Constituent s Record... 2 1.1 Prospect Summary (sub-tab)... 3 1.2 Prospect

More information

RAISING FUNDS FOR THE OHSU KNIGHT CANCER INSTITUTE

RAISING FUNDS FOR THE OHSU KNIGHT CANCER INSTITUTE RAISING FUNDS FOR THE OHSU KNIGHT CANCER INSTITUTE Thank you for your interest in making the OHSU Knight Cancer Institute the beneficiary of your fundraising efforts. We are very grateful for the volunteers

More information

FUNDRAISING PLANNING STUDY REPORT Presented To ST. LAWRENCE CATHOLIC CHURCH CARROLL, IOWA. Walsh & Associates

FUNDRAISING PLANNING STUDY REPORT Presented To ST. LAWRENCE CATHOLIC CHURCH CARROLL, IOWA. Walsh & Associates FUNDRAISING PLANNING STUDY REPORT Presented To ST. LAWRENCE CATHOLIC CHURCH CARROLL, IOWA Walsh & Associates Church Fundraising and Stewardship Specialists February 17, 2009 Fr. Timothy R. Schott St. Lawrence

More information

Plannual Giving MINNESOTA PLANNED GIVING COUNCIL JOSH HANSON MARKETING CONSULTANT THE STELTER COMPANY HOSTED BY: PRESENTED BY:

Plannual Giving MINNESOTA PLANNED GIVING COUNCIL JOSH HANSON MARKETING CONSULTANT THE STELTER COMPANY HOSTED BY: PRESENTED BY: Plannual Giving HOSTED BY: MINNESOTA PLANNED GIVING COUNCIL PRESENTED BY: JOSH HANSON MARKETING CONSULTANT THE STELTER COMPANY Presenter Josh Hanson Marketing Consultant The Stelter Company Prior to current

More information

BOARD RESOURCES COMMITTEE DESCRIPTIONS ADMINISTRATION AND FINANCE COMMITTEE CHARTER. Terms of Reference:

BOARD RESOURCES COMMITTEE DESCRIPTIONS ADMINISTRATION AND FINANCE COMMITTEE CHARTER. Terms of Reference: S ADMINISTRATION AND FINANCE COMMITTEE CHARTER Terms of Reference: The principal responsibility of the Administration and Finance Committee is to oversee the administrative financial operation of the organization

More information

Table of Contents PAYROLL CALENDAR FOR SUBSTITUTE TEACHERS AND SUBSTITUTE PARAPROFESSIONALS... 14

Table of Contents PAYROLL CALENDAR FOR SUBSTITUTE TEACHERS AND SUBSTITUTE PARAPROFESSIONALS... 14 Table of Contents POSITION SUPPLEMENTS... 1 SUBSTITUTE TEACHERS... 8 SUBSTITUTE PARAPROFESSIONALS... 10 SUBSTITUTE BUS DRIVERS... 10 TEMPORARY EMPLOYEES... 10 HIGH SCHOOL ATHLETIC SUPPLEMENTS... 11 MIDDLE

More information

Executive Board Meeting Wednesday, February 10, 2016 Crowne Plaza Philadelphia West, Bala Cynwyd, PA 8:00am. - Meeting Minutes -

Executive Board Meeting Wednesday, February 10, 2016 Crowne Plaza Philadelphia West, Bala Cynwyd, PA 8:00am. - Meeting Minutes - Executive Board Meeting Wednesday, February 10, 2016 Crowne Plaza Philadelphia West, Bala Cynwyd, PA 8:00am - Meeting Minutes - Board Members Present: Geoff Armstrong, Chuck Bolger, Bob Booth, Patrick

More information

IDPE and Graham-Pelton Consulting Schools alumni relations and fundraising benchmarking survey 2018

IDPE and Graham-Pelton Consulting Schools alumni relations and fundraising benchmarking survey 2018 IDPE and Graham-Pelton Consulting Schools alumni relations and fundraising benchmarking survey 2018 Please use this document to help you review all the questions and help manage your time needed to complete

More information

ROBERTS/SMART CENTRE (RSC) - THIRD PARTY EVENT TOOLKIT

ROBERTS/SMART CENTRE (RSC) - THIRD PARTY EVENT TOOLKIT ROBERTS/SMART CENTRE (RSC) - THIRD PARTY EVENT TOOLKIT Fundraising Guidelines 1. RSC encourages fundraising events that are compatible with our mission, vision and values. Prior approval to hold a third

