Strategic Plan Principles Briefing to EC October 8, 2011 Greg Harbaugh President & CEO Sigma Chi Foundation
Strategic Plan Principles I. Alignment between the Fraternity and Foundation: A. Reach agreement of unequivocal support of all funded leadership programs Last Year Loyal to B. Reach agreement on Life Loyal program - Transition. Last Year Life Last year program of lifetime giving This Year Forecast C. Integrate recognition/appreciation for Foundation/donors in all Plan This Year Forecast promotional material This year MGO AF (Not in Total) II. Communications: A. The Foundation brand needs to be updated: We majorserving every(not are gift contribution MGO contribution (not in AF total) Sigma Chi; We are your Foundation, helping your chapter in AF total) B. Integrate the message of the Foundation into The Magazine 2
Strategic Plan Principles III. Annual Fund: A. Establish lifetime of giving as expectation from initiation forward (1855 Society) Last Year B. Expand one on one outreach to smaller gift (tier 3 &year Year (White Cross donors Last 4) Last Trust Officer) This Year Forecast Plan C. Assess scalability of annual fund efforts to expand donor base, element by This Year Forecast This year element, and fund expansions according to best cost/benefit MGO AF (Not in Total) D. Embrace and expand volunteer advocacy major gift contribution (not MGO contribution (not in AF total) 3
Strategic Plan Principles IV. Major Gift: A. Expand Bell Chapter initiative as broadly as possible B. Aggressively cultivate deferred gift commitments Last Year Last year Year C. Expand Major Gift Officer impact when feasible This Year Forecast Plan V. Board: This Year Forecast A. Provide expanded opportunities for board to influence local prospects This year (visits/luncheons) MGO AF (Not in Total) B. Expand board membership major gift contribution (not MGO contribution (not in AF total) 4
Strategic Plan Principles VI. Alumni engagement: A. Identify opportunities for Foundation to support alumni B. Consult regularly with. Strategic Plan interested alumni Principles Year Last year This Year VII. Chapters Forecast A. Reach alumni through their point of greatest affection - the chapter house Plan This Year Forecast This year B. Expand Foundation services to support chapter-specific projects MGO AF (Not in Total) major gift contribution (not MGO contribution (not in AF total) 5
Strategic Plan Principles VIII. Scholarship: A. Expand donor-recipient relationship (Donor/Scholar scholarship program) Last Year B. Continue to grow scholarships both in number and category Last year Year IX. Miscellaneous/Merchandise: This Year Forecast A. Investigate potential for Foundation to benefit from business Plan This Year Forecast partnerships This year MGO AF (Not in Total) major gift contribution (not MGO contribution (not in AF total) 6
Goals (vs. 2011 -12 baseline) § 2015 -16 q Substantial increase in both new and net revenue q 5000 new donors q 75 funded Bell Chapters q 10, 000 ‘lost’ alumni added q Significant increase in irrevocable bequests 7
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