Board Member Fund Development Plan
2017-2018
Board Member Name______
We look forward to building this personal fundraising plan with you, by confirming your personal gift, choosing the fund/resource development and fundraising activities you will participate in, and setting goals in those areas.
Prior to our meeting, please review this document and make notes on areas where you feel you have particular strengths. We will complete this plan together and use it throughout the year to ensure your success in fundraising, helping to secure the resources needed to achieve our goals for serving girls.
Make a personal donation. Board members of Girls Inc. of Jacksonville are expected to make an annual personal financial contribution. We ask that you consider an amount that represents a significant contribution to you at a minimum of the Champions for Girls Giving Society level. We also ask you to make Girls Inc. one of the top three organizations you support.
____ My personal donation for 20__: $______
____ I will pay my pledge:
____at one time, by ______(date)
____in 4 quarterly payments
____in 12 monthly installments
Provide a list of prospects for donor cultivation and solicitation.
____I will complete and submit a major donor prospect and referral form by ______(date).
____I will provide a list of names, addresses, telephone numbers and e-mail addresses of people that Girls Inc. can use for its annual appeal campaign/direct mail campaign by ______(date).
____I will write a personal note on the annual appeal letters.
____If Girls Inc. provides me with a template, I am willing to personalize the letter and have it go out under my signature, on either my letterhead or Girls Inc.’s letterhead.
Participate in donor meetings. Many of Girls Inc.’s solicitations to major donors and prospects include a face-to-face meeting. Board members play a key role in these meetings.
I am interested in accompanying Girls Inc. staff and participating in meetings with prospective donors: ____Yes ____No
Invite friends, family, neighbors, colleagues, and contacts to support Girls Inc.
____ I will talk to the following people about Girls Inc.:
Name Title Affiliation
1.______2.______
3.______
4.______
____ I will introduce the Girls Inc.’s Executive to and/or set up a meeting with the following individuals:
Name Title Affiliation
1. ______
2. ______
3. ______
4. ______
_____ I will arrange for Girls Inc. staff or make a presentation myself to the following church, temple, community, civic, fraternal or social groups/clubs/organizations that I belong to:
Name & location of the group/club/organization
1. ______Arrange for__Make
2. ______Arrange for__Make
3. ______Arrange for__Make
4. ______Arrange for__Make
Host a house party or tour, or invite someone else to host a house party or tour. House parties and tours are used to acquaint and educate people about the work of Girls Inc. and are also an opportunity to raise money. By hosting a house party or tour you determine the guest/participant list, write and send out the invitations, underwrite the cost of the food and drink, and open your home (or other site) to prospective friends, supporters and donors of Girls Inc.
_____I will host a house party
_____I will host a tour
_____I have a friend who I will ask to host a house party
_____I have a friend I will ask to host a tour
_____I will make personal and/or telephone invitations to prospective participants
_____My goal is to raise $______through a house party for Girls Inc.
Support the annual Women of Vision Celebration Luncheon and Daddy Daughter Dance events
_____I will serve on the Host Committee
_____I will solicit my company for sponsorship/tables
_____I will sell individual tickets to the event
Make thank you calls to donors and supporters.
This involves calling donors just to say “thanks”. It’s not a pitch for money, but simply an opportunity to thank donors for their support and answer any questions that they may have, and to learn more about the donor.
_____I will make thank-you calls to donors and supporters: ___Yes ___No
_____I will send a note to donors on my personal stationary ___Yes ___No
My overall fundraising goal is $______
___I’d like help in setting my fundraising goals- please contact me!
I agree to fulfill the above-stated fundraising goals to the best of my ability.
Board MemberDate
Board PresidentDate
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