More information

Exempt Organizations Fundraising & Special Event Reporting. Presented by Morris J. Peacock, CPA APPL Conference February 18, 2015

Exempt Organizations Fundraising & Special Event Reporting. Presented by Morris J. Peacock, CPA APPL Conference February 18, 2015 Exempt Organizations Fundraising & Special Event Reporting Presented by Morris J. Peacock, CPA APPL Conference February 18, 2015 Overview of Discussion What are fundraising and gaming activities? How are

More information

Assistance 3 Total Arab Export (1)

Assistance 3 Total Arab Export (1) The Seventh Five-Year Plan (2015 2019) BADEA s Five-Year Plans: The Board of Governors has approved in its 39th session, convened in Tunis from 8 to 9 April 2014, the 7th five-year Plan (2015 2019), which

More information

Independent Fundraising Event Protocols

Independent Fundraising Event Protocols Independent Fundraising Event Protocols Thank you so much for your interest in fundraising to support the. Our programs are able to provide immediate and ongoing support to the Naval Special Warfare (NSW)

More information

STEPPINGSTONE FOUNDATION, INC.

STEPPINGSTONE FOUNDATION, INC. FINANCIAL STATEMENTS JUNE 30, 2018 AND 2017 The Steppingstone Mission Statement: Founded in 1990, Steppingstone Foundation, Inc., is a non-profit organization that develops and implements programs, which

More information

Service Area Plan of Work & Event Planning Budget

Service Area Plan of Work & Event Planning Budget Service Area Plan of Work & Event Planning Budget Please complete and turn in to your Membership Representative by August 1st. Service Area Leadership Team: Service Area Team Lead Service Area Treasurer

More information

Report of the International Civil Service Commission

Report of the International Civil Service Commission SIXTY-SIXTH WORLD HEALTH ASSEMBLY A66/37 Provisional agenda item 23.2 8 May 2013 Report of the International Civil Service Commission Report by the Secretariat 1. Under its Statute, 1 the International

More information

Fiduciary Responsibilities of the Council Executive Board

Fiduciary Responsibilities of the Council Executive Board Fiduciary Responsibilities of the Council Executive Board TRAINED STAFF/ VOLUNTEERS STRONG RESOURCE MANAGEMENT FISCAL CAPACITY GOOD GOVERNANCE INTERNAL CONTROLS STRATEGIC PLANNING GOOD COMMUNICATIONS BOARD

More information

ARTICLES OF INCORPORATION OF THE KANSAS WESLEYAN UNIVERSITY FOUNDATION (Amended February 2010)

ARTICLES OF INCORPORATION OF THE KANSAS WESLEYAN UNIVERSITY FOUNDATION (Amended February 2010) ARTICLES OF INCORPORATION OF THE KANSAS WESLEYAN UNIVERSITY FOUNDATION (Amended February 2010) We, the undersigned incorporators, hereby form and establish a corporation NOT FOR PROFIT under the laws of

More information

HARLEM RBI, INC. Audited Financial Statements. June 30, 2011

HARLEM RBI, INC. Audited Financial Statements. June 30, 2011 HARLEM RBI, INC. Audited Financial Statements June 30, 2011 INDEPENDENT AUDITORS REPORT To the Board of Directors of Harlem RBI, Inc. We have audited the accompanying statement of financial position of

More information

UC SAN DIEGO FOUNDATION PLEDGE COLLECTION POLICY AND PROCEDURES

UC SAN DIEGO FOUNDATION PLEDGE COLLECTION POLICY AND PROCEDURES UC SAN DIEGO FOUNDATION PLEDGE COLLECTION POLICY AND PROCEDURES GENERAL POLICY The UC San Diego Foundation will actively and systematically bill pledges receivable and pursue delinquent pledges through

More information

YELLOWSTONE ACADEMY, INC. FINANCIAL STATEMENTS JUNE 30, 2013 AND 2012

YELLOWSTONE ACADEMY, INC. FINANCIAL STATEMENTS JUNE 30, 2013 AND 2012 FINANCIAL STATEMENTS CONTENTS Page Independent Auditor's Report... 2-3 Statements of Assets, Liabilities and Net Assets - Modified Cash Basis... 4 Statements of Revenues and Expenses and Changes in Net

More information

June 5 7, 2011: Annapolis, Maryland Sheraton Annapolis

June 5 7, 2011: Annapolis, Maryland Sheraton Annapolis May 22 24, 2011: San Diego, California M a n c h e s t e r G r a n d H y a t t ( I n A d v a n c e o f t h e B S A N a t i o n a l A n n u a l M e e t i n g ) June 5 7, 2011: Annapolis, Maryland Sheraton

More information

Association of Black Foundation Executives, Inc.

