Objective 6.4

Enabling Activities:

• Assign prospects capable of gifts of $100,000 or more to the President on a case by case basis.

• Develop a specific caseload of at least 25 major gift prospects capable of donations of $50,000 or more for the Vice President and the Director of Institutional Advancement.

• Develop a specific caseload of at least 50 major gift prospects capable of contributions of $5,000 or more for each Major Gifts Associate.

• Identify, cultivate, solicit, and steward endowment gifts from various individuals, corporations, and foundations.

• With the assistance of The Stelter Company, continue to improve our approach to planned giving.

• Review and revise Foundation policies, procedures, and practices and communicate this information such policies procedures, and practices to the appropriate constituents.

• Initiate and complete the migration to a new donor relationship management system.
  

• Communicate with all fund owners during the fiscal year, providing a detailed financial update as well as exploring plans for the future.

• Evaluate the existing scholarship process and make the necessary process improvements as well as explore activities connecting the scholarship recipient with donor.