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archiAAD 640, Unit 5: The Annual Fund

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UK Arts Administration

on 6 October 2017

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Transcript of archiAAD 640, Unit 5: The Annual Fund

Unit 5:
The Annual Fund
1. The Role of the Annual Fund
2. Building the annual fund strategy
3. Acknowledgment and recognition
4. The Annual Fund Development Plan
Individual Development
Mail solicitation/direct mail
Personal solicitation
Telephone solicitation
Electronic solicitation
i. Websites
ii. Email
iii. Other social media tools
iv. Mobile devices
v. Mobile websites
vi. Smartphone applications
"No benefits were provided to the donor by (organization name) in consideration of this gift."
Platinum Club - gifts of $25,000+
Gold Club - gifts of $10,000-$24,999
Silver Club - gifts of $5,000-$9,999
Bronze Club - gifts of $1,000-$4,999
Heritage Club - planned gifts
To whom should I mail?
What should my mail package look like, and when should it be sent?
How will I include technology in my annual fund plan?
What is my return on investment in direct mail? How much will it cost to raise $1?
How long should the letter be and what should I include with the letter?
How do I say thank you?
How do I keep track of direct mail donors?
Are all my strategies solicitation based, or do I have a 80/20 mix of cultivation/stewardship activities as well?
Individual Development
Individual Development
Electronic solicitation
Electronic solicitation
Electronic solicitation
Electronic solicitation
Electronic solicitation
Electronic solicitation
i. Websites
i. Websites
i. Websites
i. Websites
i. Websites
ii. Email
ii. Email
ii. Email
ii. Email
ii. Email
iii. Other social media tools
iii. Other social media tools
iv. Mobile devices
iv. Mobile devices
iv. Mobile devices
iv. Mobile devices
v. Mobile websites
v. Mobile websites
v. Mobile websites
v. Mobile websites
vi. Smartphone applications
vi. Smartphone applications
vi. Smartphone applications
vi. Smartphone applications
vi. Smartphone applications
"No benefits were provided to the donor by (organization name) in consideration of this gift."
"No benefits were provided to the donor by (organization name) in consideration of this gift."
"No benefits were provided to the donor by (organization name) in consideration of this gift."
Platinum Club - gifts of $25,000+
Gold Club - gifts of $10,000-$24,999
Silver Club - gifts of $5,000-$9,999
Bronze Club - gifts of $1,000-$4,999
Heritage Club - planned gifts
Platinum Club - gifts of $25,000+
Gold Club - gifts of $10,000-$24,999
Silver Club - gifts of $5,000-$9,999
Bronze Club - gifts of $1,000-$4,999
Heritage Club - planned gifts
To whom should I mail?
What should my mail package look like, and when should it be sent?
How will I include technology in my annual fund plan?
What is my return on investment in direct mail? How much will it cost to raise $1?
How long should the letter be and what should I include with the letter?
How do I say thank you?
How do I keep track of direct mail donors?
Are all my strategies solicitation based, or do I have a 80/20 mix of cultivation/stewardship activities as well?
To whom should I mail?
What should my mail package look like, and when should it be sent?
How will I include technology in my annual fund plan?
What is my return on investment in direct mail? How much will it cost to raise $1?
How long should the letter be and what should I include with the letter?
How do I say thank you?
How do I keep track of direct mail donors?
Are all my strategies solicitation based, or do I have a 80/20 mix of cultivation/stewardship activities as well?
To whom should I mail?
What should my mail package look like, and when should it be sent?
How will I include technology in my annual fund plan?
What is my return on investment in direct mail? How much will it cost to raise $1?
How long should the letter be and what should I include with the letter?
How do I say thank you?
How do I keep track of direct mail donors?
Are all my strategies solicitation based, or do I have a 80/20 mix of cultivation/stewardship activities as well?
To whom should I mail?
What should my mail package look like, and when should it be sent?
How will I include technology in my annual fund plan?
What is my return on investment in direct mail? How much will it cost to raise $1?
How long should the letter be and what should I include with the letter?
How do I say thank you?
How do I keep track of direct mail donors?
Are all my strategies solicitation based, or do I have a 80/20 mix of cultivation/stewardship activities as well?
Financial goals
Strategic goals
Financial goal
Cultivation strategies
Plan and process
Fund development calendar
WATCH: The Annual Fund
Full transcript