Association of Black Foundation Executives, Inc. Association of Black Foundation Executives, Inc. Financial Statements Independent Auditors Report Board of Directors Association of Black Foundation Executives, Inc. We have audited the accompanying financial

More information

Office of Development and Alumni Affairs. Gift Acceptance Policy

Office of Development and Alumni Affairs. Gift Acceptance Policy Office of Development and Alumni Affairs Gift Acceptance Policy Approved by the Lynn University Board of Trustees May 2010 Office of Development and Alumni Affairs Table of Contents Commitment to Lynn

More information

EWU Mission. EWU expands opportunities for personal transformation through excellence in learning. Advancement Mission

EWU Mission. EWU expands opportunities for personal transformation through excellence in learning. Advancement Mission EWU Mission EWU expands opportunities for personal transformation through excellence in learning. Advancement Mission Advancement builds a compelling case for choice and support of EWU among its constituents

More information

Planned Giving When That s Not All You Do

Planned Giving When That s Not All You Do Planned Giving When That s Not All You Do Northwest Planned Giving Roundtable Conference September 4, 2014 AVIVA SHIFF BOEDECKER, J.D. Senior Consultant Sharpe Group (415) 940-0496 aviva.boedecker@sharpenet.com

More information

Why have a Gala? Everyone loves a party! How To Hold A Gala To Benefit KW Cares

Why have a Gala? Everyone loves a party! How To Hold A Gala To Benefit KW Cares How To Hold A Gala To Benefit KW Cares Why have a Gala? Everyone loves a party! Hosting a gala is a big undertaking but the rewards are outstanding! If you have a core group that is excited about holding

More information

TDS Lite. TDS Lite is a simplified version of the official Young Life TDS program. For more detailed information consult Young Life s TDS handbook.

TDS Lite. TDS Lite is a simplified version of the official Young Life TDS program. For more detailed information consult Young Life s TDS handbook. TDS Lite TDS stands for Taking Donors Seriously. It is the official fund-raising program for Young Life areas. Key Assessment Questions Who owns fundraising in the area? Is the vision and commitment for

More information

Agreement and Guidelines for Third Party Fundraising Events

Agreement and Guidelines for Third Party Fundraising Events Agreement and Guidelines for Third Party Fundraising Events Page 1 of 8 Agreement to Host an Event, Activity or Promotion Benefiting the Alzheimer s Association Thank you for your interest in hosting a

More information

Actuals. 2,113,333 2,182,497 2,317,702 2,167,098 2,337,368 2,309,096 Total Expenses

Actuals. 2,113,333 2,182,497 2,317,702 2,167,098 2,337,368 2,309,096 Total Expenses Mid America Council # 326 Boy Scouts of America 2017 Council Budget Special Budget Presentation Operating Fund Unrestricted Actuals Budget Actual Forecast Budget 2014 2015 2016 11/30/2016 2016 2017 Support

More information

AMERICAN KIDNEY FUND GIFT ACCEPTANCE POLICIES

AMERICAN KIDNEY FUND GIFT ACCEPTANCE POLICIES AMERICAN KIDNEY FUND GIFT ACCEPTANCE POLICIES Since its inception in 1971, American Kidney Fund (AKF) has been committed to fighting kidney disease through direct financial support to patients, health

More information

2017 BSA Audit Tool Kit

2017 BSA Audit Tool Kit 2017 BSA Audit Tool Kit Includes Local Council Audit Self-Review Form Note: This is not intended to be a stand-alone document and should not be relied upon without first reading the Local Council Guide

More information

REPORTS OF THE REGIONAL DIRECTORS ON SIGNIFICANT REGIONAL DEVELOPMENTS INCLUDING REGIONAL COMMITTEE MATTERS

REPORTS OF THE REGIONAL DIRECTORS ON SIGNIFICANT REGIONAL DEVELOPMENTS INCLUDING REGIONAL COMMITTEE MATTERS WORLD HEALTH ORGANIZATION ORGANISATION MONDIALE DE LA SANTÉ EB79/18 29 October 1986 EXECUTIVE BOARD Seventy-ninth Session Provisional agenda item 8 REPORTS OF THE REGIONAL DIRECTORS ON SIGNIFICANT REGIONAL

