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Strategic Plan Principles Briefing to EC October 8, 2011

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

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Strategic Plan Principles Briefing to EC October 8, 2011

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  1. Strategic Plan Principles Briefing to EC October 8, 2011 Greg Harbaugh President & CEO Sigma Chi Foundation

  2. Strategic Plan Principles • I. Alignment between the Fraternity and Foundation: • A. Reach agreement of unequivocal support of all funded leadership programs • B. Reach agreement on Life Loyal program - Transition Life Loyal to program of lifetime giving • C. Integrate recognition/appreciation for Foundation/donors in all promotional material • II. Communications: • A. The Foundation brand needs to be updated: We are serving every Sigma Chi; We are your Foundation, helping your chapter • B. Integrate the message of the Foundation into The Magazine Last Year Last year Last Year This Year Forecast Plan This Year Forecast This year MGO AF (Not in Total) major gift contribution (not in AF total) MGO contribution (not in AF total)

  3. Strategic Plan Principles • III. Annual Fund: • A. Establish lifetime of giving as expectation from initiation forward (1855 Society) • B. Expand one on one outreach to smaller gift (tier 3 & 4) donors (White Cross Trust Officer) • C. Assess scalability of annual fund efforts to expand donor base, element by element, and fund expansions according to best cost/benefit • D. Embrace and expand volunteer advocacy Last Year Last year Last Year This Year Forecast Plan This Year Forecast This year MGO AF (Not in Total) major gift contribution (not in AF total) MGO contribution (not in AF total)

  4. Strategic Plan Principles • IV. Major Gift: • A. Expand Bell Chapter initiative as broadly as possible • B. Aggressively cultivate deferred gift commitments • C. Expand Major Gift Officer impact when feasible • V. Board: • A. Provide expanded opportunities for board to influence local prospects (visits/luncheons) • B. Expand board membership Last Year Last year Last Year This Year Forecast Plan This Year Forecast This year MGO AF (Not in Total) major gift contribution (not in AF total) MGO contribution (not in AF total)

  5. Strategic Plan Principles • VI. Alumni engagement: • A. Identify opportunities for Foundation to support alumni • B. Consult regularly with interested alumni • VII. Chapters • A. Reach alumni through their point of greatest affection - the chapter house • B. Expand Foundation services to support chapter-specific projects Strategic Plan Principles Last Year Last year Last Year This Year Forecast Plan This Year Forecast This year MGO AF (Not in Total) major gift contribution (not in AF total) MGO contribution (not in AF total)

  6. Strategic Plan Principles • VIII. Scholarship: • A. Expand donor-recipient relationship (Donor/Scholar scholarship program) • B. Continue to grow scholarships both in number and category • IX. Miscellaneous/Merchandise: • A. Investigate potential for Foundation to benefit from business partnerships Last Year Last year Last Year This Year Forecast Plan This Year Forecast This year MGO AF (Not in Total) major gift contribution (not in AF total) MGO contribution (not in AF total)

  7. Goals (vs. 2011-12 baseline) • 2015-16 • Substantial increase in both new and net revenue • 5000 new donors • 75 funded Bell Chapters • 10,000 ‘lost’ alumni added • Significant increase in irrevocable bequests

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