More information

Chapter 8 Additional Probability Topics

Chapter 8 Additional Probability Topics Chapter 8 Additional Probability Topics 8.6 The Binomial Probability Model Sometimes experiments are simulated using a random number function instead of actually performing the experiment. In Problems

More information

BRIGHT PROSPECT. INDEPENDENT AUDITOR S REPORT AND FINANCIAL STATEMENTS For the Year Ended June 30, 2017

BRIGHT PROSPECT. INDEPENDENT AUDITOR S REPORT AND FINANCIAL STATEMENTS For the Year Ended June 30, 2017 INDEPENDENT AUDITOR S REPORT AND FINANCIAL STATEMENTS For the Year Ended TABLE OF CONTENTS Independent Auditor's Report... 1-2 Statement of Financial Position... 3 Statement of Activities... 4 Statement

More information

SPECIAL EVENTS POLICIES AND PROCEDURES

SPECIAL EVENTS POLICIES AND PROCEDURES SPECIAL EVENTS POLICIES AND PROCEDURES Barbara Ann Karmanos Cancer Institute s staff must review and approve in writing any fundraising event or promotion intended to benefit the Institute prior to the

More information

Naming and Donor Recognition Policy

Naming and Donor Recognition Policy Naming and Donor Recognition Policy It is the policy of the Altadena Library District (ALD) from time to time to recognize the generosity of an individual(s) and/or corporation(s), foundation and/or other

More information

October 26, 2016 Page 1 of 5 Final Minutes

October 26, 2016 Page 1 of 5 Final Minutes NEW BOSTON SCHOOL DISTRICT New Boston, New Hampshire 03070 NEW BOSTON SCHOOL DISTRICT SCHOOL BOARD MEETING Wednesday, October 26, 2016-6:30 PM New Boston Central School Library 15 Central School Road,

More information

3 Secrets to Raising Major Gifts You Can t Survive Without. April 19, Presented by:

3 Secrets to Raising Major Gifts You Can t Survive Without. April 19, Presented by: 3 Secrets to Raising Major Gifts You Can t Survive Without April 19, 2018 Presented by: Beth Suarez Director of Philanthropic Relations, GuideStar Amy Eisenstein ACFRE www.amyeisenstein.com 3 Secrets

More information

Budgeting and Financial Planning in Uncertain Times NC Center for Nonprofits Embracing Uncertainty Conference

Budgeting and Financial Planning in Uncertain Times NC Center for Nonprofits Embracing Uncertainty Conference Two Perspectives Mechanics of budgeting and planning Preparing for and responding to funding crises The Budget Process Document the budget Shows spending priorities and revenue expectations Identifies

More information

5. Gift Crediting and Reporting

5. Gift Crediting and Reporting 5. Gift Crediting and Reporting The University at Albany Foundation I. HOW WE REPORT PHILANTHROPY The Division of University Development will issue regular reports to University and Foundation staff showing

More information

SAMPLE TIME AWAY AND VACATION POLICIES TIME AWAY AND VACATION POLICIES. Baptist Church., Texas

SAMPLE TIME AWAY AND VACATION POLICIES TIME AWAY AND VACATION POLICIES. Baptist Church., Texas SAMPLE TIME AWAY AND VACATION POLICIES TIME AWAY AND VACATION POLICIES Baptist Church, Texas ABSENCES HOLIDAYS: All regular employees scheduled to work in excess of twenty hours per week will be paid at

More information

Economic and Social Council

Economic and Social Council United Nations E/ICEF/2011/AB/L.1 Economic and Social Council Distr.: Limited 6 December 2010 Original: English For action United Nations Children s Fund Executive Board First regular session 2011 8-11

More information

BISHOP S SERVICES APPEAL (BSA) 2019 RESOURCE MANUAL

BISHOP S SERVICES APPEAL (BSA) 2019 RESOURCE MANUAL BISHOP S SERVICES APPEAL (BSA) 2019 RESOURCE MANUAL Office of Stewardship and Development 1408 Carmel Drive Lafayette, Louisiana 70501 Phone No.: (337) 261-5641 Revised: January 2019 TABLE OF CONTENTS

More information

Policies and Procedures Regarding Fundraising for Funds of The Community Foundation for the Greater Capital Region

Policies and Procedures Regarding Fundraising for Funds of The Community Foundation for the Greater Capital Region Policies and Procedures Regarding Fundraising for Funds of The Community Foundation for the Greater Capital Region Purpose To assure that all fundraising efforts to build component funds at the Community

More information

Section 1: Name: The name of the organization is Long Beach ALIVE (ALIVE is an acronym for Alternatives to Living In a Violent Environment).

Section 1: Name: The name of the organization is Long Beach ALIVE (ALIVE is an acronym for Alternatives to Living In a Violent Environment). Long Beach ALIVE Bylaws Article 1 Organization Type and Purpose: Name: The name of the organization is Long Beach ALIVE (ALIVE is an acronym for Alternatives to Living In a Violent Environment). In January,

More information

POLICY: DONOR INITIATED FUNDRAISING POLICY Approved: January 8, 2019 Reviewed and Approved: Reviewed and Revised: INTRODUCTION

POLICY: DONOR INITIATED FUNDRAISING POLICY Approved: January 8, 2019 Reviewed and Approved: Reviewed and Revised: INTRODUCTION POLICY: DONOR INITIATED FUNDRAISING POLICY Approved: January 8, 2019 Reviewed and Approved: Reviewed and Revised: INTRODUCTION Community Foundation of Harford County ( CFHC or the Community Foundation

More information

The Ins and Outs of Gift Capacity Ratings: Panel Session

The Ins and Outs of Gift Capacity Ratings: Panel Session The Ins and Outs of Gift Capacity Ratings: Panel Session Kimberly Ordunio Director, Prospect Research, LMU Sara Butchenhart Assistant Director, Prospect Research, LMU Focus of Panel Discussion Loyola Marymount

More information

CHARITABLE SOLICITATION REGULATION: Frequently Asked Questions. David A. Levitt May 2013

CHARITABLE SOLICITATION REGULATION: Frequently Asked Questions. David A. Levitt May 2013 CHARITABLE SOLICITATION REGULATION: Frequently Asked Questions David A. Levitt May 2013 Many states, including California, have enacted comprehensive statutory schemes regulating charitable solicitations

More information

Make-A-Wish Iowa grants the wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength and joy.

Make-A-Wish Iowa grants the wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength and joy. Please complete following budget and event forms to the best of your ability and return to the contact listed below. When planning your event, please refer to the Make-A-Wish Iowa Fundraising Information

More information

Housing Corporation Certification and Recognition Program (HCCRP)

Housing Corporation Certification and Recognition Program (HCCRP) Program Description: Program Ratings: The HCCRP program is intended to promote national adoption of best practices through a rating system that recognizes housing corporations that (1) follow good organizational

More information

GIFT ACCEPTANCE POLICY The mission of the xxxxx is to xxxx.

GIFT ACCEPTANCE POLICY The mission of the xxxxx is to xxxx. GIFT ACCEPTANCE POLICY The mission of the xxxxx is to xxxx. The xxxxxx is a nonprofit 501(c)(3) corporation (tax number xxxx) organized under the laws of the State of Washington. The xxxx encourages the

More information

U TAH S YMPHONY & O PERA. Financial Statements For the Years Ended August 31, 2008 and 2007 With Report of Independent Auditors.

U TAH S YMPHONY & O PERA. Financial Statements For the Years Ended August 31, 2008 and 2007 With Report of Independent Auditors. U TAH S YMPHONY & O PERA Financial Statements For the Years Ended August 31, 2008 and 2007 With Report of Independent Auditors Ernst & Young LLP Financial Statements For the Years Ended August 31, 2008

More information

WORLD TRADE ORGANIZATION

WORLD TRADE ORGANIZATION WORLD TRADE ORGANIZATION WT/COMTD/LDC/11 13 February 2002 (02-0722) Sub-Committee on Least-Developed Countries WTO WORK PROGRAMME FOR THE LEAST DEVELOPED COUNTRIES (LDCS) ADOPTED BY THE SUB-COMMITTEE ON

More information

Florida Gulf Coast Rugby Foundation Inc dba Sarasota Rugby Club

Florida Gulf Coast Rugby Foundation Inc dba Sarasota Rugby Club Florida Gulf Coast Rugby Foundation Inc dba Sarasota Rugby Club SUMMARY Mission Florida Gulf Coast Rugby Foundation (FGCRF) is a 501(c)3 non-profit organization established to promote team building, diversity

More information

Powered By Popcorn, Powered By You! Southern Sierra Council 2015 Popcorn Plan

Powered By Popcorn, Powered By You! Southern Sierra Council 2015 Popcorn Plan Powered By Popcorn, Powered By You! Southern Sierra Council 2015 Popcorn Plan A number of units in our council pay for their entire year of Scouting with a single fund raiser - popcorn. Wouldn t you like

More information

AGREEMENT FOR CAPITAL CAMPAIGN SERVICES

AGREEMENT FOR CAPITAL CAMPAIGN SERVICES AGREEMENT FOR CAPITAL CAMPAIGN SERVICES THIS AGREEMENT entered into this of JANUARY 2015 by and between the CITY OF ARLINGTON, ARLINGTON PUBLIC LIBRARY (hereinafter referred to as "CITY") and BRAD CECIL

More information

Report of Independent Auditors and Financial Statements with OMB Circular A-133 Audit Reports and Supplemental Information

Report of Independent Auditors and Financial Statements with OMB Circular A-133 Audit Reports and Supplemental Information Report of Independent Auditors and Financial Statements with OMB Circular A-133 Audit Reports and Supplemental Information June 30, 2012 and 2011 CONTENTS PAGE REPORT OF INDEPENDENT AUDITORS... 1 FINANCIAL

More information

profitable solutions for nonprofits

profitable solutions for nonprofits Winter 2013 profitable solutions for nonprofits The Financial Side of the Nonprofit Industry IN THIS ISSUE 2 Getting a Handle on the Flow of Cash 3 Maintaining the 501(c)(3) Status 6 Newsbits 8 KSM Not-for-Profit

More information

CHARITY SEAL LICENSE AGREEMENT

CHARITY SEAL LICENSE AGREEMENT CHARITY SEAL LICENSE AGREEMENT This Agreement is between the Better Business Bureau, Inc. of Cleveland, Ohio ( BBB ) and (Local Charity). The BBB evaluates local charities for compliance with the BBB Wise

More information

Association for Communication Excellence (ACE) In Agriculture, Natural Resources, and Life and Human Sciences RFP FOR ASSOCIATION MANAGEMENT SERVICES

Association for Communication Excellence (ACE) In Agriculture, Natural Resources, and Life and Human Sciences RFP FOR ASSOCIATION MANAGEMENT SERVICES Association for Communication Excellence (ACE) In Agriculture, Natural Resources, and Life and Human Sciences RFP FOR ASSOCIATION MANAGEMENT SERVICES HISTORY OF ACE Since 1913, ACE has been providing professional

More information

Community Fundraising Event Guidelines

Community Fundraising Event Guidelines Community Fundraising Event Guidelines We are honored you would like to plan a fundraiser for East Tennessee Children s Hospital. Any person or organization who intends to promote a fundraiser to benefit

More information

SAN DIEGO COUNTY EMPLOYEES RETIREMENT ASSOCIATION (SDCERA) PLACEMENT AGENT, CAMPAIGN CONTRIBUTIONS AND GIFTS POLICY

SAN DIEGO COUNTY EMPLOYEES RETIREMENT ASSOCIATION (SDCERA) PLACEMENT AGENT, CAMPAIGN CONTRIBUTIONS AND GIFTS POLICY Original Effective Date: June 17, 2010 Revised May 5, 2011 This version effective January 20, 2012, as adopted by the SDCERA Board of Retirement SAN DIEGO COUNTY EMPLOYEES RETIREMENT ASSOCIATION (SDCERA)

More information

GEF-7 REPLENISHMENT: PARTICIPATION, WORK PLAN AND PROPOSED TIMETABLE. GEF/R.7/01/Rev.01 March 20, 2017

GEF-7 REPLENISHMENT: PARTICIPATION, WORK PLAN AND PROPOSED TIMETABLE. GEF/R.7/01/Rev.01 March 20, 2017 Planning for the Seventh of the GEF Trust Fund GEF/R.7/01/Rev.01 March 20, 2017 GEF-7 REPLENISHMENT: PARTICIPATION, WORK PLAN AND PROPOSED TIMETABLE INITIATION OF THE REPLENISHMENT PROCESS 1. At its 51

More information